Stronger connections, better care. CRM for Behavioral & Mental Health

Simplify communication and workflows with real-time insights.
Records every patient interaction, from initial marketing outreach to inquiries and referrals.
Accelerates admissions and improves marketing performance, empowering your team to focus on what matters most: delivering exceptional care.

Streamline daily tasks and improve operational transparency with Lightning Step's integrated CRM

Communicate and collaborate efficiently
Deliver life-saving care at the right time
Improve marketing strategy
Track referrals accurately
Speed the admissions process

Admissions Dashboard

Inquiries, admissions, discharges, assessments.
All in one place:

Comprehensive Admissions Dashboard
Contact Management Dashboard
VOB Dashboard
Bed Management & Bed Board
Portal Dashboard
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Easy Marketing Analytics

Track outreach activities to each referral source:

Marketing Analytics
Web Inquiry Form
Online Booking
Secure Messaging
Staff Messaging
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Call Tracking Metrics

Easily track and manage calls:

Call Tracking Metrics
Calls Dashboard
Contact Management Dashboard
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Referral Contact Manager

Simplify attribution by tagging and tracking referrals:

Referral Management
Contact Management
Salesforce Integration
Enterprise CRM Integration
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Pre-Admissions Management

Scheduling pre-admission assessments, Patient Placement, and Treatment Coordination:

Individual and Shared Calendar
Bed Board Availability and Assignment
Pre-admission Assessment and Patient Chart
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Don’t take our word for it, see what our customers say

"We chose Lightning Step because they are knowledgeable in our industry. Their services help streamline our documentation processes, increase authorizations for clients, increase revenue through billing, and our overall follow-up processes."
Into Action Recovery Center
"Our behavioral health techs, our therapists, our program directors, our social program directors, they're able to do their notes better. It's intuitive. The flow is great. We had phenomenal feedback on it."
The OCD & Anxiety Treatment Center
"Lightning Step brought a consolidated approach for both our Clinical and Revenue Cycle processes."
Newport Healthcare
"Lightning Step is very user-friendly, and their customer service is great. They are always quick to answer any questions or concerns."
Luna Recovery Center
"We chose Lightning Step because they are knowledgeable in our industry. Their services help streamline our documentation processes, increase authorizations for clients, increase revenue through billing, and our overall follow-up processes."
Into Action Recovery Center
"Our behavioral health techs, our therapists, our program directors, our social program directors, they're able to do their notes better. It's intuitive. The flow is great. We had phenomenal feedback on it."
The OCD & Anxiety Treatment Center
"Lightning Step brought a consolidated approach for both our Clinical and Revenue Cycle processes."
Newport Healthcare
"We have been able to improve communication using the client portal, increase the effectiveness of RCM and CRM, and automate all of our billing practices - including State Medicaid and Commercial Insurance."
Zia Recovery Center
"Lightning Step's treatment center EMR has definitely made our work days much more streamlined, simpler, and safer. It provides far superior revenue cycle management functionality with beneficial and efficient AR process."
Hammocks Recovery
"We use Lightning Step to track incoming clients, log group notes, schedule notes, manage previous, current, and inquiring clients – it helps with EVERYTHING!"
Green Hill Recovery
"We have been able to improve communication using the client portal, increase the effectiveness of RCM and CRM, and automate all of our billing practices - including State Medicaid and Commercial Insurance."
Zia Recovery Center
"Lightning Step's treatment center EMR has definitely made our work days much more streamlined, simpler, and safer. It provides far superior revenue cycle management functionality with beneficial and efficient AR process."
Hammocks Recovery
"We use Lightning Step to track incoming clients, log group notes, schedule notes, manage previous, current, and inquiring clients – it helps with EVERYTHING!"
Green Hill Recovery

Platform Integrations

Ready to learn more?

Book a discovery call to see how Lighting Step can align your practice, increase profitability, and support your success.
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