CRM built directly into EHR
An AI-enabled CRM built for behavioral health admissions and business development teams.
Everything you need in a CRM
A flexible pipeline, built to scale
"The system is designed simply but has robust functionality aimed exactly at the needs of BD and admissions teams working in behavioral health"
Austin Berry
Head of BD @ Gulf Breeze Recovery
Gulf Breeze Recovery
A configurable lead pipeline provides simple drag-and-drop functions and built-in detection for returning patients so nothing gets missed.
Lead Pipeline
Drag and Drop Functionality
Returning Patient Detection
Configurable Stages
One workflow, one patient record
A single CRM workflow for intake, eligibility, and scheduling that automatically creates the patient chart in the EHR with no duplicate work.
Seamless Lead-to-Patient Conversion
Automated Forms to Collect Intake Data
Automated Eligibility at Intake
End-to-End Patient Journey Visibility
Every touchpoint, fully tracked
Automatically capture activity across calls, emails, and tasks to give teams clear visibility into admissions performance.
Auto-Logged Calls & Emails
Task & Reminder System
Admission & BD Dashboards
Referral Attribution
Long-term relationships, clearly managed
Manage alumni engagement and refer-out partners in one system with clear tracking of outreach, outcomes, and status.
Automated Alumni Outreach
Alumni Engagement Tracking and Insights
Refer-Out Partner Management
Refer-Out Outcome and Status Tracking
Ease at work
What it’s like working with Ease
Seamless integrations
Ease works seamlessly with your existing systems and vendors, enabling reliable data exchange and smooth, end-to-end workflows.
FAQ
How does the CRM track referral sources and performance?
The CRM captures referral data, tracks activity and conversions, assigns ownership, and provides real-time dashboards across all referral channels.
How does the CRM connect to phone email and web leads?
The CRM integrates with VoIP, email, and web forms to automatically capture and track all inquiries.
What reporting and analytics capabilities are available?
Embedded Power BI dashboards provide lifecycle reporting from lead activity through clinical and financial outcomes.
How does the system handle insurance verification and eligibility checks?
The system performs real-time eligibility checks, generates AI-summarized VOBs, extracts data via OCR, and applies configurable verification rules.
Does the CRM integrate directly with the EHR for patient conversion?
Yes. The CRM is natively built into the EHR allowing one-click conversion and bi-directional data flow.