Referral CRM & SDR
The CRM your EHR doesn’t have.
Your referral sources are your revenue stream. Auxo treats them that way — with a real enterprise CRM baked into the EHR. Stop running HubSpot, Kipu, and a spreadsheet side-by-side.
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
The honest market scan
Why behavioral-health EHRs don’t do CRM.
Most EHRs were built around the chart, not the funnel. They have basic intake forms and call it ‘CRM.’ That worked when referrals walked in the door. It doesn’t now.
vs.
Kipu
‘Inquiries’ tab. No sequences, no attribution, no SDR tooling.
vs.
Opus
Light pipeline. No referral-source ROI. No campaign builder.
vs.
Alleva
Pretty admissions form. Marketing automation lives in HubSpot.
vs.
Lightning Step
Lead capture only. You bring your own CRM.
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 HubSpot bill.
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
Stop paying HubSpot. 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.