Referring Clients to Care Navigation: A Guide for Partners
If you work in a clinic, school or community organization, you see needs that sit outside your walls: a family that cannot get to appointments, a student whose household has no stable housing, a patient who does not know which benefit to ask about.
Why cross-sector referrals matter
The U.S. Department of Health and Human Services' Healthy People 2030 describes social determinants of health as the conditions where people are born, live, learn, work, play, worship and age. It notes that improving them takes action from public health organizations and partners in sectors like education, transportation and housing. No single organization covers every need, which is the case for a good referral.
What makes a referral work
A clear ask. Say what help the person wants, not a diagnosis.
Consent. The person agrees to be contacted. Share only what is needed.
A named next step. The person knows who will contact them and from which organization.
A closed loop. Where privacy rules allow, the referring partner learns the referral was received.
Honest limits. Programs have eligibility rules and capacity. Do not promise a result to the person you refer.
How AEIC fits
AEIC offers free Community Resource Navigation, a Medicaid referral route reviewed by staff, and private-pay case management. AEIC also works with organizations on partnerships. Staff review each request.
2-1-1 Texas, a Texas Health and Human Services Commission service, remains a valuable public tool for resource searches. Navigation complements it by helping a person through the steps.
Safety note
For a medical emergency, call 911. For emotional distress or thoughts of suicide, call or text 988 to reach the 988 Suicide and Crisis Lifeline, available 24/7. AEIC case management is not a crisis service.
Start a conversation
Schedule a partnership discovery call. Or call 877-396-3330 or email info@aeiccasemanagement.com.
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