Addiction treatment and mental health centers run on a handful of systems: call tracking, insurance verification, the EMR, a CRM and spreadsheets in between. We set up Salesforce so the whole patient journey lives in one place, and every team can see what happens next.
900+ integrations completed · Salesforce partner · We sign BAAs
Sound familiar?
The tools work. The trouble is in the gaps between them.
The call is in call tracking, the VOB is in an email, the assessment is a PDF and the patient is re-typed into the EMR. Nobody sees the whole picture.
Without admit and discharge data back in the CRM, lead-to-admit by source, campaign or referral partner is a guess.
Discharged patients drop out of sight, outreach depends on memory, and a returning patient becomes a duplicate record.
What we build
Click through each step to see where centers lose time or patients, and what we build there.
Step 1 · Inquiry
Inquiries come in by phone, web form, chat and text, including after hours. If they do not land on the CRM record with their source, admissions starts blind.
What we build
Who it helps
Every inquiry, VOB status and next step on one screen, with one click into the EMR.
Referral sources ranked by admits, overdue tasks, a map of active referral accounts, Outlook calendar sync and Salesforce on their phone.
Lead-to-admit by campaign and source, and admits sent back to the ad platforms.
Who is due for a call, what happened last time, and which alumni came back.
Admit and discharge reporting by facility, and KPIs like VOB ran to VOB accepted.
The real thing
Screens from a treatment center client, with every name, date of birth and record number replaced.
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)
Systems we connect
EMR: send patients, sync admits, discharges and program history
EMR: send patients, sync discharges, feed alumni records
Financial platform: patients sent from Salesforce and the patient file opened with single sign-on
Insurance verification results on the lead, VOB PDF to the EMR
Calls and texts on the lead, with the source attached
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
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.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
We walk one admission from first call to admit and show you where patients and data fall through.
Want a specific piece first? 3 hours of work and a clear deliverable: a plan, a fix or a working piece.
Priced by project, not by the hour. You approve the scope and the quote before we start.
Built and tested in a Salesforce sandbox, then go-live, training and ongoing support.
On a free call we follow one patient from first call to admit and show you every place a patient or a piece of data falls through.
Yes. We sign a BAA, limit each system to the access it needs and store credentials encrypted.
Kipu and Sunwave, plus HiLite on the financial side and VerifyTX for insurance verification. If your EMR has an API, we can look at connecting it.
Yes. We can work in the org you have: clean up the data, add the missing integrations and rebuild the reports.
By project, not by the hour. The first call is free. If you want something specific first, we start with a 3-hour starter. Then you get a project quote.
