Behavioral Health CRM

The Best CRM for Behavioral Health Success

Transform your practice with customer relationship management software that seamlessly tracks every interaction. Track every patient interaction, from marketing to inquiry and referral, while improving communication, simplifying pre-admissions, and delivering actionable insights. Empower your team to accelerate admissions, optimize marketing efforts, and focus on exceptional patient care with a solution tailored to your unique needs. Suited for behavioral health organizations, addiction treatment centers, and substance abuse facilities.

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BEHAVIORAL HEALTH CUSTOMER RELATIONSHIP MANAGEMENT

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

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