On Tuesday, June 24 at 2:00 PM EST, Vertex Systems is hosting a live customer webinar where we’ll be introducing the Referral Portal, a new module designed to eliminate the manual work involved in referral intake and help your team get consumers into services faster.
Referral intake has historically been one of the most time-consuming parts of the workflow for IDD agencies and rehabilitation facilities. Case managers call in, emails go back and forth, and someone on your team manually re-enters everything into the system.
The Referral Portal changes that. It gives external partners, case managers, social workers, and partner agencies, a structured digital form hosted directly on your website to submit referral requests. Those submissions flow straight into Vertex Case Manager for your team to review and approve. Once approved, a consumer record is created automatically and the referring partner receives a status update, no manual re-entry required at any step.
What to Expect at the Webinar
This is a hands-on look at the Referral Portal in action. During the session, we’ll cover:
- What the Referral Portal is and the problem it solves
- A live demo of the end-to-end referral process
- How to get started as a Vertex customer
- The benefits for your team and your referring partners
- Live Q&A
Whether you’re managing employment day referrals, client-directed referral pathways, or simply tired of chasing down intake paperwork, this webinar is for you.
Save Your Spot
📅 Date: Tuesday, June 24
🕐 Time: 2:00 PM EST
Register now, we hope to see you there!
