WED · 9:00 AM

The handoff loop your program was built around.

Referral · D.S.Synthetic
SourceCounty crisis line
Received9:06 AM
Owner
Status
Next
Follow-up

Keep a named owner, recorded status, and next follow-up together. Your team sends referrals through its existing channels and records updates in Teryli. Sending and receiving through Teryli is not live yet. The clinical record stays in the EHR.

Incoming · County crisis line · 9:06:04 AM
9:10 AM

The problem

Leaders find out too late.

Referrals scatter

Referrals live in inboxes, spreadsheets, texts, voicemails, and people’s heads.

Teams chase status

Case managers chase programs while admissions and clinical teams do not always see the same status.

Step-downs slip

Step-down work is easier to miss when ownership, readiness, and follow-up are unclear.

9:06 AM → 4:30 PM

Eight steps, one visible loop.

9:06 AMLogged 9:20 AMOwned 10:15 AMReadiness 11:05 AMFacts reviewed 12:40 PMNext step confirmed 1:50 PMFollow-up surfaced 3:10 PMStatus recorded 4:30 PMReviewed

01–02 · Logged & owned

Referral logged, owner assigned — nothing exists until someone owns it.

Referral Pipeline · 9:20 AMSynthetic data
D.S.County crisis line · A.O.Draft
J.W.St. Aldwin's Hospital ED · A.O.Sent
E.K.Cedar Line Recovery · K.D.Info requested
L.G.Harbor Pines IOP · K.D.Accepted

03–05 · Readiness to next step

Readiness tracked, relevant program facts reviewed, next appointment or operational step confirmed.

Transition Readiness · D.S.Synthetic data
  1. 1Documents receivedA.O.Done 10:15 AM
  2. 2Program facts reviewedA.O.Done 11:05 AM
  3. 3Next step confirmedA.O.Confirm bed date · 12:40 PM
  4. 4TransportUnassignednot confirmed

06–08 · Surfaced & reviewed

Follow-up is surfaced, the team sees recorded status, and activity history supports operational review.

Due & UpcomingSynthetic data
Overdue2
Due this week5
On track9
Referral · D.S.Synthetic
SourceCounty crisis line
Received9:06 AM
OwnerA.O.9:20 AM
StatusUpdated3:10 PM
NextConfirm bed date12:40 PM
Follow-upThu 9:00 AM1:50 PM
Operational surfaces

Everything the transition needs, without becoming the clinical record.

Referral PipelineTrack what came in, who owns it, where it stands, and which next step is due.
Due & UpcomingSee overdue, due-this-week, and on-track items before they disappear into a Friday afternoon.
Transition ReadinessKeep required handoff work visible across documents, appointments, logistics, and owner follow-through.
Program DirectoryReview provider-published criteria by location, level of care, population, source, and last-checked context.
Status UpdatesRecord the response and next action so your team can pick up the follow-up without rebuilding the context.
Operational reviewUse recorded activity to review where ownership or follow-up slowed down; it is not a clinical outcome measure.
4:30 PM

Trust boundary & roles

Built beside the EHR, not on top of it.

Teryli is for operational coordination: ownership, readiness, referrals, follow-ups, program-research context, and status visibility. The formal clinical record stays in the EHR.

Each role sees the same transition from their side

Admissionssees what came in
Case managementtracks readiness and follow-ups
Clinical leadershipsees what is stuck before it fails
Operations leadershipsees workload and where follow-through slows
BDkeeps referents aligned
Program directorsstop living the loop in separate team updates
Beside, not inside
EHR
BD teams The field day, kept. Sober living Run the house. Stay in the continuum. Sober Living plan — $199/month
Now

The referral that keeps slipping — bring it to the table.

Bring a de-identified example. We will map where it gets stuck and show how the operational loop may fit; do not send PHI or client details.

Book a workflow review
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