MAANTIS Product

Klutch: CRM Purpose-Built for Behavioral Health Admissions

Klutch is a CRM platform built specifically for behavioral health admissions workflows. It manages the full patient acquisition pipeline from first website visit through admission, with lead routing by location, payer-aware lead scoring, source attribution tracking, and integration with Salesforce, Kipu, and other behavioral health EMR systems. Klutch connects directly to Cadence (AI intake) and Verafide (benefit verification) to create a unified admissions workflow where every inquiry is captured, scored, routed, and tracked with full attribution from original ad click or organic search to completed admission.

The Problem

Generic CRMs were not built for behavioral health admissions

Leads get lost

Treatment centers using generic CRMs like HubSpot or Salesforce alone lack the specialized workflows for behavioral health admissions. Inquiries arrive from phone calls, web forms, and AI intake simultaneously, and without payer-aware routing, leads sit in a general queue instead of reaching the right admissions team at the right facility.

Attribution is broken

Standard CRM platforms track form submissions and page views, but they cannot connect a Google Ads click to an actual admission six weeks later. Marketing teams report on leads generated, not admissions completed, making it impossible to know which campaigns produce revenue.

Payer mix is invisible

Generic CRMs do not understand payer type, level of care routing, or exclusionary criteria. A lead with in-network Aetna PPO and a lead with Medicaid require completely different routing logic. Without payer awareness, marketing spend cannot be connected to actual admissions revenue.

How Klutch Works

From first inquiry to admission outcome, every step tracked

  1. 1

    Inquiry captured

    Every inquiry is captured via Cadence AI intake, Halo web form, or phone call through CallRail integration. No lead enters the system without a source tag attached.

  2. 2

    Lead scored

    Each lead is scored based on payer type, geography, clinical fit, and current facility capacity. Scoring rules are configurable per organization and update in real time as payer contracts change.

  3. 3

    Routed to location-specific queue

    Qualified leads are routed automatically to the admissions queue for the facility best positioned to accept the patient based on payer, geography, level of care, and current census.

  4. 4

    Verafide benefit data attached

    Verafide benefit verification results are attached to the lead automatically. The admissions team sees coverage details, deductible status, and authorization requirements without leaving Klutch.

  5. 5

    Admissions workflow tracked

    Each lead moves through a structured pipeline: intake, VOB, clinical screening, pre-authorization, and admission. Status updates, timestamps, and responsible team members are logged at every stage.

  6. 6

    Full attribution connected

    The original traffic source is connected to the admission outcome and payer reimbursement. You see which PPC campaign, keyword, or organic page produced the admission and what it was worth.

Payer-Aware Routing

Route leads to the facility where their insurance yields the highest return

Klutch evaluates each lead's payer type and plan against facility-specific payer preference data. A patient with Blue Cross PPO may route to Facility A where that plan reimburses at a higher rate, while a patient with Aetna HMO routes to Facility B where that contract performs better.

  • Payer yield data configurable per facility and level of care
  • Routing rules account for current census and bed availability
  • Exclusionary criteria enforced before leads reach the admissions queue
  • Override capability for clinical or operational exceptions

Routing factors

Payer & plan type
In-network status, reimbursement rate, authorization requirements
Geography
Patient location relative to facility, state licensing, telehealth eligibility
Clinical fit
Level of care, co-occurring conditions, exclusionary criteria
Capacity
Current census, bed availability, staffing ratios by unit

Integrations

Connects to the systems your admissions and marketing teams already use

Salesforce

Bi-directional sync with Salesforce CRM. Klutch adds the behavioral health admissions layer that Salesforce does not provide natively, while keeping your existing Salesforce workflows intact.

Kipu

API integration with Kipu EMR for admission data, patient status, and clinical screening results. Admissions teams see EMR data inside Klutch without switching systems.

CallRail

Phone call tracking with source attribution. Every inbound call is logged with the campaign, keyword, and landing page that drove it, connected to the patient record in Klutch.

Cadence

AI-powered intake conversations feed directly into Klutch with full conversation context, clinical pre-screening data, and source attribution preserved from the original website interaction.

Verafide

Automated benefit verification results attached to every lead. Coverage details, deductible status, and payer-specific authorization requirements are available inside the Klutch admissions workflow.

GA4 & Google Ads

Campaign data flows into Klutch for end-to-end attribution. Admission outcomes are mapped back to specific campaigns, ad groups, and keywords for true cost-per-admission reporting.

Who Uses Klutch

Built for organizations that manage behavioral health admissions at scale

Multi-location treatment organizations

Organizations operating multiple treatment facilities need payer-aware routing across locations, centralized reporting, and the ability to optimize admissions by facility based on payer mix and capacity. Klutch provides the routing logic and attribution that generic CRMs cannot.

Single-facility behavioral health providers

Individual treatment centers benefit from structured admissions workflows, payer-aware lead scoring, and source attribution that connects marketing spend to admission outcomes. Klutch replaces spreadsheet-based tracking with a purpose-built pipeline.

Behavioral health management companies

Management companies overseeing multiple brands and facilities use Klutch for portfolio-level visibility into admissions performance, payer mix optimization, and marketing ROI across all properties they manage.

Frequently Asked Questions

Common questions about Klutch

Does Klutch replace Salesforce?

Klutch can operate alongside Salesforce or as a standalone CRM. For organizations already using Salesforce, Klutch integrates as a specialized behavioral health layer that adds payer-aware routing, admissions workflow tracking, and attribution capabilities that Salesforce does not provide natively. For organizations without a CRM, Klutch provides the complete admissions pipeline management.

Can Klutch integrate with Kipu or other EMR systems?

Yes. Klutch integrates with Kipu, Salesforce, and other behavioral health EMR systems through API connections. Admission data, patient status, and clinical screening results sync between Klutch and your EMR.

How does Klutch track PPC attribution to admissions?

Klutch captures the original traffic source for every inquiry—including specific PPC campaign, ad group, keyword, and landing page. This attribution follows the patient through the entire admissions pipeline to admission outcome, allowing you to calculate true cost per admission by campaign and channel.

Does Klutch work with Cadence and Verafide?

Yes. Klutch receives qualified admissions from Cadence with full conversation context. Verafide benefit data is attached to leads automatically. Together, the three products create a unified pipeline from first website interaction through admission.

What makes Klutch different from HubSpot for treatment centers?

HubSpot is a general-purpose marketing CRM. Klutch is built specifically for behavioral health admissions—it understands payer mix, level of care routing, exclusionary criteria, and the admissions workflow unique to treatment centers. It also provides attribution from ad click to payer reimbursement, which HubSpot cannot do natively.

Can Klutch route leads based on insurance type?

Yes. Klutch evaluates the patient's insurance payer and plan type against each facility's payer preferences and yield data. Leads are automatically routed to the location where their specific insurance produces the best reimbursement outcome.

See how Klutch manages your admissions pipeline

Request a walkthrough of Klutch configured for your facilities, payer contracts, and admissions workflow. We will show you the routing logic, attribution model, and integration points specific to your organization.

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Call 833-MAANTIS