Information & Referral Management System for Developmental Services & Community Living Providers
Centralized Tracking for Inquiries, Referrals, and Follow‑Up Tasks
Therap Canada’s Information & Referral Management System provides developmental services, community living, and social service agencies with a simple, centralized workflow to manage every point of contact. When individuals, families, service coordinators, or community partners reach out for support, your team can capture details, assign tasks, and track intake outcomes without losing critical information across scattered notes or spreadsheets.
Functionality
Inquiry Tracking
Log incoming calls, emails, and walk‑ins alongside contact details, family/caregiver background, and referral sources.
Task Assignment
Route follow‑up actions directly to specific team members with built‑in accountability and real‑time status tracking.
Alternate Resource Referrals
Record outward referrals when directing individuals to external community partners, specialized programs, or allied agencies.
Custom Surveys & Assessments
Gather tailored intake information using configurable caller questionnaires aligned with your agency's screening criteria.
Grievance & Feedback Management
Log, review, and address incoming complaints or concerns with transparent documentation trails to support quality assurance.
Benefits
Prevent Data Loss
Keep caller history and notes in one secure, shared location so requests and intake files never fall through the cracks.
Improve Intake Responsiveness
Direct task routing keeps staff aligned on next steps, helping your team respond to individuals and families without delay.
Spot Regional Service Gaps
Evaluate incoming referral patterns to identify unmet needs within your local community and plan future programs and staffing effectively.
Frequently Asked Questions
What kind of information can I collect during an initial inquiry call?
You can capture demographic details, family and caregiver contact information, referral sources, specific service requests, and customized responses using configurable intake screening surveys.
Can we track referrals made to outside organizations?
Yes. The system allows you to document outward referrals to external community partners and alternate service providers, maintaining clear visibility into where individuals were directed when internal programs were at capacity or not an ideal fit.
How does the system handle follow‑up tasks for incoming requests?
Staff members can create and assign follow‑up tasks directly within the caller record. Assigned team members receive immediate notifications, while supervisors can monitor task progression and completion in real time.
Does the system support reporting on referral trends?
Yes. Built‑in reporting tools allow administrators and program directors to track referral volumes, evaluate response turnaround times, and identify frequently requested services across your province or region.