Referral Process for Providers

How to Make a Member Referral for Your Patient or Client

If the Patient is Currently Hospitalized

  • CBH Members: Contact your facilities CBH Care Manager or your Utilization Review Manager to get instructions on submitting a referral.
  • CCBH-Berks Members: download a copy of the Project Transition/CCBH referral form and submit directly and securely to CCBH by faxing it to 1-866-418-0366 with a copy of the client's most recent Comprehensive Biopsychosocial Psychiatric Evaluation
  • CCBH Non-Berks Members: contact the county to initiate the process for a single case agreement.
  • Commercial insurance holders: contact the patient's mental health/substance abuse provider line to initiate the process for a single case agreement.
  • For patients who are interested in paying privately, contact Admissions for a copy of the Member Financial Agreement. If paying out of pocket, a referral submission to the health insurance provider is not needed.

If the referral is approved before the patient is discharged, the Member may be assessed by our clinical team for readiness to enter the Project Transition Program at the hospital, or the Member may come to tour and complete assessments at the recovery center if they are able to do so.

If the Patient is Currently in the Community (not hospitalized)

  • CBH Members: download a copy of the Project Transition/CBH referral form and submit directly and securely to CBH at CBHCSS@phila.gov with a copy of the client's most recent Comprehensive Biopsychosocial Psychiatric Evaluation
  • CCBH Members: download a copy of the Project Transition/CCBH referral form and submit directly and securely to CCBH by faxing it to 1-866-418-0366 with a copy of the client's most recent Comprehensive Biopsychosocial Psychiatric Evaluation
  • Commercial insurance holders: contact the patient's mental health/substance abuse provider line to initiate the process for a single case agreement.
  • For patients who are interested in paying privately, contact Admissions for a copy of the Member Financial Agreement. If paying out of pocket, a referral submission to the health insurance provider is not needed.

Members with an approved referral visit the program to tour and complete preadmission assessments as soon as the referral is approved.

Next Steps

Once you've submitted a referral for the patient, contact Project Transition's Admissions Team and send a copy of the clinical documentation for the Member and a completed preadmission packet to us.

When an approved referral is secured, the average time to admit a member from approval to admission is 10 business days.

Admission can be done sooner, if all required documentation is in place (an approved referral, an approved clinical assessment by Project Transition, and a fully completed preadmission packet). 

Below is a list of documentation required prior to admission:

  1. Fully completed Preadmission Packet (Download Pennsylvania or Tennessee
  2. Labs (required if presently taking Clozaril, Depakote, Lithium or Tegretol, dated within 30 days prior to admission)
  3. Psychiatric Evaluation (current and any recent)
  4. Valid Photo ID
  5. Insurance Card
  6. Birth Certificate
  7. Social Security Card

Documents Required if the Member has an income:

  • Social security award letter
  • Bank account statements
  • Pay stubs (if applicable)