Closed-loop referrals
Every referral stays accountable.
A referral is not complete when it is sent. It is complete when the outcome is known.
CasePilot follows each referral to Connections Counseling Services through intake and assignment, active care, and outcome — and emails you the status at every step. You always know what happened, even if you never log in.
1
Referral submitted with structured intake details and acknowledged with a referral ID.
2
Intake assigns an owner and a Connections therapist, with a next action and a due date.
3
First contact is made fast and documented — every outreach attempt is logged.
4
Care activity is documented with role-scoped visibility and a full audit history.
5
The case closes with an explicit outcome, and the referrer gets the final update by email.