# Refer clients to community resources or services.

*/Tasks/Refer_clients_to_community_resources_or_services.*

Refer clients to community resources or services.

## Boundary Of Firm

**Outsourced To**:
- [Community Service Organization](/CompanyTypes/Community_Service_Organization)
- [Social Services Nonprofit](/CompanyTypes/Social_Services_Nonprofit)
**Automatability**: assisted
**Routing Summary**:
- Referring clients to community resources or services is general case-management work kept in-house by social workers and case managers.
- The services themselves sit with external community providers the client is connected to.
- Resource directory and case-management software match and record referrals for the worker to confirm.
**Delivered By Role**:
- [Social Worker](/Tasks/Refer_clients_to_community_resources_or_services./JobTypes/Social_Worker)
- [Case Manager](/Tasks/Refer_clients_to_community_resources_or_services./JobTypes/Case_Manager)
- [Human Services Assistant](/Tasks/Refer_clients_to_community_resources_or_services./JobTypes/Human_Services_Assistant)
**Asset Specificity**: general
**Automated By Action**:
- [Match Client to Community Resource](/Action/Match_Client_to_Community_Resource)
- [Generate Resource Referral](/Action/Generate_Resource_Referral)
**Automated By Software**:
- [Community Resource Directory](/Software/Community_Resource_Directory)
- [Case Management System](/Software/Case_Management_System)
**Delivered By Department**:
- [Case Management](/Tasks/Refer_clients_to_community_resources_or_services./Departments/Case_Management)
- [Social Services](/Tasks/Refer_clients_to_community_resources_or_services./Departments/Social_Services)

## Neighborhood

### Parent

- [Refer patients to other healthcare practitioners or health resources.](/Activities/Refer_patients_to_other_healthcare_practitioners_or_health_resources.) — parent · Activities

