Win every referral before your competitor picks up the phone.
HIPAA-compliant CRM AI that responds in minutes, verifies benefits, schedules the visit, and updates the family. Automatically.
- Instant referral & lead intake
- AI scheduling for clinicians
- Insurance verification & auth
- Auto-generated SOAP & visit notes
Discharge planners call three providers. The first to respond wins.
How CRM+ AI Automation Package actually works in your agency.
Referral & lead intake AI
Faxes, portals, web forms, and calls converted into structured records in under 5 minutes.
Scheduling AI
Matches license, payor, geography, and continuity of care. Catches conflicts before they happen.
Insurance verification
Real-time eligibility for Medicare, Medicaid, and commercial. Auth tracking and re-auth reminders built in.
Family communication
Branded SMS and email after every visit and care plan change. No-shows drop. Complaints disappear.
Documentation copilot
OASIS, SOAP, BIRP, and DAP notes pre-filled from clinician voice memos. Always clinician-signed.
EHR integrations
Bi-directional connectors push structured records into the system you already run.
Common questions about CRM+ AI Automation Package.
Is Patheown HIPAA compliant?+
Yes. BAA is signed before any data is shared. End-to-end encryption, audit logging on every action, and per-tenant isolation are standard for both home health and behavioral health deployments.
Does it work for solo private practice and group practice?+
Yes. We deploy for solo therapists, group practices, multi-location behavioral health clinics, and large multi-branch home health agencies. The CRM scales from one provider to hundreds.
Will it replace our existing EHR or EMR?+
No. Patheown sits on top of your EHR or EMR and pushes structured data into it. Your clinical system of record does not change.
See CRM+ AI Automation Package live in your agency.
Tailored to your real intake, branches, and EHR. No pressure. No generic deck.