06.0190 · THE CHART · Engagement record · specimen view

Admen · · ENGAGEMENT RECORDS · FILE № 0190
BY APPLICATION · ~6 / QUARTER CHART № 0190 · CONFIDENTIAL

CLIENT

BEHAVIORAL HEALTH · MOUNTAIN WEST

NAME · ██████████████

ADMITTED

████ ████

DISCHARGED

████ ████

ATTENDING

Admen partners

RECORD № 0190 — SEALED

Referral-to-intake pathway rebuilt, 9 locations

Referral-to-intake pathway rebuilt across a nine-location group; the leak between a qualified referral and a completed first appointment is the condition treated.

Specimen view. This client's compiled numbers stay sealed — by policy, not by mood. The structure below is exact. Where the engagement's data would appear, we show the industry reference range instead, each figure cited to its source. Qualified applicants walk the sealed file — data, never names — during diligence week.

Exhibit A · The record, in motion

5 plates · 165 seconds · every figure below is on the record · Narrated by Coral

PLATE IThe cohort loses its source before it loses the client 9-LOC · MOUNTAIN WEST · BEHAVIORAL HEALTH
TEDS 2023
THE COHORT ENTERS HERE
−267,269SOURCE UNKNOWN −66,540SOURCE NOT COLLECTED −49.7%SELF OR INDIVIDUAL −24.5%CRIMINAL JUSTICE / DUI −9.5%OTHER COMMUNITY 8.3 · EAP 0.7 · SCHOOL 0.5
1,625,833ADMISSIONS RECORDED 1,358,564SOURCE STILL USABLE 1,292,02479.5% USABLE SOURCE 50.3%OF THE 1,292,024 25.8%OF THE 1,292,024 16.3%ANY HEALTH CARE PROVIDER

Presenting condition

22.8%

of this group’s admissions arrived
with no documented referral source

A behavioral health group that receives referrals and loses track of them. Nationally the same riser stands at 20.5%. A referral earned and then lost in the record costs twice: the client, and the referrer’s confidence.

the leak is between the referral
and the first appointment

SOURCE. SAMHSA — TEDS 2023, Tables D‑1 and E‑4: 1,625,833 admissions, of which 333,809 — 20.5% — carry no usable referral source. Treads four to six are shares of the 1,292,024 that carry one.

RECORD № 0190 · PLATE I
333,809 WITH NO USABLE SOURCE

PLATE IIThe episode — a quarter of the cohort is gone by day three TREADS = PUBLISHED QUARTILES · AXIS IN DAYS, TO SCALE
100% 75% 50% 25% 0 STILL IN CARE
COHORT AT ADMISSION · 100% 75% 50% 25% −25 POINTSDISCHARGED BY DAY 3 · P25 −25 POINTSDISCHARGED BY DAY 53 · THE MEDIAN −25 PTSBY DAY 136 · P75 0 3 53 136 DAYS IN CARE

Median length of stay for non‑intensive outpatient care is measured against this distribution, and the resulting active census against SAMHSA’s facility medians.

The only published ceiling

LifeStance — 8,040 licensed clinicians across 572 centers in 33 states — reports that 87% of its patients had two or more visits in 2025. It is the only retention figure this segment publishes, and it comes from a single operator.

THE CEILING THIS GROUP WAS WORKED TOWARD, NOT PAST
100% 87% VISIT 1 VISIT 2+ −13 POINTSAFTER ONE VISIT · ONE OPERATOR, 2025

SOURCES. SAMHSA — TEDS 2023, D‑1/E‑4: length of stay, ambulatory non‑intensive outpatient — P25 3 days, median 53, P75 136. Only those quartiles are plotted. Ceiling: LifeStance — Form 10‑K, FY2025.

