The referralPath™ engagement process begins with an initial discussion to understand the organisation’s service objectives, stakeholder requirements and referral/workflow needs.

FASI then undertakes a structured assessment process covering quality standards, service conditions, governance considerations and operational requirements to determine mutual suitability and implementation alignment.

Where there is mutual alignment, the process progresses through due diligence, service integration and implementation to establish referralPath™ as a governance-aligned engagement and workflow capability within the organisation’s operating environment.

The referralPath™ platform capability may also be complemented by FASI consulting and strategic advisory support where required.

An overview of the referralPath™ engagement and workflow model is illustrated below:

referralPath workflow diagram showing roles of Referral Organisations, referralPath platform, and Service Providers

Referral Organisations*

  • Access referralPath™
  • Submit structured referral information
  • Receive referral confirmation
  • Request service information
  • Provide service and stakeholder information
  • Access service correspondence records
  • Record stakeholder feedback
  • Generate service reports
  • Record follow-up actions and task completion

referralPath™

Supports: quality management; governance-aligned workflow; referral coordination; secure information exchange; communication flow; service reporting; monitoring; oversight; accountability; and reporting controls

Service Providers

  • Access referralPath™
  • Receive structured referral information
  • Confirm referral contact
  • Request service and stakeholder information
  • Provide service information
  • Access service correspondence records
  • Receive service activity reports
  • Receive stakeholder feedback reports
  • Record follow-up actions and task completion

*Includes financial service organisations, health and community organisations, professional service firms, government organisations, insurers, employers and not-for-profit entities