For referrers & case managers
Refer a client, get a plan you can approve.
Send us a referral and we’ll assess, report, and come back with a costed schedule targeted at the work type your client is heading for. You approve before anything starts.
Who we take referrals from
- ACC – including vocational rehabilitation and Back to Work service contracts, targeting specific ANZSCO work types
- Work and Income and other government agencies
- Vocational rehabilitation and rehabilitation providers
- Insurers and employers arranging training for a staff member
- Private referrers and self-referring learners
Confirm this list against current contracts before publishing – only name funders you actively hold agreements with.
What you get back
- A written Training Needs Assessment report with recommended package
- A costed schedule to approve before delivery begins
- Regular coordination updates through the training
- A completion report, including any NZQA unit standards achieved
- Delivery face to face or by Zoom, nationwide
The referral pathway
From referral to completion report.
01
Referral
Submit the online form with the client’s details and the work type or goal you’re targeting.
02
Assessment & report
A one-hour assessment, then a written report with a recommended, costed package.
03
Approval & schedule
You approve. We issue the schedule and match a trainer in the client’s region or set up remote sessions.
04
Delivery & reporting
Training runs with coordination updates, and finishes with a completion report.
Add your actual turnaround commitments here – e.g. days from referral to assessment, and assessment to report. Referrers choose providers on this.
Have a client who needs training?
The referral form takes a few minutes. If you’d rather talk it through first, call us.