Who it is for
Admissions and intake teams at behavioral health and substance use disorder treatment centers that lose admits when a benefit check drags on. If verifying coverage means logging into a separate portal and re-typing what you already collected, this is built for you.
What changes when VOB lives in your CRM
Before: the insurance details sit in a call note. Someone re-enters them into a separate verification tool. The result gets typed into the admissions record, and later into the EHR. A day passes, and the family has called three other centers.
After: the payer, member ID, and group number are captured on the first call. Verification happens on the same record, in the same system. The finished VOB moves the client forward on its own, and the whole file syncs to your EHR at admit. Minutes, not a business day.
How verification works
Collect insurance on the inquiry itself. Verify from inside your CRM, with the same fields every time, payer, level of care, coverage, and authorization requirements, so anyone can read a VOB at a glance. A completed VOB advances the client in the pipeline and notifies the right person. Track time-to-VOB as a census metric, with a target the whole team can see.
Supported integrations
Insurance flows from the inquiry into your admissions pipeline and syncs to the Kipu, Alleva, BestNotes, and Ritten EHRs at admit. Call tracking runs through CallTrackingMetrics and CallRail. 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 insurance and patient data. Protected health information stays inside the platform’s compliance boundary.
Implementation timeline
Setup is measured in minutes. Most teams verify their first benefits the same day, with no consultant and no long contract.
Pricing
Verification of benefits runs a dollar a request, on top of flat, transparent plans 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.