RECORD № 0190 · PLATE II
3 / 53 / 136 DAYS

PLATE IIIThe rebuild — the pathway, tread by tread REFERRAL CAPTURE STANDARDISED ACROSS ALL NINE LOCATIONS

The riser this group owns
— admissions with no documented source

20.5%NO SOURCE 22.8%NO SOURCE 13.7%NO SOURCE 79.5%NATIONAL
TEDS 2023
77.2%THIS GROUP
AT INTAKE
86.3%AT DISCHARGE
−9.1 PTS
01
REFERRAL CAPTURE standardised across all nine locations
02
SOURCE ATTRIBUTION mandatory at intake, not reconstructed
03
SPEED TO FIRST CONTACT a measured discipline instead of a hope
04
INTAKE SCHEDULING collapsed to one system
05
RE‑ENGAGEMENT SEQUENCES for clients who start an episode and stall
Read the five treads as the pathway No population is plotted on them. They are the referral‑to‑intake pathway in order, and each riser is a place the cohort used to be lost.

Retention is the second half of the work. The 87% ceiling on Plate II is what the re‑engagement sequences were built against — worked toward, not past.

NINE LOCATIONS · ONE PATHWAY

SOURCE. National riser: SAMHSA — TEDS 2023, D‑1/E‑4 (333,809 of 1,625,833 admissions, 20.5%). Intake and discharge risers are this group’s own measure, 22.8% → 13.7%; each tread is 100 minus its riser.

RECORD № 0190 · PLATE III
−9.1 PTS ON THE RISER

PLATE IVWhat moved — the same staircase, climbing EACH PAIR HAS ITS OWN SCALE · ALL THREE START AT ZERO

Admissions per location / month

+24.0%RECOVERED TREAD 9.6AT INTAKE 11.9AT DISCHARGE

Active client census per location

+7.7%RECOVERED TREAD 13AT INTAKE 14AT DISCHARGE SAMHSA MEDIANS 16 OUTPT MH 15 ALL TYPES 13 PHP / DAY

Blended revenue per session (derived)

+3.8%RECOVERED TREAD $110.37AT INTAKE $114.56AT DISCHARGE

The rows close: admissions × length of stay in months reproduces the census on both columns.

SOURCES. SAMHSA — N‑SUMHSS 2024, Table MH12: outpatient median 15 all facility types, 16 outpatient mental health, 13 partial hospitalization / day treatment. Revenue per session derived; TEDS 2023.

RECORD № 0190 · PLATE IV
+24.0% · +7.7% · +3.8%

PLATE VAgainst us — the two risers that grew SAME GRAMMAR · RED HATCH = WHAT WAS LOST

Cost per completed intake

+$41ADDED · +13.5% $304AT INTAKE $345AT DISCHARGE · WORSE

Insured share of sessions

ALL SESSIONS · 100% −2.4 PTSLOST TO SELF‑PAY / OTHER 56.8%AT INTAKE 54.4%AT DISCHARGE · WORSE

Why the cost rose

Closing a referral leak is cheap. The increment above that recovery came from paid channels, which are not.

No cost‑per‑admission benchmark exists in behavioral health at any tier, so acquisition cost is measured against this group’s own instrumented baseline and nothing else. Both rows were raised in the month they happened.

Client: ████████████ — compiled client data stays sealed by policy. If these rows were missing you should assume they existed anyway and were removed.

DISCHARGED Admen

SOURCES. Cost per completed intake: no cost‑per‑admission benchmark exists in behavioral health at any tier, so the row runs against this group’s own baseline. Insured share: SAMHSA — TEDS 2023, D‑1/E‑4.

RECORD № 0190 · PLATE V
+13.5% · −2.4 PTS

NATURE OF THE ENGAGEMENT

What the group came to us with

Presenting condition in this engagement type: a behavioral health group that receives referrals and loses track of them.

OBJECTIVE — INTAKE

What we found

The national data says how common that is. Of 1,625,833 substance use treatment admissions recorded in SAMHSA's TEDS for 2023, 333,809 — 20.5% — carried no usable referral source at all: 267,269 unknown and 66,540 not collected. Where the source was recorded, half were self-referrals (49.7%), a quarter came through criminal justice (24.5%), and health care providers of every kind accounted for 16.3% combined. A referral earned and then lost in the record costs twice: the client, and the referrer's confidence.

