Mental health care coordination

Compassion-first therapy intake, referrals & client continuity.

Usher helps your care team move from referral to matched clinician faster — with a complete communication timeline and secure client records, all in one calm workspace.

PHI-aware foundations Built on Sparkles Laravel
app.usher.care/referrals
Referrals This week+ New
New 3
EV
Eleanor Voss
Self-referral · Anxiety
Screening
MB
Marcus Bell
GP referral
Screening
Matching 2
PN
Priya Nair
CBT · Telehealth
2 clinicians
TR
Tomás Reyes
Family therapy
1 clinician
Active 4
GL
Grace Liu
Dr. Ellison
Week 6
OB
Owen Bradley
Renée C.
Week 2
A complete therapy-practice CRM
Referral intake Clinician matching Communication timeline Secure records

What we support

A complete therapy-practice CRM workflow

Built on Sparkles Laravel primitives with a Filament admin surface for operational teams — so coordination never falls through the cracks.

Referral lifecycle visibility

Track each referral through screening, scheduling, waitlist decisions, and conversion to active care — with nothing lost between hand-offs.

Clinician assignment clarity

Match clients to clinicians with transparent ownership, role history, and licensure context — so the right fit is always documented.

Client communication continuity

Keep call, email, and note history centralized for coordinated follow-up across the whole care team — every touchpoint in one timeline.

From referral to care

One calm path, end to end

Every client moves through the same clear stages — your team always knows what happens next, and who owns it.

1

Referral received

Intake captures source, presenting concern, and consent in one structured form.

2

Screening

Triage urgency and fit, then route to the right care path or waitlist.

3

Clinician matched

Assign by specialty, licensure, and availability — with ownership recorded.

4

Active care

Continuity of notes and communication keeps every follow-up coordinated.

Clinician assignment

Match clients to the right clinician — with the reasoning recorded.

Usher surfaces availability, specialty, and licensure context side by side, so assignment is transparent and defensible. Ownership and role history follow the client for the life of care.

  • Specialty & modality matching
  • Licensure & caseload awareness
  • Documented assignment history
See it in your workflow
Match · Priya Nair
ME
Dr. Maya Ellison
Clinical Psychologist · CBT · 2 openings
96%
Match
TP
Dr. Theo Park
Psychiatry · Med review · 1 opening
72%
Match
RC
Renée Castellano
LCSW · Telehealth · Waitlist
61%
Match

Communication continuity

Every call, email & note — in one continuous timeline.

No more reconstructing what happened from scattered inboxes. Usher centralizes the full communication history per client, so any team member can pick up follow-up with complete context.

  • Calls, emails & clinical notes unified
  • Coordinated, audit-friendly follow-up
  • Encrypted, PHI-aware by default
Map your intake workflow
Timeline · Eleanor Voss
Intake completedJun 2
Consent signed · self-referral for anxiety. Routed to screening.
Screening callJun 4
15 min · moderate urgency. Prefers telehealth, weekday mornings.
Confirmation emailJun 5
Matched to Dr. Ellison · first session Jun 11, 1:30 PM.
Reminder scheduledJun 10
Automated SMS + email, 24 h before first session.

Built for trust

PHI-aware foundations and operational discipline

Usher is engineered for the realities of handling protected health information — secure by construction, auditable by default, and safe to deploy.

Encrypted model attributes
Sensitive fields encrypted at the data layer.
Role-based admin workflows
Filament surface with scoped permissions.
Audit-friendly communications
Every touchpoint logged and traceable.
Deployment-safe infrastructure
DNS-only PHI path, no APM on sensitive routes.

Get started

Need help coordinating new referrals this week?

Reach out and we'll help map your intake and assignment workflow — and show you how Usher fits the way your practice already works.