How do I send a referral and find a provider?
For: Caseworker
Send a referral from a participant's pathway and track it through to whether the person actually connected. Referral Partners is the working list your team refers to, and a directory result you import lands there before anyone has vetted it. Search directories and Marketplace draw on public government sources for providers you have not added yet.
Referring a client
On a service line’s Referrals & Milestones tab, add a referral to a Marketplace listing or a directory result. Track delivery states, log check-ins, and record the outcome. On the Pathway screen, a referral still marked Referred or Connected blocks Complete case until you close it.
The provider response link
Each referral can generate a tokenized link to send to the receiving provider. The provider opens it (no account needed), sees the referral context, and responds: accepted, updates, or a close-out with a note. Responses land back on the referral.
Search directories
On Referral Partners (staff) and the public Find Providers page, search six live national sources:
Source | What it covers |
|---|---|
findtreatment.gov (SAMHSA) | Mental health and substance-use treatment facilities |
CareerOneStop: American Job Centers | Workforce centers |
CareerOneStop: Training providers | Vocational and training programs |
CareerOneStop: Re-entry programs | Re-entry services |
NPPES NPI Registry (CMS, the Centers for Medicare & Medicaid Services National Plan and Provider Enumeration System) | Behavioral health and medical organizations |
data.hud.gov (HUD, the U.S. Department of Housing and Urban Development) | HUD-approved housing counselors, serving Housing and Financial Stability |
Search by zip code and radius. The radius applies to the sources that support it: the NPPES registry has no radius search and matches on the ZIP code area instead. On both pages, workforce results display the required CareerOneStop/DOLETA/DEED attribution. Find Providers is free and public: no account needed.
Marketplace and Referral Partners
Marketplace is a browsable directory of organizations by category tile, open to administrators only. Its listings carry a notice that Lift Right does not necessarily endorse them or have a working relationship with them. Caseworkers reach the same listings through Browse providers to refer on a service line. Referral Partners is the working list your org refers to, including importing directory search results as partners. Import & refer on a service line adds a directory result to that list in one click, before anyone has vetted it, and the referral row warns that the contact has not been confirmed.
Questions people ask
- How do I send a referral?
- On a service line's Referrals and Milestones tab, add a referral to a Marketplace listing or a directory result, then track delivery, log check-ins, and record the outcome.
- Does the provider need a Lift Right account?
- No. Each referral can generate a link the provider opens without an account to see the context and respond: accepted, an update, or a close-out with a note.
- Which directories can I search?
- Six live national sources, including findtreatment.gov, CareerOneStop, the NPPES provider registry, and HUD-approved housing counselors, by zip code and radius. The NPPES registry has no radius search, so it matches on the ZIP code area instead.
Related
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