Salesforce implementation and CRM strategy purpose-built for multi-provider behavioral health practices. Data modeling, operational pipelines, custom objects, and workflow alignment designed around how admissions and clinical operations actually function.
Connect inquiries, referrals, and admissions
An admissions team needs to know where an inquiry came from, what happens next, and who owns the follow-up. Those are different questions from the ones clinical documentation answers. A CRM strategy defines the operational record and its relationship to your EHR before adding more fields or automation.
What this service covers
- Behavioral health-specific data modeling and pipeline design
- Admissions tracking and lead source attribution
- CallTrackingMetrics integration and marketing attribution
- Custom reporting and conversion funnel visibility
How we approach the work
We map the admissions workflow, define pipeline stages, and identify the data needed for referral and conversion reporting. Data modeling and workflow design are tied to the decisions your team needs to make, including where information should pass between systems.
Engagements begin with a discovery conversation, followed by an assessment and a scoped roadmap. Implementation and handoff include documentation so your team can operate the system. Read the full consulting process.
Clinical experience behind the work
Attuned Solutions is led by Ashley Anderson, LCSW, PATP, a licensed clinical social worker and technology strategist with experience across behavioral health operations.
Related reading
Your EHR Is Not Your Source of Truth (And That Is the Problem)