⚕️Patient Transfer Process & Scope of Practice

This section outlines procedures for transferring patients due to licensure, scope, or scheduling, ensuring clear communication and smooth provider transitions.

👉 This section covers:

• Transfer of patient residing in a non-licensed state

• Transfer of patient prior to an Initial Assessment

• Transfer of a patient you have met for one or more appointments

• Accepting a Transfer patient

Transfer of patient residing in a non-licensed state:

Our matching process is designed to pair patients with providers licensed in their state; however, occasional bookings may slip through due to factors beyond our control. If an initial assessment is scheduled with a patient in a state where you are not licensed and it is not an open state, email [email protected] with the patient ID, and our team will initiate the transfer. Please review the licensure matching criteria and list of open states before reaching out.

Transfer of patient prior to an Initial Assessment:

For initial assessment appointments, we encourage you to complete the assessment before initiating a transfer. Doing so enables us to provide a highly tailored provider recommendation that best supports the patient’s long-term care.

• If a patient falls outside your scope or you encounter a scheduling conflict, Berry Street will assist simply email [email protected] with the patient ID and appointment date.

Transfer of a patient you have met for one or more appointments:

Post to our Scope of Practice & Patient Transfers space in our community space with the following information about the patient:

• clinical needs/ brief overview

• state of residence

• insurance carrier

• If you met with the patient for one or more appointments, you must let the patient know directly of the change and send an email introduction. Your patient should be aware of the suggested transfer prior to an introduction.

  • See the email template here for example phrasing (feel free to make it your own)

  • cc the provider your patient is transferring to

  • cc [email protected] to monitor/support the transition on the backend

Providers accepting a Transfer patient

1) Post a reply in the scope of transfer community space sharing your preferred email, and tag the provider who is posting!

2) Keep an eye out for an email introduction with the patient from the transferring provider (see above template).

3) Once you receive the email introduction with your new patient reply back introducing yourself and offer your schedule for booking.

• If this is a Berry Street sourced patient being transferred, you can direct the patient to book through their Berry Street App.

• If this is a PS sourced patient being transferred, you can offer your PS initial assessment link.

  • You can find your personalized link in your Manage Practice page! Make sure you’re signed into meet.berrystreet.co to access this link!

  

  • For more details, please check out this module in our onboarding.

You can find more information on Scope and Standards of Practice here.