If no eligible organisation is available to receive a client’s referral, the system will prevent the referral from being sent. This may occur if:
- No organisations meet the eligibility criteria (e.g., age range, location, service offering).
- All potential receiving organisations have reached their capacity.
- The sending organisation has restricted referrals to specific recipients, and none are currently available.
What to Do Next
Don’t panic! We anticipated this possibility, which is why the eligibility check is carried out before the user invests their time completing the referral questionnaire.
The clients details are saved at this point, and we have sent a message to the administering organisation alerting them of this event.
If a referral cannot be sent, users can take the following actions:
- Review client details regarding eligibility criteria – Check if a mistake was made obtaining the client details, or in the case of pre-existing clients the information may be out-of-date.
- Don’t be sneaky – Although it may be temping, it is not advisable to amend the client’s details with false information. Although this will seem positive to get the referral sent, the organisations have configured their criteria for a reason and providing false information in the referral will lead to a decline later in the process.
- Manually contact organisations – If appropriate, the user can use the contact details in the directory to reach out to organisations they frequently refer to. It could be a capacity issue, and in special circumstances they may be willing to temporarily alter their configured settings to allow you to make the referral.
- Flag the issue to administrators – If no suitable organisations are available, users can notify system administrators in addition to make them aware of the system notification to expedite a review and potentially onboard additional organisations to meet the demand.
By following these steps, users can ensure that clients receive the support they need even when no immediate referral options appear available.