# Referral Management & Loop Closure for Therapy Practice Managers with TherapyNotes

> 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. Purpose-built for teams running TherapyNotes — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [TherapyNotes](https://calish.com/workflows/tool/therapynotes/)
- **Role:** [Therapy Practice Manager](https://calish.com/workflows/for/therapy-practice-manager/)
- **Specialty:** Mental Health
- **Category:** Communication & Outreach
- **Canonical URL:** https://calish.com/workflows/with/referral-management-and-loop-closure-for-therapy-practice-manager-with-therapynotes/

## 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 in TherapyNotes

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. Purpose-built for teams running TherapyNotes — uses the native API or agent integration so nothing leaves the system of record.

## TherapyNotes Integration Approach

1. **Audit your TherapyNotes configuration.** We map the specific TherapyNotes objects, custom fields, and workflows the automation needs to touch for your mental health practice.
2. **Build on the TherapyNotes API or agent.** Integration happens inside TherapyNotes — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in TherapyNotes with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Referral Management & Loop Closure for Therapy Practice Managers](https://calish.com/workflows/referral-management-and-loop-closure-for-therapy-practice-manager/)
- 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.

## Other TherapyNotes Automations

- [New Patient Intake & Chart Prep for Psychiatry Practice Managers](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-psychiatry-practice-manager-with-therapynotes/)
- [No-Show Reduction & Recall for Psychiatry Practice Managers](https://calish.com/workflows/with/no-show-reduction-and-recall-for-psychiatry-practice-manager-with-therapynotes/)
- [Controlled Substance & PDMP Compliance for Psychiatry Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-psychiatry-practice-manager-with-therapynotes/)
- [Prior Authorization Submission for Psychiatry Practice Managers](https://calish.com/workflows/with/prior-authorization-submission-for-psychiatry-practice-manager-with-therapynotes/)
- [Claim Denial Appeal for Psychiatry Practice Managers](https://calish.com/workflows/with/claim-denial-appeal-for-psychiatry-practice-manager-with-therapynotes/)
- [Referral Management & Loop Closure for Psychiatry Practice Managers](https://calish.com/workflows/with/referral-management-and-loop-closure-for-psychiatry-practice-manager-with-therapynotes/)
- [Chart Closure & Encounter Documentation for Psychiatry Practice Managers](https://calish.com/workflows/with/chart-closure-and-encounter-documentation-for-psychiatry-practice-manager-with-therapynotes/)
- [Coding & CDI Quality Check for Psychiatry Practice Managers](https://calish.com/workflows/with/coding-and-cdi-quality-check-for-psychiatry-practice-manager-with-therapynotes/)

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