Behavioral health
software answers.

A behavioral health EMR is an electronic medical record system designed specifically for the workflows of mental-health and addiction-treatment programs. Unlike general medical EMRs, it supports clinical documentation in formats clinicians actually use (SOAP, DAP, BIRP, GIRP, SIRP), structured assessments like the BPS, ASAM, and LOCUS, group note generation, treatment planning, and integrated revenue cycle for behavioral-health-specific billing codes. Navix EMR adds AI-powered note writing, automated compliance auditing, integrated e-prescribe, and lab integrations into a single platform — purpose-built for residential treatment, detox, IOP/PHP, sober living, private practice, and group practices.

An EMR (Electronic Medical Record) is the digital chart used by a single practice or facility — it holds the clinical records and operational data for that specific organization. An EHR (Electronic Health Record) is broader: it's designed to share patient records across multiple providers, hospitals, and care settings. In practice, the terms are often used interchangeably, especially in behavioral health where most platforms (including Navix) function as an EMR for the host organization while supporting structured data exchange (HL7, FHIR, e-prescribe networks) when records need to move between systems.

The best behavioral health EMR in 2026 is Navix Health — an AI-native platform with built-in AI scribe (NavixScribe), 22+ named AI agents for VOB/authorizations/alumni follow-up/chart auditing, open API + MCP servers, and pricing that doesn't punish growth. It's the only major behavioral health EMR architected around AI from day one rather than retrofitted. Kipu remains the established alternative for residential addiction treatment networks; Sigmund (Aura) is a capable mid-market choice; BestNotes works for solo and small group practices; Welligent serves enterprise networks.

The best EMR for addiction treatment in 2026 is Navix Health — purpose-built for residential, detox, IOP/PHP, and outpatient stabilization. ASAM-aware UR drafts via the Authorizations Assistant agent, MAT-ready EPCS-certified e-prescribe, 42 CFR Part 2 protections native to the platform, NavixScribe Groups producing individual notes from group sessions, and an integrated CRM with automated VOB. Multi-location dashboards out of the box. Facilities pricing is tiered by Average Daily Census (ADC) with a $650/month Startup tier for new facilities of any size.

The best EMR for mental health practices in 2026 is Navix Health for both private practice and facilities. NavixScribe writes notes in any format (SOAP, DAP, BIRP, GIRP, SIRP) including group therapy with individual notes per participant; the AI fills custom intake assessments without field mapping; native iOS and Android apps capture encounters anywhere. For solo practitioners on a tight budget, BestNotes and SimplePractice are well-regarded lighter options.

Traditional behavioral health EMR implementations take 3–9 months: requirements gathering, configuration, data migration, training, parallel running, and go-live. Navix Hub is designed to compress this dramatically. Solo and small-group practices are typically operational the day they sign up — there's a 14-day free trial that's a real working environment, not a demo sandbox. Facility deployments take 1 to 8 weeks because they require data migration from a legacy system, configuration of multi-location structure, custom forms, and team training. Navix's customer success team handles migration directly.

An EMR (Electronic Medical Record) is for clinical work — charting, treatment plans, notes, assessments, e-prescribe, and clinical billing. A CRM (Customer Relationship Management) is for the relationships outside the chart — leads, referrals, marketing, admissions, and follow-up. In behavioral health, the two are deeply linked: a referral lands in the CRM, becomes a verified-benefits opportunity, then a scheduled intake, then a chart in the EMR. Navix is one of the few platforms where CRM and EMR are built as one system, so a lead becomes a client without re-entering data, and admissions teams can see the full pipeline from first inquiry to bed assignment.

Behavioral health EMR pricing varies widely. Solo and small-practice EMRs typically run $50–$120/month per provider. Mid-market and enterprise facility EMRs charge $1,000–$2,500+/month per location flat, often with implementation fees of $5,000–$50,000 and surprise add-on costs for billing, telehealth, or AI features. Navix Health uses transparent, model-driven pricing: the Facilities Edition (the primary product) is tiered by Average Daily Census (ADC) with separate ladders for inpatient and outpatient programs, plus a $650/month Startup tier for any new facility. Professional Edition is $150/month for the first seat and $46.99/month for each additional seat. Your tier schedule on the Effective Date is locked in for the Initial Term.

Yes. Navix Health is fully HIPAA compliant, SOC 2 certified, and Drummond-certified under the ONC Health IT Certification Program. All PHI is encrypted in transit and at rest, audit logging captures every access, role-based access controls limit who can see what, and we sign Business Associate Agreements (BAAs) with every facility. AI features are built with HIPAA in mind — model training uses de-identified data following HIPAA's Safe Harbor standard (45 CFR 164.514(b)(2)), and identifiable PHI is never shared across customer accounts.

