A CRM That Manages Referrals, Intake, and Client Relationships: Compliantly
Behavioral health CRM is not the same as general business CRM. SUD records require 42 CFR Part 2 protection. HIPAA governs all client data. Auxlia sets up a CRM that handles your admissions pipeline, referral tracking, and client engagement without putting you at regulatory risk.
What's Included
Who This Is For
Providers whose intake process relies on spreadsheets or paper
Organizations that receive referrals from multiple sources and need structured tracking
Programs that want to measure admissions conversion and referral source performance
Our Process
01
Current Intake Audit
We review your current intake and referral tracking process.
02
CRM Selection
We recommend the best CRM for your organization.
03
Pipeline Setup
Intake pipeline, referral tracking, and automation configured.
04
Staff Roles & BAA
Access controls and vendor agreements established.
05
Staff Training
Your team trained on compliant CRM use.
Related Services
Software Selection & Setup
Guidance on selecting, configuring, and onboarding HIPAA-compliant software: EHR platforms, telehealth tools, billing systems, and productivity suites tailored to your service type.
Learn moreDigital Communications Setup
HIPAA-compliant email, encrypted messaging, staff communication platforms, client portal setup, and telehealth video platform configuration for remote service delivery.
Learn moreDBH Certification
Complete Ohio Department of Behavioral Health certification support: Policies & Procedures Manual, Employee Handbook, org chart, job descriptions, application support, and site visit preparation.
Learn more