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How-To Guide

How do I review applications and referrals?

Guide to reviewing applications and managing referrals.

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Reviewing Applications and Referrals

Manage resident applications efficiently.

View Applications

  1. Go to Applications in your dashboard
  2. See list of all applications
  3. Sort by date, status, property

Application Information

Each application shows:

  • Resident name
  • Property applied for
  • Date submitted
  • Current status
  • Compatibility score

Review Details

Click an application to see:

  • Resident profile and preferences
  • Support needs and funding
  • Uploaded documents (NDIS plan, assessments)
  • Compatibility assessment
  • Message history

What to Check

Funding:

  • NDIS SIL funding available?
  • SDA funding if needed?
  • Sufficient board contribution?

Support:

  • Can you provide required support?
  • Do you have staffing?
  • Any specialist training needed?

Compatibility:

  • Fit with current housemates?
  • Similar interests and lifestyle?
  • Good compatibility score?

Documentation:

  • NDIS plan complete?
  • Assessments provided?
  • BSP if needed?

Take Action

Request Information

  1. Click Message Resident
  2. Ask specific questions
  3. Set deadline for reply

Arrange Inspection

  1. Click Schedule Inspection
  2. Offer dates/times
  3. Confirm with resident

Approve

  1. Click Approve Application
  2. Add confirmation message
  3. Discuss move-in date

Decline

  1. Click Decline
  2. Select reason
  3. Add optional message

Response Times

Best practice:

  • Initial acknowledgment: 24 hours
  • Review decision: 2 weeks
  • Final decision: Clear communication

Hospital Referrals

For discharge referrals:

  • Review discharge letter
  • Check assessments
  • Assess discharge timeline
  • Respond promptly (urgent needs)

Tracking

View analytics:

  • Total applications
  • Approval rates
  • Time to fill
  • Source of best applicants

Privacy

  • Keep information confidential
  • Communicate via Housing Match
  • Maintain professional tone
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