Scenario · EMR + CRM

Want your admissions CRM and EMR on one record?

Navix Health is the behavioral health EMR with an admissions CRM built in: lead management, automated VOB, referral tracking, and multi-location pipeline live on the same record as the clinical chart and billing — so you aren't paying for and syncing a separate CRM like Salesforce alongside the EMR.

Updated June 2026By Jason Brumback
Why Navix fits

The case, in three parts

01

One record, inquiry to discharge

The admissions CRM and the EMR share a single data model, so a lead becomes a client without a hand-off between systems.

02

Automated VOB in the pipeline

The VOB Agent verifies benefits as leads arrive, so admissions decisions are made on real coverage data — pilots report up to 60% lower time-to-admit.

03

Multi-location visibility

Pipeline dashboards and referral-source attribution span every location, without bolting analytics across separate tools.

Buyer’s checklist

What to require from any vendor

Questions buyers ask

Straight answers

Do I need a separate CRM if I use Navix?

No. Navix Health includes a behavioral-health admissions CRM in the same platform as the EMR and billing, so most facilities replace a separate CRM (and the integration work that comes with it).

How is a built-in CRM better than Salesforce for admissions?

Salesforce is a general CRM that needs heavy customization for behavioral health admissions. Navix Health ships a purpose-built admissions CRM with automated VOB and a unified clinical record, live in weeks rather than a custom build.

Keep going

See it on your own workflow.

A 30-minute demo on a real chart — the agents, documentation, and admissions working the way your program runs.