Behavioral Health CRM, EHR and RCM

Ease Health is built from the ground up for behavioral health. Admissions teams use customer relationship management (CRM) to manage referrals and intake. Clinicians use the electronic health record (EHR) to document care. Billing teams use revenue cycle management (RCM) to review claims and follow up on exceptions.

Follow a sample referral to its first claim

What each team needs to see

Admissions CRM

Track referrals and intake tasks so the receiving team knows who owns the next step.

In a demo, ask to see the referral, its intended location, and the person responsible for following up.

Clinical EHR

Document care in the patient chart with clinical forms, treatment plans, and encounter notes.

In a demo, ask to see the right patient and episode, the first encounter, and the signed note associated with it.

Revenue cycle management

Review draft claims and use the claims worklist to track exceptions and follow-up.

In a demo, ask to see the service date, location, and billing entity on the draft claim, with a way to trace them back to the encounter.

Test the handoffs from referral to first claim

Use one fictional referral and two locations with different billing entities. Have admissions, clinical, and billing staff take turns using the same example. Ask each person to show what they received and what they can change.

  1. Update the referral before admission. Create a fictional referral intended for Site A. Change the destination to Site B before admission. Ask the admissions coordinator to show where the referral came from, who owns it now, and how the receiving team finds the updated location.
  2. Open the receiving site’s chart. Have a clinician at Site B find the same person and intended episode. Ask them to complete and sign the first sample encounter note. Check the service date, location, and program on the encounter and verify that staff can find the original referral without opening a duplicate chart.
  3. Trace the first draft claim. Ask the biller to show the service date, location, and billing entity in the claim preview. If Site A is still on the draft, have the biller show where they would report the mismatch, who can correct it, and how a second person verifies the change. Keep the claim in draft.

Record which fields carried through, what required staff action, and who owns each exception. For system validation guidance, see the ASTP/ONC SAFER System Management Guide.

Walk through your own workflow

Bring an example of a referral or billing exception your teams handle today. Use fictional patient details.