Referral Generator
AI-powered tool to help caseworkers refer clients to additional health and social services
Nava Labs is partnering with Goodwills in Texas and Pennsylvania to pilot an AI-powered resource referral tool as part of a grant from the Gates Foundation. This tool — which will be integrated into existing case-management workflows — aims to make it easier for Goodwill staff to refer clients to a range of other health and social services beyond what’s offered at the organization.
Why this matters
People applying for benefits often require services from multiple programs. For example, if someone has just lost their job, a caseworker who specializes in SNAP (food assistance) may refer that person to another organization that can help with unemployment insurance. Caseworkers check resource lists when providing referrals, but updating these lists is a manual process that takes time and risks missing valuable resources. An AI-powered tool could help caseworkers retrieve referrals more quickly and thoroughly.
“It saves me a lot of time … and it saves clients a lot of time…. I can just type in what I’m looking for. The results come in. I can pass that on.
Case Manager
