The Client Portal gives clients a direct way to view their referral activity, manage consent, and stay informed about services connected to their SRN record.  

Available to: Clients 

 

My Referrals


Client Portal - My Referrals

 

The My Referrals page allows you to view and track referrals that have been made on your behalf through participating SRN agencies.

 

Navigation

From the Client portal and on the left navigation, click My Referrals. 

 

Referral Status Tabs

Use the tabs at the top of the page to filter referrals by their current status:

  • All: Displays all referrals associated with your account.
  • Pending: Shows referrals that are waiting for review or action by an agency.
  • Enrolled: Shows referrals where you have been accepted into a program and are receiving services.
  • Declined: Shows referrals that were not accepted or were closed without enrollment.

 

Referral Information

Monitoring this page helps you stay informed about the progress of your referrals and any services you may be receiving.

Each referral includes the following information:

  • Program: The service or program you were referred to.
  • Receiving Agency: The organization responsible for reviewing and providing the service.
  • Status: The current status of the referral.
  • Created: The date the referral was submitted. 

 

My Consent


Client Portal - My Consent

The My Consent page allows you to review and manage your consent for sharing information between participating Smart Referral Network agencies.


Navigation

From the Client portal and on the left navigation, click My Consent. 


Consent Information

The page displays:

  • Status - Indicates whether your consent to share information is currently active.
  • Expires - The date your current consent authorization will expire.

Revoking Consent

If you no longer wish to allow participating agencies to share your information, select Revoke Consent.

Important: Revoking consent prevents agencies from sharing your information through the SRN and may impact your ability to receive coordinated services and referrals. See Revoking Consent.