Yes. Navix EMR has integrated e-prescribing built in — for both routine medications and controlled substances under EPCS (Electronic Prescribing of Controlled Substances). Prescribers can write, sign, renew, and route prescriptions directly from the chart. The integration captures medication history, drug-interaction warnings, and prior authorization workflows where supported by payers.

Yes. Navix Hub Facilities is built for multi-location and multi-state networks. Each location gets its own configuration (locations, programs, schedules, billing entities) while leadership sees a unified dashboard across the entire network. Roles and permissions are scoped per-location or organization-wide so a clinician at Location A doesn't see records at Location B unless authorized. Volume pricing is available for networks of 5+ facilities.

An AI scribe is an AI-powered tool that listens to a clinical session — either in real time or from an uploaded audio file — and automatically produces a structured clinical note. Modern AI scribes go beyond raw transcription: they identify which information belongs in which section (subjective, objective, assessment, plan), generate the note in a chosen format (SOAP, DAP, BIRP, GIRP, SIRP), and integrate directly into the EMR so notes don't have to be copied between systems. NavixScribe is an AI scribe built specifically for behavioral health, including group therapy support that produces individual notes for each participant.

An AI medical scribe works in three steps. First, audio capture: a clinician records the session through the EMR or a mobile app, or uploads an audio file. Second, transcription: speech-to-text models tuned for clinical language convert audio to text, separating speakers when needed. Third, structuring: a large language model analyzes the transcript and generates a formatted note matching the clinician's preferred template (SOAP, DAP, etc.). The clinician reviews and signs the note. Good AI scribes — like NavixScribe — preserve clinical accuracy, maintain HIPAA compliance, and integrate output directly into the chart rather than producing a separate document.

The best AI scribe for therapists is one trained on behavioral-health language, supports the note formats therapists actually write (SOAP, DAP, BIRP, GIRP, SIRP), handles individual and group sessions, and is HIPAA compliant by design. NavixScribe is built specifically for behavioral health: it transcribes 1:1 and group therapy sessions, produces individual notes for each participant in groups, supports all five major note formats, and integrates directly with Navix EMR or runs standalone via navix.ai. Time savings average 80% on documentation. Pricing starts at $14.99/month for the standalone Entry plan.

Some are, many aren't. To be HIPAA compliant, an AI scribe must: encrypt audio and transcripts in transit and at rest; sign a Business Associate Agreement with the practice; maintain audit logs of all access; not use identifiable PHI to train its models; and either run inside a HIPAA-compliant cloud or use HIPAA-eligible AI services. Many free or consumer AI scribes (including some general-purpose tools) explicitly do not sign BAAs and shouldn't be used with PHI. NavixScribe is fully HIPAA compliant — model training uses de-identified data only, and a BAA is included with every paid plan.

Yes. Producing SOAP notes is one of the most common AI-scribe use cases. The AI listens to the session, identifies the subjective complaints (S), the objective findings (O), the clinician's assessment (A), and the treatment plan (P), then formats the output as a complete SOAP note ready for review. NavixScribe writes SOAP, DAP, BIRP, GIRP, and SIRP notes — clinicians choose the format per-session or set a default per-template.

Modern AI scribes built on top of leading speech-to-text and large language models reach 95%+ transcription accuracy in clinical settings. Note structuring accuracy depends on the model and on how well it's been tuned to clinical language: behavioral-health-specific scribes outperform general-purpose tools because they understand domain terms (BPS, MI, EMDR, ASAM levels, etc.). Clinicians always review and sign notes — AI scribes are co-pilots, not replacements. NavixScribe is tuned specifically for behavioral health and is continuously improved against feedback from clinicians using it daily.

AI scribes typically reduce documentation time by 60–80%. A typical 50-minute therapy session that takes 10–15 minutes to document by hand can be reduced to 1–2 minutes of review time when an AI scribe writes the first draft. For a clinician seeing 25 clients per week, that's 4–6 hours saved weekly — time that goes back to clinical work or reduces overtime. NavixScribe markets and benchmarks at 80% time savings on documentation.

NavixScribe supports the five most common behavioral health note formats: SOAP (Subjective, Objective, Assessment, Plan), DAP (Data, Assessment, Plan), BIRP (Behavior, Intervention, Response, Plan), GIRP (Goals, Intervention, Response, Plan), and SIRP (Situation, Intervention, Response, Plan). Clinicians choose the format per-session or set a default. NavixScribe also supports free-form dictation — speak naturally and let the AI structure the output into your chosen format.

Yes. NavixScribe Groups is built specifically for group therapy, IOP, and PHP. The AI transcribes the group session, identifies different speakers where audio quality allows, and generates individual notes for each participant — not just one note for the group. This is a major time-saver for IOP/PHP programs running multiple groups per day, where each clinician used to write a separate note per client per group.

