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 all parties involved by allowing you to customize the process, coordinate care, and monitor the status of your referrals.
Key Takeaways
All providers must complete the same form when offering Grow Therapy referrals to clients, regardless of the situation that necessitates the referral.
Referring a client to another Grow provider does not automatically remove them from your 'Active' client list. You must initiate the discharge process to move them to 'Archived.'
Personalize the referral experience by including a note to your client, offering specific referrals, and monitoring the status within the client's chart.
As part of the Notice of Privacy Practices that clients consent to when they first enter treatment on Grow, providers can share the client's information with other providers on Grow to deliver care.
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 do not schedule a follow-up appointment within a week of submitting your claim, you will 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
Note: Using the in-portal referral feature does not remove clients from your client list. You can still send the client additional referrals while indicating that you intend to continue providing care. You must initiate the discharge process to remove a client from your list.
All providers must complete the same form when offering Grow Therapy referrals to clients, regardless of the situation requiring the referral. This includes referrals for dual care, typically involving two providers—one for medication management and another for talk therapy—and referrals made when discontinuing services.
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 want 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. Under "Referring client for..." select Talk Therapy or Medication Management from the dropdown menu. Complete details from the additional dropdown menus to customize the referral according to the client's needs, preferences, insurance (if applicable), and location. Indicate whether you intend to continue treatment for the client and then 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.
Next, choose from the messaging templates designed for typical referral situations to add a note explaining the referral's purpose to the client. You can adjust the message as needed. The client will receive this message and the referral recommendations via email. Click Next to proceed.
In the following prompt, add a message for the providers receiving the referral. Specify if you'd like to be contacted to collaborate on care with the client's selected referral. Your email address will only be shared with the provider the client schedules with.
Once completed, you can monitor the referral's status in the client's chart.
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 have a specific provider in mind, you can manually add them to your recommended referrals list. To do this, you'll need their 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 satisfied with the referral recommendations, select Next in the top right. Then, complete the referral process by following the steps above.
Monitor referral status
⚠︎ Note: A release of information (ROI) is not required to coordinate care between Grow Therapy providers. As part of the Notice of Privacy Practices that clients consent to when they first enter treatment on Grow, providers can share the client's information with other providers on Grow for care delivery.
Providing a referral
When you provide clients with a list of referrals, the client receives 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.
Alternatively, you can track the referral's status in the client's chart by reviewing the "Timeline" section in the Overview tab, as seen below.
Receiving a referral
When a client books an intake with you based on a referral from another Grow Therapy provider, you will receive an email outlining the details of the client's needs and a note from the referring provider. If the provider has elected to share their contact information to coordinate care, this will be available in the client's chart.
To locate the referring provider's email address and coordinate care:
Navigate to Clients via the sidebar.
Search and select the client's name to bring up their chart.
Ensure the Overview tab is selected, locate the "Timeline" section, and select Referral details.
From here, review the provider's note, the details of the referral, and the referring provider's email address.