### Siblings

- [Refer patients to other specialists, as needed.](/Tasks/Refer_patients_to_other_specialists,_as_needed.) — siblings · Tasks
- [Refer patients to medical specialists, social services, or other professionals as appropriate.](/Tasks/Refer_patients_to_medical_specialists,_social_services,_or_other_professionals_as_appropriate.) — siblings · Tasks
- [Refer patients to other health care practitioners as necessary.](/Tasks/Refer_patients_to_other_health_care_practitioners_as_necessary.) — siblings · Tasks
- [Refer patients for more specialized treatments when conditions exceed the experience, expertise, or ...](/Tasks/Refer_patients_for_more_specialized_treatments_when_conditions_exceed_the_experience,_expertise,_or_...) — siblings · Tasks
- [Refer athletes for specialized consultation, physical therapy, or diagnostic testing.](/Tasks/Refer_athletes_for_specialized_consultation,_physical_therapy,_or_diagnostic_testing.) — siblings · Tasks
- [Refer patients to specialists when condition exceeds experience, expertise, or scope of practice.](/Tasks/Refer_patients_to_specialists_when_condition_exceeds_experience,_expertise,_or_scope_of_practice.) — siblings · Tasks
- [Refer patients requiring more specialized or complex treatment to psychiatrists, primary care physic...](/Tasks/Refer_patients_requiring_more_specialized_or_complex_treatment_to_psychiatrists,_primary_care_physic...) — siblings · Tasks
- [Refer clients to services, such as eye care, health care, rehabilitation, and counseling, to enhance...](/Tasks/Refer_clients_to_services,_such_as_eye_care,_health_care,_rehabilitation,_and_counseling,_to_enhance...) — siblings · Tasks
- [Refer patients to specialists for procedures such as ultrasounds or biophysical profiles.](/Tasks/Refer_patients_to_specialists_for_procedures_such_as_ultrasounds_or_biophysical_profiles.) — siblings · Tasks
- [Refer patients to specialists or community resources.](/Tasks/Refer_patients_to_specialists_or_community_resources.) — siblings · Tasks
- [Refer patients to other health professionals or agencies when appropriate.](/Tasks/Refer_patients_to_other_health_professionals_or_agencies_when_appropriate.) — siblings · Tasks
- [Refer patients for specialty consultations or treatments.](/Tasks/Refer_patients_for_specialty_consultations_or_treatments.) — siblings · Tasks
- [Treat or refer patients for primary care conditions, such as headaches, hypertension, urinary tract ...](/Tasks/Treat_or_refer_patients_for_primary_care_conditions,_such_as_headaches,_hypertension,_urinary_tract_...) — siblings · Tasks
- [Refer patients to ophthalmic surgeons or other physicians.](/Tasks/Refer_patients_to_ophthalmic_surgeons_or_other_physicians.) — siblings · Tasks
- [Refer students or patients to specialized health resources or community agencies furnishing assistan...](/Tasks/Refer_students_or_patients_to_specialized_health_resources_or_community_agencies_furnishing_assistan...) — siblings · Tasks
- [Refer patients to additional medical or educational services, if needed.](/Tasks/Refer_patients_to_additional_medical_or_educational_services,_if_needed.) — siblings · Tasks
- [Recommend surgeons or surgical procedures.](/Tasks/Recommend_surgeons_or_surgical_procedures.) — siblings · Tasks
- [Refer patients to specialists or other practitioners.](/Tasks/Refer_patients_to_specialists_or_other_practitioners.) — siblings · Tasks
- [Refer patient to medical specialist or other practitioners when necessary.](/Tasks/Refer_patient_to_medical_specialist_or_other_practitioners_when_necessary.) — siblings · Tasks
- [Refer patients to other relevant services to provide continuity of care.](/Tasks/Refer_patients_to_other_relevant_services_to_provide_continuity_of_care.) — siblings · Tasks
- [Refer patients to medical specialists or other practitioners when necessary.](/Tasks/Refer_patients_to_medical_specialists_or_other_practitioners_when_necessary.) — siblings · Tasks
- [Refer patient to medical specialist or other practitioner when necessary.](/Tasks/Refer_patient_to_medical_specialist_or_other_practitioner_when_necessary.) — siblings · Tasks
