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From Referral To Admission: How Automation Transforms Intake

March 25, 2026

Free Executive Web Briefing Courtesy Of Netsmart

March 25, 2026 at 1:00 PM ET

In behavioral health, every minute matters. Traditional referral processes often rely on manual entry, scattered communication and limited visibility – leading to delays, staff frustration and missed opportunities for timely client care. In this session, Spectrum Health Systems and Netsmart will share how they modernized their end‑to‑end referral workflow using automation and AI to reduce processing times, improve staff morale and partner satisfaction.

You’ll hear firsthand how Spectrum moved from a fax‑ and email‑driven workflow that took up to 15 minutes per referral to an automated, data-informed process completed in just over two minutes. Join us to learn how analytics, intelligent routing and configurable automations help organizations reduce human error, streamline decision-making and support better outcomes for the individuals they serve.

Key Takeaways

  1. How automation and AI reduce referral processing time
  2. The power of analytics to drive operational and strategic decisions
  3. Real-world examples of automated workflows that improve efficiency and consistency

Featured Speakers

  • Courtney Cross,

    Director of Data Management, Spectrum Health Systems

    Courtney Cross is a dynamic leader in healthcare data analytics, currently serving as the Manager of Data Analytics & Behavioral Health Informatics at Spectrum Health Systems, Inc. in Worcester, Massachusetts. With over seven years at Spectrum, Courtney has played a pivotal role in transforming data into actionable insights that drive better outcomes in behavioral health. Her expertise spans SQL, healthcare systems, and project management, and she brings a unique blend of technical acumen and industry knowledge to her work. Prior to her current role, she served as a Business Intelligence Developer, where she developed robust data solutions to support clinical and operational decision-making. Courtney holds a Bachelor of Science in Data Analytics from Southern New Hampshire University.
  • Andrew Johns,

    Senior Client Success Manager, Netsmart

    Andrew Johns is a strategic leader in healthcare technology with a strong background in human services, data analytics, and client success. As Sr. Client Success Manager, Population Health at Netsmart, Andrew partners with healthcare organizations to optimize outcomes through technology-driven solutions, aligning business strategy with operational execution.
Event Sponsored By:
About Netsmart Netsmart is an industry-leading healthcare technology organization empowering providers to deliver value-based care to the individuals and communities they serve. The Netsmart CareFabric® platform serves as a unified, connected framework of solutions and services for human services, post-acute, payer and public sector communities. Together with our clients and Marketplace vendors, we develop and deliver innovative technology, including electronic health records (EHRs), interoperability, analytics, augmented intelligence (AI), population health management and telehealth solutions and services that assist organizations in transforming the care they deliver. The result has helped make a positive impact on the lives of more than 147 million individuals. For more than 55 years, Netsmart has helped provider organizations in their efforts to improve the health and wellbeing of the communities we collectively serve. To learn more, visit ntst.com and connect with us on LinkedIn, Facebook or X.

Registration for this executive web briefing has been provided at no charge courtesy of Netsmart.

An OPEN MINDS Circle account is required, which you consent to OPEN MINDS creating on your behalf if one does not exist.

Unable to attend? Still register! At the conclusion of the event, all registrants will receive a recorded copy of the executive web briefing and presentation slides.

From Referral To Admission: How Automation Transforms Intake

3/25/20261:00pm EDT1 hour