Replaces · Your admissions CRM
Your admissions CRM doesn't know what a chart is.
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.
Keep the funnel, lose the boundary. The intake form becomes the chart.
The real invoice
What it costs, including the parts that never appear on one.
Unisona Health replaces a standalone admissions CRM with an embeddable pre-screening form that feeds a lead queue inside the EHR. Eligibility runs from the lead, referral source follows the patient, and one click turns the inquiry into the chart, so contact and insurance details are captured once instead of typed twice.
The subscription is the visible line. Everything marked hidden below is paid in staff hours or in revenue that quietly never arrives.
Illustrative. Subscription ranges are typical rather than quoted, and the hour estimates come from the programs we built this with. Your numbers will differ — the point is which lines are on the invoice and which are not.
Where it breaks
Four seams, all of them at the same boundary.
The same person exists as a lead and as a patient, with two owners and no agreement about which is current.
Carrier and member ID entered in the CRM, then re-entered in the chart, with no validation between them.
Benefits cannot be checked until the record has crossed into the EHR, which is usually after the call.
Referral source rarely survives the handoff, so admissions reporting is anecdote.
Pipeline visibility, follow-up sequences and lead ownership are genuinely useful, and a general-purpose CRM does them better than most EHRs. The problem is not the tool. It is that a behavioral health enquiry ends as a patient record, and the CRM has no way to become one.
Switching
What moving actually involves.
No implementation fee on Solo or Group Practice. Larger migrations with historical data are quoted separately.
Standard CSV export from any CRM, with your field names intact.
Step 1Contact, insurance, referral source and level of care sought map to the intake form.
Step 2Swap the form on your website. New enquiries land in the queue immediately.
Step 3Keep the old pipeline visible until your team trusts the new queue.
Step 4Operations
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
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 →The cost is the boundary, not the licence
A CRM subscription is a few hundred dollars. The re-entry, the transposed member IDs and the lost attribution cost considerably more, and none of them appear on an invoice.
Bring your current stack to a walkthrough and we will go through it line by line, including the ones we cannot replace.
Questions
Common questions.
Can an EHR replace our admissions CRM?
Yes, for the part of the funnel that ends in a patient record. The embeddable pre-screening form posts inquiries into a lead queue with source and timestamp, and one click converts a lead into a patient record with the data intact. The lead and the patient are the same record, so the two can never drift apart.
How do we move our leads out of our current CRM?
Export them as a standard CSV, which any CRM can produce with your field names intact. Contact, insurance, referral source and level of care sought are mapped to the intake form once, the new form replaces the one on your website, and you run both pipelines for two weeks until your team trusts the new queue.
Can we check insurance eligibility before a patient is admitted?
Yes. Real-time eligibility runs from the lead itself, so benefits are known during the first conversation rather than after the record crosses into an EHR. It returns behavioral health benefits, including the deductible, copay, coinsurance and whether the level of care needs prior authorization.
Does referral source attribution carry through to admission?
Yes. Referral source is recorded on the inquiry and stays on the record when the lead becomes a patient, so you can report which relationships actually produce admissions. In a separate CRM that field rarely survives the handoff into the EHR, which is why admissions reporting so often becomes anecdote.
What does a CRM do better than an EHR?
Pipeline visibility, follow-up sequences and lead ownership. A general-purpose CRM does those well, and better than most EHRs. The problem is the boundary: a behavioral health inquiry ends as a patient record, a CRM has no way to become one, and so everything it captured has to be typed again.
Also replaces
The other tools that end up living on the same record.
Replaces
Your clearinghouse portal
Claim.MD is included in Unisona Health, so claims, remittances and eligibility run inside the EHR. No more checking status or keying 835s in a portal.
See what it replaces →Replaces
Your outcomes tool
Assessments go out, scores come back, and they live in a system that knows nothing about the episode of care or what any of it was billed at.
See what it replaces →Replaces
Your LMS
Every new hire is created twice and every departure remembered twice. Completion reports are reconciled against a staff list that lives elsewhere.
See what it replaces →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 it replaces →Get started
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