# Ease Health > AI-native CRM, EHR & RCM for behavioral health Ease Health is a unified platform for behavioral health organizations combining clinical documentation (EHR), admissions management (CRM), and revenue cycle management (RCM) in a single system. Backed by a16z ($41M Series A). ## About - AI-native platform built from the ground up for behavioral health - Unified CRM, EHR, and RCM in a single system - ONC-certified EHR (CHPL ID 11073) with end-to-end encryption and role-based permissions - HIPAA-compliant; supports 42 CFR Part 2 workflows for SUD records - Backed by a16z ($41M Series A) - 24/7 US-based support ## Products - EHR: AI-powered clinical documentation with Voice AI Scribe - CRM: Referral tracking, admissions pipeline, census management - RCM: Full-service billing with dedicated BH-specialist team ## Solutions - Addiction Treatment Centers - Outpatient Mental Health - IOP/PHP Programs - Residential Treatment - MAT Clinics - Community Mental Health - Dual Diagnosis ## Documentation - Homepage: https://easehealth.com - Products: https://easehealth.com/products/ehr - Best EHR guides: https://easehealth.com/best-ehr-for - Blog: https://easehealth.com/blog - Contact: https://easehealth.com/#book-meeting ## Quick Answers ### What is Ease Health? Source: https://easehealth.com/ Ease Health is an AI-native platform that combines CRM, EHR, and RCM into one system built from the ground up for behavioral health practices. It replaces fragmented tools with a single AI-powered system for referrals, clinical documentation, and billing. - Ease supports outpatient, IOP, PHP, residential, detox, MAT, OTP, OBOT, eating disorder, and SUD treatment programs. - The built-in CRM manages referrals, tracks conversions, sends forms, and checks eligibility without third-party integrations. - AI-powered documentation reduces time spent on clinical note-taking and client intake workflows. - A native RCM engine powers expert billing services with real-time visibility, fast follow-up, and transparent reporting. - Ease is an ONC-certified EHR with end-to-end encryption and role-based permissions. - New clinicians can be onboarded into the system in approximately 5 minutes. Ease is built from the ground up for behavioral health, combining CRM, EHR, and RCM with AI at the core to reduce clicks, lower staff burden, and accelerate collections. ### What is the best EHR for a behavioral health practice? Source: https://easehealth.com/best-ehr-for The best EHR for a behavioral health practice depends on your specialty and care setting. Providers should evaluate systems based on practice-type-specific criteria, including documentation tools, billing codes, scheduling, compliance requirements, and telehealth capabilities. - Addiction treatment centers need EHR features for MAT protocols, IOP/PHP levels of care, 42 CFR Part 2 compliance, and substance abuse billing. - MAT clinics should prioritize electronic prescribing for controlled substances (EPCS), PDMP integration, dosing schedule management, compliance tracking, and UDS documentation. - IOP and PHP programs require group scheduling, census management, attendance tracking, daily programming, and billing codes specific to those levels of care. - Psychiatry practices need medication management, e-prescribing, psychiatric evaluations, rating scales, and med check support. - Multi-location practices should evaluate centralized reporting, location-based scheduling, and role hierarchy features. - Telehealth-first practices require integrated video, HIPAA compliance, consent management, and multi-state licensing support. Ease Health provides behavioral health EHR guidance across ten practice types, from solo therapists to addiction treatment centers and multi-location practices, helping providers match system features to their specialty requirements. ### What is a behavioral health CRM? Source: https://easehealth.com/products/crm A behavioral health CRM is a system designed for admissions and business development teams at behavioral health organizations. It manages the journey from initial inquiry through patient conversion, referral tracking, and alumni engagement. - The lead pipeline is configurable with drag-and-drop stages and built-in detection for returning patients. - A single workflow handles intake, eligibility, and scheduling, then automatically creates the patient chart in the EHR with no duplicate entry. - Calls, emails, and tasks are auto-logged to give teams visibility into admissions performance and referral attribution. - Real-time eligibility checks generate AI-summarized VOBs, extract data via OCR, and apply configurable verification rules. - Alumni outreach and refer-out partner tracking live in the same system with outcome and status visibility. - Embedded Power BI dashboards report on the full lifecycle from lead activity through clinical and financial outcomes. Ease offers a CRM natively built into its EHR, providing one-click lead-to-patient conversion and bi-directional data flow for behavioral health admissions teams. ### What should a behavioral health EHR include? Source: https://easehealth.com/products/ehr A behavioral health EHR should include AI-powered clinical documentation, scheduling, task management, reporting, client management, and claims processing, all purpose-built around the specific levels of care that behavioral health organizations deliver. - AI documentation