We handle it
Website and lead gen
We build the practice site, run the lead capture, and put live chat on it. Everything a prospective client fills in lands in the CRM as a real record, not an email nobody opens.
See it in a demo →
SolutionsEvery system a practice runs on,
Every system a practice runs on,
in one place.
Twenty-four modules and managed services, laid out in the order the work actually happens. The software you use is marked as software. The work our team does for you is marked as ours.
Every module
Jump to any module.
All 24 of them, in the order the work happens.
03Schedule
05Get paid
06Run the business
01
Acquire
A referral comes in and somebody answers it, the same day.
CRM
Hospitals, school districts, and referring groups in one pipeline, each with a status and a next action, so nobody waits three days for a call back. Built into the record rather than bolted alongside it.
See it in a demo →
We handle it
AI front desk
The phone gets answered on the first ring, in English or Spanish, at 2pm and at 2am. The agent screens the referral, checks benefits, books against the real calendar, and writes it all to the same record your clinicians use.
See it in a demo →Illustration of a typical view.
Email and SMS outreach
Build an audience out of live client data, pick a template, and send. Opt-outs and suppression are honored automatically.
See it in a demo →
We handle it
Human lead follow-up
When a lead needs a person rather than an agent, our team makes the call and logs it. Inbound and outbound, every attempt written back to the contact record.
See it in a demo →
02
Intake
The client gets consented, documented, and booked without a paper chase.
Client Portal
Intake packets, consents, appointment confirmations, and secure messages, on the client phone before they arrive.
See it in a demo →
Forms Hub
One queue for every assigned form. Who owes it, when it is due, and who has to sign it.
See it in a demo →
Form Builder
Build any assessment or consent yourself, with scoring, weighting, and conditional logic. No ticket to support.
See it in a demo →
03
Schedule
The calendar fills and the confirmations chase themselves.
Calendar
Multi-provider scheduling that shows caseload, confirmation status, telehealth, and no-show risk on the same screen.
See it in a demo →
Appointment reminders
SMS, email, and AI phone calls in English and Spanish, with escalation rules for anyone who has not confirmed.
See it in a demo →
04
Treat
The clinical work gets documented once, by the person who did it.
EHR
A clinical record built for behavioral health rather than a medical chart bent into shape. Notes, screeners, meds, and tasks in one place, with thirteen tabs inside every client record.
See it in a demo →
Treatment Plan Builder
Problems, goals, objectives, and interventions that come out accreditation ready, signed, and audit traceable.
See it in a demo →
AI note taking
The session is transcribed and drafted into a DAP note while it happens. The clinician reads, edits, and signs. The note is done before the next client sits down.
See it in a demo →
Secure messaging
Encrypted messaging across the care team and out to clients, attached to the record instead of a personal phone.
See it in a demo →
05
Get paid
The claim goes out clean and comes back paid.
We handle it
Revenue cycle
Opens on what is bleeding: what is outstanding, what is past 90 days, the denial rate against target, and the exact claims to work next. Run it yourself, or hand the whole worklist to our billers.
See it in a demo →
We handle it
Credentialing
Payer enrollment, re-credentialing, and every expirable on one clock, run by our team against the same provider records your schedule and your claims already use. You get a scheduled update report showing every provider, every payer, and exactly where each application stands.
See it in a demo →
We handle it
EHR to county
County encounter files built from the record you already wrote, mapped to your county format and validated before they go out. Errors get caught on our side rather than on rejection.
See it in a demo →Illustration of a typical view.
06
Run the business
You see the whole practice without asking anyone for a report.
Reports
Forty-seven measures against targets on one screen, plus a builder for anything the library does not already cover.
See it in a demo →
Alerts Hub
Risk flags, expiring authorizations, overdue notes, and credentialing deadlines in a single feed with escalation routing.
See it in a demo →
User rights
Role based visibility down to the individual list and field, with per-user overrides and a full decision log.
See it in a demo →
We handle it
Compliance
Policies, training, incident logs, and audit readiness maintained by us, with the current status visible to you at any time.
See it in a demo →
We handle it
HR
Onboarding and offboarding, payroll coordination, benefits, employee records, and PTO. Every new provider set up, supported, and properly recorded.
See it in a demo →
We handle it
Accounting
Bookkeeping, monthly statements, payables and receivables, and support for your accountant at tax time. Your financials stop being a fire drill.
See it in a demo →
We handle it
Recruiting
Provider and supervisor recruiting, sourced and screened against your caseload needs and your payer panels rather than against a job board.
See it in a demo →
Click anywhere to close![]()
Book a demo
See it running on your practice.
Thirty minutes, start to finish. We walk a referral from the first phone call through to the paid claim, using the modules above.
sales@credifyfast.com for sales, support@credifyfast.com for support