What belongs in a referral partner workflow?

Organize around relevance

Record the organization, role, populations served, geographic overlap, communication preferences, and commitments made by either side.

Tier labels can help prioritize work, but the reason behind a tier is more useful than the label alone.

Define a meaningful touchpoint

A meaningful touchpoint adds context, closes a loop, or makes collaboration easier. A generic check-in created only to satisfy a cadence can weaken trust.

• Share a relevant outcome or availability update
• Resolve a question from a previous referral
• Provide a useful, approved educational resource
• Confirm service-area or care-level changes
• Agree on the next useful conversation

Measure the relationship carefully

Referral counts are one signal, not the whole relationship. Record who made each referral and its connection to a placement rather than inferring attribution from a contact log alone. Review fit, follow-through, and family outcomes alongside volume. Keep metric definitions visible; a due task does not establish consent to contact.