CRM for Behavioral Health
Reimagine Patient Engagement
Discover AxiomEHR’s Customer Relationship Management (CRM) functionality—the integrated solution for behavioral health providers. Simplify follow-up, engage and interact with patients, and streamline clinical operations to ensure no patient falls through the cracks.
Addressing the Gaps in Follow-Up
Behavioral health providers face unique challenges that lead to missed opportunities for follow-up. AxiomEHR CRM addresses these pain points with technology designed for the complexities of behavioral health care.
Challenge #1
How AxiomEHR CRM Helps
Automate routine follow-up tasks, such as appointment reminders and status updates. This reduces the burden on your team and ensures critical actions are never missed.
Challenge #2
How AxiomEHR CRM Helps
Centralize all interactions into one accessible platform. AxiomEHR CRM ensures that patient outreach, referral tracking, and intake processes are connected and consistent.
Challenge #3
How AxiomEHR CRM Helps
Replace manual workflows with a seamless digital process. AxiomEHR CRM organizes lead management, follow-up, and engagement, improving efficiency across your organization.
Challenge #4
How AxiomEHR CRM Helps
Use AxiomEHR CRM to create tailored outreach based on patient preferences. Deliver personalized follow-ups that build trust and guide potential patients into care.
A Smarter Way to Connect and Care
AxiomEHR CRM goes beyond generic CRM systems to address the specific needs of behavioral health care. It supports your team in managing patient inquiries, follow-ups, and care coordination with precision.
Integrated for Effortless Care
Unlike others, AxiomEHR CRM is fully embedded, removing the need for separate tools like Salesforce or HubSpot. Simplify workflows and focus on care with everything in one platform.
A Holistic Approach to Engagement
Built into the AxiomEHR platform, the CRM bridges the gap between patient inquiries and care delivery by integrating communication, scheduling, and follow-up into one seamless platform.
Scalable for Growing Needs
Whether you’re managing a single clinic or a large organization, AxiomEHR CRM scales with you, providing tools to handle increased patient volumes and expanded services effortlessly.
Comprehensive Features for Seamless Patient Engagement
AxiomEHR CRM offers a robust suite of tools designed to simplify follow-up care, enhance patient engagement, and streamline your operations. Explore how its integrated features support every step of the care journey.
Lead Management Made Simple
- Capture leads from opt-in web forms for easy follow-up
- Import Excel lists directly into the CRM
- Store non-PHI demographic details securely
- Tag leads for organized segmentation and tracking
Advanced Reporting and Integration
- Analyze leads by status, source, and date
- Monitor conversion rates and churn timelines
- Export reports to Excel for detailed insights
- Convert leads to patients with AxiomEHR integration
Scheduling and Coordination
- Schedule in-person or virtual appointments
- Sync calendars for seamless team coordination
- Automate reminders to reduce missed visits
Precise Tracking and Engagement
- Assign statuses to monitor lead progress
- Schedule follow-ups and appointments with ease
- Track notes and communication history
- Automate or send personalized emails to leads
Turn Missed Opportunities Into Meaningful Connections
AxiomEHR CRM redefines follow-up care for behavioral health. Find out how smart, integrated tools can strengthen patient engagement, simplify workflows, and ensure no one slips through the cracks.
Elevate Patient Engagement With AxiomEHR CRM
Ensure no patient is left behind. Schedule a personalized demo today to explore how AxiomEHR CRM supports better care coordination, meaningful engagement, and measurable outcomes for your practice.
