We build behavioral health dashboards for treatment centers. Admissions see today's admits, how opportunities convert to admits, and which referral sources and channels send them, with EMR data brought back into the CRM.
900+ integrations completed · Salesforce partner · We sign BAAs
How a behavioral health dashboard is fed
Calls, forms and chats land in the CRM with their source
Stages, pre-assessments and insurance outcomes on the opportunity
Admit and discharge dates and program history brought back into the CRM
Admits today, opportunity to admit and referral sources
An admissions director wants to know who admitted today, how many opportunities are turning into admits, and which referral sources and channels are sending them. That data lives in the CRM and the EMR. A behavioral health dashboard puts it on one screen.
We bring EMR data back into the CRM: admit and discharge dates, pre-assessments, insurance outcomes (approved, not approved or pending) and program history. With admit dates in the CRM, the opportunity stage follows them, and the dashboard counts admits from real dates.
In Salesforce, this can live inside Salesforce dashboards, and we build those. For Zoho CRM or another CRM, or for people without a Salesforce license, we build it with our sister company TrussCharts (trusscharts.com).
What's included
Today's admits, with the rep, the source and the program.
How opportunities convert to admits, by rep and by marketing channel.
Which referral sources send referrals, and which of those admit.
Approved, not approved and pending, from the EMR, next to each opportunity.
Brought back from the EMR, so stages and counts match what happened.
Pre-assessments from the EMR shown next to the opportunity they belong to.
Past programs and re-admits shown with the patient's CRM record.
Admits and conversion compared with prior months.
The real thing
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
Calls in queue right now, across the top. Missed calls, admits, and arrivals today. Leads to opportunities to admits, and calls by hour. (client dashboard, names replaced)
Opportunity-to-admit % by month. A three-month average line. Dips are easy to see. (client dashboard, names replaced)
Every referral source in one table. Leads, opportunities, and admits per source. Conversion rates for each. (client dashboard, names replaced)
Admits and cost per admit by week. Cost per admit for qualified opportunities. Outbound referrals from PPC leads, tracked too. (client dashboard, names replaced)
Kipu data brought into the CRM and shown on dashboards
Admit dates, pre-assessments and insurance outcomes into the CRM
Calls and missed calls next to admissions
Admissions dashboards built inside Salesforce
Our sister company, for custom hosted behavioral health dashboards
Book a free call. We look at your CRM and EMR data, and sketch the behavioral health dashboard your admissions team would use.
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I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
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How it works
We look at your CRM, your EMR and the questions your admissions director asks.
Priced by project, not by the hour. You approve before we start.
EMR data brought back into the CRM, and sources tied to each opportunity.
The dashboard built and checked against the CRM and EMR, then handed over with training.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Admit and discharge dates, pre-assessments, insurance outcomes (approved, not approved or pending) and program history, once that data is brought back into the CRM.
Yes. Referral sources are tracked in the CRM and linked to each opportunity, so the dashboard shows what each one sends and what admits.
It depends. In Salesforce, much of this can live inside Salesforce dashboards, and we build those too. A TrussCharts dashboard suits Zoho CRM or other CRMs, and people who do not have a Salesforce license.
It depends on the case. Some dashboards read straight from the CRM and platform APIs, and others need the data landed in one place first. We tell you which after the free call.
Yes. We sign BAAs for healthcare work.
By project, not by the hour. The first call is free, and you get a project quote after it.
