Does behavioral health software like this replace the EHR?
No. The clinical record stays in the EHR. This operates around it: referrals, intake, eligibility and authorizations, scheduling, follow-up, communication and reporting, which are the workflows that usually live in spreadsheets, inboxes and fax. The control plane reads referrals for their operational fields and never holds clinical content. Keeping the EHR as the clinical system of record is what lets the operational layer change without touching care documentation.
How is patient identity protected in company chat?
Identity is masked by rule in every channel. The coordinator works from an intake number; the name stays in the CRM, visible to intake roles only, and never reaches the chat message. Nothing clinical is attached to a payer re-request. The system refuses to act on a record without consent on file and logs the refusal with its reason. Masking is enforced by the plane, not by staff remembering to leave details out.
How does it track authorizations?
Each authorization is held against the intake with its payer, expiry date and visits used. The plane watches both, drafts a re-request from the payer's form when an authorization is close to expiring or running out of visits, and posts it for a coordinator to approve with one keystroke. The denial that used to arrive in week six becomes a re-request in week one. Every submission is logged with who approved it.
What systems does it connect?
The CRM that holds intake and referral records, a help desk or forms tool, e-signature for consent, the accounting or billing partner, company chat, and email and fax intake. Connections run through each system's published APIs with keys from your own instance. The EHR is not integrated into the plane; it remains the clinical record alongside. A platform not yet connected is a small project for the first provider who asks.
What does implementation involve and how long does it take?
It starts with discovery: following a referral from receipt to first session to billing across your systems and showing where it stalls. Then the intake stages, the consent and authorization rules and the masking rules are configured to your programs and payers, connections are made to the applications you run, and coordinators are trained on the chat workflow. Timeline follows the number of programs, payers and systems; one program and one payer path goes live first.
What is included in the subscription?
The subscription is the license to the software, meaning the agents, the intake and authorization rules, the gates and the run log. It is sold with managed services and advisory services. Managed services cover the integration to your CRM, forms, e-signature, billing and chat, with connections tested daily and regressions fixed before you see them, for a monthly managed services fee. Advisory is a senior person reviewing intake flow and reporting with you.