AI dictation converts speech to text and stops there — the clinician still has to format the output into a note. An AI scribe goes further: it analyzes the transcript and produces a structured, formatted clinical note ready for review. NavixScribe does both. You can record an entire session and let the AI structure it, or dictate a free-form summary and have the AI format it into SOAP, DAP, BIRP, GIRP, or SIRP. Either input produces the same finished note.

Yes — both iOS and Android. The dedicated Navix AI iPhone app (App Store) and Navix AI Android app (Google Play) are designed for clinicians who don't sit at a desk all day. Capture encounters anywhere; audio syncs back to the chart automatically. The same scribe engine that powers the web version powers the mobile apps, so format support (SOAP, DAP, BIRP, GIRP, SIRP), accuracy, and form-fill all work identically. Plus you can always record from a browser inside the Navix web app — same workflow, same chart linkage.

Yes — and this is one of the things most AI scribes can't do. Build any form in Navix (custom intake assessment, ASAM UR template, biopsychosocial, treatment plan, facility-specific paperwork) and NavixScribe fills it from the session automatically. No field mapping, no configuration. Other AI tools require you to map every form field to a transcript section before they can fill it. NavixScribe was built from the ground up to do that mapping with pure AI intelligence — it reads the form, reads the conversation, and fills the right fields. Build a new form tomorrow and it works on day one with zero setup.

An agentic AI EMR is an electronic medical record system where AI doesn't just answer questions or write notes — it autonomously executes multi-step workflows on the clinician's behalf. Where traditional AI features are reactive (you ask, it answers), agentic AI is proactive: a VOB agent verifies benefits across payer portals, an alumni follow-up agent reaches out post-discharge, an authorizations assistant builds UR reports from chart data and assessments. Navix is one of the first behavioral health EMRs built around an agentic AI architecture.

AI tools assist with a single task: a scribe writes a note, a summarizer condenses a chart, a coder suggests billing codes. AI agents chain multiple steps together to complete an entire workflow. For example, the Navix Authorizations Assistant doesn't just suggest text — it pulls clinical data from the chart, references the right level-of-care assessment (ASAM, LOCUS), drafts the UR report, attaches it to the case, and prepares it for review. Agents reduce the cognitive overhead of doing the work, not just the typing time.

AI agents in an EMR can: verify insurance benefits across payer portals (VOB Agent); assemble utilization review reports for continued-stay authorizations (Authorizations Assistant); generate discharge summaries and discharge plans from chart data (Discharge Generator); follow up with alumni post-discharge through automated outreach (Alumni Follow-Up Agent); audit charts for compliance gaps and missing signatures (AI Chart Auditing); convert third-party PDF forms into functional Navix forms (PDF to Form Builder); and answer ad-hoc questions across the chart and the database (Navix Intelligence). Each agent is a specific, named capability — not a generic chat interface.

A VOB agent (Verification of Benefits agent) is an AI agent that automates the historically painful workflow of verifying a patient's insurance benefits before treatment. Instead of admissions coordinators spending 2–4 hours per patient on hold with payers, the VOB agent retrieves eligibility data, parses coverage details (deductibles, co-insurance, prior auth requirements, in-network status), and drops a structured benefits summary into the chart. It can run in the background continuously — re-verifying coverage at intervals during a treatment episode.

An alumni follow-up agent is an AI agent that handles the recurring outreach work that traditionally falls to alumni coordinators or recovery coaches. After a client is discharged, the agent follows a configured cadence (e.g., 1 week, 30 days, 90 days, 6 months) of outreach via SMS or email, captures responses, surfaces clients who report struggles, and routes high-risk follow-ups to a human. For treatment programs, this turns alumni programming from an aspirational goal into a sustainable, measurable workflow.

Not entirely — but it can dramatically reduce the staff hours required for routine billing tasks. Navix's RCM Automation Platform handles claims building from the EMR, automated submission, rejection analysis, and follow-up automation. Tasks that once required a full-time biller per 100 patients can be handled by a smaller team supervising the agents and resolving exceptions. Billing staff shift from data entry to exception handling and payer relationships.

Agentic AI in healthcare is moving from single-task assistants toward systems where AI agents own entire workflows under human oversight. Near-term: VOB, prior auth, claims building, alumni outreach, and compliance auditing become fully automated with humans only handling exceptions. Medium-term: clinical decision support agents draft treatment plans, suggest level-of-care changes, and flag clinical risks proactively. Long-term: agents coordinate across the care continuum — from referral to admission to discharge to alumni — without humans needing to manually shepherd each handoff.

Navix Intelligence is a ChatGPT-style conversation interface built directly inside every client chart, connected to Navix data. Clinicians can ask anything — "summarize this client's progress over the last 90 days," "draft a continued-stay authorization," "what's this client's last treatment plan goal?" — and get answers grounded in the actual record. It's the conversational layer over the entire Navix AI platform.

