Referral Management

Know which referral partners send you clients.

Referral relationships drive most behavioral health admissions. Ritten gives you one place to manage the organizations and people who refer to you,  and see which ones actually send clients who admit.

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Product Overview

Organizations, contacts, and the relationships between them

Organizations and individual contacts live in one shared system. Cases, ROIs, and client charts all reference the same records, so a change to a contact or organization updates everywhere.

Clinic-wide organizations. Treatment centers, physician offices, psychiatrists, social workers, ADSAC/DUI drug courts, family/friends, or other. Set up once, used everywhere.
Organization members. The specific people inside the hospital case manager, the outpatient therapist.
Relationships on every contact. "Relationships from" and "relationships to" fields capture connections on the record itself.
Relationship Owners. Assign an owner (internal or external) to any contact or organization so your team knows who's responsible.
De-duplicated contacts. Shared contacts (emergency contacts, referring providers) are stored once. The Merge Contacts tool consolidates duplicates while preserving every relationship.
Tags

Organization types and tags

Classify organizations first by type, then by the tags that fit your workflow.

Organization types. Treatment Center, Physician Office, Psychiatrist, Social Worker, Family/Friends, ADSAC/DUI Drug Court, or Other. Filter to focus on the partners you're working with.
Organization tags. Configurable labels that complement types track referral volume by institution type, mark partners "Accepting New Clients," or anything else your team needs.
ROI

ROIs at the contact or organization level

Releases of Information can apply to a single contact or an entire organization, matching how clients actually sign releases.

Individual ROIs. Expiration date, partial-record toggle, and direction (Release to, Obtain from, or both) all captured on the release.
Organization tags. Configurable labels that complement types track referral volume by institution type, mark partners "Accepting New Clients," or anything else your team needs.
Tied to the client record. ROIs stay attached to the chart, follow the client, and can be revoked when needed.
Visiblity

See referred clients from the organization page

Open any organization to see its members and the clients associated with it. The same view shows up on contacts open a referring provider to see their connections to clients and other contacts.

FAQs

Frequently Asked Questions

Still have questions about our behavioral health software? Email us at hello@ritten.io

Can we apply a single ROI to multiple people inside one organization?

Yes. ROIs can be applied at the organization level, covering every member without naming each individually. ROIs can also be revoked when needed.

Can we assign an owner to a referral relationship?

Yes. Relationship Owner is a field on both contacts and organizations, and the owner can be internal or external — useful when a facility has a regular outside point of contact.

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Can we tag organizations to filter by readiness or partnership status?

Yes. Organization Tags are configurable. "Accepting New Clients" is a common example, but you can define any tags that fit your workflow — including ones that let you track referral volume across institution types.

What if we have duplicate organizations or contacts from a data migration?

The Merge Contacts tool consolidates duplicate non-client contacts while preserving all their relationships.

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