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Group Therapy Referral Sends Booking Link
When a provider's signed note recommends group therapy, automatically text the client a booking link for a matching group provider, or escalate to staff if no provider matches.
Built by SE Team
The problem it solves
When a provider determines mid-treatment that a patient is ready for group therapy, someone still has to find a group provider licensed in the patient's state who takes their insurance, then send the patient a way to book. That handoff relies on the provider or staff remembering to do it, and patients stall in the gap.
What's included
- Automatic check of a configured chart note field (e.g. 'Attend Group?') when the note is locked
- Provider match: licensed in the client's state and in-network for the client's insurance plan
- Chat sent to the client with a scheduling link for the matched provider
- High-priority escalation task for staff when no provider matches
How it works
Chart note locked with group therapy recommended
Provider licensed in client's state and in-network
Send booking link chat, or escalation task
Group Therapy Referral Sends Booking Link turns a provider's group therapy recommendation in a session note into a booking link the client receives right away. It's built for behavioral health and substance use practices stepping clients into group care, and requires Healthie Forms, Charting, Automate, and Patient Portal. When the configured field is marked and the note is locked, the automation finds a group provider licensed in the client's state and in-network for their plan, then sends the client a chat with a scheduling link. If no provider matches, staff get a high-priority task instead.
