CRM

Streamlined CRM for Mental Health Practices

Over 1,7K+ Satisfied Customers

Streamline the way you handle new clients with our comprehensive, user-friendly software designed specifically for mental health professionals. Our intake feature helps your practice to smoothly convert referrals into clients, manage every step of the process, and streamline communication—all in one place.

Quickly Track & Follow-up on Referrals

Whether it’s collecting detailed client information, filling out intake forms, or verifying their needs, you can track each step of the lead's journey in our dashboard.

Get Notified for Client Follow-up

Stay on top of your client care with real-time notifications, so you never miss a beat on essential follow-ups.

Client Activity Timeline

Access a comprehensive timeline of client interactions to gain actionable insights and deliver personalized care

Customize Workflow States

Tailor your CRM to your practice’s unique needs by customizing workflow states for every stage of client engagement

Real-time insurance eligibility checks

Our software integrates real-time eligibility checks, so you can instantly confirm whether a lead’s insurance is valid.

Automatic client onboarding

Once converted, your client is automatically moved through the onboarding process. All their information—intake forms, insurance details, and appointment history—are instantly available to your team.

Intake Dashboard to Capture Referral Leads

Whether it’s collecting detailed client information, filling out intake forms, or verifying their needs, you can track each step of the lead's journey in our dashboard.

Team Assignment

Assign leads based on your team's roles and expertise. Whether it's an Intake Admin, Clinician, Biller, or Practice manager,you can assign leads to various team members so that every lead is handled by the right person at various stages of the intake process.

Send Inquiry Forms

Stay in touch with your clients effortlessly through SMS communication. Send inquiry forms, updates to keep clients informed throughout the intake process. With automated text messages, you never have to worry about forgetting a follow-up.

Send Booking Links in SMS

With our software, you can send personalized links for clients to schedule appointments with their preferred therapist at their convenience.

Real-Time Insurance Eligibility Checks

Our software integrates real-time eligibility checks, so you can instantly confirm whether a lead’s insurance is valid.

Streamlined CRM for Mental Health Practices

Streamline Your Client Intake Process

Quickly Track & Follow-up on Referrals

Get Notified for Client Follow-up

Client Activity Timeline

Customize Workflow States

Real-time insurance eligibility checks

Automatic client onboarding

HIPAA-Compliant and Secure

Intake Dashboard to Capture Referral Leads

Team Assignment

Send Inquiry Forms

Send Booking Links in SMS

Real-Time Insurance Eligibility Checks

Automatic Client Onboarding

Use OmniPractice.ai today

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