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3 Pathways to Optimize your process and track every client journey from their first outreach to final therapy session

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INTAKE PATHWAY

Streamline your admin tasks and convert more prospects into clients

Waitlist Pathway

Keep in touch, sift through your waitlist easily with filters, reach out to schedule

Current Clients pathway

Nurture existing clients with satisfaction surveys and track retention

BENEFITS:

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No more accidentally ghosting prospective clients!
Done-for-you workflows to streamline intakes + build client relationships
Reduce Decision Fatigue with our Proven Process
Save 6-10 hours per week on redundant administrative tasks
Reduce decision fatigue and follow our proven process
Easily see the data you need to make training, hiring & marketing decisions

Features

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HIPAA Compliant Appointment Request Forms to funnel EVERY client inquiry to one place
50+ automated emails, surveys, tasks and customizable email templates
Automated Waitlist Management & Filtering
Task management for your collaborative team
Psychology Today Integration
Autogenerated Dashboard of 25 Clinical Reports
Drag & Drop Email Campaign Builder
SMS Messaging

Dashboard of Business Intelligence around client conversion, marketing and clinical reports include:

Total # of inquiries by source
insurance provider of every inquiry
% prospects lost by reason
# converted clients
# intakes booked per Client Care Coordinator
# of clients assigned to each therapist
# terminated clients and reason
length of time on waitlist

Pricing

The 1st Clinical CRM Designed for Mental Health Practices

3 Pathways to Optimize your process and track every client journey from their first outreach to final therapy session

INTAKE PATHWAY

Waitlist Pathway

Current Clients pathway

Growing Practices

Up to 15 Clinicians

$299/mo

Medium Practices

16-30 Clinicians

$499/mo

Large Practices

30+ Clinicians

$659/mo

BENEFITS:

Features

Dashboard of Business Intelligence around client conversion, marketing and clinical reports include:

Our CRM augments our Proven Process to transform your intake process. Is your client care team ready for the practice axis process?

Explore more with us