# Referral Management & Loop Closure for Therapy Practice Managers

> AI triages incoming referrals by acuity, schedules them into open slots in SimplePractice, and chases outgoing referral loop closure with consulting providers — no referral gets lost.

- **Role:** [Therapy Practice Manager](https://calish.com/workflows/for/therapy-practice-manager/)
- **Category:** [Communication & Outreach](https://calish.com/workflows/category/communication-and-outreach/)
- **Specialty:** [Mental Health](https://calish.com/workflows/specialty/mental-health/)
- **Action:** Referral Management & Loop Closure
- **Canonical URL:** https://calish.com/workflows/referral-management-and-loop-closure-for-therapy-practice-manager/

## The Problem

Incoming Mental Health referrals sit in fax queues and SimplePractice work lists, and outgoing referrals die without loop closure — both cost the practice revenue and clinical quality.

## What We Build

AI triages incoming referrals by acuity, schedules them into open slots in SimplePractice, and chases outgoing referral loop closure with consulting providers — no referral gets lost.

## Tools & Integrations

- SimplePractice
- TherapyNotes
- Alma
- Google Drive

## How It Works

1. **Discovery call.** We map your current referral management & loop closure process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [SimplePractice](https://calish.com/workflows/with/referral-management-and-loop-closure-for-therapy-practice-manager-with-simplepractice/) — Referral Management & Loop Closure built natively in SimplePractice
- [TherapyNotes](https://calish.com/workflows/with/referral-management-and-loop-closure-for-therapy-practice-manager-with-therapynotes/) — Referral Management & Loop Closure built natively in TherapyNotes
- [Alma](https://calish.com/workflows/with/referral-management-and-loop-closure-for-therapy-practice-manager-with-alma/) — Referral Management & Loop Closure built natively in Alma

## Related Workflows

- [Chart Closure & Encounter Documentation for Therapy Practice Managers](https://calish.com/workflows/chart-closure-and-encounter-documentation-for-therapy-practice-manager/)
- [New Patient Intake & Chart Prep for Therapy Practice Managers](https://calish.com/workflows/new-patient-intake-and-chart-prep-for-therapy-practice-manager/)
- [Daily Denial Worklist Triage for Therapy Practice Managers](https://calish.com/workflows/daily-denial-worklist-triage-for-therapy-practice-manager/)
- [Controlled Substance & PDMP Compliance for Therapy Practice Managers](https://calish.com/workflows/controlled-substance-and-pdmp-compliance-for-therapy-practice-manager/)
- [Infusion Chair & Drug Scheduling for Therapy Practice Managers](https://calish.com/workflows/infusion-chair-and-drug-scheduling-for-therapy-practice-manager/)
- [Prior Authorization Submission for Therapy Practice Managers](https://calish.com/workflows/prior-authorization-submission-for-therapy-practice-manager/)

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