- [Refer patients to physicians when symptoms indicative of systemic disorders, such as arthritis or di...](/Tasks/Refer_patients_to_physicians_when_symptoms_indicative_of_systemic_disorders,_such_as_arthritis_or_di...) — siblings · Tasks
- [Accept patient referral](/Tasks/Accept_patient_referral) — siblings · Tasks
- [Communicate Referral Details To Patients](/Tasks/Communicate_Referral_Details_To_Patients) — siblings · Tasks
- [Communicate new services to referrers](/Tasks/Communicate_new_services_to_referrers) — siblings · Tasks
- [Compose Referral Letter Text](/Tasks/Compose_Referral_Letter_Text) — siblings · Tasks
- [Confirm Referral Received](/Tasks/Confirm_Referral_Received) — siblings · Tasks
- [Connect Patients To Community Resources](/Tasks/Connect_Patients_To_Community_Resources) — siblings · Tasks
- [Connect Patients to Social and Primary Care Services](/Tasks/Connect_Patients_to_Social_and_Primary_Care_Services) — siblings · Tasks
- [Connect patients to support resources](/Tasks/Connect_patients_to_support_resources) — siblings · Tasks
- [Consult and review referral](/Tasks/Consult_and_review_referral) — siblings · Tasks
- [Coordinate Care With Referring Dentists](/Tasks/Coordinate_Care_With_Referring_Dentists) — siblings · Tasks
- [Coordinate Care With Referring Health Providers](/Tasks/Coordinate_Care_With_Referring_Health_Providers) — siblings · Tasks
- [Coordinate Care With Referring Physicians](/Tasks/Coordinate_Care_With_Referring_Physicians) — siblings · Tasks
- [Coordinate Care and Referrals](/Tasks/Coordinate_Care_and_Referrals) — siblings · Tasks
- [Coordinate Consults and Specialty Referrals](/Tasks/Coordinate_Consults_and_Specialty_Referrals) — siblings · Tasks
- [Coordinate Physician Referrals](/Tasks/Coordinate_Physician_Referrals) — siblings · Tasks
- [Coordinate Referrals With Care Providers](/Tasks/Coordinate_Referrals_With_Care_Providers) — siblings · Tasks
- [Coordinate Referrals With Medical Specialties](/Tasks/Coordinate_Referrals_With_Medical_Specialties) — siblings · Tasks
- [Coordinate Referrals With Referring Dentists](/Tasks/Coordinate_Referrals_With_Referring_Dentists) — siblings · Tasks
- [Coordinate Referrals and Telehealth Consults](/Tasks/Coordinate_Referrals_and_Telehealth_Consults) — siblings · Tasks
- [Coordinate Referrals to Eye Care Providers](/Tasks/Coordinate_Referrals_to_Eye_Care_Providers) — siblings · Tasks
- [Coordinate Referrals to Obstetricians](/Tasks/Coordinate_Referrals_to_Obstetricians) — siblings · Tasks
- [Coordinate Referrals to Orthopedic Surgery When Indicated](/Tasks/Coordinate_Referrals_to_Orthopedic_Surgery_When_Indicated) — siblings · Tasks
- [Coordinate Referrals with Physicians](/Tasks/Coordinate_Referrals_with_Physicians) — siblings · Tasks
- [Coordinate Referrals with Physicians and Trainers](/Tasks/Coordinate_Referrals_with_Physicians_and_Trainers) — siblings · Tasks
- [Coordinate Specialist Referrals](/Tasks/Coordinate_Specialist_Referrals) — siblings · Tasks
- [Coordinate Specialist Referrals Personally](/Tasks/Coordinate_Specialist_Referrals_Personally) — siblings · Tasks
- [Coordinate Specialist Referrals and Care](/Tasks/Coordinate_Specialist_Referrals_and_Care) — siblings · Tasks
- [Coordinate Specialist Referrals and Follow-Up](/Tasks/Coordinate_Specialist_Referrals_and_Follow-Up) — siblings · Tasks
- [Coordinate Specialty Referrals](/Tasks/Coordinate_Specialty_Referrals) — siblings · Tasks
- [Coordinate Transfers of Care to Physicians](/Tasks/Coordinate_Transfers_of_Care_to_Physicians) — siblings · Tasks
- [Coordinate care and referrals with prescribers and other providers](/Tasks/Coordinate_care_and_referrals_with_prescribers_and_other_providers) — siblings · Tasks
- [Coordinate care with referring general dentists](/Tasks/Coordinate_care_with_referring_general_dentists) — siblings · Tasks
- [Coordinate clinical referrals](/Tasks/Coordinate_clinical_referrals) — siblings · Tasks
- [Coordinate follow-up and referrals with in-person providers](/Tasks/Coordinate_follow-up_and_referrals_with_in-person_providers) — siblings · Tasks
- [Coordinate follow-up appointments and referrals](/Tasks/Coordinate_follow-up_appointments_and_referrals) — siblings · Tasks
- [Coordinate referral or follow-up](/Tasks/Coordinate_referral_or_follow-up) — siblings · Tasks
