For case managers and social workers
Send a referral with a clear next step
Share the essentials Koi needs to begin a professional referral conversation. The form is designed for social workers, case managers, discharge planners, hospitals, clinics, and community partners.
Three quick referral steps
A concise first referral helps Koi prepare the right follow-up conversation without asking partners to make care, coverage, or availability decisions online.
- 01
Share the essentials
Include your organization, a follow-up contact, and only the details needed to begin the conversation.
- 02
Describe the next step
Note daily-support needs, timing considerations, and health context you are authorized to share.
- 03
Receive confirmation
Include your email address to receive a receipt after the referral is recorded.
When you include an email address, Koi sends a receipt confirmation after the referral is recorded. Please follow your organization’s privacy practices and share only the details needed to begin the conversation. Every referral is reviewed to discuss service fit and practical next steps; coverage, eligibility, staffing, and start dates cannot be confirmed online.
What to have ready
You do not need to make a coverage, eligibility, staffing, or start-date decision before sending a referral.
- Your organization and contact details
- The main support needs and timing
- Authorized health and daily-support context
- A face sheet or clinical summary, if available and authorized
A clear professional handoff
Koi reviews each referral to discuss service fit and practical next steps. The referral process supports intake and coordination; it does not replace clinical judgment, emergency services, or the referring team’s responsibilities.
Share a referral
Use this form to outline the client’s situation, urgency, and type of support needed so the next step is clear. When you provide an email address, Koi will send a receipt confirmation after the referral is recorded.
Referral partner questions
What information should I send?
Share your organization, contact details, main support needs, timing, and only the health context you are authorized to provide.
Do I have to upload a face sheet or H&P?
No. Documents are optional. If available and authorized, you can add them through the secure upload area for staff review.
What happens after I send the referral?
You will receive a confirmation number on screen. Koi will review the information and may reach out to discuss the next step.