Direct referral
Set-Up Request
Join the 59 CIE partners who currently accept Direct Referrals by opening up your services to receive Direct Referrals from referral coordination partners.
What is the difference between a direct and informational?
Direct referrals ensure individuals are proactively connected to services through a coordinated system where organizations that accept those direct referrals can:
• View Information about a client beforehand
• Follow-up with the client to ensure they are eligible to receive services
• Track information about interactions with the client over time in CIE
While informational referrals, leave it up to the client to follow up with the agency and navigate the service delivery system on their own.
For Partners:
• Review the client’s history of care before-hand to make informed decisions on
how to provide services and coordinate care
• Facilitates communication between you and other service providers to plan and
coordinate care for clients
• Keeps other partners involved in the referral process informed
• Supports building trust and meaningful relationships with your clients to provide
the best possible experience and support
• Organizations can prescreen clients for needed services and refer them directly
to your programs
• Track program enrollments and outcomes for your clients
• Use data from direct referral activity to evaluate how clients access your program
• Learn how clients are getting connected to your services
• Learn about other services your client is accessing or has accessed in the past
• Track your organization’s impact and share with funders and community
stakeholders
For Clients:
• Reduces the burden of providing basic demographic information repeatedly
• Improves the chances of getting clients connected to the services they need
• Clients benefit from outreach and extra layer of support, rather than having to selfnavigate
the screening and intake processes on their own
• Prevents clients from falling through the cracks enabling organizations to connect with
the client directly and initiate intake
• Clients benefit from follow-up and tailored interventions
• Clients benefit from expedited screening process for services
• Increase the odds of clients getting enrolled to services
• Clients can track program enrollments over time
• Clients can track their history of care over time
CIE Partners utilize a secure technology platform to support our shared clients by viewing a clients’ history of care, sending electronic warm-handoffs, and exchanging data to ensure timely, informed, and tailored interventions.
To get access to CIE, contact our CIE Helpdesk.
You can review and make updates to your service listings electronically by signing in to the CIE Partner Community. If the person responsible of updating your services does not currently have a login, you can request one here.
Once you have access to the CIE Partner Community, please review the services listed by clicking on the “Agency Profile” tab and click through the service links and ensure the services are up to date. To make edits or changes to the service listings, you can click on the service name and “Request Service Update.”
· If you do not see the service name listed, please complete the new program form online.
· To learn more about how to update your services, download guide.
Follow the steps in the form below to determine if your organization is ready to start receiving direct referrals.