Healthcare · Patient Engagement

Behavioral Health Integration Warm Handoff

Get patients screened positive for a behavioral health concern connected to care quickly.

Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Agent is triggered only after a provider has reviewed a screening result and ordered a referral — never acting on a score independently.
  2. Contacts the patient with the provider's referral and available options, checked against the network directory.
  3. Books the first available appropriate appointment directly, prioritizing speed given known access gaps.
  4. Confirms attendance readiness with a reminder sequence, given typically high no-show rates.

Data sources

EHR provider-ordered referral Behavioral health network availability

What it targets

  • Provider-ordered BH referrals contacted within 24 hours Target 95%
  • BH referral-to-first-appointment time Target 10d