Everything your admissions team needs

Every lead, every stage, one board.

A 3-stage pipeline built on a proven methodology: Qualification, Approval, Commitment. Drag and drop leads through each stage. Nothing falls through the cracks.

• 3 proven stages from Qualification to Commitment
• Drag-and-drop Kanban board
• Real-time stage tracking and timestamps
• Same flow for every coordinator, every time

Catch every call, form, and referral in one place.

Every inquiry captured with its source in one shared view — so nothing sits in a voicemail or inbox and every lead has a fast path into the pipeline.

• One place for every call, form, and referral
• Source captured on every lead
• Shared team view of who is working what
• Fast hand-off straight into the pipeline

Turn every coordinator into your best closer.

A 14-step guided qualification flow with dynamic branching. Scripted prompts help coordinators navigate sensitive conversations with confidence.

• 14-step guided qualification process
• Dynamic branching based on caller responses
• Substance, mental health, and safety screening built in
• Consistent qualification across your entire team

Verify benefits in minutes, not hours.

Real-time VOB with automatic risk classification. Supports BCBS, Aetna, Cigna, UHC, Humana, and more. High-risk cases are flagged instantly.

• Real-time verification of benefits
• Automatic HIGH / MEDIUM / LOW risk classification
• Major carrier support (BCBS, Aetna, Cigna, UHC, Humana)
• High-risk flagging with live VOB escalation

Match patients to the right bed, instantly.

Intelligent facility matching based on level of care, bed availability, insurance acceptance, exclusions, and specialty programs.

• 5-point intelligent matching algorithm
• Real-time bed availability by level of care
• Insurance and exclusion conflict detection
• Specialty matching (dual diagnosis, trauma, MAT)

Know who is calling before you pick up.

Integrated call tracking with automatic returning caller detection, full call history, and disposition tracking.

• Leading call tracking platform integrations
• Returning caller detection with lead matching
• Complete call history with duration and disposition
• Real-time incoming call indicators

Reach patients where they are.

Send and receive HIPAA-protected text messages with TCPA compliance built in. Multi-line management with volume guardrails.

• HIPAA-protected, TCPA-compliant messaging
• Leading SMS platform integrations
• Multi-line management with health monitoring
• Daily volume guardrails and STOP handling

A structured ASAM pre-screen, built into every call.

A structured ASAM 6-Dimension pre-screen your coordinator runs on the call, returning a level-of-care read for staff to act on — not a clinical determination. From outpatient to detox, it keeps the pre-screen consistent.

• ASAM 6-Dimension pre-screen (D1-D6)
• Auto-computed level-of-care read
• Safety-related questions routed for immediate follow-up
• Flags routed to staff for review

Know exactly which ads fill beds.

Google Ads offline conversion tracking with GCLID. Multi-source attribution across Google, Facebook, GMB, referrals, and more.

• Google Ads offline conversion tracking
• GCLID capture and conversion mapping
• Multi-source attribution tracking
• ROI visibility from ad click to admission

Track every referral source and what it sends.

One home for every referral partner, with each lead tied back to its source — so you can see which partners actually fill beds and invest accordingly.

• One home for every referral partner
• Referrals tied back to their source
• One pipeline for every referred lead
• Partner performance at a glance

Real-time visibility into your pipeline.

Live dashboard with pipeline metrics, call volume analytics, insurance risk overview, and team performance tracking.

• Real-time pipeline overview
• Call volume and conversion metrics
• Insurance risk classification breakdown
• Team performance and stage velocity

Built for healthcare from day one.

PHI encryption, comprehensive audit logging, role-based access control, session management, and redisclosure protections.

• PHI encryption at rest and in transit
• Comprehensive audit logging
• Role-based access (Admin, Director, Coordinator, Clinical, Read-only)
• Session timeout and reauthentication gates

Connect to the systems you already use.

Seamless integration with leading behavioral health EMR and EHR platforms via HL7/FHIR standards.

• Leading behavioral health EMR / EHR integrations
• HL7/FHIR data exchange standards
• Bidirectional patient data sync
• Admission-to-clinical handoff automation