Many providers find it challenging to refer a client to another provider rather than treating the client themselves. However, a different provider may better match your client's needs for many reasons, including insurance acceptance, specialty, working style, and prescription access. That's why the referral process in Grow Therapy aims to make the transfer and transition as simple as possible for both parties by allowing you to customize the process.
Referral recommendations
After submitting an intake invoice, you'll be prompted to schedule a follow-up appointment or refer the client. If you've determined it's best to refer the client to another Grow Therapy provider, select the Refer Client button. Follow the prompts to complete the required information.
If you have not scheduled a follow-up appointment within a week of submitting your claim, you'll receive a task to refer the client on your Dashboard.
Additionally, the client associated with the referral recommendation will have a "Referral Recommended" status in your client list.
This recommendation ensures high-quality care by encouraging sustained momentum in the care plan. The timeliness of referrals can significantly increase the likelihood of a client's decision to continue with care. If the delay was planned and you intend to continue working with the client, ignore the suggestion and schedule the follow-up as usual. Otherwise, please use the steps below to refer the client to another provider.
Refer a client
Video walkthrough
Written walkthrough
To refer a client from your client list:
Select Clients from the sidebar navigation.
Use search options and filters to locate the client you'd like to refer to another provider. For example, the All Active and Action Needed tabs allow you to quickly sort and identify clients with the "Referral Recommended" status.
In the client listing, either select the "Refer client" quick-action button for those with a "Referral Recommended" status or select the "Refer client" option from the ellipsis (...) dropdown menu.
On the next screen, complete the referral preferences form and select Next.
Review the recommended providers (a maximum of three) generated by the referral preference form and customize the recommendations if applicable. If no providers in the Grow Therapy directory meet the specifications, you'll receive instructions on directing the client to our New Client Bookings team.
Include an (optional) message explaining the reason for the referral. This message will be sent along with the referral recommendations in the email clients receive.
Finally, select Complete Referral. You'll receive a confirmation message that your referral has been completed.
Customize recommendations
When you refer a client using your provider portal, you can review and customize the recommendations before they are sent to the client. After completing the referral preferences form based on the client's needs, you can manually adjust the list of recommendations if necessary by removing or adding provider profiles.
Remove a recommendation
Select the trashcan icon to delete a provider from your list of recommendations.
Add a recommendation
If you already have a provider in mind, you can manually add them to the list of recommended referrals. To complete this process, you'll need the provider's booking link or Grow Therapy profile URL.
To add a provider to your referral recommendations:
Select Add Provider at the top right.
Enter the provider's URL into the required field and select Add.
The provider's profile preview card will populate at the top of the list. If you are satisfied with the referral recommendations, select Next in the top right. Complete the referral process by completing the steps above.
Referral success & failure
Successful referral
When a client is successfully referred, your client will receive an email containing the recommendations you reviewed or curated. This email includes your personalized message and displays the matching providers' links to book a session. Depending on your notification settings, you can elect to receive a follow-up email when the client schedules with one of your recommendations. You can adjust your client referral notifications from the Edit Profile section of your provider portal under "Account."
Failed referral
If no providers in the Grow Therapy directory meet the specifications, you'll receive instructions on directing the client to our New Client Bookings team. The team will work with the client directly to ensure they receive the support they need to continue their mental health journey.