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    Investigate the breakdown

    Referrals get stuck. Knowledge walks out the door.

    Nobody can see where the handoff failed. Investigate the breakdown with a scoped assessment, testable hypotheses and defined deliverables.

    Recognition

    Symptoms worth tracing

    • A referral is sent but its next owner is unclear.
    • Critical resource knowledge lives with a single experienced staff member.

    Root-cause hypotheses to test

    Routing, source freshness, eligibility rules or closure responsibility may be missing. A new directory alone may not fix the handoff.

    Investigation & deliverable

    Follow a referral from initial need to acceptance, rejection or closure; identify source and escalation gaps.

    Example intervention

    Define routing and closure responsibility; test decision support with human verification.

    What you receive

    Referral routing map, source-verification rules and an escalation protocol.

    Related paid service: Decision-Support Prototype / Access Mapping

    Documented examples

    Inspect the related work

    Triad

    In development / testing

    AI-assisted referral decision support designed around source provenance, feedback and human verification.

    Design example only. No deployed accuracy or client outcome claim.

    Lantern

    Publicly functioning project

    No-account service navigation, weather safety and English / Spanish access.

    Illustrative scenario using the real project. Listings do not establish service availability.

    Before commissioning work

    Questions to settle

    Does this establish the cause?

    No. These are hypotheses. The review traces actual records, handoffs and constraints before recommending changes.

    What should we bring?

    A description of the workflow, the decisions it supports, known constraints and redacted examples. Do not send confidential client or member information through the intake.

    What happens after the assessment?

    We agree a bounded scope and deliverables first. A prototype is not a clinical decision-maker or a guarantee of provider availability. There is no guaranteed outcome or pre-set turnaround.