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Patient Referrals
Unlock TMS Candidates Already in Your Care
We help clinics identify and refer eligible in-practice patients - boosting treatment volume without relying solely on external leads.
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1-502-744-7353

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Call us at 1-502-744-7353 or complete the form below.
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Many TMS practices focus on external marketing, but a significant number of eligible patients are already within your practice. Educating internal providers and staff on identifying the right candidates for TMS can increase patient conversions, improve treatment outcomes, and boost revenue - all without relying solely on new leads.
At TMS Management Group, we help practices develop effective internal referral strategies to maximize existing patient pools and streamline the treatment pipeline. We ensure that any internal patients who would benefit from TMS treatment will receive the same level of service that our external patients receive.
Why Internal Referrals Are Key to TMS Growth
Many patients who could benefit from TMS treatment go unnoticed because:
- Providers lack awareness of TMS eligibility criteria and their signs
- Patients are unfamiliar with TMS as an option
- There’s no structured process for identifying and referring patients
By educating your team and implementing a clear referral process, your clinic can ensure that more eligible patients receive the treatment they need, with no patient going unnoticed.

How Our In-Practice Referral Program Works
Educating Providers & Staff on TMS
- Training staff on who qualifies for TMS, including signs of medication-resistant depression, which is a key factor in the eligibility for treatment.
- Helping providers confidently and conscientiously discuss TMS as an option with patients, ensuring that they are providing all the facts.
Screening & Identifying Eligible Patients
Establishing automated or manual screening tools in patient intake forms. Implementing TMS education sessions for current psychiatric and therapy patients to help recognize common signs of medication-resistant depression, for example.
Creating a Simple Referral Pathway
Fast-tracking referrals for eligible patients through a structured process. Developing internal communication templates for seamless provider-patient conversations, meaning no referral is delayed.
Tracking & Optimizing the Referral Process
Using a referral dashboard to monitor conversions and identify improvements in the referral process. Adjusting outreach strategies based on referral success rates.


The Impact of an Effective Referral Program
- Higher Patient Conversions – More eligible patients proceed with TMS treatments.
- Increased Treatment Volume – Consistent patient flow without heavy external marketing.
- Improved Patient Outcomes – Faster access to lifesaving depression treatments.
What’s next?
Start Your In-Practice Referral Program Today!
If your clinic isn't maximizing internal referrals for TMS, you could be missing out on a steady flow of patients who are already seeking mental health treatment. Contact us today to develop a structured in-practice referral strategy that helps more patients benefit from TMS!
Before
- Inconsistent technician showing poor reliability and performance
- Just 2–3 patients per day
- Administrative and clinical workflow disruptions
- Staff lacked training in patient communication and documentation
After
- Recruited a highly reliable, trained TMS technician
- Provided training on charting, patient support, and billing coordination
- Clinic scaled to 7–8 patients/day within 3 months
- Achieved a record-setting 15 patients treated in one day
- Staff-led improvements contributed to a $40K revenue month
Meet Greg Schaefer
Founder & President
Prior to launching TMS Management Group, Greg successfully managed two mental health practices from his home office, gaining first-hand experience with the logistical challenges that clinics face daily - from staffing and scheduling to billing and patient onboarding. He understands the pressure clinic owners are under because he’s lived it.
One of Greg’s standout traits is his ability to identify and resolve weak points in a clinic’s operations. Whether it’s replacing an underperforming TMS technician, reworking internal referral workflows, or managing prior authorizations with a 90%+ success rate, Greg ensures no opportunity is missed to improve patient access or streamline care delivery.

Services & Resources

Why Partner With Us?
We don’t just consult - we actively manage and improve every part of your TMS operation. From staffing and training certified technicians to navigating insurance approvals and boosting patient volume, we offer end-to-end support tailored to your clinic’s growth.

90%+ Insurance
Approval Rate
Our expertise cuts through red tape, ensuring faster approvals and fewer denials.

Mission-Driven
Founded to honor a life lost to depression - we’re here to help more patients heal.

Targeted Digital Marketing
Data-driven ads (Google/META) fill your pipeline with qualified TMS patients.

Internal Referral System
Turn existing patients into TMS candidates with seamless in-clinic referrals.

Expert TMS Staffing
We hire and train skilled technicians - so you don’t have to.

Financial Flexibility
We cover upfront costs and only get paid when your practice profits.
Your Free Consultation
Call us at 1-502-744-7353 or complete the form below.
Contact Us
We will get back to you as soon as possible.
Please try again later.

What Happens After I Send My Message?


Greg or a senior team member will reach out

We’ll outline a tailored plan for your clinic