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How to Toggle Accepting/Not Accepting New Clients

Home » SBHP Provider Portal Knowledge Base » How to Toggle Accepting/Not Accepting New Clients

To provide the most updated information to service members, veterans and their families looking for care, we’re asking you to indicate on your directory listing on an ongoing basis whether you’re currently accepting referrals at your location(s).

Using the steps below, providers may temporarily update their listing to “Not accepting referrals” for up to three months. Provider locations who remain unavailable for more than three months will be removed from the Directory to ensure our listings stay current and accessible.


Getting Started

To begin, log in to the Provider Portal. From the Portal welcome page, select “Directory Listing.”

Portal welcome page with the Directory Listing option highlighted for selection.

Update One Location at a Time

Select Locations & Insurance and click on the Location Name for your location.

Locations & Insurance tab selected with a list of locations, showing the location name as a clickable link to open and edit location details

The “Currently Accepting Referrals” box is automatically checked by default. If you are temporarily unable to accept referrals, uncheck the box and then click “Save”.

Location Information section showing the Currently accepting referrals checkbox selected by default, with option to uncheck and save changes

Update Multiple Locations at Once

If you have multiple locations and want to update their referral acceptance status at the same time, click the “Update Referral Acceptance” button on the Location & Insurance screen.

Locations & Insurance tab with the Update Referral Acceptance button highlighted to change referral acceptance status for multiple locations

From the drop-down menu, select the status you want to apply. Then, check the boxes next to the locations you would like to update and click “Update”

Referral status drop‑down menu open with options to select a status, and a list of locations with checkboxes to choose locations before clicking Update

As your capacity changes over time, please remember to log back in to change this status to reflect your current situation. You can change as often as needed.

Website Listing View

When you indicate you’re not currently accepting new clients, your directory listing will still be active, but it will reflect that you are not accepting new clients, ensuring clear communication for those seeking behavioral health services.

Directory listing card displaying a provider marked as not accepting referrals