- [Coordinate referrals and care transitions](/Tasks/Coordinate_referrals_and_care_transitions) — siblings · Tasks
- [Coordinate referrals and care with providers](/Tasks/Coordinate_referrals_and_care_with_providers) — siblings · Tasks
- [Coordinate referrals and follow-up scheduling](/Tasks/Coordinate_referrals_and_follow-up_scheduling) — siblings · Tasks
- [Coordinate referrals and labs](/Tasks/Coordinate_referrals_and_labs) — siblings · Tasks
- [Coordinate referrals and ongoing care](/Tasks/Coordinate_referrals_and_ongoing_care) — siblings · Tasks
- [Coordinate referrals to providers](/Tasks/Coordinate_referrals_to_providers) — siblings · Tasks
- [Coordinate referrals to providers and outside hospitals](/Tasks/Coordinate_referrals_to_providers_and_outside_hospitals) — siblings · Tasks
- [Coordinate referrals to supervising dentists](/Tasks/Coordinate_referrals_to_supervising_dentists) — siblings · Tasks
- [Coordinating Team Physician Referrals](/Tasks/Coordinating_Team_Physician_Referrals) — siblings · Tasks
- [Cultivate referral relationships with partner providers](/Tasks/Cultivate_referral_relationships_with_partner_providers) — siblings · Tasks
- [Cultivate referring physician relationships](/Tasks/Cultivate_referring_physician_relationships) — siblings · Tasks
- [Cultivate relationships with referring physicians and staff](/Tasks/Cultivate_relationships_with_referring_physicians_and_staff) — siblings · Tasks
- [Determine Disposition and Refer to Emergency or Specialty Care](/Tasks/Determine_Disposition_and_Refer_to_Emergency_or_Specialty_Care) — siblings · Tasks
- [Discharge and arrange follow-up](/Tasks/Discharge_and_arrange_follow-up) — siblings · Tasks
- [Document the discharge plan and referrals](/Tasks/Document_the_discharge_plan_and_referrals) — siblings · Tasks
- [Document visits and refer to clinical staff](/Tasks/Document_visits_and_refer_to_clinical_staff) — siblings · Tasks
- [Evaluate Referred Patients](/Tasks/Evaluate_Referred_Patients) — siblings · Tasks
- [Extract Fax Referrals](/Tasks/Extract_Fax_Referrals) — siblings · Tasks
- [Extract Referral And Order Fields From Faxes](/Tasks/Extract_Referral_And_Order_Fields_From_Faxes) — siblings · Tasks
- [Extract Referral Notes](/Tasks/Extract_Referral_Notes) — siblings · Tasks
- [Forward Referral Packet To Receiving Provider](/Tasks/Forward_Referral_Packet_To_Receiving_Provider) — siblings · Tasks
- [Hospital Referral Transcription](/Tasks/Hospital_Referral_Transcription) — siblings · Tasks
- [Identify Referring Provider And NPI](/Tasks/Identify_Referring_Provider_And_NPI) — siblings · Tasks
- [Identify cases needing referral](/Tasks/Identify_cases_needing_referral) — siblings · Tasks
- [Intake patient referral](/Tasks/Intake_patient_referral) — siblings · Tasks
- [Match Referral To Appropriate Subspecialist](/Tasks/Match_Referral_To_Appropriate_Subspecialist) — siblings · Tasks
- [Navigate Referrals and Specialist Care](/Tasks/Navigate_Referrals_and_Specialist_Care) — siblings · Tasks
- [Onychomycosis Screening And Referral](/Tasks/Onychomycosis_Screening_And_Referral) — siblings · Tasks
- [Ophthalmology Referral And Comanagement](/Tasks/Ophthalmology_Referral_And_Comanagement) — siblings · Tasks
- [Order Offsite Specialty Referrals](/Tasks/Order_Offsite_Specialty_Referrals) — siblings · Tasks
- [Physician Referral Drafting](/Tasks/Physician_Referral_Drafting) — siblings · Tasks
- [Prescribe Or Refer As Needed](/Tasks/Prescribe_Or_Refer_As_Needed) — siblings · Tasks
- [Provide Feedback to Patients and Referrers](/Tasks/Provide_Feedback_to_Patients_and_Referrers) — siblings · Tasks
- [Provide Health Information and Referrals](/Tasks/Provide_Health_Information_and_Referrals) — siblings · Tasks
- [Receive Patient Referral](/Tasks/Receive_Patient_Referral) — siblings · Tasks
- [Receive Physician Referral](/Tasks/Receive_Physician_Referral) — siblings · Tasks
- [Receive physician referral and intake](/Tasks/Receive_physician_referral_and_intake) — siblings · Tasks
- [Receive referral and intake patient](/Tasks/Receive_referral_and_intake_patient) — siblings · Tasks
- [Receive specialist referral](/Tasks/Receive_specialist_referral) — siblings · Tasks
- [Refer Clients Beyond Scope of Practice](/Tasks/Refer_Clients_Beyond_Scope_of_Practice) — siblings · Tasks
