US segment
Behavioural health partners
Referrals come from hospitals, primary care, courts-adjacent case managers and insurers. The follow-up has to be fast and discreet.
A behavioural-health practice loses referrals when the partner never hears whether the person was reached. The portal shows status. The note with clinical detail stays encrypted inside the referral, behind MFA.
Who actually refers
Hospital social work
They need a bed or an outpatient slot, and a human who calls back.
Primary care
A short criteria sheet beats a generic 'we take most insurances'.
Insurer care managers
They refer where the loop actually closes.
A playbook for the first month
1. Publish criteria
Ages, setting and what you cannot take. Put it in the partner profile, not only on the website.
2. Protect the note
List views show a reference code and a status. Patient detail needs phi.read and an authenticator.
3. Measure response, not ads
The overview is referrals, decisions and the revenue estimate you typed in.
Can partners see the clinical note?
They see the status timeline. The note they submitted is stored encrypted. Staff open it only with permission and MFA, and that open is audited.