Referral Process for Providers | Project Transition
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Referral Process for Providers

How to Make a Member Referral for Your Patient or Client


If the Patient is Currently Inpatient in Pennsylvania

  • For Community Behavioral Health (CBH) Medicaid Members: Contact your CBH Care Manager or your Utilization Review Manager to get instructions on submitting a referral.
  • For Community Care Behavioral Health (CCBH) Medicaid 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. All Members (regardless of insurance), must have a fully completed Project Transition pre-admission packet prior to admission

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

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

  • For Community Behavioral Health (CBH) Medicaid 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.
  • Community Care Behavioral Health (CCBH) Medicaid Members: download a copy of the CCBH referral form and submit directly and securely to CCBH by faxing it to 1-866-418-0366. 
  • All Members (regardless of insurance), must have a fully completed Project Transition pre-admission packet prior to admission

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

If the Patient is Currently Inpatient or in the Community in Tennessee

  • Contact Project Transition Admissions department directly to review your Member’s clinical background to determine readiness for program. BlueCross BlueShield of Tennessee and United patients will be assessed by our clinical team and a request for funding submitted to the insurer to schedule admission.
  • All Members (regardless of insurance), must have a fully completed Project Transition pre-admission packet prior to admission

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 goal time to admit a member from approval to admission is within five 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 pre-admission packet).

Below is a list of documentation required prior to admission:

    1. Fully completed pre-admission packet (Download here)
    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
Whether you want to learn more about Project Transition, share your story, initiate a referral, or arrange a visit, we encourage you to reach out to us.