Build a referral brief

Checking this device for a plan…

Shared device? Anyone using this browser may see saved choices. Choose “Use without saving” or clear your plan before leaving.

Only selected programs and structured choices: needs, household, recognized city, county, timing, contact preference, bill type, utility provider, shutoff status/date, and who the plan is for. No client names, free text, gender, age, survivor or veteran answers, or result snapshots are saved. Review these details again after reopening. PHX Good does not upload this record or sync it to an account.

Edits and reloads do not extend the limit of 24 hours. Expired data is rejected and removed when PHX Good next runs. “Use without saving” removes the device plan and draft; only that setting may be remembered. Clearing a plan also clears its draft. Downloaded or copied plans are separate.