Operations
From website form to admitted patient without retyping.
An embeddable pre-screening form on your site feeds a lead queue. Review, verify benefits, and create the chart in one click — with everything the person already told you carried forward.
Nothing gets typed twice. The intake form becomes the chart.
Six minutes
Website form to admitted patient, without retyping anything.
Someone seeking treatment calls several places. The program that answers first and admits fastest usually gets them. Every step below reuses what the person already told you.
One inquiry, start to finish
Pre-screening form on your site captures contact, insurance, and stated level of care.
Arrives with source, timestamp, and everything entered. Nobody transcribes a voicemail.
Eligibility runs from the lead. Copay, deductible, and auth requirements come back.
One click converts the lead to a patient record with the data intact and the assessment booked.
On your website
The form you embed
You choose the fields and which are required. It posts straight into the queue — no inbox, no spreadsheet, no form vendor.
- Contact and preferred callback time
- Insurance carrier and member ID
- Level of care sought
- Referral source
- Consent to contact
In the queue
What your intake team sees
A worklist ordered by arrival, with the benefit check already run and the next action obvious.
- New · needs a callback
- Eligible · ready to schedule
- Needs VOB · benefits unclear
- Chart created · admitted
- Not a fit · reason recorded
Two quiet costs
What retyping actually costs you.
Typed twice, wrong once. That is a month of denied claims traced back to intake weeks later.
People in crisis do not wait for a callback tomorrow. Response time is the whole competition.
Without source on every inquiry, you cannot tell which relationships actually produce admissions.
Where it goes next
The chart it creates is the chart everything else runs on.
The insurance captured at intake drives eligibility, the authorization, the claim, and eventually the audit packet. Getting it right once, at the front door, is what keeps the rest of the record clean.
Works with
It runs on the same record as the rest of the platform.
Revenue cycle
Eligibility & benefits
Real-time eligibility on the chart, with behavioral health benefits broken out — deductible, copay, coinsurance, and whether the level of care you're admitting to is covered at all.
Read more →Operations
Scheduling & groups
Individual sessions, recurring groups, and full IOP tracks on one calendar — with authorization status, clinician credentials, and telehealth links attached to the appointment itself.
Read more →Revenue cycle
Patient balances & pay links
Balances calculated from the remittance, statements the patient can actually read, and a payment link that works from a phone — plus payment plans for the balances that need one.
Read more →Get started
Start today, or take a look first.
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