Referrals
Closed-loop referrals
Referrals whose outcome is confirmed by the receiving party, so the sender knows whether the connection happened.
Product support
Documented support
- ClientTrack by CaseWorthy by CaseWorthy
Closed-loop referrals named explicitly (HMIS page).
vendor reported
Partial / qualified support
- Bonterra Apricot by Bonterra
Referral features are documented but full closed-loop confirmation is not established.
vendor reported
- Casebook by Casebook PBC
Casebook documents external provider/service referral tracking. The same FAQ describes automatic provider notification and referral/waitlist status updates as future workflow, so current evidence does not support a fully automated closed loop.
vendor reported
- CharityTracker by Simon Solutions
Referral statuses update to Approved/Completed or Denied — a status loop without the closed-loop terminology (help center).
vendor reported
- Clarity Human Services by Bitfocus
Full referral histories, referral-specific notes and alerts, duplicate avoidance — loop exists, term not used (coordinated entry page).
vendor reported
- Exponent Case Management by Exponent Partners
Referral statuses plus follow-up requests — loop mechanics without the terminology (human services page).
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Referral results and statuses support tracking to disposition; closed-loop workflow terminology not used in documentation.
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Providers accept/decline referrals and update progress — the loop is described but the term is not used (Trailhead).
vendor reported
3 researched products have not yet been verified for this capability — that is a research gap, not an assessment.