Solutions

Salesforce Solutions Built for Behavioral Health

One platform for admissions, billing, marketing, and alumni — purpose-built for facilities like yours.

Salesforce Admissions CRM

Track every referral, automate every follow-up, convert more inquiries.

An enterprise-grade Salesforce build configured for behavioral health admissions — not retrofitted from a sales tool. Behavioral health pipelines, payer logic, and EMR sync are ready on day one.

Salesforce Revenue Intelligence

Surface underpaid claims and recover 10–15% of leaking revenue.

Most behavioral health facilities lose 10–15% of revenue to billing gaps they never see coming. We connect marketing spend, admissions, and billing data so leadership always knows where revenue is being left behind.

Alumni & Referral Engagement

Automated outreach that keeps alumni and partners engaged at scale.

Your alumni, referral partners, and prospects stay connected — without your team lifting a finger. Salesforce Marketing Cloud journeys triggered by real patient milestones deliver the right message at the right time.

Real-Time Insurance Verification

Verification that took 20 minutes now takes 30 seconds.

Real-time eligibility checks across national and regional payers, built directly into your Salesforce intake workflow. Generates a VOB and pushes it into the patient record automatically — no phone calls, no portal switching, no duplicate entry.

Real-time 270/271 eligibility through Availity and partner clearinghouses
Coverage gap detection flags inactive policies before the patient arrives
Payer history projects expected reimbursement before admission
Verified data flows automatically into billing — reducing denials

Marketing Reports & Attribution

See which campaigns drive admitted patients — not just clicks.

Most marketing tools tell you how many clicks you got. We merge marketing spend, admissions, and billing outcomes inside Salesforce — so every budget decision is backed by real ROI, not assumptions.

Multi-touch attribution from Google Ads, CallRail, CTM, Microsoft Ads, and organic
Rank every referral partner by admission volume and revenue quality
Cost-per-admission and revenue-per-channel dashboards refreshed nightly
Offline conversion uploads back to ad platforms for smarter bidding

Billing CRM for Behavioral Health Billers

A pipeline view for billing companies managing multiple facility partners.

Built for billing companies serving behavioral health. Track every facility prospect and client in one Salesforce pipeline, with at-risk alerts before relationships go cold.