Discharge Planning & Aftercare Referral Coordination System
A done-for-you behavioral health automation built for the Case Manager, connecting Twilio, Jotform, and Airtable so the work below happens on its own.
What this automation does, step by step
Beginning 14 days before a client's projected discharge date, this automation prompts the case manager to initiate the discharge planning checklist (step-down placement, outpatient therapy referral, MAT prescriber, sober living, and transportation) and tracks the status of each item in real time.
Referral organizations receive automated outreach from the case manager with the client's clinical summary and a requested intake date, and confirmations are logged as they come back.
On discharge day, the client receives a personalized aftercare resource packet via text with all confirmed appointments, addresses, and contacts for the first 30 days of recovery, the most vulnerable period, when the quality of aftercare coordination most directly predicts outcomes.
- EHR or case management platform
- Jotform (discharge planning checklist)
- Zapier or Make.com
- Twilio (client aftercare packet delivery)
- Airtable (referral status tracker)
- Email (referral organization outreach)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual approach means a case manager handles each case reactively, after someone has already noticed something went wrong. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Low-stock and reorder alerts before you run out
- Vendor and subcontractor confirmations that chase themselves
- Preventive maintenance scheduled by usage or date
- Work orders and project milestones that update stakeholders
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