Referrals
Referral outcomes
Recording what became of each referral: accepted, declined, completed, no-show.
Product support
Documented support
- Clarity Human Services by Bitfocus
Referral history monitoring plus referral detail and CE APR reports (report library).
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Referral.Result records the outcome; result categories include Approved, Client Declined Services, Referred Elsewhere (Developer Guide).
vendor reported
Partial / qualified support
- Casebook by Casebook PBC
Referral/service status can be tracked, but a fully automated referral-outcome loop was not established.
vendor reported
- CharityTracker by Simon Solutions
Request/referral status tracking (Pending/Approved/Completed/Denied) (help center).
vendor reported
- Exponent Case Management by Exponent Partners
Referrals tracked by status; workforce placements tracked from referral to hire (workforce page).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Agencies monitor constituent progress on provider-delivered services (Trailhead).
vendor reported
5 researched products have not yet been verified for this capability — that is a research gap, not an assessment.