Inquiry organization
Give incoming inquiries a consistent place in your workflow, with clear stages for follow-up and intake coordination.
PsychSuite / Patient Intake & CRM
Every inquiry.A clear next step.
Coordinate patient intake, referral relationships, and lead follow-up with CRM workflows designed around the psychiatry patient journey.
From inquiry to income
Connect the first conversation to the rest of the journey.
An inquiry is not yet a booked consultation, and a consultation is not yet a treatment start. A useful intake process makes those distinctions visible so teams can see what needs attention.
Grow connects inquiry tracking, referral management, and CRM workflows. Bring the information your team needs into a coordinated process, while keeping clinical decisions and sensitive information within appropriate boundaries.
PsychSuite / growIllustrative dashboard
Your growth, in one place.
New inquiries382This month
Consults booked128This month
Attributed revenue$74.6KThis month
Patient acquisitionLast 6 months
JanFebMarAprMayJun
One connected patient journeyGrow → Care → Manage
01Capture inquiry
02Coordinate follow-up
03Prepare for intake
grow / Capabilities
Patient Intake & CRM, connected to the way you work.
Referral relationships
Track referring organizations and relationship activity so your team can manage its referral network intentionally.
Pipeline visibility
Distinguish new inquiries, consultations, and treatment starts rather than counting all contacts as patients.
CRM connections
Review connections with the CRM tools your team already uses, including the records and actions that need to stay aligned.
Marketing attribution
Connect available source information to downstream activity so you can evaluate channels beyond clicks and form fills.
Intake handoffs
Define who owns the next step and what information needs to move from the growth team to the care team.
Common questions
A clearer starting point.
Is this a replacement for clinical intake?
CRM coordination and clinical intake serve different purposes. Your practice should determine which information belongs in each system and how the handoff is handled.
Can we connect our current CRM?
Connection scope depends on your CRM and the data you want to exchange. Bring your current setup to the discussion so the available approach can be confirmed.
Explore the connected platform
Built around your practice
Let’s connect the right pieces.
Tell us about your team, current systems, and priorities. We’ll discuss how patient intake & crm fits into your operating environment.