A closed loop, not a handoff.
Most referrals end the same way: you send a family somewhere, and then silence. Here's the path every referral to Connections follows in CasePilot — from submission to a documented outcome.
Referral submitted
A vetted referrer — a caseworker, probation officer, GAL, attorney, court staffer, school counselor, healthcare provider, or community partner — submits the referral from their dashboard: the reason, the service requested, the urgency, and any supporting documents. No sensitive details ever travel by ordinary email or text.
Acknowledged, with a referral ID
The referrer gets an immediate acknowledgment and a unique referral ID. From that moment the case has an owner, a status, and a timestamped record in CasePilot. Every update that follows points back to that ID.
Intake review
Connections reviews the referral: what the family needs, how care will be paid for (insurance, Medicaid, or self-pay), and who holds the authority to consent to treatment. If something is missing, it becomes a question back to the referrer — not a dead end.
Assigned to a Connections therapist
The referral is assigned to a Connections therapist by service type and availability — mental-health counseling, child and family therapy, reunification support, or testing and assessment — in Murray, in Orem, or by telehealth.
First contact, documented
Connections reaches out to the family, and every attempt is logged with a timestamp. When contact is made, that fact — who, when, how — joins the case record the referrer can see. Fast first contact is the promise, and the record proves it happened.
Email updates at every step
Every status change sends the referrer an automatic email: received, in review, assigned, contacted, in care, closed. The email carries only the referral ID and the new status — never client details — and links to the full picture. Full visibility, even if they never log in.
Closed with an explicit outcome
No referral in CasePilot fades out. Every case ends with a recorded outcome and the reason — services completed, family declined, unable to reach, or referred elsewhere — so the referrer can answer "what happened?" with a documented chain, not a guess.