Referral & Intake Coordination
Structured intake tracking, referral follow-up, status visibility, and organized handoff into active workflows.
Services
Operational support packages designed for real practice complexity
Our work is not positioned as hourly task help. It is structured, retained operational support designed to create visibility, consistency, and smoother case movement across the practice.
How We Partner With You
The kinds of operational functions we typically own
Scheduling & Logistics
Evaluator schedules, appointment coordination, calendar flow, and communication around timing and next steps.
Report Workflow Tracking
Monitoring pending reports, documentation status, timelines, and follow-up so deliverables do not disappear into inboxes.
Billing & Case Status Visibility
Active-case oversight, billing coordination, outstanding items, and operational reporting on what needs attention.
Service Offerings
Support levels built around practice size, complexity, and operational maturity
Foundation
For smaller or growing practices that need structure first
Best for teams that need consistency, cleaner systems, and operational stability.
Typically includes
- Referral tracking setup in ClickUp or a similar system
- Scheduling and intake coordination
- Basic workflow management
- Email and communication support
What improves
- Better visibility into pending and active work
- Less ad hoc coordination
- More consistent process handling
- A stronger base for future growth
Embedded Operations
For established practices with consistent volume and moving parts across the workflow
Best for practices that need an operational partner functioning like an internal team.
Typically includes
- Full workflow management from referrals through reports and billing
- Evaluator coordination and ongoing follow-up
- Reporting timeline management
- System optimization and continuous operational improvement
- Dedicated support team structure
What improves
- Reduced admin burden on providers
- Stronger operational continuity
- Fewer missed steps and bottlenecks
- More room for clinical and evaluation work
Advanced Multi-Provider Support
For larger or scaling practices managing multiple evaluators, case types, and operational pressure points
Best for practices that need scale without operational fragility.
Typically includes
- Multi-evaluator coordination
- Custom workflows for different case types
- Advanced reporting and case-tracking systems
- Data visibility and performance tracking
- Strategic operational support
What improves
- Stronger coordination across a growing provider team
- Clearer view of active case progress
- More scalable systems and workflows
- Less risk that growth will outpace operations
What to Expect With Implementation
Examples of what improves when operations are actively managed
Referral pipelines become visible instead of living across inboxes and memory.
Providers spend less time tracking statuses and more time on evaluation work.
Scheduling, reporting, and billing move through clearer systems with less friction.
Multi-provider practices gain operational consistency before growth starts creating breakdowns.
Case coordination feels calmer, more reliable, and easier to scale.
Administrative pressure shifts off clinicians and into structured support systems.
By Specialty
Operations support tailored to your specific practice type
Each of these pages goes deeper into how we structure operations for that audience.
Forensic psychology
Referral coordination, attorney communication, report timelines, discovery handling, and complex billing.
Neuropsychology
Testing day scheduling, report workflow, family communication, records, and turnaround visibility.
IME & Fitness-For-Duty
Tight referral windows, professional stakeholder communication, documentation discipline, and deadline tracking.
Multi-provider practices
Cross-evaluator coordination, standardized workflows, evaluator onboarding, and active case dashboards.
Next Step