AUDIT-PROOF
YOUR AGENCY
The easiest way to keep your 245D agency compliant and ready for audits.
Referra tells you what is missing, what needs to be updated, and keeps all your client documents organized in one place.
No stress. No guessing. No last-minute panic.
From red flags to
green lights
Referra is the only platform designed around the real 245D workflow. It gives you control, confidence, and complete visibility over your agency.
Know Exactly What’s Missing
Clean red / yellow / green status for every client. Instantly see overdue items and what needs attention.
No digging. No guessing. Just answers.
Automatic Deadline Reminders
Never rely on your memory again. Referra tracks all renewals, reviews, trainings, and signatures.
Every due date. Every client. All automated.
Smart Checklists
Checklists automatically adjust to each client’s service type:
- Basic
- Intensive
- Mixed services
245D rules built-in — nothing to set up.
Export Organized Client Folders
Download complete, audit-ready folders in seconds. Print-ready. DHS-ready. Stress-free.
One click → Full compliance folder.
Total visibility over your entire agency
Everything you need to stay compliant, in one place:
- Days overdue on missing items
- Upcoming annual reviews
- Required forms per client
- Progress across your whole caseload
- Clean pipeline of what to fix next
Fix problems before DHS finds them.
Start Free TrialSimple, transparent pricing
Built for growing 245D agencies.
Per agency. Unlimited users.
No credit card required. Cancel anytime.
Everything included
No locked features. No hidden upgrades.
Need something specific?
The Reality
The audit panic is real
"Tracking compliance on spreadsheets was overwhelming. We were always worried something would slip."
Agency DC/DM
Psycare
"All of our deadlines lived in my DC’s head. If she left, we’d have nothing."
Agency Owner
Truwell
"Every audit turned into a full staff scramble. We’d dig through files for days."
Owner
EP Health
Know exactly where you stand.
Always.
Log in → See what’s missing → Fix it → Export.
Confidence instead of confusion. Preparation instead of panic.
Start your free trial