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Coordinate Referrals Across Programs, Partners, and Providers
FORWARD makes it easy to send, receive, and manage referrals across internal teams or external partners, all in one platform. Keep clients moving forward without delays and without losing visibility.
Built for Cross-Agency and Community Collaboration
Core Capabilities
What You Can Do with FORWARD Sync
Easily refer clients to other programs, departments, or external providers. Include context, documents, and case history.
Send and Receive Referrals in Real Time
See when referrals are accepted, scheduled, or completed. Get alerts for unresolved referrals and take action as needed.
Track Referral Status and Outcomes
Capture services provided and notes from referral partners—all tied to the client’s record for full visibility.
Log Services and Communications
Manage and maintain a directory of approved partners and providers to ensure timely, high-quality referrals.
Build a Trusted Referral Network
Trusted by Public Agencies Nationwide
Governments and nonprofits use FORWARD to make faster, more accurate decisions and serve more people—efficiently and equitably.
50%
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100%
Audit-Readiness for Compliance
300k+
Less Time Spent on Admin
Clients Served
Trusted by Public Agencies Nationwide
Clients Served
Reduction in Manual
Admin Work
50%
100%
Audit-Readiness for Compliance and Reporting
300k+
Governments and nonprofits use FORWARD to make faster, more accurate decisions and serve more people—efficiently and equitably.
Trusted by Public Agencies Nationwide
Less Time Spent on Admin
50%
Audit Readiness for Compliance & Reporting
100%
Clients
Served
300k+
Trusted by Public Agencies Nationwide
Governments and nonprofits use FORWARD to make faster, more accurate decisions and serve more people—efficiently and equitably.
FAQs
Yes. FORWARD allows you to track whether referrals are accepted, completed, or pending—and report on follow-through.
Absolutely. You can send referrals to external providers with shared access, permissions, and documentation as needed.
Referrals, notes, and outcomes are tied directly to the client’s record for full transparency and continuity of care.
Yes. FORWARD is HIPAA and SOC 2 compliant, with role-based access and data-sharing controls.
FORWARD security certification that protect our clients and their communities:
