Operate Your Network
Provider and community partner network management
Relay keeps every partner organization, program, contract, credential and capacity report in one place—so coordinators can see which partners are contracted, credentialed and have room before they refer.
Who it serves
- Provider relations and network liaisons
- Contract administrators
- Compliance teams
- Community partner organizations
CRM & relationships
Every partner relationship in one record
Track each partner organization from first conversation to active partnership: relationship stages, contacts, locations, logged calls, emails and visits, follow-up tasks and a full change history.
- Available: Accounts with parent organizations and locations
- Available: Relationship stages from prospect to active
- Available: Activity logging with follow-up tasks
Programs & services
A catalog of what each partner actually delivers
Define your service catalog and each partner's programs with capacity, coverage area and languages. Turning a program on or off requires a reason, and active services without an executed contract are flagged.
- Available: Organization-wide service catalog
- Available: Partner programs with coverage and languages
- Available: "Not contracted" flags on active services
Resource directory
Find the right provider for a need
Search providers by need, capacity and distance, and start a referral from the result. Load community resources from 211, Open Referral or FindHelp exports, publish them as versioned releases and roll back if needed. You load your region's resource data, so the directory reflects services your members can reach.
- Available: Provider directory with capacity and distance
- Community resource imports with releases and rollback
- Nonprofit candidates from IRS data, reviewed before anyone can refer to them
Capacity & wait lists
Capacity that stays honest
Partners report open, limited or closed capacity for each program, and Relay shows how fresh each report is. Full services wait-list new referrals and promote them when a slot opens. Provider-verified capacity reports expire instead of quietly going stale.
- Available: Open, limited or closed status with freshness
- Available: Automatic wait lists and promotion
- Available: Verified capacity reports and appointment requests
Contracts & compliance
Contracts that govern who receives referrals
Record each partner contract with its services, rates and obligations, judge every obligation on evidence, and refuse referrals to partners whose contracts are not in force.
- Available: Obligations with evidence and contract health
- Available: Referral gating on contracts in force
Credentialing & readiness
Know which partners are ready to deliver
Track insurance, licenses, screenings and training on evidence, run credentialing cycles, and answer whether an organization is ready to deliver a service under a contract at a location.
- Available: Evidence-based requirements and cycles
- Available: Readiness by service, contract and location
Partner portal
A workspace for your partners
Partners accept or decline referrals, schedule and record services with proof, review contracts and invoices, report capacity and see their own scorecard—limited, on the server, to their own organization's data.
- Available: Referral inbox with accept, partial accept and decline
- Available: Service delivery with proof
- Available: Contracts, invoices and the partner's own scorecard
- Available: Capacity reporting
How it connects to the rest of Relay
- Coordinate Care
Coordinators refer to the partners, programs and capacity you maintain here.
- Manage Performance & Finance
Contracts and fee schedules drive authorizations, invoices and partner scorecards.
- Community Information Exchange
The partner network is the shared reference data for governed exchange.
See your partner network in Relay
Bring your partner list and we'll show how relationships, contracts, readiness and capacity come together.
Request a demo