- [Refer Clients To Services](/Tasks/Refer_Clients_To_Services) — siblings · Tasks
- [Refer Clinical Questions to the Pharmacist](/Tasks/Refer_Clinical_Questions_to_the_Pharmacist) — siblings · Tasks
- [Refer Complex Cases](/Tasks/Refer_Complex_Cases) — siblings · Tasks
- [Refer Complex Cases To Specialists](/Tasks/Refer_Complex_Cases_To_Specialists) — siblings · Tasks
- [Refer Higher-Acuity Cases to Emergency or Primary Care](/Tasks/Refer_Higher-Acuity_Cases_to_Emergency_or_Primary_Care) — siblings · Tasks
- [Refer Higher-Acuity Cases to Specialists](/Tasks/Refer_Higher-Acuity_Cases_to_Specialists) — siblings · Tasks
- [Refer Members To Clinical Services](/Tasks/Refer_Members_To_Clinical_Services) — siblings · Tasks
- [Refer Patients To Specialists](/Tasks/Refer_Patients_To_Specialists) — siblings · Tasks
- [Refer Patients To Subspecialists](/Tasks/Refer_Patients_To_Subspecialists) — siblings · Tasks
- [Refer Patients Within the Network](/Tasks/Refer_Patients_Within_the_Network) — siblings · Tasks
- [Refer Patients for Restorative Treatment](/Tasks/Refer_Patients_for_Restorative_Treatment) — siblings · Tasks
- [Refer Patients to Specialists and Coordinate Care](/Tasks/Refer_Patients_to_Specialists_and_Coordinate_Care) — siblings · Tasks
- [Refer Severe Cases to a Dermatologist](/Tasks/Refer_Severe_Cases_to_a_Dermatologist) — siblings · Tasks
- [Refer Students To Medical Or Community Providers](/Tasks/Refer_Students_To_Medical_Or_Community_Providers) — siblings · Tasks
- [Refer Suspected Dermatologic Disease](/Tasks/Refer_Suspected_Dermatologic_Disease) — siblings · Tasks
- [Refer To MD Specialists](/Tasks/Refer_To_MD_Specialists) — siblings · Tasks
- [Refer To Mental Health Provider](/Tasks/Refer_To_Mental_Health_Provider) — siblings · Tasks
- [Refer abnormal findings](/Tasks/Refer_abnormal_findings) — siblings · Tasks
- [Refer abnormal findings to the supervising podiatrist or physician](/Tasks/Refer_abnormal_findings_to_the_supervising_podiatrist_or_physician) — siblings · Tasks
- [Refer and intake patient](/Tasks/Refer_and_intake_patient) — siblings · Tasks
- [Refer complex cases to ophthalmic subspecialists](/Tasks/Refer_complex_cases_to_ophthalmic_subspecialists) — siblings · Tasks
- [Refer patient to fixed facility](/Tasks/Refer_patient_to_fixed_facility) — siblings · Tasks
- [Refer patients for specialist care](/Tasks/Refer_patients_for_specialist_care) — siblings · Tasks
- [Refer patients for treatment](/Tasks/Refer_patients_for_treatment) — siblings · Tasks
- [Refer to psychiatric and medical services](/Tasks/Refer_to_psychiatric_and_medical_services) — siblings · Tasks
- [Refer to specialist if needed](/Tasks/Refer_to_specialist_if_needed) — siblings · Tasks
- [Report findings to referrer](/Tasks/Report_findings_to_referrer) — siblings · Tasks
- [Return results and referral guidance](/Tasks/Return_results_and_referral_guidance) — siblings · Tasks
- [Review Referral Notes And Diagnoses](/Tasks/Review_Referral_Notes_And_Diagnoses) — siblings · Tasks
- [Review referral and prior records](/Tasks/Review_referral_and_prior_records) — siblings · Tasks
- [Screen for Conditions Requiring Medical Referral](/Tasks/Screen_for_Conditions_Requiring_Medical_Referral) — siblings · Tasks
- [Screen patients for oral disease and refer findings](/Tasks/Screen_patients_for_oral_disease_and_refer_findings) — siblings · Tasks
- [Send Appointment Scheduling Outreach To Referred Patients](/Tasks/Send_Appointment_Scheduling_Outreach_To_Referred_Patients) — siblings · Tasks
- [Send Consult Notes To Referring Physicians](/Tasks/Send_Consult_Notes_To_Referring_Physicians) — siblings · Tasks
- [Specialist Referral And Care Coordination](/Tasks/Specialist_Referral_And_Care_Coordination) — siblings · Tasks
- [Summarize Longitudinal Chart For Referral Letters](/Tasks/Summarize_Longitudinal_Chart_For_Referral_Letters) — siblings · Tasks
- [Transmit Clinical Records to Specialists](/Tasks/Transmit_Clinical_Records_to_Specialists) — siblings · Tasks
- [Verify Outpatient Referral Acceptance](/Tasks/Verify_Outpatient_Referral_Acceptance) — siblings · Tasks
- [Visit Referring Physician Offices](/Tasks/Visit_Referring_Physician_Offices) — siblings · Tasks

