AuntBertha_white-44.pngMakes Referrals Easy.

Manage referrals, inquiries, and applications from the Aunt Bertha Platform.
Clients, case managers, and social service program providers can work together to close the referral loop, assuring that people in need receive the services that will help them.

Request a demo › 

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Enter basic information to make a referral

Aunt Bertha makes referrals easy with electronic referrals and electronic forms for intake and applications. For every program listing, a Refer or Apply Button appears so people in need and those who help them can easily connect with the programs they need.

Using the Platform's advanced features, your users can share referrals between team members to ensure continuity of service for clients.

All parties involved in a referral can review and update the status of a referral (close the loop). That way, everybody stays up to date

Who can close the loop?

  • People in need;
  • Organization making outbound referral; and
  • Organization receiving referral.
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View and manage the status of referrals

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Screeners can be configured to the needs of your programs

For any free or reduced cost services that an organization provides, they can utilize our online application functionality to accept applications through a web based form.

Organizations can also request additional information from an applicant, and the applicant can quickly attach a copy of a driver’s license, pay stub, or other documents by simply taking a picture and attaching to an email.

Organizations can easily review the applications, update the status, and send the applicant a note such as: “Your appointment time is 2 PM Thursday, please bring your photo I.D.”

Organizations that help people in need can use the Aunt Bertha Platform to make referrals, manage applications and ensure the people they help receive the services they need most.

Request a demo ›

Some of Our Customers

(you're in good company)

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