System setup for end-to-end patient care management for behavioral healthcare provider

Company Profile:

INDUSTRY: Behavioral Healthcare Provider

SOLUTION(S): Contact Center, Elixir EHR, RCM




  • The Client wanted to streamline their Patient Pre-Intake process by automating the Lead Management, Pre-assessment, VOB Process Automation, Cost of Care estimation, Travel Management, Bed Management and Alumni workflow.
  • There was need for an EHR for end-to-end patient care management
  • Customer wanted to manage multiple encounters, patient Notes, treatment plans and use medical codes throughout the patient care journey
  • The client wanted a complete billing solution for claim management, payment collection and patient statements.

Solution Highlights:

  • The basic entities of Salesforce such as leads, opportunities and accounts were appropriately configured to help maintain patient information
  • Built custom pre-admission assessments, consent forms, VOB and travel related forms for effectively capturing relevant patient data during the Initial Intake process
  • The different facets of EHR – patient notes, treatment plans, utilization review and medical coding flows were configured in the system
  • Order management for e-Lab and e-Prescription was configured via integrations (CHC & NewCrop).
  • Elixir Billing was configured to support claim management via ClaimMD Integration, ERA payment posting, payment collections and patient statements.


  • Elixir provided superior CRM, EHR, and billing experience.

  • Effective lead tracking and nurturing boosted digital engagement.
  • Integrated system increased productivity and reduced screen time by eliminating the need for multiple systems.
  • All patient care activities are managed through Elixir from the patient chart.
  • Billing processes, including automated claim generation, ERA management, and payment collection, are efficiently handled within Elixir.
  • Custom workflows enhanced patient care productivity and further reduced screen time.

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