Referral Follow-Up Commitment
Commit to a follow-up routine that confirms referral connection, barrier, and next action.
Follow up on one referral loop within 48 hours. Use this for social-needs referrals, benefits navigation, pharmacy access, behavioral-health handoffs, transportation support, or specialist scheduling. For referral to [resource], I will document: fit checked: yes/no; client permission: yes/no; handoff type: flyer, call, warm handoff, portal, text; follow-up date/time: _____. At follow-up I will ask: Did you connect? What got in the way? What is the next step? I will mark the status as connected, failed, pending, or no longer wanted and update the resource notes if a hidden requirement appears. In 2 days, check whether the chosen referral has a…
Sign up free — one personalized lesson every day, matched to your role and goals.
Already have an account? Sign in