Psychology Referral Software | SimpleRef
Psychologist reviewing incoming client referrals

For psychology practices

Psychology Referral Software That Tracks Every Referral

From the MHTP letter arriving to the first session booked. Built for Australian psychology practices.

14 days free, no credit card. Sign up with your practice email address — free accounts such as Gmail and Outlook are not accepted.

The problem

The Waitlist Is Not a System

Psychology practices receive referrals from everywhere: Mental Health Treatment Plans faxed or emailed by GPs, psychiatrist letters, EAP providers, NDIS coordinators, and clients who ring up themselves. Each one lands in an inbox, a fax tray, or a phone message — and from that moment your practice is responsible for what happens next.

In most practices, "what happens next" is an intake spreadsheet and a waitlist that only one person truly understands. Clients referred to you go quiet before their first session, and it is genuinely hard to say how many, or at which step they were lost — after the referral arrived, after the first call, or after the first offer of a time.

SimpleRef closes those gaps. Every referral is logged the moment it arrives, moves through visible stages — received, triaged, contacted, booked — and flags itself when it stalls, so your intake team chases the clients who need chasing instead of auditing a spreadsheet.

Built Around Psychology Intake

A visual referral board

Every referral is a card moving through your stages: received, triaged, contacted, booked, in treatment. Overdue referrals surface themselves. Nothing waits in row 47 of the intake spreadsheet.

AI Intake for faxed and emailed MHTP letters

Upload the referral letter and SimpleRef extracts the client, the referring GP, and the reason for referral in seconds, with low-confidence fields flagged for a human check. Your team reviews instead of retyping.

Match referrals to the right clinician

Tag referrals by presentation, pathway or source — MHTP, EAP, NDIS, private — and assign them to the clinician with the right specialty and capacity. Each psychologist sees their own inbox; intake sees everything.

Patient email built in, SMS as an add-on

First-contact emails, appointment offers, and reminders sent from the referral board, with consent and opt-out handling built in. Email is included on every plan; SMS is an optional add-on — see pricing.

Reporting on the numbers that matter

Referral volumes, conversion to first session, time from referral to booking, and top referring GPs, live. Know exactly where clients drop off and which referrers send the most work.

Australian-hosted, Privacy Act aligned, with a full audit trail. Read about security.

FAQ

Psychology Referral Software FAQ

Go deeper: referral management for psychology practices, why referred patients go quiet, and why referrals never get scheduled.

See Your Whole Intake Board This Week

14-day free trial. Set up in hours. No lock-in contracts.