How Doula Registries Can Communicate Around Referrals Without Exposing Other Families or Doulas

Walk through the referral communication workflow: separate inquiries, private candidate outreach, selected-doula introduction, and a history that stays with the registry.

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The short answer

A doula registry manages referrals where privacy between families and between candidate doulas is essential. When a family contacts the registry, the resulting communication — intake, candidate outreach, selected-doula introduction, ongoing family communication, and follow-up — needs to happen in separate, private conversations. BloomText keeps each referral in its own thread. Candidate doulas do not see other candidates. Families do not see other families. The registry maintains visibility and retains the full record.

The referral privacy problem

A family contacts your registry for a doula match. You identify three candidates and reach out to each. Candidate A should not know about Candidates B and C. The family should not see the outreach to candidates who were not selected. And the conversation with the selected doula should be a clean, private thread between the family, doula, and registry.

On personal phones and email, this is nearly impossible to enforce structurally. One wrong CC, one forwarded thread, and privacy breaks.

How registries manage this on personal phones today

Most registries rely on individual emails and texts from personal accounts. The coordinator keeps a mental map of which conversations go with which family and which doula. This works at small scale, but the mental map does not transfer to a second coordinator, does not survive staff turnover, and does not produce a record the registry owns.

The history problem compounds over time

When a coordinator leaves, every referral conversation on their phone or personal email leaves with them. The registry has no way to review past referrals, follow up on evaluations, or respond to questions about a referral from six months ago. The institutional memory walks out the door with each person.

How to structure referral communication with privacy

The workflow has five stages, each in a separate conversation: 1. Family inquiry — the family contacts the registry and a conversation is created. 2. Candidate outreach — each candidate doula is contacted in a separate, private conversation. 3. Selected-doula introduction — the chosen doula is added to the family's conversation. 4. Family-doula communication — messages, photos, birth plans, and documents are exchanged in the family-specific thread. 5. Follow-up — the registry sends a post-referral evaluation in the same or a new conversation.

At every stage, unrelated doulas and families are in separate conversations with no cross-visibility.

How BloomText supports this workflow

Each stage of the referral is a conversation on the registry's BloomText account. Coordinators create separate conversations for each family and each candidate. When a match is made, the selected doula is added to the family conversation. The registry maintains visibility across all conversations, and the full history stays on the registry's account. See secure messaging for doula registries for the complete workflow.

Families and doulas reply over SMS with no app required. The registry controls who has access to which conversations and can revoke access when staff or doulas change.

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Frequently Asked Questions

Can candidate doulas see each other's referrals?
No. Each candidate is contacted in a separate conversation. They see only their own referral details and cannot see other candidates or other families.
Can the family see the candidate outreach?
No. The family's conversation is separate from the candidate outreach conversations. The family only sees the conversation thread they are part of.
Does the registry see all conversations?
Yes. Registry administrators have visibility into all conversations on the account, including family inquiries, candidate outreach, and post-match communication.
Does BloomText handle matching or referral routing?
No. BloomText is the communication layer around your referral process. The registry decides which doulas to contact and which to introduce to the family. BloomText keeps the communication organized, private, and owned by the registry.
Does BloomText include a BAA?
Yes. A signed Business Associate Agreement is included on every plan, including the free plan.