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Referrals & placement assessment

Take a referral from the first document through assessment to admission. Give your team the information and AI assistance to make a considered placement decision.

Who it supports

Referral coordinators, registered managers, placement teams and provider leaders.

What your team can do

Referral intake

Keep the referral and its supporting documents in one place from the first enquiry, ready for the team to assess.

Referral pipeline

Track referrals through assessment, offers and placement stages, or record a decision not to proceed.

Document extraction

Extract information from referral documents with AI assistance, then check the details against the originals.

AI-assisted matching

Compare a referral with information about your homes to explore potential matches and inform the team’s placement assessment.

Desktop risk assessment

Prepare an AI-assisted assessment from referral information, with risks and considerations for staff to review before acceptance.

From referral to admission

Review the home and capacity, then carry confirmed admission details into the young-person and placement records. Placement fees can also be created when the required information is present.

How the work connects

A typical workflow

An example of how the work connects in practice.

Step 1

Gather the referral

Bring the referral and supporting documents together for review.

Step 2

Assess suitability

Check the source information and consider suitability, risks and the existing group.

Step 3

Prepare the admission

Confirm the placement and the admission information to carry forward, or record why the referral will not proceed.

Built around your service

Matching and draft risk assessments assist the assessment process. They cannot establish placement suitability or replace enquiries, professional judgement and the responsible decision-maker’s approval.

Features are configured for your home type, with access managed through staff permissions. Bring your current process to a demo so we can show how the relevant workflows fit your service.

Connected areas

Young people & care planning

A complete picture of the young person: their history, their plans, their progress and their voice. Give every member of the team the context to provide consistent care and support.

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Placement billing & finance

Connect agreed placement fees and approved additional charges to the invoicing process.

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AI assistance & care intelligence

Draft records, review plans, ask questions and prepare handovers using information already in Careborne. AI assistance and care intelligence help your team put their records to work.

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Your next step

See how Careborne fits your working day.

Explore packages for your service. If you’d like to see the work in practice first, we can tailor a demo around your team’s priorities.