Refernet is a unique, secure, online referral management system that’s been developed to provide secure communication between partners, offering external agencies and organisations a fool-proofed method of referring their clients for help. It is designed to complement your existing case management tools or to act as a simple case management system in it’s own right.

Refernet can provide your partnership or network with:

• Easy to use, simple and intuitive system
• Bespoke branding and identity
• Password protected accessibility for different user levels
• Network and individual agency reports available to system administrators
• Data security and password protected accessibility
• Wide application for national, regional and sub-regional partnerships
• No limit to the number of organisations
• Full search facility and filtering by category and level of service, geographical locations & more
• Enhanced service profiles
• Secure document transfer

Bespoke branding and identity
We’ll tailor your Refernet site to create a new identity for your partnership, or we can match your existing brand, including your own colours and logos. In this way, your Refernet site becomes your own.

Password protected accessibility for different user levels
Refernet administrators issue random passwords for all site users, which can then be changed to suit each user and organisation. This password then remains confidential to the user.

Network and individual agency reports available to system administrators
System administrators can view reports providing invaluable data on the number and percentage of referrals being made, accepted and declined across your network and for individual organisations.

• Extremely easy to use, for Admins and Agencies.
• Has a modern user interface (easier to ‘sell’ to third party agencies, invited by CAB’s)
• Is scaleable to a whole city and a region, with reports on all referral activity / performance.
• Is secure, and GDPR compliant.
• Allows for unlimited referrals, unlimited agencies, unlimited users (within the agreed contracted region).

• Is Mobile friendly – so it can be used to make referrals on a mobile or tablet (useful out in the field).
• Sends text messages to clients (keeps the client up-to-date, with a referral ID number and which Agency is taking care of them).
• Allows documents to be attached safely, so all parties can have access.
• Has a focus on outcomes and reports – this can make a difference for funding.
• Has flexible referral forms, that can be edited to suit the user group.

Our demo site shows an application for a typical Community Banking Partnership (CBP) which aims to address financial exclusion in a Borough or District.

Refernet has the flexibility to serve large and small partnerships and, because it is web-based, the geography of any partnership or network does not restrict its application.

We listen to what our user groups request of the product for the future. The current applications for this unique product is already recognised, but already much is planned for future development.

In order to supply the right service in a changing world and to remain flexible for all areas of public services, private practice and industry who rely on making referrals – if you would like to discuss further how we can help you, please contact us. We would be happy also to arrange a live demonstration.