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About Us
CareersReplace Spreadsheets with EHR-Integrated Behavioral Health Intake
Purpose-built behavioral health CRM that streamlines intake from inquiry through admission—integrating eligibility verification and client engagement directly within your EHR to reduce administrative time and improve conversion rates.
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Trusted by behavioral health organizations nationwide:
How Behavioral Health Intake Management Software Works
Unlike spreadsheets and generic CRMs, our system centralizes and automates behavioral health intake workflows: insurance verification, program matching, waitlist management, and referral tracking.
Streamline Intake Process
Centralize every step from initial inquiry through admission with automated workflows and real-time insurance eligibility verification that eliminates back-and-forth with payers.
Track Every New Client
Never lose another referral. Monitor your intake pipeline with team assignments, customizable statuses, and integrated client communication tools ensuring complete follow-through.
Automate Key Workflows
Replace manual tasks with automated chart creation, personalized email/SMS notifications, instant portal access, and on-demand eligibility verification completed in seconds.
Empower Self-Service
Reduce call volume and administrative burden with online self-scheduling, secure messaging, payment processing, and prescription refills in our HIPAA-compliant client portal available 24/7.
The Result
A complete behavioral health practice management system that minimizes staff workload while ensuring no prospective client falls through the cracks—maintaining the highest standards of care, engagement, and HIPAA compliance.
Essential Features for Behavioral Health Intake Systems
Five purpose-built modules that work together seamlessly, eliminating duplicate data entry and reducing intake processing time while maintaining HIPAA compliance throughout.
Online Registrations
HIPAA-compliant online registration forms with custom branding, mobile optimization, and secure e-signatures. Embed directly on your website to capture new patient inquiries 24/7. Auto-populate records and trigger workflows instantly.
Prospective Client Hub
Comprehensive inquiry and referral tracking software replacing spreadsheets. Centralized dashboard manages all inbound inquiries with automated insurance eligibility verification, intelligent program/provider matching, waitlist management, and streamlined admission workflows.
Call Tracker
Purpose-built call tracking software for healthcare practices beyond basic CRMs. Log all communications with templates, assign follow-ups with reminders, track referral source ROI, and maintain HIPAA-compliant records with complete audit trails.
Client Portal
Secure client portal for online appointment scheduling, prescription refill requests, encrypted provider messaging, bill payment, and digital form completion. Reduce call volume while improving client satisfaction with mobile-optimized self-service.
Your EHR unifies data, streamlines workflows, and supports smarter long-term engagement.
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Client Outreach Tools
Automated client communication system for appointment reminders, follow-up care messages, and mass notifications via email and SMS. Create condition-based campaigns ensuring timely outreach throughout the care journey from pre-admission through alumni.
Benefits of Replacing Spreadsheets with EHR-Integrated Intake
Consolidate scattered spreadsheets and disconnected systems into your EHR, creating a single source of truth that eliminates duplicate entry, ensures compliance, and provides complete visibility.
System of Record
Your EHR becomes the single source of truth for all client interactions, consolidating multiple software tools and eliminating spreadsheet reliance and duplicate data entry errors.
Connected Information
All client information stays connected in one secure place with comprehensive audit trails—no more searching through emails or disconnected databases.
Unified Intake Workflow
Track every interaction and support operational decision-making with real-time dashboards showing conversion rates, bottlenecks, and referral source performance.
Scalable Platform
Build a foundation for growth with streamlined client engagement and automated workflows that scale seamlessly from single locations to multi-site networks.
Frequently Asked Questions
How is this different from generic CRMs?
What makes this better than using spreadsheets for admissions?
How does the insurance eligibility verification work?
Can this replace our existing admission and CRM software?
Is this appropriate for our specific type of behavioral health practice?