Behavioral Health CRM

A comprehensive behavioral health CRM for strategic business development

Track interactions from initial inquiry, referral, or contact to speed admissions and measure marketing effectiveness with Lightning Step!

BEHAVIORAL HEALTH CUSTOMER RELATIONSHIP MANAGEMENT

Lightning Step's CRM will help you:

Lightning Step CRM Software Features

Admissions Dashboard

View all inquiries, discharges, and admissions pre-screens and assessments on Lightning Step's flexible admissions dashboard.
CallTrackingMetrics

Track every incoming call and gather important information from detailed demographics to referrals, then use this data to improve attribution and insight.
Referral Contact Manager

Simplify attribution with easy tracking and tagging referrals, and centralize information for better visibility and easier communication inside and outside the organization.
Shared Treatment Calendar

Schedule single or recurring events, attach clinical notes to appointments, display schedule based on individual, role, or team, and transparently share information across the entire organization.
Easy Marketing Analytics

Track outreach activities (including scheduling calls and appointments) to each referral source with user-friendly dashboards and reporting functions.

"Lightning Step is extremely user-friendly and comprehensive. Having billing and clinical in one system has streamlined a lot of processes."

Rob Park, Founder

Luna Recovery
"Lightning Step brought a consolidated approach for both our Clinical and Revenue Cycle processes."

Stevan Townsend, CIO

Newport Healthcare
"We would recommend Lightning Step over the competition any day of the week."

Daniel Smead, Co-Founder, and COO

Zia Recovery Center