United Way Launches Smart Referral Network Software

Monterey, CA – Continuing to work hard on improving lives in our community, United Way Monterey County (UWMC) recently developed a software that makes “smart” referrals. The new Smart Referral Network software launched on June 7, 2019 and accesses the 2-1-1 information and referral database.

The Smart Referral Network software is designed for front line service workers (social workers, case managers, loan officers etc.) to search for targeted services for their clients. It cross references their client’s demographic profile with service eligibility requirements to generate a prioritized list of services. This degree of matching ensures a perfect fit between demand and supply, client and service, and increases the likelihood that a referral would lead to a service. Case Managers can use the software to make referrals, track the outcomes of referrals, and measure the economic mobility of their clients.

“With the help of the Smart Referral Network software, service providers can more easily communicate and track progress in a collaborative way. Agency efficiency and client success build stronger neighborhoods and communities,” said Katy Castagna, President and CEO, UWMC.

The software is a product of a partnership effort with Goodwill Central Coast. It will be used by local organizations, including banking institutions and financial specialists, employers, child care providers, housing agencies, faith-based organizations, and educators.

For more information about becoming a member of Active Referral Network or the Smart Referral Network software, contact Josh Madfis, Vice President, Community Investments, by email at Josh.Madfis@UnitedWayMCCA.org or at (831) 372-8026, ext. 106.

About United Way. UWMC fights for the financial stability of families throughout Monterey County with a focus on access to affordable, quality child care and housing. In addition, United Way provides a portfolio of financial support services and connections to help families become self-sufficient. Family financial stability boosts student performance, increases residents’ safety and health outcomes and helps our local economy grow.


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