Treatment & Behavioral Health Providers
Referral Development Through Admissions
BH Tech develops the BD team and its referral relationships, then connects that work to a clean admissions handoff, steady follow-up and a leadership review everyone reads the same way.
Open any stage or artifact to see the work, what the client receives and one fictional example.
Open Referral DevelopmentOpen Referral ReceivedOpen Admissions HandoffOpen Follow-Up & DecisionOpen Leadership ReviewOpen BD Team Development & Operating SetupOpen Admissions Process KitOpen Company & Role AI ContextOpen Marketing & Referral Source ReportingSeparately Scoped Billing ReviewFoundation 1 · Records & DataFoundation 2 · Operating KnowledgeThe Journey
Five Stages, One Operating Process
- 01Referral DevelopmentDevelop the BD team, its coverage and the relationships that send referrals.Open This Stage →
- 02Referral ReceivedRecord each inquiry once, with its source, owner and next action.Open This Stage →
- 03Admissions HandoffPass the inquiry to admissions with complete information and a named receiver.Open This Stage →
- 04Follow-Up & DecisionKeep every open inquiry moving until the provider records its decision.Open This Stage →
- 05Leadership ReviewReview one shared report, see the gaps and assign actions.Open This Stage →
One Referral, Five Separate Records
- Relationship ActivityReferral Organization ADay 0 · Meeting recorded
- InquiryInquiry ADay 1 · Source: Referral Organization A
- Verification RequestRecordedDay 1 · By the admissions coordinator
- Verification ResultNot AttachedFollow-up open
- Provider Admission EventNot RecordedOnly the provider records this
Each step is its own record. Inquiry A is waiting on its verification result; no admission or eligibility is inferred.
What The Client Receives
Four Working Artifacts
Each artifact is shaped with the client; the examples show typical contents.
A1BD Team Development & Operating Setup
Role scorecards, a coverage map, an activity standard and the weekly BD review, with training and coaching.Open The Example →
A2Admissions Process Kit
Stage definitions, the handoff checklist and follow-up rules that BD and admissions share.Open The Example →
A3Company & Role AI Context
Maintained company and role knowledge that lets AI draft a coordinator’s daily follow-up brief for human review.Open The Example →
A4Marketing & Referral Source Reporting
One source taxonomy, a metric dictionary and a leadership report with its data gaps listed.Open The Example →
People
Who Does The Work
- BH TechLeads the engagement, with Robert leading initially.
- Robert & GregJointly lead BD. Other BD experts take part only as their subcontractors.
- The ClientNames its BD and admissions owners and keeps every admission and clinical decision.
The Relationship
How An Engagement Runs
- Client-Needed InsightStart where the organization needs clarity: often referral and admissions reporting, sometimes a handoff, an intake tool or team training.
- Scoped BuildNamed problem, deliverables, owners, specialists and exclusions agreed before work begins.
- Training & AdoptionRole guides, practice on the team’s own work and the first review cadence.
- Licensed Access & SupportOngoing access with the support the agreement names.
- Separately Scoped DevelopmentNew build-out as the organization grows, each piece scoped on its own.
How The Work Is Supported
Records
Operating Knowledge
Delivery Methods