Warm referrals: an introduction, not just a phone number

Helpers introduce residents to places, residents agree each time, and the outcome comes back.

Illustration: Warm referrals: an introduction, not just a phone number

Handing someone a phone number is where a lot of referrals end. Now a caseworker can make a real introduction, and find out what happened.

On a case, a helper picks a place, writes what the person needs, and starts from a drafted introduction they can edit.
The resident sees the suggestion on their home page and decides. Nothing is pre-checked: they tick a box to share their name, phone, and the note, or choose “Don’t contact me”.
The place gets nothing until the resident agrees. Then it appears in the place’s referral queue.
The place updates the status: working on it, needs your action, got help, couldn’t contact, or no room. “Needs your action” comes with a note that becomes a to-do for the resident.
Every update shows on the helper’s case and on the resident’s home page.