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.

What's included

Multi-facility pipeline with at-risk alerts and renewal tracking

Visibility into pending VOBs, UR reviews, and follow-ups across portfolios

Automated task assignments and communication logging

Configurable client dashboards that scale as you add partners

Outcomes you can expect

1 Grow your book of business without growing headcount

2 Catch at-risk relationships 30–60 days earlier

3 Standardize service delivery across every facility partner

Ready to see it live?

Book a 30-minute walkthrough configured for your facility.