Objective / Context
Create and maintain a searchable directory of referral providers relevant to our services.
Include provider contact details, core service descriptions, eligibility notes, coverage area, licensure/compliance status, and the date of last verification for each entry.
List only providers that meet our inclusion criteria: alignment with our service scope, required licensure or compliance, and an active agreement or documented approval to participate in our referral network.
Operations will own the directory and be responsible for ongoing maintenance and access controls.
Success Measure
Directory is searchable with standardized fields for every provider record.
At least 95% of listed providers have verification evidence, defined as a signed agreement, a current license/compliance check, or a confirmation of services within the last 12 months.
A documented quarterly review cycle exists and is executed to validate and update provider information.
Directory usage metrics and feedback demonstrate improved confidence in referrals among staff within three months of launch.
Expected Value
Faster and more accurate referral matching for staff and clients.
Improved compliance and reduced risk from unverified or inappropriate referrals.
Operational efficiencies from a centralized, searchable source of truth and fewer ad hoc verification requests.
Current Update
Benchmark and acceptance criteria drafted in conversation with stakeholders.
High-level scope and ownership agreed (Operations).
Next Action
Finalize and approve formal inclusion criteria and the verification checklist.
Assign a single Operations owner and a project lead to run the initial data collection pilot.
Identify priority provider categories for the pilot and collect initial records for a usability review.
Leadership Decision Needed
Approval of the inclusion criteria and the definition of verification evidence (e.g., signed agreement, license check, recent provider confirmation).
Confirmation of the Operations owner and resource allocation for the pilot phase.