Referral CRM & SDR
A real CRM, native to your EHR.
Your referral sources are your revenue stream. Auxo treats them that way — with a full enterprise CRM baked right into the EHR. One unified record, from first inquiry to admit. No bolt-on tools, no side-by-side spreadsheet.
1
Unified record
0
Other tools needed
∞
Sequences you can run
Dr. Garza, MD
Tarrant Family Med
42→31
ref · admit
$680K
Hon. M. Reyes
Tarrant Drug Court
28→22
ref · admit
$510K
EAP Cigna SE
Cigna EAP Network
19→11
ref · admit
$240K
K. Tran, LPC
Hill Country Wellness
14→9
ref · admit
$185K
DFW Intervention
Private interventionist
9→7
ref · admit
$140K
Coastal HR Group
Self-insured employer
6→1
ref · admit
$22K
Built around the funnel
Most EHRs stop at the chart. Auxo starts at the first call.
The work that fills your beds happens long before intake — the referral relationships, the after-hours inquiry, the campaign that re-warms a cold partner. Auxo treats that whole funnel as a first-class part of the record, not a bolt-on.
Referral-source ROI
Every partner gets a record — referrals sent, admits closed, and attributed revenue, tracked automatically.
AI campaign builder
Multi-channel email and SMS sequences with conditional logic and AI-drafted copy you steer.
Voice pre-screen agent
After-hours inquiries answered live, key intake fields extracted, warm-handoff to a human counselor.
Click-to-admit attribution
Google Ads click IDs followed all the way through to admission, with cost-per-admit by keyword.
Referral source ROI
Know which CMOs, EAPs, and courts actually pay the bills.
Every physician, judge, EAP, interventionist, and therapist who’s ever sent you a patient gets a record. Auxo tracks referrals sent, admits closed, days-to-admit, and attributed revenue — automatically. Assign a BD rep. Set churn alerts. Stop guessing which partners deserve dinner.
- Per-source admit conversion rate (referrals → admits)
- Days-to-admit velocity by source — see who refers the easy ones
- Assigned BD rep, with accountability dashboards
- Account scoring: hot · warm · warming · cold + churn risk
Referrals sent
42
Admit rate
74%
Avg days to admit
3.1
Revenue · 90d
$680K
Last contact
2 days ago
Assigned rep
Maya R.
Auxo suggests: Dr. Garza’s last 4 referrals were all PHP-eligible adolescents from Tarrant County. Send the new adolescent IOP brochure + invite to the May case-conference dinner.
Auxo
“Hi, this is Maya from Auxo Admissions. I’m calling because you reached out about treatment for your son. Is now a good time?”
Caller
“Yes, but it’s 2 AM…”
Auxo
“That’s exactly when families need help. Tell me what’s going on tonight…”
Auto-extracted to opportunity record
Pre-screen voice agent
Inquiries answered while your team sleeps.
Every web form, missed call, and after-hours inquiry is picked up by Auxo’s voice agent — speaking from scripts written by 20 years of admissions experience. The conversation is transcribed, key intake fields extracted automatically, and a warm-handoff routed to a human counselor with full context.
- Picks up 24/7 — never sends a parent to voicemail
- Pulls insurance, presenting issue, decision-maker, location
- Auto-creates the opportunity record with everything pre-filled
- Schedules a callback or warm-transfers if a human is on shift
Campaign builder
Email + SMS sequences your front desk can build.
Drag-drop multi-channel campaigns — email, SMS, tasks, and calls — with delays, conditional logic, and AI-drafted copy you steer with your own instructions. No marketing-ops hire. No separate automation tool to pay for.
Marketing attribution
Every click. Every keyword. All the way to admit.
Auxo captures Google Ads click IDs at the landing page, follows them through pre-screen, VOB, and admission, and reports cost-per-admit by keyword. You stop paying for ‘rehab near me’ clicks that never close.
The pipeline
From inquiry to admit — one record, no re-entry.
When a lead becomes an opportunity becomes a patient, every interaction follows: pre-screen call transcript, VOB result, every email opened, every campaign touched. Your clinical team starts with full context.
Stage 01
NEW
18
Stage 02
CONTACTED
24
Stage 03
TOUR SCHEDULED
9
Stage 04
VOB IN PROGRESS
12
Stage 05
APPROVED
7
Stage 06
ADMITTED · MTD
14
Field BD team
The outside-sales side of the CRM.
Your reps in the field get their own toolkit — visit logging, territory coverage, and leaderboards — all feeding the same referral-source record the SDRs work inside.
Visit logging & planner
Reps plan routes, log every drop-in, and capture next steps from their phone.
Territories & goals
Assign territories, set per-rep goals, and track coverage against the plan.
Leaderboards & expenses
Rank reps by admits driven, and capture visit expenses in the same flow.
Source health & multi-touch
See referral-source health and give field visits credit in multi-touch attribution.
Marketing automation
Not just campaigns — a full marketing platform.
Everything a treatment center pays HubSpot or Zoho for, native to the record: broadcasts, multi-step journeys, audience segments, ad-spend sync, and first-party analytics.
Broadcasts & journeys
One-off broadcasts and multi-step journeys with a visual builder and conditional logic.
Audiences & segments
Build lists and segments over your live record — no CSV exports, no stale copies.
Google + Meta ad sync
Sync ad spend from Google and Meta, then follow click IDs all the way to an admit.
First-party analytics
GA4, Search Console, and a first-party pixel tie web traffic to real admissions.
Retire the bolt-on tools. Start measuring referral ROI.
Bring a quarter of your current spreadsheet referral data — we’ll wire it into a sandbox and show you what your top 10 referrers actually close at.