Smart Referral Software

What is SRS?

To increase the scale and impact of the Active Referral Network (ARN) and document outcomes, the United Way Monterey County has developed Smart Referral Software (SRS). The SRS allows ARN partners to make “closed loop” referrals outside of meetings. Case managers use the software to search for services in the 211 database and generate a prioritized list of complementary services that address the need and would accept the client. Case Managers electronically send referrals and document when referrals lead to services and the economic mobility outcomes of those services.

Making Electronic Referrals

Case Managers work with clients to identify service needs outside of their program areas and work with clients to enter in demographic information such as ethnicity, disability, and veteran status. Together they use the search tool for needed services in 211. The software cross-references client demographics with program eligibility requirements and generates a “smart” list of services for which their client would be eligible.

Partner Dashboards

Network partners have access to referral dashboards where they can respond to referrals received, track referrals they sent, monitor the services their clients receive, and keep track of their clients’ economic mobility improvements.

Participating Agencies

  • Dorothy’s Place (Immediate Needs: food, shelter, rent, utilities)
  • United Way Monterey County (Financial Education)
  • Head Start (Early Care and Education)
  • Eden Housing (Housing Resources)
  • Central Coast Center for Independent Living (Disabilities)
  • Hartnell HEP; Gonzales Adult School (Adult Education)
  • Alliance Career Training Solutions (Job Training)
  • Goodwill Central Coast (Job Placement)
  • Gathering for Women (Basic Needs/Domestic Violence)
  • Castro Plaza Family Resource Center (Family Resources)
  • Catholic Charities (Asset Building & Rental Assistance)
  • Sun Street Centers (Substance Abuse)

Active Referral Network Partners Login


Partners run reports on the “economic mobility” outcomes of services, referrals made and received, and referrals that result in services. Reports are used to develop a baseline starting point from which to monitor growth.

Smart Referral Report Chart

Partners document pre and post-service assessments from crisis to thriving in the following domains. Economic mobility outcomes include employment, education, training, job retention, income and budget management, access to food and housing, and early care and education. Reporting also shows past services received and helps inform any additional services clients might need.

Smart Referral Chart

Tutorial Videos

View the videos below for tips on using the Smart Referral software. Learn how to create a report, create and edit a client, send a referral, and more

For further questions regarding ARN or the Smart Referral software, contact Josh Madfis via email: