Patient Intake Software That Guides Every Admissions Call
Census CRM is the behavioral health admissions CRM that guides your team through every intake call. Gather what you need, check coverage, and match a bed without leaving the CRM.
Book a DemoWhy patient intake is where admissions are won or lost
Census CRM brings order to the call where admissions are won or lost. Intake puts a real person on the line with a coordinator who has a lot to get right in a short call.
Done by hand, it is messy. One coordinator asks different questions than the next. Insurance gets checked later, if at all. By the time someone confirms a bed, the caller may be gone.
New hires feel it most. It can take months before they handle an intake call well, and every rough call is a chance to fill a bed that slips away.
What patient intake software does in Census CRM
Census CRM turns intake into one guided process. A 14-step talk-track walks the coordinator through the call, step by step, so a new hire sounds like a veteran on day one.
Along the way, the coordinator verifies insurance, runs an ASAM pre-screen, and matches the patient to an open bed. All of it happens in the CRM, without jumping between tools.
How guided intake works on every call
Census CRM guides the coordinator through intake from hello to a matched bed.
The call comes in and the coordinator opens the guided intake.
The 14-step talk-track walks them through gathering the patient's details.
They verify insurance in real time and see a HIGH, MEDIUM, or LOW risk flag.
They run the ASAM 6-Dimension pre-screen for a level-of-care recommendation.
They match the patient to an open bed, then hand the record off to your EMR.
What you get with guided intake
Census CRM gives every coordinator one guided path through the intake call.
Guided intake on every call
A 14-step talk-track walks the coordinator through gathering what they need.
Insurance verification in minutes
Real-time checks with HIGH, MEDIUM, and LOW risk flags across BCBS, Aetna, Cigna, UHC, and Humana.
ASAM pre-screen built in
A 6-Dimension pre-screen returns a level-of-care recommendation.
Bed matching on the spot
Match the patient to an open bed without leaving the CRM.
Clean handoff to your EMR
The record passes to your EMR, enriched with what you captured at intake.
Why guided intake fills more beds
Census CRM turns more calls into admissions by running every intake the same way. When intake follows one path, coverage gets checked while the caller is still on the line, the right level of care is clear early, and a bed is ready to offer before the moment passes.
The math is simple. With about $10,000 of value tied to each admission, a steadier intake process pays for itself fast.
Built for behavioral health admissions
Census CRM is built only for behavioral health admissions, for mental health facilities and addiction treatment centers. The intake flow is shaped around how these calls actually go, with insurance checks, ASAM pre-screening, and bed matching ready to use. You get exactly what you need and nothing you do not.
The boundary is clear too. Census CRM handles the admissions intake, not clinical charting. It is not an EMR.
An intake call surfaces some of the most sensitive information a patient will share, so the whole flow is compliant from day one — HIPAA, TCPA-safe texting, encrypted storage, audit logs, and role-based access are already running underneath it, not added after the fact.
How intake fits your call and EMR tools
Census CRM captures intake from the calls your team already handles through CallRail, CTM, and Twilio, and the details land in the intake record. When the patient is admitted, Census CRM hands the record off cleanly to your EMR, including systems like Kipu and Sunwave, enriched with what you captured during intake.
Works with the tools your team already runs
Behavioral health patient intake software FAQs
Explore more features
See how the rest of Census CRM works together.
Book a demo
See how Census CRM guides every intake call from hello to a matched bed. Book a demo and we will walk you through it.
Book a Demo