Maximize Your Caredove Essentials Subscription

Your no-cost CBO Essentials subscription includes core features to modernize intake and referrals, including:

Many organizations are surprised how much they can accomplish using only the Essentials plan.

Your Caredove network participation may require you to enable Caredove referrals for only a few select services. But with CBO Essentials, you can use Caredove to streamline referrals for all your organization’s services.

Keep your service listings up to date with regular reviews of your eligibility requirements, wait times and cost information. Select the best referral form from our library of Core forms that cover most intake needs, and curate Service Options and Referral Options to collect more information.

If you receive referrals through a Caredove network, you can also receive public service requests (self-referrals) through your organization’s website. Allowing the public to send an inquiry any time of day or night fosters trust and reduces administrative time when playing phone tag.

Add direct service request links to your website’s homepage in less than 30 minutes.

When a request arrives in your inbox with an intake appointment time already booked, your staff can save up to 4 administrative hours for every 10 referrals.

Clients love knowing who is going to help them, and when, and they can easily self-manage appointments from their confirmation email with cancel and reschedule buttons.

Intake staff that use Caredove’s online appointment booking feature almost never return to a non-booked workflow. While still keeping some availability for spontaneous phone inquiries, this hybrid approach improves access for everyone.

Your frontline staff should be able to log calls and book intake appointments on behalf of those inquiring about service.

Eliminate sticky notes, internal transfers, messy fax handling, and the risk of missed requests by inviting your front desk staff to Caredove with “Book Only” permissions to further support new clients in scheduling an intake call.

By closing the loop in Caredove, your referrers can feel confident that you are actively receiving referrals and connecting clients with care.

Outcomes are reported on by network leadership to track the health of the network and to support additional funding applications. The more data-driven insights we have, the stronger the story is to demonstrate positive program impact to funders and partners.

Referral outcome trends are used by Caredove staff to help you find more ways to streamline referrals, or configure advanced workflows. Custom statuses and outcomes are also available, allowing you to use organizational terms rather than our out-of-the-box options.

Do your clients need to connect with services outside of what your organization offers? Support your clients by referring them to partnering organizations or complimentary services. If you aren’t already part of a regional network, or if you want to see if there are more networks in your region, reach out to our team in the in-app chat.