From First Referral to Fully Onboarded, Without the Paperwork
The Referral Portal lets your team securely submit, track, and manage referrals from social workers, care coordinators, and commissioners — and Anchor's guided onboarding wizard turns an accepted referral straight into a new client record, with document auto-extraction to save re-typing what's already on the page.
- GDPR-compliant intake
- Guided onboarding wizard
- Admission checklists
Turn a referral into a fully onboarded client — without losing momentum, or paperwork, along the way.
This streamlines the intake process, reduces paperwork, and improves communication between referral sources and your team — while sensitive information is handled securely from the very first contact.
An Easy Way to Manage and Track Referrals
Easily manage referrals sent by professionals. Our portal organises incoming referrals for quick access and efficient follow-up.
- Status pipeline for every referral
- Built-in communication with referrers
- One-click convert to onboarding
Guided, Paperless Onboarding
A step-by-step wizard walks your team through admitting a new service user — photo upload, room assignment, and an admission checklist, without missing a step.
- Document auto-extraction & auto-fill
- Configurable admission checklists
- Room & location assignment
Referrals Converted to Onboarding
1-Click
Fewer Delays Between Referral and First Visit
We used to lose days chasing paperwork between accepting a referral and actually admitting someone. Now it's one workflow, start to finish.
Registered Manager
Domiciliary Care Provider
From Referral to First Day of Care
Every step of the intake journey, connected in one workflow.