Packages for Home Health Agencies & Behavioral Health Clinics
Pick your specialty. Turnkey CRM build, custom automations, and HIPAA-compliant workflows tailored to how your agency actually operates.
Home Health Agency Operations Accelerator
HIPAA-Compliant Workflow Automation for Home Health Agencies and State Medicaid & Medicare Waiver Programs.
- Complete CRM build for your agency
- Up to 12 custom automations
- 3 integrations with existing tools
- State Medicaid & Medicare waiver program documentation
- Custom referral & compliance workflows
- Your logo on all client documents
- Staff training included
- HIPAA-compliant end to end
- Medical Release Automation
- Plan of Treatment (POT) Tracking
- Client & Family Communication Workflows
- State Authorization Tracking
- Compliance Reminder Automation
- Records Request Automation
- Start of Care Automation
- Email & SMS Status Updates
- Recertification Tracking
- Authorization Workflow Tracking
- HIPAA-compliant CRM
- HIPAA-compliant workflow automations
- Role-based user permissions
- HIPAA-compliant technology stack and integrations
- HIPAA-compliant fax integrations
- Secure document collection
- Secure patient communication workflows
- Referral source tracking
- Lead management pipeline
- Lead status tracking
- Referral source reporting
- Automated follow-up workflows
- Referral partner visibility
- Digital intake forms
- Automated email workflows
- Automated status updates
- Workflow-driven notifications
- Electronic signatures
- Automated SMS workflows
- Internal task creation
- Enter once auto-populates documents and workflows
- Reduced administrative errors
- Faster admissions processing
- Intelligent data population across forms
- Elimination of duplicate data entry
- Consistent patient information across workflows
- Automated text updates
- Family communication workflows
- Follow-up reminders
- Automated email updates
- Internal staff notifications
- Workflow-triggered communication
- Admissions tracking
- Pipeline visibility
- Lead conversion tracking
- Referral source reporting
- Workflow dashboards
- Operational reporting
- CRM hosting
- Workflow maintenance
- Up to 5 workflow enhancements annually
- Technical support
- System updates
Patient Acquisition Engine
Paid Ads Management turnkey paid patient acquisition built directly into your CRM.
- Google & Meta Ads Management
- Landing Page Optimization
- CRM Integration
- Lead & Call Tracking
- Conversion Reporting
- Monthly Optimization
Automate the patient journey from referral to admission and ongoing compliance while reducing administrative burden and improving operational visibility.
HIPAA, Medicaid, Medicare Waiver, Commercial Insurance, and Audit Ready
Every Patheown deployment is engineered for healthcare compliance from the ground up so you can focus on care, not paperwork.
HIPAA Compliant
End-to-end HIPAA-compliant CRM, workflow automations, and patient communication. Role-based access controls, encrypted data at rest and in transit, BAAs on request, and audit logging built in from day one.
Request BAA ReviewMedicaid & Medicare Waiver Ready
Pre-built workflows and documentation templates mapped to state Medicaid waiver and Medicare Advantage requirements. Authorization tracking, recertification reminders, and compliance checkpoints keep your agency survey-ready.
See Waiver WorkflowsAudit Ready
Complete activity logs, versioned documents, and automated compliance reminders ensure you are always prepared for state audits, CMS reviews, and payer credentialing with evidence at your fingertips.
Book Compliance WalkthroughCommercial Insurance Ready
Automated verification, prior authorization tracking, and payer-specific workflow rules for Blue Cross, Aetna, Cigna, and other commercial plans. Manage commercial payors with the same rigor as Medicaid and Medicare.
See Insurance WorkflowsGet a tailored proposal.
Tell us about your agency. We will scope a Patheown engagement to your branches, payor mix, EHR, and growth targets, then send a fixed proposal.