For Community-Based Organizations

CBO Referral & Network Management Platform

Relay gives community-based organizations one system to receive referrals, manage capacity, and report outcomes back to health plans, Medicaid Lead Entities, and Social Care Network partners — without juggling a different portal for every partner.

One portal, every referral source

Accept, decline, or transfer referrals from every network partner in a single partner portal instead of logging into a different system for each health plan or lead entity.

Capacity and wait-list management

Keep your available capacity current so referrals only route to programs that can actually accept them today, with a clear wait-list path when they can't.

Prove your impact

Outcome and service-verification reporting flows back to network leads and funders automatically, so your organization's impact is visible without manual reporting.

Key Capabilities

  • Partner portal for CBOs
  • Capacity & wait-list management
  • Referral accept, decline & transfer
  • Outcome reporting to network leads
  • Service verification

Frequently Asked Questions

What is a CBO referral platform?

A CBO referral platform lets community-based organizations receive, manage, and report on referrals from health plans, providers, and network leads in one system — instead of a spreadsheet or a different portal per partner.

How does closed-loop referral tracking work for community organizations?

Each referral is tracked from receipt through acceptance, service delivery, and verified outcome, with status visible to both the CBO and the referring partner — so nothing falls through the cracks.

See Relay from a CBO's point of view.

Tell us which network partners you work with today — we'll show you what changes.

Request a Demo