| Definition | Includes referral partnerships, current, paused, and terminated B2B partnerships, and how to convert a client’s subscription between B2B and self-pay. |
| Impact | This ensures we are compliant with our active offerings. |
| On this page |
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| Need Help? | If you cannot find what you are looking for, ask your Team Lead or Manager for assistance. Leaders can contact Danielle Buck for any SOP revisions or creation requests via Slack DM. |
| Additional Cerebral Partnership SOPs |
| Zocdoc → Cerebral Appointment Confirmation |
Stella referrals
| ℹ️ Cerebral partners with Stella, an interventional psychiatry practice that refers their clients to us for mental health care. |
If we are contacted by a Stella client interested in signing up for Cerebral services, refer to the procedures below depending on if they are interested in a self pay or insurance plan.
- If they are interested in a self pay plan, inform them that they can save 30% off their first month using the code STELLA30 and provide them with the link to the unique Stella landing page to sign up: https://cerebral.com/stella-center
- If they are interested in utilizing their insurance, provide them the link to the unique Stella landing page to check their coverage: https://cerebral.com/stella-center
| 🗒️ If a Clinician wants to refer one of their clients to Stella, they will send them the following link via EMR chat: https://stellacenter.com/cerebral-meet-stella |
Cerebral → NOCD referrals
| ℹ️ Effective 2/19/25, Cerebral is partnering with NOCD to refer our OCD clients to them for therapy. |
- Support team will receive a ‘Refer to NOCD’ task from a Prescriber.
- Once task is received:
- Fill out the NOCD referral form.
- The organization state will be the client’s state.
- Note: Don’t get stuck on the “Best time of day to contact” field.
- Add the information from the task to a new entry on the NOCD Referral Upload List.
- Tag Monica Morris in a comment on the respective entry.
- Monica Morris will send communications to the client via Iterable.
- Tag Monica Morris in a comment on the respective entry.
- Log the client in the ‘Cerebral → NOCD Referrals’ tab on this spreadsheet: Cerebral Partnerships
- EMR link: Enter the client’s EMR link.
- Referral form completed?: Check the box.
- Monica Morris notified?: Check the box.
- Initial notification date: Enter today’s date [MM/DD/YY].
- Confirm completion with the Prescriber on the EMR task.
- Close the task.
- Fill out the NOCD referral form.
Accountable referrals
ℹ️ Cerebral partners with Accountable, a coaching and drug/alcohol monitoring platform.
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