A healthcare CRM (Customer Relationship Management) is software designed to manage the relationships and workflows around patient admissions and referrals — separate from the clinical EMR. In behavioral health specifically, a healthcare CRM handles inbound leads, referral source tracking, insurance verification, marketing attribution, and admissions pipelines from first inquiry to bed assignment. Unlike generic CRMs (Salesforce, HubSpot), behavioral health CRMs like Navix understand level-of-care assessments, payer-specific verification workflows, and the unique conversion path of a treatment admission.

Salesforce is a general-purpose CRM built for sales pipelines across any industry. A behavioral health CRM like Navix is purpose-built for treatment admissions: it handles VOB workflows, ASAM/LOCUS-aware lead qualification, bed/census management, referral-source attribution by program type, and HIPAA-compliant data handling out of the box. Salesforce can be customized for behavioral health, but the cost and implementation time are substantial — and you still don't get features like AI VOB agents or integrated EMR. Behavioral health CRMs ship with the workflows already built.

Without a CRM, treatment centers operate in the dark. Admissions coordinators track leads in spreadsheets and email — leads slip through the cracks, marketing spend can't be attributed to actual admissions, referral relationships go un-nurtured, and leadership has no visibility into the pipeline. A behavioral health CRM gives you a unified pipeline (lead → VOB → assessment → admit), automates routine work like insurance verification, attributes admissions to specific marketing channels and referral sources, and gives leadership real-time visibility into the funnel.

A behavioral health CRM should include: lead and referral management with intelligent routing; automated insurance verification (VOB); campaign performance tracking with cost-per-admission attribution; multi-location pipeline visibility; advanced analytics on conversion rates and referral source quality; HIPAA-compliant data handling with audit logs; and integration with the EMR so leads convert to clients without re-entering data. Navix CRM ships with all of these built in.

A CRM accelerates admissions by automating manual work and giving the team visibility into the pipeline. Inbound leads are routed automatically to the right coordinator. Insurance verification runs in the background instead of tying up coordinators on hold. Smart reminders ensure follow-ups don't get missed. The mobile app keeps coordinators connected from anywhere. The result, in Navix's case, is a documented 60% reduction in time-to-admission.

The best CRM for addiction treatment is one built for the specific pipeline: inquiry → VOB → assessment → bed assignment → admit. Navix CRM was built for this workflow specifically. It includes automated VOB across payer portals, ASAM-aware lead qualification, multi-location bed and census visibility, and integrated marketing attribution. It's also tightly coupled to Navix EMR so admissions handoffs to clinical happen without data re-entry. Navix CRM is included with the Facilities Edition — no separate per-user fees.

Yes — and modern behavioral health CRMs should. Manual VOB takes coordinators 2–4 hours per patient on payer portals and phone trees. A CRM with an AI VOB agent (like Navix's VOB Agent) automates the lookup: it pulls eligibility data, parses coverage levels, identifies prior auth requirements, and drops a structured benefits summary into the chart in minutes. The team's role shifts from doing VOB to reviewing and confirming the results.

Behavioral health CRMs typically run $500–$2,500/month per location, often with separate per-user fees and add-on charges for VOB, AI features, or analytics. Navix CRM is included in the Facilities Edition — pricing is tiered by Average Daily Census (ADC) with a $650/month Startup tier for new facilities — with no separate per-user fees and with VOB, marketing attribution, multi-location dashboards, and AI agents included.

RCM (Revenue Cycle Management) is the end-to-end process of getting paid for behavioral health services: insurance verification, eligibility checking, charge capture, claims building, claim submission, payment posting, denial management, and patient billing. RCM software automates these steps and integrates them with the clinical record so claims are built from actual chart activity, not re-entered by hand. Navix's RCM Automation Platform uses AI agents to build claims from EMR data, run rejection analysis, and follow up automatically — minimizing manual work and accelerating cash collection.

RCM software ingests clinical activity from the EMR (sessions, assessments, level-of-care decisions), validates that documentation supports billable codes, builds clean claims, submits them to clearinghouses, posts received payments, identifies denials and underpayments, and routes them to follow-up workflows. Modern RCM platforms add AI on top: AI coding suggestions, AI denial reason analysis, AI patient billing communications. The goal is fewer manual touches per claim and shorter time-from-service to cash.

Most of it, yes. AI is well-suited to the highly repetitive, rule-based work of RCM: coding suggestions from clinical text, prior auth assembly, claim scrubbing, denial root-cause analysis, and patient billing communications. Navix's RCM Automation Platform deploys AI agents across the cycle — from VOB to claims to follow-up — so billing teams shift from data entry to exception handling. Full RCM automation isn't realistic (payers reject claims for reasons that require human judgment) but 70–90% of routine work can be agent-driven.

