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Home
About
Salesforce Services
Salesforce + KIPU
Salesforce + Availity
Salesforce + CallRail
Salesforce + CallTrackingMetrics
Salesforce + CollaborateMD
Salesforce + DocuSign
Salesforce + Google Ads
Salesforce + Microsoft Advertising
Salesforce + PandaDoc
Salesforce + VerifyTreatment
Solutions
Salesforce Admissions CRM
Salesforce Revenue Intelligence
Alumni & Referral Engagement
Real-Time Insurance Verification
Marketing Reports & Attribution
Billing CRM for Behavioral Health Billers
Case Studies
Atlas Healthcare Group
Pathways Recovery Centers
Rockland Recovery
FAQs
Contact
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All Case Studies
Atlas Healthcare Group
Increased collection rate by 3.5% and grew admissions 7%
Admissions growth
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0
%
Collection rate
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0
%
Lower licensing cost
0
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Atlas replaced a generic CRM with a behavioral-health-tuned Salesforce build and connected Google Ads and EMR data to unlock revenue intelligence.
The Challenge
Legacy CRM lacked behavioral health workflows and broke whenever the EMR or Google Ads schema changed.
Inquiry response times stretched past competitor benchmarks, costing admissions in a fast-moving market.
Billing leakage was invisible — claims were underpaid for weeks before anyone noticed.
Our Solution
Rebuilt the CRM on Salesforce with custom intake stages, payer logic, and Einstein-powered lead scoring.
Integrated KIPU and Google Ads with offline conversion uploads tied to admissions.
Stood up live billing dashboards surfacing underpaid claims daily, not monthly.
The Outcome
Intake team responds to inbound inquiries in under 90 seconds during business hours.
Finance recovers six-figure underpayments per quarter that previously slipped through.
Marketing reallocated 30% of paid spend toward proven, admit-producing channels.
"Dazos is transformational. Everything in one place, under one umbrella, tailored for behavioral health."
Sam Epstein
Chief Operations Officer, Atlas Healthcare Group