Intake.
Each referral as one intake record with its program, its payer on file and the items still missing.
Referral, authorization and billing on screens built for your coordinators.
Referrals, intake, eligibility, authorizations and follow-up usually live in spreadsheets, inboxes and fax. We connect the applications you run and build the screens an intake team works from. The clinical record stays in the EHR, and the build holds no AI.
Built for behavioral healthcare providers.
It fits a provider whose intake team works across a CRM, a forms tool, e-signature, billing and a spreadsheet, and loses a referral between them.
- A referral arrives by fax or email and is typed again into a second system.
- An authorization runs out of days or visits before anyone is told.
- Consent and identification items are chased from a spreadsheet.
Intake, consent, scheduling and billing, joined.
Your applications stay where they are. We connect the intake records, the forms, the consent signature and the billing so one referral is one record. The EHR is not part of the build: it remains the clinical record alongside.
- Intake CRM
- Intake desk
- E-signature for consent
- Billing
- Scheduling
- Company chat
- Analytics
Named by category: the applications are yours. The clinical record stays in the EHR, and the screens hold operational fields only.
Five screens, from referral to follow-up.
Each screen shows one stage of the work, read from the application that owns it, so a coordinator works from one record per referral.
Authorization.
Each authorization held against its intake with the payer, the expiry date and the visits used.
Scheduling.
The first session and the follow-ups tied to the intake they belong to.
Care team handoff.
The operational details a care team needs from an intake, with the clinical content left in the EHR.
Follow-up.
Open consent, identification and payer items per intake, each with a due date and an owner.
Step up to the agentic version.
AI Behavioral Health OS puts an agent on this same surface. It creates the intake from a referral, watches the authorizations and drafts the re-requests, with identity masked by rule, and a person approves each one.
- Intake records with identity masked in chat
- Authorizations watched, re-requests on a 1
- Consent enforced before any message
What it costs to start.
An integrated solution is built for a professional services fee. You choose between a larger upfront fee, or a lower fee with a monthly managed services fee for a minimum term, which is how the build is recouped. The proposal carries the figures, and it comes after a short conversation, not before. We templatize our solutions as far as we can, so the customization for each client stays small. The estimate is guaranteed: if we estimate low, we absorb the difference. Discovery is no-risk, so the first number you see is one you can budget against.
Questions people ask.
Does this replace the EHR?
No. The clinical record stays in the EHR. The integrated solution operates around it: referrals, intake, eligibility and authorizations, scheduling, follow-up and reporting, which are the workflows that usually live in spreadsheets, inboxes and fax. Keeping the EHR as the clinical system of record is what lets the operational layer change without touching care documentation.
Do we have to replace the applications we run?
No. The integrated solution connects the applications you already run, through their published APIs with keys from your own instance. Replacing a system is a decision taken when it genuinely cannot do the job, not a default, because the cost that hurts is usually in the gaps between systems rather than in any one of them.
What does an integrated solution cost?
An integrated solution is built for a professional services fee, and you choose how to pay it: a larger upfront fee, or a lower fee plus a monthly managed services fee with a minimum term, which recoups the build. The proposal carries the figures, after a short discovery conversation. We templatize our solutions as far as we can, so the customization for each client stays small. The estimate is guaranteed: if we estimate low, we absorb the difference. Discovery is no-risk, so the first number you see is one you can budget against.
How is this different from the agentic version?
An integrated solution is one surface your people work in, with one record, one workflow and one dashboard over the systems you already run, and it is still a surface you operate. AI Behavioral Health OS adds an agent for each job on that surface, acting through the applications, with the obvious steps run without you and the money waiting for your digit. You can start with the integrated solution and step up.
The same step, for other teams.
Tell us how your team works today.
One question is enough. A person replies within one business day, and we say so plainly if a service or the agentic version fits you better.
What happens next.
- A person who has run this solution reads your question and replies within one business day.
- If it needs a conversation, a 30-minute call at a time you pick.
- A straight answer, including when we are not the right fit.
Or just ask
Talk to us about this solution.
One question is enough. Say who you are and a person who has run this reads it and replies within one business day.