captures visits in real time, generates clinical notes, and adapts to clinician workflows so they spend less time charting. - The platform supports outpatient, IOP, PHP, residential, detox, PRTF, MAT, OTP, OBOT, psychiatry, telehealth, group therapy, case management, and peer support. - Native Power BI dashboards deliver real-time reporting from intake to billing, scoped securely to each organization. - Encounters flow directly from clinical documentation into billing workflows with auto-generated claims, configurable denial-reduction rules, and ERA parsing. - The system is ONC-certified for federal interoperability standards, with end-to-end encryption and role-based access controls. - US-based support and engineering teams are available 24/7 via phone, email, or text after go-live. Ease is a behavioral health EHR built for the full continuum of care, combining AI-powered documentation, integrated claims processing, and native Power BI reporting in an ONC-certified platform with end-to-end encryption. ### What does behavioral health RCM software do? Source: https://easehealth.com/products/rcm Behavioral health RCM software automates the revenue cycle from claim generation through payment posting. It handles billing, credentialing, authorizations, utilization review, and benefits verification so providers get reimbursed without delays. - Ease generates claims directly from clinical documentation, eliminating manual re-entry and reducing errors. - Authorizations are tracked across all levels of care to prevent denials before services are delivered. - Coverage and benefits are verified upfront with AI-summarized VOBs so intake teams can admit patients with confidence. - Electronic remittances (ERA/835) are parsed automatically to post payments and route denials to a claims worklist. - A configurable rules engine lets billing teams set codes, modifiers, and payer rules to match their programs and contracts. - The AI-native RCM engine speeds up in-house billers by 40% while reducing mistakes and oversights. Ease is an AI-native RCM engine built into its behavioral health EHR, generating claims from clinical documentation and managing the full billing lifecycle without a separate billing system. ### What is the best EHR for addiction treatment centers? Source: https://easehealth.com/best-ehr-for/addiction-treatment The best EHR for addiction treatment centers needs 42 CFR Part 2 compliance, medication-assisted treatment (MAT) tracking, group therapy documentation, and substance abuse-specific billing automation. Without these capabilities, treatment centers face compliance risks, revenue leakage, and clinical documentation gaps. - 42 CFR Part 2 requires granular consent management that tracks which providers have authorization to view specific patient records, segments SUD records from general medical records, and maintains an audit trail of every access event. - MAT protocols require PDMP integration for controlled substance verification, e-prescribing of controlled substances (EPCS), standing orders, and dose adjustment alerts within the clinical workflow. - Group therapy documentation should support attendance tracking for 8 to 16 participants per session, individual progress notes per participant within a single group encounter, and batch billing at CPT code 90853 for each attendee. - Substance abuse billing involves ASAM level-of-care designations, per diem residential billing, bundled versus unbundled service codes, and payer-specific authorization requirements that differ from outpatient mental health billing. - Level-of-care transitions must maintain clinical record continuity as patients move from detox through residential, PHP, IOP, and outpatient, with documentation templates and billing codes adjusting automatically for each level. Ease Health is designed specifically for behavioral health with addiction treatment workflows built into the core product, field-level 42 CFR Part 2 consent segmentation, integrated CRM and RCM, and a group therapy model that reduces documentation time by approximately 60%. ### What is the best EHR for a mental health practice? Source: https://easehealth.com/best-ehr-for/mental-health-practices The best EHR for a mental health practice includes customizable clinical documentation templates, integrated telehealth, automated insurance billing with ERA/EOB reconciliation, and a patient-facing portal. Mental health documentation follows therapy-specific formats (DAP, SOAP, BIRP) rather than medical reviews, so the system must be designed around how therapy actually works. - Therapy-specific note templates support DAP, SOAP, and BIRP formats with configurable prompts that guide clinicians through required elements while preserving space for clinical narrative. - HIPAA-compliant video telehealth is built into the platform with one-click session launch, automatic consent documentation, and telehealth-specific billing code selection. - Insurance billing automation maps session length to the correct CPT code (90834 for 38-52 minutes, 90837 for 53+ minutes) and verifies eligibility in real time before sessions. - Built-in outcome measurement tools include PHQ-9, GAD-7, PCL-5, and Columbia Suicide Severity Rating Scale with automatic scoring and trending over time. - A patient portal handles online scheduling, digital intake paperwork, secure messaging, and completion of outcome measures before