WED · 9:00 AM

The handoff loop your program was built around.

Referral · D.S.Synthetic
SourceCounty crisis line
Received9:06 AM
Owner
Status
Next
Follow-up

Teryli keeps the owner, status, and next follow-up for each referral in one place. It supports the work alongside your existing systems, while clinical documentation stays in your EHR.

Incoming · County crisis line · 9:06:04 AM
9:10 AM

The problem

Leaders find out too late.

Referrals scatter

Referrals live in inboxes, spreadsheets, texts, voicemails, and people’s heads.

Teams chase status

Case managers chase programs while admissions and clinical teams do not always see the same status.

Step-downs slip

Step-down work is easier to miss when ownership, readiness, and follow-up are unclear.

9:06 AM → 4:30 PM

Eight steps, one visible loop.

9:06 AMLogged 9:20 AMOwned 10:15 AMReadiness 11:05 AMFacts reviewed 12:40 PMNext step confirmed 1:50 PMFollow-up surfaced 3:10 PMStatus recorded 4:30 PMReviewed

01–02 · Logged & owned

Referral logged, owner assigned — nothing exists until someone owns it.

Referral Pipeline · 9:20 AMSynthetic data
D.S.County crisis line · A.O.Draft
J.W.St. Aldwin's Hospital ED · A.O.Sent
E.K.Cedar Line Recovery · K.D.Info requested
L.G.Harbor Pines IOP · K.D.Accepted

03–05 · Readiness to next step

Readiness tracked, relevant program facts reviewed, next appointment or operational step confirmed.

Transition Readiness · D.S.Synthetic data
  1. 1Documents receivedA.O.Done 10:15 AM
  2. 2Program facts reviewedA.O.Done 11:05 AM
  3. 3Next step confirmedA.O.Confirm bed date · 12:40 PM
  4. 4TransportUnassignednot confirmed

06–08 · Surfaced & reviewed

Follow-up is surfaced, the team sees recorded status, and activity history supports operational review.

Due & UpcomingSynthetic data
Overdue2
Due this week5
On track9
Referral · D.S.Synthetic
SourceCounty crisis line
Received9:06 AM
OwnerA.O.9:20 AM
StatusUpdated3:10 PM
NextConfirm bed date12:40 PM
Follow-upThu 9:00 AM1:50 PM
Residential → PHP / IOP

Step-downs inside your own organization.

When a client moves from residential to PHP or IOP, the receiving team has its own list. Each step has an owner and a status, so the sending team can see where things stand without another status call.

Step-down · R.P. · Residential → IOPSynthetic data
  1. 1Benefits verifiedA.O.Done
  2. 2Financial confirmedA.O.Done
  3. 3Intake scheduledK.D.Tue 10:00 AM
  4. 4Meet & greetK.D.Waiting
  5. 5Referent and family updatedA.O.Due Wed
  6. 6CRM opportunity recordedUnassignednot started
Operational surfaces

Everything the transition needs, without becoming the clinical record.

Referral PipelineTrack what came in, who owns it, where it stands, and which next step is due.
Due & UpcomingSee overdue, due-this-week, and on-track items before they disappear into a Friday afternoon.
Transition ReadinessKeep required handoff work visible across documents, appointments, logistics, and owner follow-through.
Program DirectoryReview provider-published criteria by location, level of care, population, source, and research date.
Aftercare optionsPull together the programs your team is considering, keep what still needs confirming visible, and export a plain Aftercare Options sheet for the client and family. Your team decides what goes on it.
Referent updatesRecord when the referring clinician or the family last heard from you, when the next update is due, and whether you have authorization on file to share.
Status UpdatesRecord the response and next action so your team can pick up the follow-up without rebuilding the context.
Operational reviewUse recorded activity to review where ownership or follow-up slowed down; it is not a clinical outcome measure.
4:30 PM

Trust boundary & roles

Operational coordination alongside your EHR

Teryli is open to integrating with your EHR or CRM. Integration options are scoped with your team and system provider, based on available access, workflow needs, and any applicable costs. Clinical notes and formal clinical documentation stay in your EHR.

Each role sees the same transition from their side

Admissionssees what came in
Case managementtracks readiness and follow-ups
Clinical leadershipsees what is stuck before it fails
Operations leadershipsees workload and where follow-through slows
BDkeeps referents aligned
Program directorsstop living the loop in separate team updates
Beside, not inside
EHR
BD teams The field day, kept. Sober living Run the house. Stay in the continuum. Sober Living plan — $199/month Consultants Your programs and follow-ups, one price per practice. Consulting practices · from $299/month
Now

The referral that keeps slipping — bring it to the table.

Bring a de-identified example. We’ll map where it gets stuck and show how the operational loop may fit.

Book a workflow review
What Teryli does Program Directory See current pricing Get your program listed