A referral is often the beginning of someone's journey into support. But getting from an initial enquiry to being ready for help can involve forms, eligibility checks, gathering information and understanding what happens next.
For service providers, managing this process takes time. For people seeking help, it can create barriers before support has even begun.
Step helps you build accessible digital referral journeys that guide people through the process, gather the information you need and help them take the next step.
Give people a clear, guided way to enquire about or refer themselves to your service. Step can ask relevant questions, collect the information you need and explain what's involved along the way.
Accessible, multilingual journeys help people understand the process and complete it at their own pace, rather than struggling with a lengthy form or unfamiliar terminology.
A referral can be daunting, particularly when someone is already dealing with difficult circumstances. Step can explain your service, outline eligibility and suitability, and help people understand what happens after they submit their information.
By making the process clearer from the outset, you can help people feel better prepared to engage with your service.
The journey doesn't have to end when a referral is submitted. Step can help people prepare for their first contact by identifying relevant information, gathering documents and completing practical actions in advance.
This gives people a clearer sense of what they need to do, while helping your team receive better-prepared enquiries.
Not every enquiry will be suitable for your service. But that doesn't mean there is nowhere else to turn.
Step can help people explore alternative support options when your service isn't appropriate or available to them. Rather than leaving someone at a dead end, you can offer a clearer route towards other relevant help.
Let people enquire about your service directly through a guided digital journey, available when it suits them.
Provide a dedicated route for trusted partners to refer people, helping gather the information your team needs and making the process clearer for everyone involved.
Where someone needs a different service, Step's wider support network can help identify more suitable options. This supports a more joined-up approach to access, rather than treating each referral pathway in isolation.
Every service has different eligibility criteria, information requirements and processes. Step's digital referral journeys can be configured around your needs, helping you explain your offer, gather relevant information and guide people through the steps required to access support.
Step can also sit alongside your existing website and processes, giving you a practical way to introduce digital referrals without needing to build a bespoke system from scratch.
Make the journey into your service clearer for the people who need it, while helping your team manage enquiries more effectively.
Talk to Step about digital referrals