### Related (perform)

- [Attendance Officer](/JobTypes/Attendance_Officer) — perform · JobTypes
- [Parent Liaison](/JobTypes/Parent_Liaison) — perform · JobTypes
- [Elementary School Counselor](/JobTypes/Elementary_School_Counselor) — perform · JobTypes
- [Parent Educator](/JobTypes/Parent_Educator) — perform · JobTypes
- [Community Health Worker](/JobTypes/Community_Health_Worker) — perform · JobTypes
- [Peer Support Specialist](/JobTypes/Peer_Support_Specialist) — perform · JobTypes
- [Domestic Violence Advocate](/JobTypes/Domestic_Violence_Advocate) — perform · JobTypes
- [Victim Advocate](/JobTypes/Victim_Advocate) — perform · JobTypes

### Related (realizes)

- [Social assistance services for the general population](/Services/Social_assistance_services_for_the_general_population) — realizes · Services

### Who does this

- [Physical Therapists](/Occupations/Physical_Therapists) — performs · Occupations

### Automated by

- [Match Needs To Services](/Action/Match_Needs_To_Services) — automated by · Action
- [Recommend Support Resource](/Action/Recommend_Support_Resource) — automated by · Action
- [Case Management System](/Software/Case_Management_System) — automated by · Software
- [Community Resource Directory](/Software/Community_Resource_Directory) — automated by · Software

### Problems this exposes

- [eligibility matching across overlapping programs done from caseworker memory](/Problems/eligibility_matching_across_overlapping_programs_done_from_caseworker_memory) — exposes problem · Problems
- [community-resource directory goes stale, so referrals point to closed or full programs](/Problems/community-resource_directory_goes_stale,_so_referrals_point_to_closed_or_full_programs) — exposes problem · Problems
- [no closed-loop confirmation the client actually connected with the referred service](/Problems/no_closed-loop_confirmation_the_client_actually_connected_with_the_referred_service) — exposes problem · Problems

### Outsourced to

- [Social Services Nonprofit](/CompanyTypes/Social_Services_Nonprofit) — outsourced to · CompanyTypes
- [Community Service Organization](/CompanyTypes/Community_Service_Organization) — outsourced to · CompanyTypes

### Delivered by

- [Human Services Assistant](/JobTypes/Human_Services_Assistant) — delivered by · JobTypes
- [Case Manager](/JobTypes/Case_Manager) — delivered by · JobTypes
- [Social Worker](/JobTypes/Social_Worker) — delivered by · JobTypes
- [Social Services](/Departments/Social_Services) — delivered by · Departments
- [Case Management](/Departments/Case_Management) — delivered by · Departments