WED · 8:00 AM

Three operating realities.
One coordination layer.

Referral teams start with status and follow-up. BD reps start with their contacts and next visit. Sober-living operators start with house tasks. Each workflow keeps ownership visible beside the clinical record.

8:05 AM

The shared problem

Leaders find out too late. Teams chase status. Step-downs slip.

Referral status often lives across inboxes, spreadsheets, texts, voicemails, and memory. Each role below inherits a different part of the same coordination gap.

8:12 AM → 4:00 PM

The same transition, seen by each role.

WED · 8:12 AM

Admissions

Record what came in through your existing channels and see what needs action.

Referral · R.P.Synthetic
SourceNorthgate Clinical Services
Received8:04 AM
OwnerA.O.
StatusLogged
NextReview programs
Follow-upThu 9:00 AM
Intake queue · TodaySynthetic
R.P.Northgate Clinical ServicesNew
T.L.Self-referralNew
D.S.County crisis lineNew

WED · 10:00 AM

Case management

Track the next step and the follow-up. Referrals still go out the way they do today. Your team records each update here.

Referral · R.P.Synthetic
SourceNorthgate Clinical Services
Received8:04 AM
OwnerA.O.
StatusLogged
NextReview programs
Follow-upThu 9:00 AM
Transition · R.P.Synthetic
  1. 1Record referral statusA.O.Logged 9:20 AM
  2. 2Await program responseHarbor Pines IOPWaiting on program · due Thu 9:00 AM
  3. 3Confirm start dateA.O.Blocked: waiting on response
  4. 4Arrange transportUnassignedAfter confirmation

WED · 1:30 PM

Clinical leadership

See what is stuck before it fails.

Blocker · R.P. · waiting on program · due Thu 9:00 AM

Referral · R.P.Synthetic
SourceNorthgate Clinical Services
Received8:04 AM
OwnerA.O.
StatusLogged
NextReview programs
Follow-upThu 9:00 AM
Due & UpcomingSynthetic
Overdue2
Due this week5
On track9

WED · 4:00 PM

BD / outreach

Keep relationship notes and your next follow-up together in your private Book.

Referral · R.P.Synthetic
SourceNorthgate Clinical Services
Received8:04 AM
OwnerA.O.
StatusLogged
NextReview programs
Follow-upThu 9:00 AM
My BookSynthetic
ReferentSt. Aldwin's Hospital ED
Last touchTue
HeatWarm
Hot Warm Cooling Cold No history

Your Book is yours — it is not the record.

6:00 PM

Sober living

For the people carrying the house.

Occupancy, beds, rent status, resident documents, accountability logs, follow-ups — the operating work inside sober living, without forcing a clinical system around it. The clinical record stays in the EHR.

Rent ledger · Week of MonSynthetic data
K.M.House 1 · Bed 2$175Paid Mon
T.R.House 1 · Bed 5$175Paid Tue
A.J.House 2 · Bed 1$150Partial · $75 due
D.W.House 2 · Bed 4$150Open follow-up · Fri 4:00 PM
Occupancy 8 of 8 · one open follow-up · nothing clinical on this board
One transition

Every seat at the table.

AdmissionsRecord what came in through your existing channels and see what needs action.
Case managementTrack the next step and follow-up, and record each update where the team can see it.
Clinical leadershipSee what is stuck before it fails.
Operations leadershipWorkload, bottlenecks, and follow-through signals from recorded activity.
BD / outreachKeep relationship notes and your next follow-up together in your private Book.
Program directorsThe handoff loop stops living in separate team updates.
Clinical operators Eight steps, one loop. BD teams The field day, kept. Sober living Run the house. Stay in the continuum. Sober Living plan — $199/month
Now

Which workflow is slipping.

We'll map where it gets stuck and show how the loop may fit. Use a made-up example.

Book a workflow review
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