How do I manage my Referrals?

Instructions for Service Providers Listed on the MyCareSpace Directory

1. Login

Login to your MyCareSpace account here. (If you have forgotten your password you can reset this easily)

2. Access your Listing

Once logged in, you can access your Listing in the MY LISTINGS TAB. 

Click on the listing name to open it.

3. Set your Referrals Email in your listing

Check your listing and make sure we are using the correct and most appropriate email address to send your referrals to. This should be an inbox that is checked frequently. 
NOTE: Sometimes our emails go to junk mail or spam so be sure to whitelist our domain name.

MyCareSpace supports the NDIS ideal of giving participants choice and control which means that our Connections Team will send referrals to 3 providers when taking requests for service online or on the phone. The sooner you respond to a referral the more chance you have of securing the job.

You can set your email options and telephone options in the Location and Contact area of your listing:

4. View List of Referrals

Once in the listing, you will see tabs such as View  Edit   Delete   Referrals. 

Select Referrals to view your referrals.

In the Referrals section, you will find a list of referrals.

Click on the VIEW link to open each one and view all the details. 

5. View Referral Details

Once you have clicked on the VIEW link the referral opens to show you all details which include contact details, location of the service and details of the service required.

6. Take Action

Select from the Take Action options to update the status of the referral.

You can now add notes about how you are handling it (viewable by your team only).

By updating the status to "Don't have capacity" or "We don't offer this service" we can look for more options for the participant. 

Remember that you may not be the only person that has received this request for service so get onto it ASAP!

In our experience, a good old fashioned phone call is the best method of engagement.