By role · Intake director
The program that answers first usually gets the admission.
Someone in crisis calls several places. Whether they end up with you comes down to how fast you respond, whether you can verify benefits on the call, and whether you can say yes to a bed tonight.
Inquiry to chart with nothing re-keyed. Eligibility runs before the callback.
Your week
Six things that eat the time you don't have.
None of these are clinical problems. All of them are seams between systems that were never designed to know about each other.
Web forms land in email, voicemails land somewhere else, and the queue is whoever checks most often.
Coverage is checked later, so the conversation happens without knowing what is covered.
Bed availability is a phone call to the unit, and the answer is often out of date by the afternoon.
Everything the person already told you gets entered again to create the chart.
Which relationships actually produce admissions is an impression rather than a report.
Inquiries with no owner and no next action quietly stop being followed up.
What changes
Each one, and where it lives.
- Inquiry capture
An embeddable pre-screening form that posts straight into a worklist with source and timestamp.
- Admissions & intake
- Benefits
Real-time eligibility run from the lead, with behavioral health benefits broken out.
- Eligibility & benefits
- Authorization requirements
Whether the level of care needs prior authorization, known before you admit.
- Prior authorizations
- Bed availability
A live board showing what is open tonight, by unit and by criteria.
- Bed & census board
- Chart creation
One click converts a lead to a patient record with the data intact.
- Admissions & intake
- Booking the assessment
Self-scheduling and reminders so the first appointment survives to the day.
- Scheduling & groups
Questions you can finally answer
Four you are probably asked, and cannot answer today.
Every lead carries an arrival timestamp and an owner, so response time is measurable rather than anecdotal.
Admissions & intakeSource recorded on every inquiry and carried through to admission.
Admissions & intakeEligibility returns behavioral health benefits and authorization requirements before you commit.
Eligibility & benefitsOpen beds by unit and criteria, current as of the last admission or discharge.
Bed & census boardCase study
What this looks like in a real program.
Where to look next
The pages that carry most of this role's week.
Operations
Admissions & intake
An embeddable pre-screening form on your site feeds a lead queue.
Read more →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
Bed, room & census board
Every bed, room, and unit with who's in it, when they're expected to discharge, and which beds are actually available tonight — replacing the whiteboard and the spreadsheet that disagree with each other.
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 →Get started
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