How to view and manage new referrals
Reviewing Referrals
New referrals will appear in your Inbound Clients tab in the left hand navigation. You can view and sort by the source of the referral. As a program on Kiip, you can receive referrals from other programs using Kiip or Findhelp. You can decide whether or not to claim the referral, which adds the client to your Client Directory.
Click Details to view the client’s contact information and any accompanying intake screeners, if your program has a screener enabled.
Once you claim a client you are automatically added to a room with them where you can begin to provide assistance. Click ‘View Client’ to enter the room.
If your program is at capacity or the client isn’t a good fit you can always click ‘Decline’ which will automatically update the status of the referral for the program sending it.
Note: We do not require you to receive referrals in order to send them.
Turn on Inbound Referrals
To enable inbound referrals for your program, follow these steps:
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Visit Findhelp.org.
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Log into your account using your Findhelp credentials.
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Navigate to Contact Settings.
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Choose the ‘Refer’ option for your connect button.
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This will activate the inbound referral feature for your program.
To read more about turning on inbound referrals, please contact us at Helpdesk+Kiip@findhelp.com.