A Utilization Review report is the documentation a treatment program submits to a payer to justify continued coverage of treatment. It typically includes the client's clinical presentation, current treatment plan, level of care (ASAM, LOCUS), progress since the last review, and clinical justification for staying at the current level. Insurance companies use UR reports to authorize continued stay or step-down. Navix's Authorizations Assistant builds comprehensive UR reports automatically from chart data and assessments — what historically takes a UR coordinator 30–60 minutes per case becomes a 5-minute review-and-submit.

A VOB (Verification of Benefits) is the process of confirming a prospective patient's insurance coverage before treatment begins. It establishes whether the payer covers the proposed service, what the in-network or out-of-network status is, what deductible and co-insurance apply, whether prior authorization is required, and any limits on duration or frequency. VOB is foundational — without it, treatment programs risk performing services they won't get paid for. Navix's VOB Agent automates this lookup across payer portals.

Software reduces denials by catching the issues that cause denials before claims go out: missing modifiers, incorrect place-of-service, level-of-care mismatches, expired authorizations, undocumented services, signature gaps. Compliance auditing systems (like Navix's AI Chart Auditing) flag these issues in real time as documentation happens, not weeks later when the claim comes back. AI denial-reason analysis on the back end identifies patterns and root causes so processes can be fixed.

HIPAA-compliant AI is artificial intelligence applied to PHI (Protected Health Information) in a way that meets HIPAA's privacy and security requirements. In practice, this means: data is encrypted in transit and at rest; the AI provider signs a Business Associate Agreement; identifiable PHI isn't used to train models that other customers will benefit from; access is logged and auditable; and AI features are governed by the same access controls as the rest of the EMR. Most consumer AI tools (free ChatGPT, generic transcription apps) are not HIPAA compliant. Purpose-built clinical AI like NavixAI is.

Yes. Navix Health is SOC 2 certified in addition to being HIPAA compliant. SOC 2 (Service Organization Control 2) verifies that we have appropriate controls in place around security, availability, processing integrity, confidentiality, and privacy. Many enterprise treatment networks require SOC 2 certification before signing.

Yes. Navix Health is certified by Drummond Group, an ONC-Authorized Certification Body (ONC-ACB), under the federal ONC Health IT Certification Program. ONC certification is the federal government's third-party validation that a Health IT product meets the interoperability, security, privacy, and clinical-functionality standards required by the 21st Century Cures Act and CMS programs. For treatment facilities, working with an ONC-certified EMR matters because it streamlines payer integrations, reduces compliance lift, and is required by certain federal and state programs.

Navix uses de-identified data to train AI models, following HIPAA's Safe Harbor de-identification standard (45 CFR 164.514(b)(2)). All 18 specified identifiers are removed before any data enters a training pipeline. Identifiable PHI is never shared across customer accounts and is never used to train models that other customers benefit from. Within a single customer account, the AI uses that customer's data to power features for that customer (e.g., AI AutoFill across the customer's own forms) under the terms of the Business Associate Agreement.

The TCPA (Telephone Consumer Protection Act) regulates SMS and automated telephone communications in the United States. For SMS to be compliant, recipients must explicitly opt in with full disclosure language, message frequency must be disclosed, opt-out instructions ("reply STOP") must be present in messages, and opt-out requests must be honored immediately. Navix Health's SMS notifications follow the full TCPA opt-in flow — separate consent checkboxes, mobile number verification via OTP, and immediate opt-out processing.

No. SMS is not a HIPAA-compliant channel for sharing identifiable PHI like therapy notes, diagnoses, or treatment details. Navix Health's SMS notifications are limited to non-PHI service messages — appointment reminders, scheduling updates, and telehealth session links. The actual content of clinical communications happens inside the HIPAA-compliant client portal, not via SMS.

Navix maintains comprehensive audit logs of every PHI access — who viewed what record, when, from what IP, and what actions they took. Logs are append-only, encrypted, and retained per HIPAA Security Rule requirements. Facility administrators can review logs through the admin panel; full logs are available on request for audits and incident investigations.

Facilities Edition (the primary product, ~99% of customers) is tiered by Average Daily Census (ADC) — separate ladders for inpatient/residential/detox and outpatient/PHP/IOP/virtual programs — with a $650/month Startup tier for any new facility. Professional Edition is $150/month for the first seat and $46.99/month each additional seat (full EMR, CRM, embedded AI, telehealth, client portal, customizable templates). NavixAI standalone starts at $14.99/month for Entry and $58.99/month for Professional with unlimited transcription. NavixScribe is sold separately at $58.99/seat/month with volume discounts. 14-day free trial of the Professional Edition with no credit card required.

