Referrals with Tracking
Send Kiip referrals anywhere and track their progress
Referrals and their status can slow down a client's progress. We're thrilled to launch Kiip referrals: the best way to securely refer clients directly from Kiip.
How it works:
Enter your client’s room on Kiip and click “Refer Client”
Choose an organization you have white listed or enter the email address of an organization you trust - even if they don’t use Kiip!
Select the documents you want to share, enter a message and click send.
Track the status of your referrals for updates on acceptance
No more:
Calls, texts, or emails to follow up on a referral status
Forgetting to log a referral
Receiving referrals without context or documents
Crossing your fingers that your client gets the help they need
Tired of using outdated referral methods and hoping for the best?
Log in to Kiip and simplify your referral process.
