By role · Intake director
The program that answers first usually gets the admission.
Someone in crisis calls several places. Whether they end up with you comes down to how fast you respond, whether you can verify benefits on the call, and whether you can say yes to a bed tonight.
Inquiry to chart with nothing re-keyed. Eligibility runs before the callback.
Your week
Six things that eat the time you don't have.
Unisona Health gives behavioral health intake directors an embeddable pre-screening form that feeds a lead queue with source and timestamp, real-time eligibility run from the lead, a live bed board showing what is open tonight, and one-click conversion from lead to chart with nothing re-keyed.
None of these are clinical problems. All of them are seams between systems that were never designed to know about each other.
Web forms land in email, voicemails land somewhere else, and the queue is whoever checks most often.
Coverage is checked later, so the conversation happens without knowing what is covered.
Bed availability is a phone call to the unit, and the answer is often out of date by the afternoon.
Everything the person already told you gets entered again to create the chart.
Which relationships actually produce admissions is an impression rather than a report.
Inquiries with no owner and no next action quietly stop being followed up.
What changes
Each one, and where it lives.
- Inquiry capture
An embeddable pre-screening form that posts straight into a worklist with source and timestamp.
- Admissions & intake
- Benefits
Real-time eligibility run from the lead, with behavioral health benefits broken out.
- Eligibility & benefits
- Authorization requirements
Whether the level of care needs prior authorization, known before you admit.
- Prior authorizations
- Bed availability
A live board showing what is open tonight, by unit and by criteria.
- Bed & census board
- Chart creation
One click converts a lead to a patient record with the data intact.
- Admissions & intake
- Booking the assessment
Self-scheduling and reminders so the first appointment survives to the day.
- Scheduling & groups
Questions you can finally answer
Four you are probably asked, and cannot answer today.
Every lead carries an arrival timestamp and an owner, so response time is measurable rather than anecdotal.
Admissions & intakeSource recorded on every inquiry and carried through to admission.
Admissions & intakeEligibility returns behavioral health benefits and authorization requirements before you commit.
Eligibility & benefitsOpen beds by unit and criteria, current as of the last admission or discharge.
Bed & census boardCase study
What this looks like in a real program.
Other roles
The same program, seen from the rest of the team.
By role
Owner / executive
Occupancy is in one head, denials in another, payroll in a system nobody logs into. Every question costs someone half a day, and the answer arrives stale.
See the week from this role →By role
Clinical director
Notes are late, some nearly identical, plan reviews are due, and two clinicians are carrying too much. None of it shows until it becomes a finding or a denial.
See the week from this role →By role
Billing manager
A third of your denial queue traces back to something that happened before the claim existed: an authorization nobody watched, a credential that lapsed.
See the week from this role →By role
Compliance officer
Access records, consent documentation, training completion, credential files, incident logs — all producible on demand, from systems you do not control.
See the week from this role →By role
Practice manager
Every gap between the scheduling tool, the EHR, the billing service and payroll is filled by someone retyping. Invisible, unbillable, most of the week.
See the week from this role →What you stop working around
The tools and moves this role usually owns.
Replaces
Your admissions CRM
It captures the enquiry well. Then someone types everything it captured into the EHR a second time, and the two records begin drifting apart from that moment.
See what changes →Replaces
Your census spreadsheet
A whiteboard at the nursing station, a spreadsheet someone updates, and an EHR that learns about admissions later. Three records of the same census.
See what changes →Questions
Common questions.
What is the best EHR for a behavioral health admissions or intake team?
One that lets you verify benefits and confirm a bed while the caller is still on the line. Unisona Health captures inquiries from an embeddable form into a worklist with source, timestamp and owner, runs eligibility from the lead, shows open beds by unit and criteria, and converts the lead to a patient record in one click.
Can we verify insurance benefits during the intake call?
Yes. Real-time eligibility runs from the lead, before a chart exists, and returns behavioral health benefits broken out: whether coverage is active, the deductible met, copay, coinsurance, and whether the level of care requires prior authorization. It runs again at admission, monthly across the active census, and when coverage changes.
Can an EHR replace our admissions CRM?
For most behavioral health programs, yes. The pre-screening form posts inquiries into a lead queue, and the same record becomes the chart when the person is admitted, so contact, insurance and referral source are never entered twice. Leads export from any CRM as a CSV, and you can run both pipelines for two weeks while your team builds trust.
How do we track which referral sources produce admissions?
Referral source is recorded on every inquiry and carried through to admission on the same record. Because the lead and the patient are one record rather than a CRM entry and a separate chart, attribution survives the handoff and admissions reporting stops being anecdote.
How do we know whether we can admit someone tonight?
The bed board shows open beds by unit and criteria, current as of the last admission or discharge. It updates from the same events that drive the chart and the claim, so an intake coordinator can answer a referring hospital immediately, including which beds match the patient's gender, acuity and level of care.
Where to look next
The pages that carry most of this role's week.
Operations
Admissions & intake
An embeddable pre-screening form on your site feeds a lead queue.
Read more →Revenue cycle
Eligibility & benefits
Real-time eligibility on the chart, with behavioral health benefits broken out — deductible, copay, coinsurance, and whether the level of care you're admitting to is covered at all.
Read more →Operations
Bed, room & census board
Every bed, room, and unit with who's in it, when they're expected to discharge, and which beds are actually available tonight — replacing the whiteboard and the spreadsheet that disagree with each other.
Read more →Operations
Scheduling & groups
Individual sessions, recurring groups, and full IOP tracks on one calendar — with authorization status, clinician credentials, and telehealth links attached to the appointment itself.
Read more →Get started
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