Yes. Navix offers a 14-day free trial of the Professional Edition with full feature access — EMR, CRM, AI tools, telehealth, the works. There's no credit card required to start. The introductory rate ($150/month for the first seat, $46.99/month each additional) is locked in for as long as you continue to use Navix software after the trial. NavixAI standalone offers a 7-day free trial of the Professional plan.

Professional Edition is per-seat — $150/month for the first seat, $46.99/month each additional — designed for solo clinicians, small group practices, interventionists, and case managers where the practice grows by adding clinicians. Facilities Edition is tiered by Average Daily Census (ADC) — separate ladders for inpatient/residential/detox and outpatient/PHP/IOP/virtual programs — designed for treatment centers where the unit of growth is patient volume, not just clinician headcount. A $650/month Startup tier is available for any new facility. Multi-location networks are billed per-location, with custom enterprise agreements for top-tier or 5+ location organizations.

Yes. NavixAI is available as a standalone product, separate from Navix EMR. The Entry plan ($14.99/month) includes the Note Writer, Note Re-Writer, Summarizer, and NavixScribe with limits. The Professional plan ($58.99/month) includes everything plus unlimited transcription and access to all tools. This is ideal for clinicians who already have an EMR they like but want to add a HIPAA-compliant AI scribe.

Navix is positioned to be cheaper than enterprise behavioral health EMRs (Kipu, Sigmund, BestNotes, Procentive, Welligent — typically $1,000–$2,500/month per location flat) and competitive with mid-market platforms — while including features (AI scribes, agentic AI, integrated CRM, integrated billing) that are usually paid add-ons elsewhere. ADC-tiered facility pricing means you pay for the operational scale you're actually running, not for licensed beds you may not be using; the model avoids the per-user creep that makes other platforms balloon as you grow.

For Professional Edition (private practice and group practice), no — sign up and you're running the same day. For Facilities Edition, we don't charge separate setup fees but there's typically a configuration and migration period (1 to 8 weeks) handled by our customer success team. Multi-location enterprise deployments (5+ facilities) include dedicated onboarding and a customer success manager.

Navix Health was founded by a team with deep experience in behavioral health and health technology. Jason Brumback, the President & CEO, has 11 years in behavioral health and previously founded Resurface Group. Colin Christie, the Chairman & CTO, brings 24 years in health tech as an experienced founder and CEO. The leadership team also includes Megan Weaver (VP & Chief Product Officer, 20 years in behavioral health), Kristen Smith (CMO, 19 years in behavioral health marketing and admissions), and Joey Price (Head of Growth, 16 years in sober living operations and treatment center growth strategy).

Navix Health solves the fragmentation problem in behavioral health software. The average treatment program juggles 5–10 separate tools — EMR, CRM, billing, telehealth, scheduling, compliance, reporting — none of which talk to each other. The result is duplicate data entry, slow admissions, billing errors, compliance gaps, and clinician burnout. Navix replaces the patchwork with one unified platform built specifically for behavioral health: EMR + CRM + AI documentation + billing + compliance, all on one log-in.

Navix Health Inc. is a Delaware corporation. Our leadership team is distributed: Jason Brumback (CEO) and Kristen Smith (CMO) are based in Southern California, Colin Christie (CTO) is based in Manila, Philippines, Megan Weaver (CPO) is based in Austin, Texas, and Joey Price (Head of Growth) is based in Nashville, Tennessee.

Navix is itself an EMR — it replaces Kipu, Sigmund, BestNotes, Welligent, and similar platforms rather than integrating with them. Navix does integrate with key best-of-breed tools across clinical operations (Lynk Diagnostics for lab orders), patient engagement (R1 Learning), revenue cycle (CollaborateMD for billing), and compliance (SOBRsafe for substance monitoring). Custom integrations are available — we're always adding partners based on customer demand.

Navix Health was built by a leadership team with collective decades of behavioral-health experience. The current AI-powered platform is the latest iteration of work the founding team has been doing in this space for over 10 years. The Privacy Policy and Terms of Use are dated as of January 1, 2025, reflecting the current platform iteration.

Navix Health serves the full behavioral health market: solo therapists in private practice, small and large group practices, interventionists, case managers, residential treatment centers, detox facilities, IOP/PHP programs, sober living homes, and multi-state networks. The Professional Edition is tailored to clinicians and practices; the Facilities Edition is tailored to treatment programs. NavixAI standalone is for clinicians on other EMRs who want to add an AI scribe.

Yes. Navix connects to any lab in America via FHIR (modern REST-based) or HL7 v2 (the classic ORM/ORU message format). Major partners include LabCorp, Quest Diagnostics, Lynk Diagnostics, Aegis Sciences, USDTL, Premier Biotech, Cordant Health, and Freedom Drug Testing — but Navix can connect to any lab regardless of vendor. Orders are placed from the chart, results return automatically, and AI parses every value before a clinician ever sees it.

