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!

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Streamline daily tasks and improve operational transparency with Lightning Step's integrated CRM.

Lightning Step's CRM will help you:

  • Communicate and collaborate efficiently

  • Improve marketing strategy

  • Track referrals accurately

  • Speed the admissions process
  • Deliver life-saving care at the right time

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Lightning Step CRM Software Features

  • Admissions Dashboard Icon
    Admissions Dashboard

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

  • Call Tracking Metrics Icon

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

  • Patient Portal Icon
    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.

  • Calendar For Treatment Team Icon
    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.

  • Billing Audits Icon
    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

Platform Integrations

  • Twilio logo
  • Salesforce logo
  • Chess health
  • Dose spot Logo
  • Waystar logo
  • Call Tracking Metrics Logo
  • Pay Simple Logo
  • Hatch logo 2

Ready to learn more?

Schedule a demo to see how Lighting Step can align your practice, increase profitability, and support your success.

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