For behavioral health referral and discharge teams
Know where a referral stands.
Know who follows up next.
Referral status, a clear owner, and the next follow-up—all in one place alongside your EHR.
No sign-up. Click through referrals, follow-ups, and a program record with example data.
Track referrals today. Send and receive through your existing channels.
An illustrated story · Fictional people and programs
“What happens after I leave?”
M.R. and the sister he’s chosen to include meet with his care team as inpatient discharge planning begins.
Finding the next step
The level of care is clear.
The details still matter.
The care team has identified outpatient care as the next step. K.D., the discharge coordinator, reviews program facts and notes what still needs confirmation.
Compare provider-published details. Keep missing information visible. People make the care decisions.
A response is pending
A referral sent.
A person still waiting.
K.D. sends the referral to Bright Fern Outpatient through the team’s existing referral channel, then records it as sent in Teryli. M.R. and his sister are still waiting for an update.
Before the handoff
One referral.
Part of a full day’s work.
The example workspace holds five fictional referral records. The team can see what’s waiting, who owns each follow-up, and when the next call is due. A colleague taking over has a clear place to pick up the work.
Shift change
The shift changes.
The thread stays.
“Referral sent” leaves a lot unsaid. A.O. needs the last update, the open question, and the next call to make.
K.D. → A.O. · A recorded handoff.
The next morning
A new morning.
A clear place to start.
A.O. opens the referral record. The program response is still pending. The follow-up is due at 9, and the reason for the call is already there.
After the follow-up
Now there’s something
specific to tell them.
In the story, the follow-up call gives A.O. something specific to tell M.R. and his sister. In the workspace, the team records the response, assigns an owner, and sets the next follow-up. An intake date still needs direct confirmation.
A 20-minute conversation about your team
Let’s look at
your workflow.
Walk through your team’s handoffs with Christopher Molina, Teryli’s founder. See how tracking and follow-up work in Teryli, and decide whether it fits your process.
Choose a time20 minutes · Google Meet · Use example details.
See the workflow firstBuilt from Christopher’s work as a case manager and director in behavioral health. Read his story →
- 01Start with your current process.
Where do updates live? Who picks up the next call?
- 02Walk through a tracking example.
See referral status, ownership, and the next action together.
- 03Talk through fit and questions.
Keep the conversation grounded in how your team works.