Referral flow

From referral to plotted visits, with fewer status calls.

HHL makes the referral process easier for your team by keeping the next step clear, sending the right updates at the right time, and moving the case from evaluation to approved visits without constant follow-up.

1

Enter referral

The agency enters the referral or sends it to HHL. The workflow starts from service area, discipline, urgency, and availability needs.

2

SMS to available therapists

HHL uses AI-supported matching and routing algorithms to notify selected therapists who fit the region, discipline, availability window, and agency preferences.

3

Eval accepted

The case manager receives a notification when a therapist accepts the evaluation, so the team knows the referral is moving.

4

Eval completed

After the evaluation is completed, the agency is notified and can review the recommended frequency.

5

Frequency approval

The case manager receives the frequency approval request and can keep the plan moving without a long follow-up loop.

6

Visits plotted

Once frequency is approved, HHL plots the approved visits so the schedule moves from evaluation to ongoing care.

Workflow visibility

Know what happened, what is waiting, and what comes next.

HHL helps agency teams follow the referral from intake to scheduled visits, so the case manager can focus on exceptions instead of chasing every status update.

Referral lifecycle

One case, clear checkpoints.

1

Referral sent

The request is in motion with service area, discipline, urgency, and availability context.

2

Therapist accepted

The case manager can see that the evaluation has been accepted instead of chasing for status.

3

Evaluation completed

The completed evaluation moves the case to frequency review.

4

Frequency approved

The care plan is approved and ready for scheduling.

5

Visits scheduled

Approved visits are plotted so the referral becomes ongoing care.