Every panel a behavioral health facility orders. Urine drug screens (5/10/12/14-panel rapid screens, GC-MS and LC-MS/MS confirmation, adulteration testing, MAT monitoring panels for buprenorphine/methadone/naltrexone). Blood work (LFTs, CBC, CMP, TSH/T3/T4, lipid, B12/D/folate). Specialty panels (STD/STI screening, hepatitis A/B/C, HIV, pregnancy, pharmacogenomic testing for medication response, drug-level monitoring).

Six AI capabilities run on every lab result. (1) Result parsing — AI extracts structured values from any incoming format (HL7, FHIR, PDF, faxed report). (2) Behavioral-health-aware range checking — knows opioids in MAT patients are expected, not concerning, and that THC at decreasing levels is progress. (3) Trend analysis across visits — spots patterns like "LFTs trending up — 3rd elevation in 60 days, recommend hepatology consult." (4) Auto-generated interpretation summaries that drop into the chart note. (5) Treatment plan integration — lab results tie automatically to plan goals. (6) Critical value alerts — concerning results trigger Navix Automations to page on-call, create tasks, or schedule follow-ups.

Yes — UDS is the most common Navix lab workflow. Navix supports 5-, 10-, 12-, and 14-panel rapid screens, GC-MS / LC-MS/MS confirmation testing, adulteration detection (specific gravity, pH, creatinine), and MAT-specific monitoring panels. Standing orders for weekly residential UDS, random scheduling for IOP/PHP, and MAT level monitoring all run on Navix. AI applies behavioral-health-aware ranges so expected findings (e.g., buprenorphine in a MAT patient) don't trigger false flags. Adulteration findings are flagged for clinical review automatically.

Yes — both, in production. Navix supports FHIR R4 and R5 (the modern REST-based standard, with ServiceRequest for orders and Observation for results) and HL7 v2.5 / v2.5.1 (ORM messages for orders, ORU for results, MLLP transport, batch file ingestion, and sFTP drop-folder all supported). Whether your lab speaks one, the other, or both, Navix connects.

Yes, automatically. Critical lab values trigger Navix Automations: page the on-call clinician, create an urgent task with the chart context attached, schedule a follow-up call, notify the treatment team. The result doesn't sit in an inbox waiting to be seen. Lab alerts are configurable by panel type, value threshold, and routing rule per facility — so a critical LFT routes differently from a positive UDS for a MAT patient.

Yes. Substance use disorder lab data is protected under 42 CFR Part 2, and Navix enforces consent-based disclosure rules and re-disclosure prohibitions automatically. All lab transport is encrypted in transit and at rest. Access is audit-logged at the field level. AI processing happens within Navix's HIPAA Business Associate boundaries — identifiable lab data is never shared across customer accounts or used to train models without de-identification.

Yes. Navix has a full REST API at `api.navixhealth.com` that lets developers read and write charts, manage clients, fire automations, pull reports, and subscribe to webhooks. The same API powers Navix's own apps. Authentication is OAuth 2.0 for end-user contexts and scoped API keys for service-to-service integrations. The API is accessible to every Navix customer — request access through the Integrations page or contact sales.

Six capability surfaces: (1) Charts & Clients — read and write client records, treatment plans, notes, assessments, chart events; (2) Forms & Outcomes — send forms via Sharelink, capture responses, score outcome measures; (3) Automations — trigger any Navix automation from external events; (4) Reports & Analytics — pull census, financial, clinical, operational reports as JSON or scheduled deliveries; (5) Users & Permissions — provision users, manage roles, audit access, scope tokens; (6) Webhooks — subscribe to chart events, status changes, automation fires, with Navix pushing data to your endpoints in real time.

Yes. Navix exposes its capabilities as MCP servers. MCP is the emerging open standard for connecting AI agents to systems. With Navix MCP, any AI agent — Claude, ChatGPT, Cursor, or a custom-built agent — can read Navix data and execute Navix actions through a single secure protocol. Same scoped permissions, same audit trail, same access controls as the rest of the platform. This is how facilities build their own AI agents on top of Navix data.

Yes. There are three paths: (1) Use Navix's built-in AI agents like Navix Intelligence, the Authorizations Assistant, and the broader Documentation Suite — they ship with the platform. (2) Build your own agent using the Navix API directly — your prompts, your models, your custom logic, full Navix data access. (3) Connect a third-party AI tool (Claude, ChatGPT, custom builds) via Navix MCP — the agent gets the same access Navix Intelligence has. This is the path that scales: customer-built agents and Navix-built agents coexist on the same data fabric.