appointments. - Multi-provider scheduling supports recurring weekly appointments, variable session lengths, waitlist management, and automated reminders via text and email. Ease Health combines clinical documentation, scheduling, billing, and practice management in a single platform designed specifically for behavioral health, with a full revenue cycle management option, e-prescribing (EPCS included), and a CRM module for tracking referral sources and intake pipelines. ### What is the best EHR for IOP programs? Source: https://easehealth.com/best-ehr-for/iop-programs The best EHR for intensive outpatient programs should include multi-track group scheduling, IOP-specific billing code automation (H0015, S9480), real-time census tracking, and attendance documentation that links directly to claims. IOP programs run 3-4 groups daily across 20-40 active clients, so the system must treat structured program management as a native concept rather than a workaround on top of individual appointment scheduling. - Multi-track group scheduling should display all tracks, groups, and individual sessions in a single program-day view, not a clinician-by-clinician calendar. - Attendance tracking must flow automatically into billing (no claim generated for absent clients) and into clinical records where attendance patterns inform treatment plans. - Billing automation should handle payer-specific bundling rules, distinguishing payers that bundle IOP into a per diem from those that allow separate billing for individual sessions like 90837 or 90847. - A census dashboard should show active clients per track, average length of stay, admission and discharge rates, and projected census for the next 7-14 days. - Utilization review documentation should auto-populate from the clinical record, pulling attendance rates, treatment plan progress, and symptom severity scores without manual compilation. - Step-down workflows should track level-of-care history, support ASAM criteria-based assessments, and adjust scheduling and billing codes automatically when a client transitions from PHP to IOP or IOP to standard outpatient. Ease Health treats IOP as a first-class program model with multi-track scheduling, daily attendance workflows, payer-specific billing rule configurations, and an integrated CRM that tracks the referral-to-admission pipeline. ### What is the best EHR for a behavioral health group practice? Source: https://easehealth.com/best-ehr-for/group-practices The best EHR for a behavioral health group practice should include multi-provider scheduling with resource management, role-based access controls, shared patient workflows, comprehensive practice analytics, and team management tools. Group practices (typically 3 to 20+ providers) face coordination challenges that require cross-functional workflows built into the system. - Multi-provider scheduling should display all providers in a single view and support provider-specific rules for session lengths, availability, and room allocation. - Role-based access controls must be granular enough so billing staff can access claims data without seeing clinical notes, and supervisors can review supervisee documentation for co-signature. - Shared patient records allow a therapist and psychiatrist within the same organization to document in their own sections while maintaining a unified view. - Practice analytics should provide real-time dashboards for revenue per provider, utilization rates, payer mix, and accounts receivable aging with drill-down capability. - Supervision tracking needs co-signature workflows where pre-licensed clinicians' documentation triggers notifications to assigned supervisors for review and electronic co-signing. - Scalable onboarding means adding a new provider takes hours (not days), using templates for scheduling, documentation preferences, and billing credentials. Ease Health is built for the operational complexity of multi-provider behavioral health organizations, combining granular field-level access controls, real-time practice analytics, shared patient workflows, e-prescribing, and an integrated CRM that tracks patients from initial inquiry through ongoing care. ### What is the best EHR for a psychiatry practice? Source: https://easehealth.com/best-ehr-for/psychiatry The best EHR for psychiatry should include comprehensive medication management with EPCS-certified e-prescribing, real-time drug interaction checking, PDMP integration, psychiatric evaluation templates, standardized rating scales, and flexible scheduling that accommodates both 15-minute medication checks and 60-minute evaluations. - A medication management timeline should show current and historical medications with start dates, stop dates, dose changes, and documented reasons for each change. - EPCS-certified e-prescribing with DEA-compliant identity proofing must support favorite medication lists, dose adjustment templates, and refill management. - Real-time drug interaction checking and embedded PDMP queries should occur within the prescribing workflow, not as separate steps. - Built-in rating scales (PHQ-9, GAD-7, C-SSRS, MDQ, ASRS) should be automatically scored and trended over time so prescribers can correlate symptom changes with medication adjustments. - Psychiatric evaluation templates should combine structured data entry for mental status exam findings with free-text narrative for history and diagnostic