Information & Referral Management System for IDD and HCBS Providers
Centralized Tracking for Inquiries, Referrals, and Follow‑Up Tasks
Therap's Information & Referral Management System gives human services agencies a simple, centralized workflow to handle every contact. When families, case managers, or individuals reach out for support, your team can record details, assign tasks, and track outcomes without losing anything in scattered notes or spreadsheets.
Functionality
Inquiry Tracking
Log incoming calls, emails, and walk‑ins alongside contact details, family background, and referral sources.
Task Assignment
Route follow‑up actions directly to specific staff members with built‑in accountability and status tracking.
Alternate Resource Referrals
Record outward referrals when directing individuals to outside agencies or community partners.
Custom Surveys & Assessments
Gather tailored information during intake using configurable caller questionnaires.
Grievance & Concern Management
Log, review, and address incoming complaints or feedback with clear documentation trails.
Trend Reporting
Generate clear visual reports on community needs, referral volumes, and
response times.
See Performance
Dashboards
Benefits
Prevent Data Loss
Keep caller history and notes in one shared location so requests don’t fall through the cracks.
Speed Up Response Times
Automated task assignments notify team members right away, helping individuals get services faster.
Spot Service Gaps
Evaluate incoming trends to identify unmet needs within your local community and plan future programs effectively.
Therap Ratings and Reviews
Frequently Asked Questions
What kind of information can I collect during an initial inquiry call?
You can collect demographic details, family and caregiver contact info, referral source data, specific service needs, and custom responses using configurable intake surveys.
Can we track referrals made to outside organizations?
Yes. The module allows you to document outward referrals to alternate community providers, helping you track where individuals were directed when internal services weren't a fit.
How does the system handle follow‑up tasks for incoming requests?
Staff members can create and assign follow‑up tasks directly within the caller record. Assigned team members receive notifications, and supervisors can view task statuses in real‑time.
Does the system support reporting on referral trends?
Yes. Built‑in reporting tools let administrators track referral volumes, monitor response turnaround times, and identify frequently requested services across your region.