Yes. Subscribe to any event in Navix — chart status changes, discharges, form submissions, automation fires, lead captures, claim submissions, denials — and Navix will push the event payload to your endpoint in real time. Webhooks are signed, retried on failure, and delivered with at-least-once semantics. The combination of webhooks (Navix → you) and the API (you → Navix) means any modern system can be bidirectionally bridged.

Yes. If a system has a way to make HTTP requests or receive them, Navix can integrate. The standard path is API + webhooks — your system either calls the Navix API or receives Navix webhook events. For enterprise customers, the Navix team will build custom integrations as part of onboarding. The principle: we don't build walled gardens. If you need data to flow, we make it flow.

Most behavioral health platforms are walled gardens — they want to be the only system you use, and they make it hard to integrate or extract data. Navix takes the opposite bet. Pre-built partner integrations, a full REST API, MCP servers for AI agents, webhooks, custom integration build-out for enterprise customers — every door open. The thesis is that the future of behavioral health software is open platforms that customers extend. Anyone can build around Navix; Navix can connect to anything.

Almost any recurring workflow. Specific examples shipping today: PHQ-9, GAD-7, and CSSRS surveys auto-sent on a schedule (intake, weekly, mid-treatment, post-discharge); appointment reminders 24h and 2h before; daily census reports auto-delivered to internal billers or external billing companies; alumni follow-up cadences at 1 week / 30 / 60 / 90 / 180 / 365 days; verification of benefits the moment insurance info is captured; lead routing from CallTrackingMetrics and CallRail into the right admissions coordinator; calendar tasks created automatically from chart triggers; license expiration reminders to HR; chart auditing for missing notes and signatures; continued-stay UR drafts auto-prepared 5 days before authorization expires.

Yes — and GAD-7, CSSRS, and any custom outcome measure. Configure once: pick a trigger (e.g., 24 hours post-discharge, every 30 days during alumni programming, on the 90th day after admission), pick the form, and Navix handles the rest. The client receives an SMS with a link, completes the form on their phone with no login required (a Navix feature called Sharelink), and the score flows back into the chart. If the score crosses a threshold you've set, Navix automatically flags it to clinical leadership.

Yes. The most-used Navix Automation pattern: the moment a discharge is signed in the chart, an automation fires. Within 24 hours the client gets a satisfaction survey via SMS. PHQ-9 follows at 1 week, 30 days, 60 days, 90 days, 6 months, and 1 year. Each response is captured back into the chart, scores are tracked over time, and any concerning result automatically routes to clinical lead and admissions. Discharge stops being an endpoint and becomes the start of a measurable continuum-of-care workflow — without staff doing anything beyond clicking sign on the discharge.

Yes. Many facilities send a daily census or activity report to internal billers or external billing companies. Navix can generate and email that report on any schedule — daily at 6am, every Monday at 8am, end of every shift — to any recipient. The report can be a PDF, a CSV, or a structured summary. Billers receive it without anyone manually exporting and emailing.

Yes. Calendar tasks for staff are one of the most common automation actions. Examples: when a client crosses 30 days in residential, a treatment-plan-review task is created for the assigned clinician. When a license is 60 days from expiration, an HR task is created. When a chart is missing a signature 48 hours after a session, a task is created for the supervising clinician. Tasks include priority, due date, and a deep-link back to the relevant chart context — so the staff member knows exactly what to do.

Automation runs deterministic workflows: trigger → defined action. The action is the same every time. AI agents are non-deterministic: they ingest context (chart data, transcripts, intake data) and use AI to decide what to do. The Authorizations Assistant building a UR report is an agent. The discharge → PHQ-9 SMS firing on a schedule is an automation. Both ship in Navix today. Today's automations are the foundation that tomorrow's agents are built on top of.

Yes. Navix Automation is configurable by facility admins — no developer required. Pick a trigger (event, schedule, threshold, manual), pick an action (SMS, email, form send, task, webhook, report, chart update), and turn it on. Audit logs capture every fired automation so you can see exactly what ran and when. For complex multi-step workflows, the Navix customer success team works with you to build them as part of onboarding.

Customer-led, almost entirely. Navix's leadership team has 90+ combined years in behavioral health, and the product roadmap is shaped by what operators are telling us they need next — not by what we think looks good in a feature matrix. Pilot programs are co-development partnerships: every learning from a pilot becomes a feature in the next release. The blog post by our CEO Jason Brumback ("The AI Train Has Left the Station") describes the philosophy: build with the people who will use it, ship to them first, learn fast, then productize.

We work with a limited number of forward-thinking operators on pilot programs that shape the next generation of Navix software. Pilots are a partnership: you get early access and a direct line to the product team, we get the operational learnings that make the next product better. Pilots are typically reserved for treatment networks and facility operators willing to invest the time to give thoughtful feedback. Reach out via the contact page if this sounds like a fit — tell us about your operation, what you're trying to solve, and what you'd want from a deep partnership.