formulation. - Prior authorization tracking should support electronic submission and pull medication trial history to document clinical justification for appeals. Ease Health integrates medication management, e-prescribing, and clinical documentation into a single view, with a medication timeline as the clinical home base and support for both psychiatry and therapy workflows within one shared patient record. ### What is the best EHR for a multi-location behavioral health organization? Source: https://easehealth.com/best-ehr-for/multi-location The best EHR for a multi-location behavioral health practice must provide centralized reporting across all sites, location-based scheduling, hierarchical role permissions, multi-site billing with location-specific configurations, and unified patient records that follow clients across locations. - Centralized reporting should show revenue, utilization, payer mix, and provider productivity across all locations from a single real-time dashboard with drill-down into individual sites. - Location-based scheduling must support providers who float between sites, location-specific rooms and operating hours, and cross-location visibility for administrators. - Hierarchical role permissions should scope access by organizational level (enterprise, region, location, department) so a regional director sees only their assigned sites. - Multi-site billing requires separate tax IDs, NPI numbers, fee schedules, and payer contracts per location while centralizing claims management. - Unified patient records must maintain a single record that travels with the client, preventing duplicates and preserving complete treatment history regardless of which site provided the service. - An integrated CRM and admissions module should provide per-location intake pipelines while giving leadership a consolidated view of the referral-to-admission funnel across the organization. Ease Health was designed for behavioral health organizations that operate at scale, treating each site as a configurable entity within a unified system rather than a separate installation that must be manually synchronized. ### What is the best EHR for PHP programs? Source: https://easehealth.com/best-ehr-for/php-programs The best EHR for partial hospitalization programs should support higher-acuity clinical documentation, medication management with e-prescribing, structured daily programming tools, PHP-specific per diem billing automation, and care coordination with external providers. - PHP operates at 5-6 hours per day, 5 days per week, requiring documentation that demonstrates medical necessity for near-inpatient-level care delivered in an outpatient setting. - The EHR must include a full medication management module with e-prescribing (including EPCS for controlled substances), drug interaction checking, medication reconciliation, and daily medication administration tracking. - PHP billing uses per diem codes (S0201, H0035, or revenue code 0913 depending on the payer), and most commercial payers require concurrent review every 3-7 days with detailed clinical documentation. - Nursing-specific documentation modules should include vital sign tracking, medication administration records (MAR), nursing assessments, and the ability to document medical events during the program day. - The EHR should support programming schedule templates that define daily structure, automated client enrollment based on treatment track, group note documentation, and attendance tracking. Ease Health provides a unified platform for PHP with configurable daily programming, payer-specific per diem billing, auto-populated concurrent review documentation, and an integrated admissions CRM for referral pipeline visibility and census forecasting. ### What is the best EHR for MAT clinics? Source: https://easehealth.com/best-ehr-for/mat-clinics The best EHR for Medication-Assisted Treatment clinics should include EPCS-certified e-prescribing, PDMP integration, automated dosing schedule management, compliance tracking dashboards, and urine drug screen (UDS) result management. General-purpose EHR systems are not equipped to handle the unique combination of clinical, regulatory, and operational requirements MAT clinics face. - EPCS must be DEA-certified with identity proofing, two-factor authentication for each controlled substance prescription, and audit trail logging. - PDMP integration should embed mandatory checks in the prescribing workflow so query results are documented automatically in the patient record. - Dosing protocol templates should guide prescribers through buprenorphine induction, methadone titration, and naltrexone injection scheduling at 28-day intervals. - UDS tracking should accept electronic lab results via HL7 interfaces, flag unexpected findings against prescribed medications, and display longitudinal result trends. - A compliance dashboard should show clinic-wide patient status for appointment attendance, UDS completion rates, counseling session attendance, and prescription pickup patterns. - Treatment agreement management should track signed consent documents, flag when agreements need renewal, and support audit readiness. Ease Health integrates MAT-specific clinical workflows directly into the prescriber experience, combining EPCS, embedded PDMP queries, configurable dosing protocols, UDS trend tracking, and a clinic-wide compliance dashboard in a single patient view.