Win referrals without the inbox chaos.
Track every referral from first contact to acceptance on one board. Capture funding, services, safety and priority up front, then convert a yes into a participant in a click.
A pipeline that fits how referrals arrive
Move every enquiry through clear stages on a board, or work a filterable list when the volume picks up.
- New, Contacted, Needs info, Assessment, Accepted, Declined
- Board or table view
- Priority and source tracking
Olivia Newcomer
Community access
NormalMason Reid
Group activities
HighLucas Tran
Respite
NormalHarper Bell
Support coordination
NormalIsla Reid
Community access
RiskEthan Lowe
Respite
LowAva Sinclair
Specialist support
HighLiam Doyle
Community access
Mia Foster
Community access
Capture what matters early
Record services, funding, source and any safety concerns before the first call, so the right person can say yes faster.
Referral details
Next contact: tomorrow
From accepted to active in a click
When a referral is accepted, convert it into a participant without re-typing anything.
- One-click conversion
- Details carry across
- Straight into onboarding
No re-keying, nothing lost.
Everything in intake & referrals
- Kanban board and table
- Six referral stages
- Priority and safety flags
- Services and funding capture
- Source and next-contact tracking
- Convert to participant
Bring your whole operation together.
See OneForce Care on your own rosters and referrals. Book a 30-minute walkthrough, no obligation and no setup required.
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