Referral


Using the VIVÉ Referral Guide

VIVÉ is a customized client management system designed by the NYC Aging. This system supports NYC Aging contractors in managing their client interactions and reporting on services provided. This reference guide provides instructions on navigating, accessing and managing Referrals.
Referrals is a common functionality within VIVÉ. You may have accessed this guide from the VIVÉ Knowledge Base or from a program specific reference guide. At the beginning and end of this document is a link to return to the VIVÉ Knowledge Base. Or you can use your browser’s back button to return to the program reference guide.
This guide provides navigational and functional instructions. For assistance with program operations or policy, please refer to your program officer or view NYC Aging’s program’s standards.

In this guide you will learn:

  • Overview of Referrals
  • Navigating to Referrals
  • Managing Referrals

Watch videos on: Sending Referrals, Receiving Referrals

Note: These video instructions do not apply to referrals sent to Friendly Visiting programs, Home Care Service programs, or Home Delivered Meals programs. The referrals sent to these programs should be sent through their particular service plan tab found in the enrollment level.