Making and Updating Referrals Through Connect

Aunt Bertha makes it easy to track the referrals that you have made, so you can easily follow up and close the loop! You can directly notify your seeker and the agency that a referral has been made, making it that much easier for them to connect and receive help.

How to Make a Referral

  1. Log in and and search by Category or Keyword
  2. Once you find a program you like for a seeker, locate the "Connect" button on the Program Listing
  3. Select, "I'm referring someone else"
  4. Enter your name and email address
  5. Enter the name, email address and phone number (optional) of the person you are referring (the seeker)
  6. Verify that you have consent to share this information from the seeker and click the, "Yes, I have consent" button. Then click "Send".
  7. If the agency has a screener form set up, answer the following questions for your seeker and hit "submit." Your seeker can also log into their account, click on "Dashboard" and "Applications" and complete the screener form themselves.

What happens next...

You can view and update the status of your referrals by clicking "Referrals" at the top right navigation.

An email will be sent to your seeker from Aunt Bertha letting them know a referral has been made. Your seeker will be able to log in and see all of the programs to which they have been referred. From their seeker dashboard, they can update the status* of their referrals

An email will also be sent to the agency asking them to contact the seeker with their intake information. 

If your seeker was able to submit a screener form, the agency will receive a notification on their account where they can update the status of the referral and respond directly to the seeker through Aunt Bertha.

*How to View and Update Referrals

  1. Log in and view your Referrals folders by clicking "Referrals" at the top of the screen
  2. On the left hand side, under "Referrals I Made", select the referral folder you would like to review
  3. To update the referral status, click the drop down menu next to the program. You can denote whether the seeker was able to get help or not by selecting either "Got Help", "Not Yet", or "Couldn't Get Help"

*Note, if your seeker creates an account, they can also update the status of their referral. If they update the status, that change will be reflected in your referral dashboard as well.

 How to Send or Resend Referrals

  1. Log in
  2. View your Referral folders by clicking "Referrals" at the top of the screen
  3. Select the Referral folder you want to send or resend
  4. Click "Send" on the top right
  5. Enter the seeker's first name, last name, email address and a message.
  6. Verify that you have consent to share this information from the seeker and click the, "Yes, I have consent" button. Then click Send.
  7. An email will be sent to your seeker from Aunt Bertha with information about the program. They can also create an account and log in and see all of the programs to which they have been referred. From their seeker dashboard, they can update the status* of their referrals 
  8. An email will also be sent to the agency asking them to contact the seeker with their intake information.

How to Delete Referrals

  1. Log in
  2. View your Referral folders by clicking "Referrals" at the top of the screen
  3. Select the Referral folder you want to edit
  4. Click "Edit" on the top right
  5. Select "Delete this Folder"

How to Print a Referral Folder

  1. Log in
  2. View your Referral folders by clicking "Referrals" at the top of the screen
  3. Select your Referral folder on the left that you want to print
  4. Once you have selected to folder, click the "Print" button on the right hand side of your screen. A printer friendly version of the programs' information will appear.
  5. From your browser, select "Print"

 

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