Everything on the app, in the order you'll actually run into it.
Running a group practice or a school, nonprofit, church, or medical office? There are step-by-step guides with screenshots for you: for practices and for organizations.
Paste a referral request straight from wherever you got it (a Facebook post, an email, a voicemail transcript, whatever) into the box at the top of Find a therapist. We'll pull out what we can recognize (age, state, insurance, concerns, how soon the client needs to start, even a city) and fill in the form below it automatically.
Nothing is ever sent anywhere just by pasting. Review what got filled in, adjust anything that's off, and add what we couldn't catch: which concern is the main one, any must-haves, and the style of therapist who would suit the client (the style buttons fill in the sliders in one click). Paste a different client over the old one and the form starts fresh, and "Start over" clears everything.
Every colleague gets an Alliance Match rating (Excellent, Strong, Good or Possible fit) and a line on how deep they go with the main concern, like "Core specialty: Trauma" or "Skilled with Trauma." The badge is shaded to match: the darker the color, the stronger the fit, and a Possible fit shows as a dashed outline. The label is always written out, so you never have to go by color alone. Below that are the specific reasons: what matched, and what's worth double-checking before you refer, like "self-pay rate not listed" or "waitlist only." Tap "Explore this match" for a fuller read on one provider, including how they describe their own work.
Someone who has said they don't take that kind of case, or who doesn't meet a must-have you set, is left out. Someone with a long wait for an urgent client, or a long drive away, still shows, lower and flagged, because you may know something we don't. If only a few people show up, a note tells you which requirement is holding results back, so you can decide whether to loosen it.
Want the full story of how a rating is built? See How we match.
Pick one colleague or a few (up to five). Sending to 2-3 good options at once is normal and honest, everyone sees it's a shared referral, and nobody's left guessing. Add anything worth mentioning, hit send, and you're done. You'll see the status update right on your dashboard as soon as they respond. The provider who receives it sees the Alliance Match number and why they matched; you see the tier.
Find a prescriber (a psychiatrist or psychiatric NP) works the same way, with a few additions. Say whether the client is likely to need a controlled medication: stimulants, benzodiazepines, or buprenorphine. A prescriber who doesn't prescribe it, or whose own rules (like an in-person visit) can't be met, is left out. "The client needs to start within" is checked against each prescriber's first available appointment, and you can send to up to five at once.
This is your home base:
You'll get a "Share with client" link: a clean, no-login page with just that colleague's contact info and profile, ready to forward through however you'd normally reach your client (email, portal, text). Nothing about the client ever goes on that page.
A few weeks later we'll check in, one tap each. Three weeks after acceptance, the provider is asked whether the client scheduled and how the fit looks so far. At 90 days, whether the client stayed. And at 30 days you're asked how it went. Those answers are how we check that our ratings are honest.
Search visibility is entirely about your own profile: your specialties, how deep you go on each, your availability, and your style section are what move the needle. Keep your openings current, too. A profile nobody has touched or confirmed in 90 days steps out of results until you reconfirm (we'll nudge you from 60 days). See Tips to show up more in searches for the specifics.
Turn on "Open to networking" in your profile and you'll show up in a separate search other therapists use to find people to connect with or consult — nothing to do with client referrals, off by default.
Want to know how you'd score against a specific kind of client before a referral even comes in? Run a search on yourself and grab a shareable link showing your own fit score — handy for confirming you're a strong match for something before you go looking for it.
Ready to try it?
Find a therapist