Structured Referral and Intake Management

AvantCare helps organisations manage referrals, enquiries, and onboarding through structured workflows, improving visibility, coordination, and client engagement.

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Managing Referrals Across Multiple Channels

Care organisations often manage multiple referral channels, intake pathways, and engagement processes across programs and regions. Without structured processes, referrals and enquiries can become difficult to track, leading to delays in onboarding and limited visibility of service demand.

AvantCare enables organisations to manage referrals in a structured and consistent way, improving visibility and coordination across intake processes.

Capturing Referrals in a Single System

AvantCare supports the capture of referrals and enquiries from partners, community organisations, and digital channels within a unified platform.

This allows intake teams to monitor demand, manage enquiries consistently, and ensure no referral is missed across programs and regions.

Guiding Clients Through Intake and Onboarding

Automated workflows guide the progression from initial enquiry through intake, assessment, and onboarding.

This ensures that clients move through the intake process efficiently while maintaining structured documentation, governance, and consistency across teams.

Supporting Ongoing Engagement

Automated client journeys trigger follow-up tasks, reminders, and communications throughout the referral and onboarding process.

This helps organisations maintain engagement with potential clients, ensuring timely responses and a smoother onboarding experience.

Understanding Referral Sources and Service Demand

By connecting marketing and intake processes with operational systems, AvantCare provides visibility into referral sources, program demand, and onboarding progress.

This enables organisations to plan services more effectively, strengthen relationships with referral partners, and reduce delays in service access.

Key Capabilities

Structured Referral Capture

Record incidents aligned with safeguarding and compliance frameworks.

Automated Intake Workflows

Guide clients through enquiry, assessment, and onboarding processes.

Client Journey Automation

Trigger follow-ups, reminders, and engagement activities.

Referral Source Visibility

Understand where referrals originate and how demand is distributed.

Cross-Team Coordination

Align marketing, intake, and operational teams through shared workflows.