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 is why the referral process in Grow Therapy aims to make the transfer and transition as simple as possible for both parties.
Referral recommendations
After completing a client's intake appointment, you'll be prompted to schedule a follow-up session up to one week after your claim submission (see below). If you haven't scheduled a follow-up appointment within this timeframe, 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 via the client list or a client's record.
Referral options
Refer a client post-intake
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.
We'll send your client our recommended providers—they can book with one of the recommended providers, or we'll help them find another on the Grow Therapy website
Refer via the client list
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.
In the prompt, select Talk Therapy or Medication Management from the "Referring Client For" dropdown menu. This selection will determine the required information for the referral to proceed.
Provide the required information and select the Refer Client button.
Once finished, you'll receive a notification that the client has either been referred or that there's currently no matching within the Grow Therapy network.
Refer via a client's record
Select Clients from the sidebar navigation.
Locate and select the client you'd like to refer to another provider.
On the client's chart, select Action > Refer Client in the upper right.
In the prompt, select Talk Therapy or Medication Management from the "Referring Client For" dropdown menu. This selection will determine the required information for the referral to proceed.
Provide the required information and select the Refer Client button.
Once finished, you'll receive a notification that the client has either been referred or that there's currently no matching within the Grow Therapy network.
Referral success & failure
Successful referral
When a client is successfully referred, your client will receive an email containing up to 3 matching providers. This email will indicate why they are being referred and display the matching providers with links to book a session.
Failed referral
If there are no matching providers for your referral, please contact support for additional assistance. The team will work with you to ensure the client receives the support they need to continue their mental health journey.