FAIR HANDOFF POLICY · UPDATED NOVEMBER 9, 2026
Existing provider relationships are considered first. A client may select a different suitable provider, whether or not it is in the network. If an existing provider cannot resume safely, the client’s preferences and available options must be revisited before any offer is made.
When there is no existing or preferred provider, agencies are filtered by approved service, geography, funding pathway, accessibility, readiness and current capacity. Inactive, unavailable and non-qualified agencies are excluded.
The oldest last qualifying offer in the relevant regional, service and funding queue determines the first approach. Newly qualified agencies with no previous offer receive an initial turn; a stable partner-ID tie-break resolves ties. Offers, responses, declines and expirations are recorded. The next suitable agency is approached after a decline or expiration, and every exception requires a documented reason.
Payments, overflow purchases, reciprocal referrals, investments and agency size alone never influence priority. Equal opportunity to be considered does not guarantee equal placements.
A handoff is complete only after client authorization, agency acceptance, an agreed next-contact or start plan, and secure transfer of necessary information. A referral sent is not a handoff completed. Publicly funded care follows the authorized care coordinator and established processes; the network cannot independently reassign it.
Conditionally approved agencies cannot receive live client handoffs until all mandatory requirements are met. Allocation remains a future private workflow, not an automated feature of this website.