Help Center
PSA 360 Help Center
Guides, workflows, tutorials, and answers for using PSA 360 effectively.
Category
Referrals & Resources
Connecting students and families to support.
How to create a referral
Beginner
From the case, with provider auto-suggestion.
3 min read
How to select a referral type
Beginner
Categories: housing, health, mental health, transportation, food, legal.
3 min read
How to document family barriers
Beginner
Tag the right barrier so AI can suggest providers.
3 min read
How to track referral status
Beginner
Sent → accepted → completed → outcome.
3 min read
How to record referral outcomes
Beginner
Outcome codes and free-text follow-up.
3 min read
How to use the resource directory
Beginner
Search providers by category, language, and capacity.
3 min read
How AI recommends possible resources
Beginner
Inputs the AI uses and how to override.
3 min read
How to follow up on referrals
Beginner
Auto-tasks at 7, 14, and 30 days.
3 min read