After creating a referral request—either Agency-Assisted or System-Assisted—you can search for matching child care providers and add them to the request using the steps below.

Step 1: Access the Referral Tab

1. From the referral request record, click into the Referral tab.
2. Click the blue + Add Referral button located in the top middle of the screen.

Step 2: Review Family and Child Information

At the top of the screen, you’ll see family and child details from the original referral request. This includes:

• Referral ID and Status
• Parent Name and Address
• Child Name, Age, Desired Start Date
• Schedule needs (Part-Time, Full-Time, Specific Hours)
• Care preferences like Language, Special Needs, and Transportation

This information helps guide your search for suitable providers.

Step 3: Use Filters to Narrow Your Search

On the left-hand side, use filters to target your provider search based on the family’s needs. Filter options include:

• Address and Distance Within (e.g., 50 miles)
• Provider Name
• Type (e.g., Licensed Center, Family Child Care)
• Referral Status
• Weekly Schedule / Specific Hours
• Age Group
• Vacancy Status
• Financial Assistance and Public Contract
• Start/End Times
• Curriculum
• Language
• Accommodations
• Activities

Step 4: Search and Select Providers

1. After setting your filters, click Search.
2. Review the list of matching providers displayed on the right.
3. Select the providers you want to include by checking the box next to each one.
4. Click the + Add Provider button.

A pop-up will appear showing the selected providers.

Step 5: Submit the Providers

Click Submit Referral to officially add the selected providers to the referral request.

You will be redirected back to the Referral tab, where the providers will now be listed as part of the referral record.

This process ensures that each referral is tailored to the specific needs of the family and is ready to be sent or printed when you're done.