Who it is for
Business development, outreach, and admissions teams at behavioral health and substance use disorder treatment centers that manage referral relationships across interventionists, alumni, sober living, hospitals, and other programs. If you cannot say which sources actually produce admissions, this is built for you.
What changes when referrals live in one system
Before: the relationship lives in a rep’s head and inbox. When they leave, it walks out the door. A source that sent three clients last quarter quietly stops, and you do not catch it until the monthly numbers come in. By then you are six weeks behind.
After: every touch is logged against the source, each source has a live scorecard, and the history stays with the account, not the person. When volume drops, the account is flagged and routed back to the right rep before the relationship goes cold.
How referral management works
Every call, visit, lunch, email, and text with a source is logged, automatically where possible through Gmail, Outlook, call tracking, and SMS, and in one tap where it is not. Each source gets a living scorecard: touchpoints in the last 30, 60, and 90 days, referrals sent, admissions closed, conversion rate, and revenue contribution. Re-engagement workflows flag sources whose volume drops below their baseline. When reps change territories or leave, the next rep picks up exactly where the last one left off.
Supported integrations
Email through Gmail and Outlook, call tracking through CallTrackingMetrics and CallRail, and SMS, so touchpoints log themselves. At admit, the record syncs to the Kipu, Alleva, BestNotes, and Ritten EHRs with the referral source attached, so every admission ties back to who sent it.
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. Most teams import their referral sources and start logging touchpoints the same day, with no consultant and 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. The current tiers are on the pricing page.
