Features

CRM & Admissions

Track every inquiry from the first call to admission, with the source attached.

A drag-and-drop board with six statuses, from recent to admitted

Filter by status, facility, source, date, tags, insurance, and lead score

Link family members, spouses, and duplicates

Every interaction on the lead, with user attribution

Create follow-ups straight from the pipeline

See the pipeline as events instead of columns

Call notes are summarized automatically

Primary and secondary insurance with VOB tracking

Runs before any chart is created, so returning clients are recognized

Psychology Today, Rehabpath, and website forms create leads on their own

Know which channels convert to admissions

Admit the lead, open the chart, and issue the chart number in one action

See CRM & Admissions on a live demo

Tell us about your program and we’ll walk you through it on your own workflows.