Introduction

This article explains how to refer a client to Umps, what funding options are available, and what happens after you submit a referral.

How do I refer a client?

There are two ways to refer a client:

• Complete the online referral form.
• Email the referral details to referral@umps.com

What information do I need to provide?

The referral form is straightforward, but it helps to have the following before you start:

• Your name, organisation, and contact details
• The client's full name, phone number, and delivery address
• Which product you're recommending (Home Alarm or Mobile Alarm)
• Which monitoring plan suits the client (Professional Response or Family Response)
• The funding pathway (see below)
• Billing details for the relevant provider or client

You don't need to provide the client's emergency contacts or health information. We collect that directly from the client during our welcome call.

If you're unsure which product or plan to recommend, see our article on choosing the right alarm for your client.

What funding options are available?

We accept referrals through:

• NDIS
• geat2GO
• Support at Home
• Private payment

Let us know which funding option applies when you submit the referral.

Can I request a quote before the client commits?

Yes. If you need a quote for approval before proceeding, email us at referral@umps.com and we'll send one through promptly. You can also select this option in the referral form, and we'll wait for your approval before fulfilling the order.

What happens after I submit a referral?

Step 1: We contact the client. Within two business days, we call the client to collect their registration details. This includes emergency contacts, health and allergy information, and any specific instructions for emergencies (such as keysafe codes, retirement village contacts, or preferred language). We use this information to configure their monitoring before the device ships.

Step 2: We ship the device. We ship with express delivery, typically within one business day of completing registration. Everything arrives preconfigured and ready to use. For the Home Alarm, the client just plugs in the hub. For the Mobile Alarm, they turn it on and they're protected.

Step 3: We support installation. Once the device arrives, we call the client to walk them through setup and answer any questions.

Can I track the status of a referral?

Yes. If you'd like an update on a referral you've submitted, give us a call or email referral@umps.com with the client's name.