Challenge
- Efficiently connect medical providers with child and adolescent psychiatry and mental health consultation and referral assistance to local and statewide mental health services.
Solution
- Optimized an intake process using integrated forms via Zapier to capture psychiatric consultation and referral requests for anonymous patients from healthcare providers.
- Automated the routing of consultation cases to appropriate mental health professionals based on predefined criteria such as specialty, availability, or location.
- Customized Salesforce Cases to function as psychiatric consultations, capturing critical details, referral outcomes, and follow-up actions.
Results
- Established a centralized, real-time directory of psychiatric professionals across Oklahoma, enabling providers to quickly identify and connect with available specialists.
- Enabled longitudinal tracking of providers across multiple practices, supporting consistent relationship management and continuity of care coordination.
