Treatment Center CRM Built for Behavioral Health Operations
VProGo CRM manages the complete referral lifecycle with 5 stages and 170+ data points. Integrated contact management, activity logging, scheduling, messaging, and expense tracking—all in one platform. Works seamlessly with Kipu, Alleva, Sunwave, and Dazos.
The Behavioral Health Operations Challenge
Current Pain Points
- •Referrals tracked in spreadsheets or multiple disconnected systems
- •Manual data entry between EMR, CRM, billing, and messaging apps
- •No visibility into referral funnel from intake to admission
- •Missed follow-ups and delayed admissions
VProGo CRM Solution
- Unified referral tracking across 5 lifecycle stages with 170+ data points
- Integrated EMR connection (Kipu, Alleva, Sunwave) eliminates duplicate entry
- Real-time referral funnel visibility from intake to discharge
- Automated task reminders and push notifications reduce missed follow-ups
Comprehensive CRM Features for Treatment Centers
Referral Lifecycle Management
Track referrals across 5 behavioral health-specific stages: Intake, Verification, Admission, Treatment, and Discharge. Each stage includes milestone tracking and automated task assignment.
Contact Management (170+ Data Points)
Capture comprehensive referral data including demographics, insurance, funding sources, treatment preferences, clinical history, and custom fields. Nothing gets missed.
Integrated Calendar & Scheduling
Built-in calendar for staff, referral intake appointments, and follow-up scheduling. Avoid double-bookings and ensure timely patient contact.
Messaging & Communication
Internal messaging for care coordination. External communication templates for outreach. Activity log tracks all referral interactions.
Mobile PWA + Push Notifications
Progressive Web App works on any device. Staff receive instant push notifications for new referrals, task reminders, and calendar events.
Expense Tracking
Track marketing spend, referral source expenses, program costs. Understand which referral sources and marketing channels deliver best ROI.
How VProGo CRM Works
New Referral Intake
Referral comes in via phone, web form, or partner portal. VProGo creates new contact record with all 170+ behavioral health data points. Task assignments notify relevant staff immediately.
Insurance Verification & Benefits Check
Staff verify insurance and check benefits (VOB). VProGo can integrate with VPro Predict for real-time benefit verification. All findings stored in referral record.
Admission & Treatment Planning
Once approved, referral moves to Admission stage. Patient enrolled in treatment. VProGo syncs patient data to EMR (Kipu, Alleva, Sunwave). Care team sees unified patient record.
Treatment Tracking & Discharge
Monitor treatment progress, document milestones, and manage discharge planning. Historical referral data informs future admissions and success metrics.
Integrations & Compatibility
EMR/EHR Integrations
VProGo syncs bidirectionally with leading behavioral health EMRs:
- ✓ Kipu (admission, treatment, billing data)
- ✓ Alleva (patient records, progress notes)
- ✓ Sunwave (clinical data sync)
- ✓ HL7 API for custom EMR connections
CRM & Business Tools
VProGo works with additional platforms:
- ✓ Dazos CRM (contact sync)
- ✓ VProBilling (automatic billing integration)
- ✓ VPro Predict (real-time VOB lookup)
- ✓ Zapier (connect to 5,000+ apps)
Frequently Asked Questions
What is a treatment center CRM and why do behavioral health centers need one?
A treatment center CRM is specialized software that manages the entire referral and patient lifecycle for behavioral health and addiction treatment centers. Unlike generic CRM systems, treatment center CRMs track referral stages, funding sources, insurance verification, and operational metrics specific to addiction and mental health services.
What are the 5 referral lifecycle stages in VProGo CRM?
VProGo tracks referrals through 5 key stages: (1) Intake - initial inquiry and assessment, (2) Verification - insurance verification and benefits confirmation, (3) Admission - patient enrollment, (4) Treatment - active treatment and progress tracking, (5) Discharge - completion and aftercare planning.
How many data points does VProGo CRM capture per referral?
VProGo captures 170+ behavioral health-specific data points per referral, including patient demographics, insurance information, treatment preferences, modality selection, funding sources, clinical notes, progress metrics, and compliance tracking.
Does VProGo CRM integrate with EMRs like Kipu and Alleva?
Yes. VProGo CRM integrates with leading behavioral health EMRs including Kipu, Alleva, and Sunwave. Patient data syncs bidirectionally between the CRM and EMR, eliminating duplicate data entry and keeping records synchronized.
What is the VProGo mobile app and how does it work?
VProGo is built as a progressive web app (PWA) with native mobile app capabilities. Staff can access VProGo from any device, and push notifications alert users to new referrals, task reminders, and calendar events in real-time.
Can VProGo CRM track expenses and integrate with Dazos?
Yes. VProGo includes built-in expense tracking for program costs, referral source expenses, and marketing spend. VProGo also integrates with Dazos CRM for centers using both platforms.
Complete Your Operations Stack
Behavioral Health Billing Software
Automate claims, reduce denials, and cut billing costs with VProBilling. 105+ validation rules, 1.5-2% commission.
VOB Verification Software
Real-time benefit verification with 7-tier confidence scoring. Integrated with pVerify for maximum accuracy.
Referral Management
Track referrals from intake through discharge with automated workflows and task management.
VProGo vs. Dazos
Compare VProGo to Dazos on features, integrations, and behavioral health-specific capabilities.
Unified Referral & Operations Platform for Behavioral Health
VProGo CRM keeps your treatment center organized. From referral intake through discharge, all in one integrated platform.
See Interactive Demo