Hand off therapy referrals from Atlas to SimplePractice
Behavioral health referrals get booked, not forgotten. Referrals and prior authorizations are long chains of forms, calls and follow-ups, and each link in the chain is a place a patient can get stuck.
- Saved per referral, estimated
- ~15 min
- Roles it helps: physician and front desk
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a physician refers a member to the clinic's therapist.
- Step 1
Tabflows reads the referral reason and relevant history in Atlas.
- Step 2
Stages a new client intake in SimplePractice for therapist approval.
- Step 3
Tracks the first appointment.
- Step 4
Creates a task if nothing is booked within 7 days.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Docs & guides
Tabflows University
Short lessons on running a calmer clinic with the tools you already have.
Learn with Tabflows →Learn with TabflowsDPC operations blog
Our best writing on DPC workflow, front-desk operations and clinic software.
Explore the blog →Explore the blogIntegrations
Every tool Tabflows connects to, and what it can do with each one.
Explore integrations →Explore integrationsCase studies
How DPC and concierge clinics use Tabflows day to day.
Read the stories →Read the stories
Get help from our team
Tabflows engineers
We set this up on your Atlas.md and SimplePractice accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Who signs off before a referral goes out?
Your clinician. Tabflows prepares and tracks the referral, and your physician and front desk reviews it before anything is sent.
Do we need to switch from Atlas.md and SimplePractice?
No. Hand off therapy referrals from Atlas to SimplePractice works inside the Atlas.md and SimplePractice accounts your clinic already uses. There is nothing to migrate and no new system for your team to learn.
When does it run?
It starts when a physician refers a member to the clinic's therapist. Tabflows works through 4 steps, and the result lands with your physician and front desk, saving an estimated 15 min per referral.