Smart Referral Software

What is the SRN?

To increase the scale and impact of the Active Referral Network (ARN), the United Way Monterey County has developed Smart Referral Network software (SRN). The SRN allows users to make “closed loop” referrals.  Case Managers, other front line workers, and residents in need of services use the program to identify needed services in the County 211 health and human service database and more effectively enroll in them. 

The SRN also allows for the measurement of the social determinants of health (SDOH) outcomes of those services.  More than forty local community benefit organizations use the SRN to provide wrap around services and ensure referrals lead to impactful outcomes for their clients. 

 

 

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Making Electronic Referrals

Case Managers work with clients to identify service needs outside of their program areas. Clients enter in demographic information such as ethnicity, disability, and income. Together they use the search tool to find needed services in 211. The software compares client demographics with program eligibility requirements and generates a “smart” list of services for which their client would likely be eligible.

The SRN Smart Bot allows residents the ability to refer themselves. Residents with access to the internet enter in their personal information; sign a Release of Information form; and search for services based on the 211 taxonomy.

 

Partner Dashboards

Network partners have access to referral dashboards where they can respond to referrals received, track referrals they sent, monitor the services their clients receive, keep track of their clients’ SDOH improvements and document case notes and other program outcomes.

 

Referral Consent and Release of Information

 

 

Participating Agencies

  • Immediate needs (food, shelter, rent, utilities): Dorothy’s Place-House of Peace; The Salvation Army of the Monterey Peninsula Corps., Meals on Wheels of the Salinas Valley, Meals on Wheels of the Monterey Peninsula
  • Financial Literacy Education: United Way Monterey County 
  • Early Care and Education: Monterey County Office of Education Head Start, Community Action Partnership of San Luis Obispo County (CAPSLO) – Migrant Head Start, Family Friends and Neighbors
  • Housing Resources: Eden Housing; Housing Resource Center, Community Homeless Solutions, Community Housing Improvement Systems and Planning Association (CHISPA), Housing Authority of the County of Monterey
  • Disabilities: Central Coast Center for Independent Living
  • Adult Education: Hartnell HEP; Gonzales Adult School
  • Jobs Training: Loaves, Fishes & Computers
  • Workforce Development: Goodwill Central Coast
  • Legal Assistance: Watsonville Law Center
  • Basic Needs/Domestic Violence: Gathering for Women, Casa de Noche Buena (Community Human Services), YWCA
  • Family Resources: Castro Plaza Family Resource Center, Pajaro Valley Prevention and Student Assistance, Monterey Office of Education
  • Asset Building & Access to Community Services: Action Council of Monterey, Catholic Charities
  • Substance Abuse: Sun Street Centers, Prescribe Safe Initiative, Valley Health Associates
  • Counseling and Youth: Boys and Girls Clubs of Monterey County, Harmony at Home, Rancho Cielo
  • Utility Assistance: Central Coast Energy Services
  • Foster Care: Kinship Center
  • Cities: GonzalesSoledad, King City, Seaside, Monterey
  • Health Care: CCA, CHOMP Emergency Room; Doctors on Duty, Central California Alliance for Health, Montage Health
  • Food Security: New Life Church
  • Mental Health: Shine a Light Foundation; Harmony at Home
  • Student Services: Cal State University Monterey Bay

 ARN Cyber Security Policies and Restrictions

Access and Permissions

  • Personalized onboarding for each partner
  • Organization, program, and user level roles and permissions
  • Web based access, login with username and unique password
  • Client referral authorization and ROI forms
    • English and Spanish
    • Rights & Recourse,
    • Expiration date
  • Partner MOUs: Client confidentiality & Privacy, HIPAA, Data Sharing
  • Cybersecurity Insurance protection: includes Security Breach Response Coverage

Infrastructure

  • AWS Cloud that is infinitely scalable
  • Data secured and encrypted at rest and in transit
  • Amazon security oversight
  • Redundantly stored data for disaster recovery
  • Regular Penetration testing 

Protected Health Information and Personally Identifiable Information

  • Medi-Cal ID Referral Outcome Restrictions

 

Reports

Partners run reports on the “SDOH” outcomes of services, referrals made and received, and referrals that result in services. Reports are used to develop a baseline starting point from which to monitor growth.

 

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