CORE / Referrals

Turn a request for support into
an action that can be followed through.

Create referrals in participant context, assign responsibility and follow what happens until the loop is closed.

A referral connects a participant request to a service response and follow-up.

Close the loop

A referral can become an operational action.

In CORE, a referral is not just a note or a handover. It can be assigned to a programme team and, when relevant, transformed into an Activity Implementation representing the service to be delivered. This helps organisations close the loop — not only send the request.

Referral createdAssigned to teamConverted into deliveryLoop closed

01 / From referral to delivery

Connect the request to programme operations.

A referral can be assigned to the relevant programme team. When the requested support can be delivered by the organisation, it can be converted into an Activity Implementation for the service to be delivered.

Illustrated service delivery scene showing participant selection in an implementation.
Operational handover. When the response is internal, referrals can move into the programme workflow and service delivery process.
Referral created
→
Assigned to programme team
→
Activity Implementation
→
Service delivered

Close the loop

A referral is not complete when it is sent.

CORE helps teams follow whether the referral was accepted, who became responsible, whether the service was actually delivered and what the outcome was — so the referral can be closed with evidence of what happened.

02 / Keep context connected

Follow-up without losing the participant history.

Referrals remain connected to participant and programme context, helping authorised teams see the request, follow-up and outcome as part of the wider operational history.

Illustrated participant record where services, referrals and documents are visible together.
Referrals stay visible in participant context. Teams can keep the request, the participant situation and the follow-up connected.
01

Assign

Direct the referral to the responsible programme team.

02

Act

Connect the referral to actual programme delivery where relevant.

03

Close

Document the outcome and close the loop.