NCCC Tip of the Week: Picking up Referrals (a tip for the gatekeepers!)

 

This week’s tip is just for you—the amazing folks who pick up referrals for their agency in North Coast Care Connect (NCCC). If you’re the go-to person for managing referrals, here’s a quick guide to help you keep things moving smoothly!

🔍 Step 1: Check Your Referrals

• Head to the To Do’s tab on your NCCC homepage.
• Referrals sent to your agency will appear as bolded tasks.
• Click on the referral form to see what support is being requested.  (Tip- you can also go the client’s case record to view additional details about the client).

✅ Step 2: Take Action

 Once you’ve reviewed the referral, you’ll need to respond and “close the loop”. You’ll choose from a few options:

🟢 Accept – Your agency is a good fit and ready to help.
→ Select a resolution like “Engaging with Client” and click Submit.

📤 Forward – You think another agency may be a better fit.
→ Select that agency and click Forward to reroute the referral.

👥 Assign – Someone else at your agency is better suited to handle it.
→ Pick their name and click Assign to send it their way.

🔴 Decline – Your agency is unable to meet the need.
→ Choose Decline and submit.

Just a quick reminder!

As part of North Coast Care Connect, partners have agreed to respond to referrals within 3 business days.

This doesn’t mean services need to be provided right away—it’s just about letting the sender (and their client!) know you’ve received the referral and are looking into it.

A quick response goes a long way in making sure no one feels left hanging. Thanks for keeping the connection strong!

 

💡 Need help?
We’re here for you. If you have any questions or run into issues with the referral process, don’t hesitate to reach out.

Thanks for everything you do to keep NCCC working smoothly for our community! 💙