A very warm welcome to Citizens Advice Westminster – we are delighted to have you onboard with us and look forward to helping you achieve great benefits from using Refernet
Referrals made easy
Safe, Secure and Online
What is Refernet?
A safe, secure and local online referral management system used by local Citizens Advice teams, Councils, Charities, Legal and Money advice services, Health care and Social Prescribing and more across the UK, which has been proven to pay for itself.
Refernet enables referrals to be made securely between Advice Agencies and their partners, across their town, city or region. Refernet is GDPR compliant and reports on activity and outcomes.
Who is Refernet for?
- Citizens advice
- Legal services
- Doctors surgeries
- Housing trusts
- Mental health
- Debt advice agencies
- Parole services
- Education services
Find out how the general public can self refer to you via your Agency website. See the self referral Video
Priced to suit you
Regions & Cities
As well as our core user group who use Refernet in towns and Cities, we now have groups of Citizens Advice using Refernet to join referral activity together across whole boroughs and counties. They are running a single Refernet system to give them connectivity, flexibility and cost savings within their regions, making Refernet cheaper (per CA) with system coverage across larger populations. These networks are often using the Regional functionality as well, to give greater operational flexibility and reporting.
We now have Greater Manchester, West Lancashire, and all of Wales using this model, with several more large regions on the way.
Refernet also caters for organisations who need to create a national network. Additional functionality allows for zoning where required, so that agencies can be grouped. Reporting by zone and the ability to make agencies only visible within certain zones is also possible, and even on an agency by agency basis.
Partner agency benefits
“Partner agencies find Refernet so easy to use. Any initial reluctance quickly disappears when they see referrals are so easy to send, and monitor”
CEO, CA Denbighshire
“Our funders really appreciate our ability to keep track of referrals, track our client’s journeys through partner organisations and directly link referrals to outcomes. This proof of successful partnership working makes a huge difference”
Head of Projects, CA Wandsworth
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Refernet’s system is built & maintained to the highest standards for data encryption, storage and password generation.
Refernet is easy-to-use and integrate into your business. It’s a dedicated system that links advice providers & referral agencies together in a web-based community.
Refernet delivers unlimited referrals between organisations, networks & allows administrators to complete the referral process with a fully auditable record of conclusion types.
Refernet was created in conjunction with well known referral advice and local community service professionals, to deliver measured & conclusive referrals.
‘Refernet allows us to provide a streamlined referral service for our clients and the reporting mechanisms are ideal for our work with funders’
Citizens Advice Luton
Helping Citizens Advice
Citizens Advice Peterborough works with up to 60 agencies to deliver successful outcomes for its clients.
Advice Transformation Trainer Phil Dobbs, explains the key reasons behind Citizens Advice Peterborough’s decision to use an online referral system for connecting with local agencies and the city council.
Secure your system
We take security very seriously. Accessibility is password-protected for different user levels with random passwords generated for all site users.
Access to and from the system is 100% secure, while data integrity is assured through storage at a UK TIA Tier 3 data centre with SSL 2048 bit encryption for all traffic.
New visual charts have been added to your homepage, alongside the Referrals listing pages. This will visually show you the ebb and flow of your agencies natural referral workflow.With the upcoming release, we’ve changed the reporting area in Refernet to provide a more granular export feature allowing you to export specific datasets and digest them in your own programs – such as Excel.