If Participants have recently connected with your organization, have lost work, moved, or experienced another major life event, this could be a good time to see if a referral is needed. Below are examples of how clients have used Referrals Forms:

Internal Referrals

Internal Referrals are for Participants who have a need (or needs) that can best be provided for by another Program in your organization. Referrals in ETO work similarly to the Enroll Participant feature, but unlike Enrollments, Referrals can be reported on. For example, how many Participants from each Program in ETO were referred to the Food Pantry Program last fiscal year? To go a step further, how many of those Participants who were referred received services?

*Note Participants cannot be referred to Programs where they are currently active.

  • To get started, create an intake TouchPoint that includes a question like, "What are your service needs?" and provide a list of non-exclusive choices that can be mapped to your organization's Programs (which are also ETO Programs). Program staff can review responses in ETO and use Referral Forms to direct the Participant to programs that match their needs.

  • If it makes sense in your ETO, a similar question could be added to an existing TouchPoint. For example, a TouchPoint that captures case notes could include a question like, "Do you currently have any of the following needs?"

External Referrals

External Referrals are for Participants who have a need (or needs) that fall outside of services your organization provides. Use Entity functionality to create a directory of other nonprofits or government agencies in the community that staff can refer to. Name the Entities clearly and avoid acronyms to prevent duplicate Entities and to make data entry and reporting straightforward.

Tracking External Referrals in ETO is a way to show Participants being served collaboratively by organizations/businesses/institutions that have various specializations.

  • Referrals are most often made to Entities with the type Service Provider.

  • Workforce Development Programs may refer to Entities with the type Employer to document when Participants apply for or are connected to open positions.

  • College Prep Programs may refer to Entities with the type Education Institution to document when Participants apply to or are connected to a college, vocational school, etc.


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