How Do I Track Referrals
How to track a referral step by step process
- Step 1: Go to findhelp.org
- Step 2: Log in
- Step 3: Click on People I’m Helping
- Step 4: Then click the subheading People
- Step 5: This will show all individuals referred by you
To check on the status of the referral step by step process
- Step 1: Go to findhelp.org
- Step 2: Log in
- Step 3: Click on People I’m Helping
- Step 4: Then click on the subheading People
- Step 5: Click on the person you are following
- Step 6: This will show a summary of referrals, and whether the person got help, couldn’t contact or if the status is pending
How to Track a Referral
Step by step screen shots
Step 1
Go to findhelp.org and Log in
Step 2
Click on People I’m Helping
Step 3
Click the subheading People
This will show all individuals referred by you.
To Check on the Status of the Referral
Step by step screen shots
Step 1
Go to findhelp.org and Log In
Step 2
Click on People I’m Helping. Then click on the subheading People
Step 3
Follow these screens
This will show a summary of referrals, and whether the person got help, couldn’t contact or if the status is pending.
How to Communicate with the DC WIC Team
Step by step screen shots
Step 1
Go to findhelp.org and Log In
Step 2
Click on People I’m Helping. Then click on the subheading People
Step 3
This Will Show All Individuals Referred by You
Step 4
Click on the Individual You Would Like to Send a Message
Step 5
Click Add Note
Step 6
Type your comments where it says “Type your note here…”
Be sure to check the box that says “Make note visible to people outside your organization who can see the referral” Then SAVE.
Step 7
Comments Written Back Will Show Up in the Notes Section
What do the Status’ in the FindHelp Referral Mean?
Not updated – not addressed, have not attempted to reach out
Needs client action – an employee has called and left a voicemail, WIC staff is waiting to hear back
Referred elsewhere – used for participants living in another state or wants other services not WIC; special cases- this could also mean no capacity
Got help – The participant has been contacted and the appointment has been scheduled
Couldn’t contact – Communication info is incorrect and the employee was unable to make contact with the participant
Not eligible – did not pass income requirement
No longer interested – the participant is no longer interested in receiving services