Our Approach

Successful electronic referral network depend on three factors:

  • Engaged users of our platform in a community
  • Engaged customers dedicated to doing their part
  • Social care providers who benefit from participating

Engaged Users

Engaging people in need and staff that help them leads to an increased likelihood of electronic connections, electronic referrals and, ultimately, more closed loop referrals.

Engaged CBOs

We give CBOs a reason to participate on the network, for free, by giving them useful tools, protecting their data, and by building trust (one at a time). We don’t come marching into a community with contracts in hand. Great networks build trust over time.

Engaged Customers

We partner with our customers to support developing connections between their staff and CBOs in their communities. In the process, employees track their activities and engage local CBOs for referrals

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Our Outcomes


As a result of our comprehensive approach, we achieve a much higher volume of closed loop referrals, leading to the data necessary to study health or other outcomes.

In addition, our approach allows our customers to achieve far more collective impact because of upstream funnel effects (like allowing people to find and connect to help without referrals).

Other Approaches

Some people search for services on their own, and transport themselves to the services they need. These referrals can’t be tracked electronically, but are still accomplishing good things.

By significantly limiting the population of the people you serve, and by not recruiting enough CBOs into the network, other approaches can only serve a fraction of people in need.

This approach is also expensive, and not scalable.

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Open & Focused Network


Our customers use preferred networks and the open network together to fit the needs of their communities. Some examples include:

  • Closed Networks such as Payer Covered Benefits
  • Preferred Networks such as 211 Partnerships
  • Customer Networks such as Philanthropic Relationships

Community Engagement


The next critical piece for successful closed loops, after a well-designed network, is investing in community engagement. We believe that engaged community networks are the key to ensure that referrals made on your platform are serviced and people actually get help. We see the greatest closed-loop outcomes when our customers invest in direct community engagement efforts themselves. Our engagement process begins with data enhancement — our team works with you to identify key CBO partners in the community, and then train those organizations to take ownership of their Aunt Bertha listings and respond to referrals sent through your platform. 

Our Community Engagement Team operates as a shared resource in communities across the country. Our Community Engagement Managers are the subject matter experts in their regions and help guide our customers toward successful referral outcomes.

Our nationwide Community Engagement Team

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