Customer Relationship Management (CRM)
Aura CRM is purpose-built for behavioral health organizations, replacing fragmented tools such as spreadsheets, whiteboards, and manual intake tracking with a single, secure, AI powered platform.
Built directly on the Sigmund EHR, Aura CRM enables seamless data sharing across intake, clinical, and operations teams—eliminating duplicate entry while improving speed, accuracy, and visibility from first inquiry through admission and beyond.
Empower your intake team with specialized tools to optimize marketing spend and efficiently convert inquiries into admissions.
Call Center & Intake
A specialized Call Center & Intake software component is the absolute frontline of your CRM, serving as the critical bridge that transforms a chaotic influx of crisis calls into a structured, compassionate, and hyper-efficient path to treatment.
• Live call transcription with AI-driven field extraction
• Skills-based routing, queue management, and supervisor dashboards
• Guided intake workflows from first call through admission
Lead & Referral Management
In the high-stakes environment of behavioral health, an inquiry is far more than a simple sales lead—it is a time-sensitive request for help that requires immediate, organized, and empathetic action. A robust Lead & Referral Management component is the foundation of any effective healthcare CRM, preventing high-intent inquiries from falling through the cracks while giving admissions teams the speed and context required to save lives.
• Inquiry pipelines with status tracking and lead scoring
• Unified activity timelines across calls, notes, and status changes
• Duplicate detection and multi-touch attribution
B2B Relationship Management
For behavioral health facilities, professional referral networks including private practice therapists, hospitals, and community clinics—form the stable bedrock of consistent, high-quality admissions.
A dedicated B2B Relationship Management component is vital because it shifts your outreach strategy from transactional networking to data-driven partnership management, ensuring that your business development team is nurturing the right accounts at the exact right moment.
• 360-degree views of contacts and referral institutions
• Automated relationship scoring
• Opportunity pipelines with drag-and-drop workflows
Insurance & Financial Clearance
Securing immediate financial clarity is a critical clinical intervention; families and individuals in crisis cannot afford to wait days for coverage answers, nor can facilities risk taking on unverified claims. A specialized Insurance & Financial Clearance component within a CRM is vital because it protects your facility’s financial health while removing the administrative barriers that delay vital admissions.
• Real-time eligibility verification (270/271)
• Guided VOB workflows with AI summaries
• Authorization tracking and self-pay estimation
Scheduling & Analytics
• Multi-stay scheduling and waitlist management
• Integrated booking within intake workflows
• Built-in performance and conversion reporting
Pricing
Communication & Transactions
• SMS/Text: $0.04 per message
• Email: $25 for 10,000 emails ($0.0025/email)
• Insurance Eligibility (270/271 EDI): Per Contracted Rate
Implementation
• VoIP / Phone System Integration: $4,950
• Website Integration Setup: Based on scope
• Implementation & Onboarding: TBD
Why Aura CRM?
•Designed specifically for Behavioral Health
• Native integration with Sigmund EHR
• AI-first architecture with Clinical Awareness
• HIPAA-compliant Security and Audit controls
• Cost-effective alternative to Enterprise CRMs
For behavioral health and addiction treatment facilities, the journey to exceptional care begins long before a patient walks through your doors. Yet, traditional CRMs aren’t built for the nuances of healthcare. They lack compliance, fail to handle complex insurance verifications, and force your admissions team to fight against rigid, generic sales pipelines.
The Sigmund Behavioral Health CRM is purpose-built to bridge that gap. Designed to optimize your inquiry-to-admission pipeline, our cloud-based CRM streamlines outreach, automates verification of benefits (VOB), ensures strict compliance, and creates a seamless handoff to your EHR.
Turn inquiries into admissions, optimize your marketing spend, and give your intake team the specialized tools they deserve.
A Solution. Not Just Software.
Managing behavioral health inquiries requires speed, empathy, and absolute accuracy. Our CRM unifies your front-end operations so your team can focus on what matters most: helping individuals access care.
Reach out to our team to see how Sigmund Software can help improve processes and drive efficiency.
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