Turn more inquiries into admissions.
Who it is for
Admissions and intake teams at behavioral health and substance use disorder treatment centers, from a single residential program to a multi-site operator running detox, residential, PHP, and IOP. If your team is tracking inquiries across inboxes, spreadsheets, and sticky notes, this is built for you.
What changes when admissions runs in one system
Before: an inquiry comes in by phone, form, or referral. Someone writes it down. Insurance details sit in a call note. The VOB happens in a different tool. Follow-ups depend on who remembers. When the client is admitted, someone re-types everything into the EHR, and the referral source is lost.
After: every inquiry lands in one pipeline with the referral source attached. Insurance is captured on the first call and verified from inside the CRM. Follow-ups fire on their own. When you mark the client admitted, their record is created in your EHR automatically, with the referral source still attached, so you can prove which outreach actually produced the admit.
The admissions workflow
Capture every inquiry with its referral source tagged from the first call. Move it through configurable stages, from Inquiry to VOB to Clinical Screen to Financial Review to Scheduled to Admitted, each with an owner, a stage age, and a next action, so nothing sits in an inbox. Automated follow-ups fire by text or email when an opportunity enters a stage or goes stale. AI summarizes long medical records down to what the clinical team needs and drafts follow-ups in your program’s voice. Conversion analytics show exactly where deals die, by source, facility, and stage.
Supported integrations
Two-way sync with the Kipu, Alleva, BestNotes, and Ritten EHRs. Call tracking through CallTrackingMetrics and CallRail. Email through Gmail and Outlook. Verification of benefits is built in.
Security and compliance
HIPAA-compliant at every tier, with a signed BAA. Role-based access, audit trails, and encryption for prospect, referral, and patient data. Protected health information stays inside the platform’s compliance boundary.
Implementation timeline
Setup is measured in minutes, not months. Most teams are running the same day, importing their referral sources and configuring pipeline stages without a consultant. There is no long contract.
Pricing
Transparent, flat pricing with no per-seat charge on Standard and Professional. Basic is $200 a month, Standard is $650, and Professional is $1,100, and verification of benefits runs a dollar a request. The current tiers are on the pricing page.
