Verification of Benefits


Utilization Review

The Full-Strength CRM with Business Intelligence


We get a lot of questions about how iVisitDoc's CRM stacks up against Salesforce® (and other CRM platforms) for use in our clients' specific business models. Here's a look at the highlights of our Salesforce Killer CRM. And introducing our new iVisitDoc-BI, the first-ever CRM for addiction treatment featuring Business Intelligence.

At the Core

iVisitDoc's CRM was designed and built specifically for the substance abuse and behavioral health industry. It includes (at NO extra cost) active integrations with call tracking vendors, email providers, direct-to-patient SMS texting, and Google Analytics.

Your admissions team will enjoy their personally customized grid views, event-triggered notifications, and user-specific work arenas, and will breeze through the pre-admission screening process with our custom assessments including auto-collapsing category headers and data collection elements.

Your admissions director will be equipped with dynamic and interactive management reports, giving them full visibility of activity and performance of their subordinate users and/or teams. They will also gain new insights into the "in-process" treatment prospects with status categorization and "quick click" viewing, where they can immediately identify and address process roadblocks and bottlenecks.

Built for Each Other

Of course, all relevant information is ported seamlessly from the iVisitDoc CRM into the iVisitDoc's EMR making it easily available to the intake personnel for INSTANT Face Sheet creation. This means no double data entry or loss of data integrity. They simply preview, accept, create MR#, and populate their custom intake form menu for patient intake completion.

When a patient is accepted and admitted into the iVisitDoc's EMR, the iVisitDoc CRM automatically updates the patient status, adds the admission date, and categorizes them as an active patient. On discharge, the same happens, where the discharge date is brought back to the CRM, as well as the discharge reason, so patients can be automatically classified as alumni or possibly as at-risk (AMA, ACA, etc.), making it very simple for your alumni coordinator to perform and document post-discharge follow-ups. Alumni follow up is documented in the same patient file within the iVisitDoc CRM as is used in the pre-admission process, meaning every communication over time is easily accessible, and if there is a resurgence of an issue or need, the patient can be immediately segued back into the pre-admission process while still having every bit of info at your fingertips to ensure a smooth and expedient re-entry.

iVisitDoc Business Intelligence

Our gift to management: the supremely powerful iVisitDoc Business Intelligence (BI) reporting engine, where you can navigate a variety of dynamic dashboards filled with drillable widgets designed to provide actionable business intelligence in order to drive change with deep insights and answers to complicated questions.

Implementation and Support

Your iVisitDoc CRM is implemented by a dedicated specialist who will interview your designated staff members, customize your VOB and assessment forms, create your baseline buildout, and train your entire team of users. If you ever need additional re-training, that is supplied as well at no additional cost. 24/7 user support and system maintenance are also provided by our CRM support team, and, of course, there's no extra cost for that either. Other than the single, initial implementation fee and monthly usage fees, there is nothing else that will cost you money with the iVisitDoc CRM. We've simply got your back.