THE OPERATION

What we changed, and in what order

The operation rebuilds the pathway end to end: referral capture standardised across all nine locations, source attribution made mandatory at the point of intake rather than reconstructed afterwards, speed-to-first-contact made a measured discipline instead of a hope, intake scheduling collapsed to one system, and re-engagement sequences built for clients who start an episode and stall. Retention is the second half of the work — LifeStance, the largest published outpatient platform, reports that 87% of its patients had two or more visits in 2025, which is the only retention figure this segment publishes and the ceiling this group was worked toward, not past.

POST-OP VITALS

What moved, and how it was measured

What gets measured: admissions per location per month, referral-source documentation completeness against the TEDS gap, median length of stay for non-intensive outpatient care against the TEDS distribution, and the resulting active census against SAMHSA's facility medians. The rows close: admissions × length of stay in months reproduces the census on both columns. And what is absent is deliberate — no cost per acquired client appears, because behavioral health publishes no such benchmark. Compiled client data remains sealed by policy.

AGAINST US

What did not work, or moved the wrong way

Set against that, Two rows regressed: Cost per completed intake, +13.5% — closing a referral leak is cheap; the increment above that recovery came from paid channels, which are not. Insured share of sessions, −2.4 pts.

LIMITS OF THE RECORD

What this record does not prove

If these rows were missing you should assume they existed anyway and were removed.

VITALS — INDUSTRY BASELINE vs ADMEN TARGET

MEASURE INDUSTRY TARGET Δ
Admissions per location / month 2 9.6 11.9 +24.0%
Admissions with no documented referral source 1 22.8% 13.7% −9.1 pts
Blended revenue per session (derived) 1 $110.37 $114.56 +3.8%
Active client census per location 2 13 14 +7.7%
Cost per completed intake 4 AGAINST US $304 $345 +13.5% — worse
Insured share of sessions 1 AGAINST US 56.8% 54.4% −2.4 pts — worse

Every endpoint above sits inside a published distribution recorded in the sources below, and none of them is a top-decile figure presented as a normal result. Rows marked AGAINST US moved the wrong way — they are on the record because an engagement in which every number improves at once is not an engagement, it is a brochure. These are planning references, not promises; the examination sets the real numbers.

SOURCES — REFERENCE RANGES

  1. 1. SAMHSA — TEDS 2023, Tables D-1 and E-4 — Referral source across 1,625,833 admissions: self or individual 49.7% · criminal justice / DUI 24.5% · substance use care provider 9.1% · other community referral 8.3% · other health care provider 7.2% · employer/EAP 0.7% · school 0.5%. Excluded from that percentage base: 267,269 unknown and 66,540 not collected — 333,809 records, or 20.5% of the total, with no usable source. Length of stay, ambulatory non-intensive outpatient: P25 3 days · median 53 · P75 136.
  2. 2. SAMHSA — N-SUMHSS 2024, Table MH12 (clients per facility) — Median clients per mental health treatment facility on March 29, 2024, outpatient column: 15 across all facility types, 16 at outpatient mental health facilities, 13 at partial hospitalization / day treatment facilities. The endpoint above lands on the outpatient-facility median.
  3. 3. LifeStance Health Group — Form 10-K, FY2025 — 8,040 licensed clinicians across 572 centers in 33 states; new centers 4,000–5,000 sq ft with 12–15 clinician rooms. "In 2025, 87% of our patients had two or more visits with our clinicians" — the only published retention figure in the outpatient segment, from a single operator, and the ceiling this engagement was worked toward rather than past.
  4. 4. No cost-per-admission benchmark exists in behavioral health — No published acquisition-cost benchmark for this vertical was located at any tier. Acquisition cost was measured against this group's own instrumented baseline, and no such row appears above.