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Resource Referral Guide & Templates


Keywords: PDSA, Quality Improvement, Resource Connection, Social Determinants of Health (SDoH), Social Needs

Providing high quality, accurate referrals to community resources can help patients or clients successfully access the resources they need to be healthy – and build considerable trust along the way. From food, to housing, to transportation, clients know these resources are essential to their health and well-being, so it is critical that the information you provide is up-to-date and sets them up for success – just as you would approach medical referrals.

While providing accurate information on your community resources referrals is helpful, it is often not enough to successfully connect a client to needed resources. Gathering and tracking feedback from clients on the barriers they face when acting on a resource referral can help your organization establish more effective social needs screening and referral practices.

This guide is designed to help healthcare and community-based organizations create and maintain high-quality resource listings for clients. It includes practical steps and fillable templates to help you better understand and proactively address barriers to access.

Download the Guide

Tags: Community Partnerships & Engagements, Data & Evaluation, Navigation & Resource Connection

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