Referral Ecosystem Software

Secure Online Referrals System

Theseus: Referrals Management is a flexible and scalable referrals software system for a broad range of applications and requirements.

It is designed to replace paper and email referral processes with professional and secure referrals management. It is particularly appropriate for organisations which send or receive personal sensitive information, as regular email is not encrypted and poses a potential data security risk.

Examples of Theseus referral ecosystem software in use

Integrated Referral Ecosystem Software

Theseus: Referrals Management is suitable for use in health, social care and citizen advice services and initiatives and supports referrals to and from partner agencies in what we call the ‘Theseus Referral Ecosystem’. It’s ideal for organisations needing an easy-to-use system to work together efficiently.

Providers can be configured to send, receive or send and receive referrals. A dedicated dashboard is provided for providers to manage the referrals they send or receive. The interface is fully responsive for ease of use away from desk-based environments on tablets and phones.

Theseus: Referrals Management empowers partner providers to create and manage their own user accounts, eliminating administration overhead for your team.

An example referral form powered by Theseus referral ecosystem software

Receive Self-Referrals

Theseus: Referrals Management can also be used by your organisation to receive self-referrals from individuals. Referral forms are easily added to any website and no data is ever stored in the website’s hosting environment.

Referral forms can be styled to match your organisation’s website and brand.

Photo of man completing a health and wellbeing self-referral

Referral Outcome Reporting

A key benefit of Theseus: Referrals Management is it enables your network of partners to easily share outcomes and feedback in relation to referrals they receive.

Theseus: Referrals Management has built-in inter-agency reporting to enable referring organisations to understand outcomes of referrals they made.

Theseus referral ecoystem software in use on a laptop

Illustration depicting ability to edit health and wellbeing referral workflows

Create and Edit Referral Forms

Theseus: Referrals Management features a Flexible Form Builder that empowers your service to create and update referral forms and outcome forms.

Illustration depicting health and wellbeing groupwork session management

Easy Partner Onboarding

Bitesize video training materials are provided to make the onboarding of referral partners a quick and easy process.

Illustration of a directory, with one option selected

Referrals Service Directory

Empower audiences to self-refer themselves to partner agencies with a directory of services. The directory enables secure direct referrals to partners via their profiles in the directory.