“Where are we losing money we should already be collecting?”
Missed calls, slow follow-up, authorization gaps and uncollected balances hide across systems.
The connected operating system for behavioral health
Your entire operation. Finally in flow.
One system connecting growth, admissions, census, staffing, authorization, clinical outcomes, quality, revenue and licensing—so owners can see what is happening, understand why and act before it becomes expensive.
Keep your EMR. Keep your billing platform. Connect the operation around them.
01 No forced EMR migration02 Modular rollout03 One connected patient journey
LIVE SYSTEM PULSEAll signals connected
Executive operating pictureSee it.
Before it hits.
Before it hits.
LeadFlowQualified opportunity receivedNOW
BedFlowProjected census updated+14D
StaffFlowOvertime risk detectedREVIEW
LicensingFlowRenewal deadline approaching90D
OutcomeFlowTreatment progress trend updated+7D
QualityFlowQuality threshold needs reviewREVIEW
GROWADMITOPERATEPROTECT
Built for owners who need togrow revenueprotect marginsee risk early
THE CONNECTION PROBLEM
Your departments have software. Your facility still runs on workarounds.
Most behavioral health facilities already have an EMR, CRM, phone system, verification process, advertising platforms, payroll software and financial reports. The spreadsheets, group texts and duplicate entry remain because the operation between those systems was never connected.
See how the operating layer works →01Missed inquiries
Calls, forms and follow-up queues do not share ownership or urgency.
02Unknown blockers
“Pending” hides verification, approval, transport, documents and placement delays.
03Reactive operations
Census, staffing, arrivals and discharges change faster than the plan.
04Late risk
Authorization, quality, credential and licensing issues surface after the response window.
01 / THE EXECUTIVE PROBLEM
The biggest threat is usually the one no system showed you in time.
Lost revenue, unnecessary labor, broken handoffs and compliance risk rarely appear in one report. Promotion Metrics connects the causes before they become expensive outcomes.
“Why are labor costs climbing faster than census?”
Static schedules, overtime, agency coverage and idle capacity quietly consume margin.
“What expires, lapses or falls out of compliance next?”
Licenses, credentials, inspections and required actions cannot depend on a spreadsheet reminder.
“What problem is forming before anyone reports it?”
Connected intelligence finds weak signals across teams so leadership can intervene earlier.
02 / 22 PRODUCTS. ONE SYSTEM.
Powerful alone. Unstoppable together.
Each Flow product solves a serious operational problem on its own. Together, they share one login, one client identity and one connected operating foundation.
01AttractMarketFlow · FormFlow
02EngageAgentFlow · CallFlow
03ConvertLeadFlow · VerifyFlow · AuthFlow
04AdmitAdmitFlow · BedFlow · FlightFlow
05OperateStaffFlow · OmniFlow · RevenueFlow
06Improve + protectOutcomeFlow · QualityFlow · LicensingFlow
THE PROMOTION METRICS ADVANTAGE
See how the platform connects →One login. One client identity. One connected behavioral health operating system.
03 / THE 22-PRODUCT FLOW SUITEFocused products.
Focused products.
One uncompromising core.
Start with the constraint hurting you today. Add what you need tomorrow without rebuilding accounts, identities or reporting.
View all 22 products →Behavioral health CRM
LeadFlow
Leads, opportunities, admissions, assessments, referral sources and complete client journeys in one purpose-built CRM.
Explore LeadFlow →Census and capacityBedFlow
Bed availability, room assignments, pending admissions, census, moves, discharges and projected census in one live operating view.
Explore BedFlow →Conversion formsFormFlow
Website forms, conditional logic, attribution capture, secure submissions and automated lead routing.
Explore FormFlow →AI phone and chat agentsAgentFlow
AI call, chat, intake, follow-up and workflow agents that can propose CRM updates and create accountable tasks.
Explore AgentFlow →Attribution and optimizationMarketFlow
Advertising spend, campaign attribution, lead-source tracking, ROI and Google offline conversions connected to outcomes.
Explore MarketFlow →Forecasting and scenariosRevenueFlow
Expected reimbursement, collections forecasts, payer modeling, census projections and scenario planning.
Explore RevenueFlow →Executive intelligenceInsightFlow
Custom reports, dashboards, operational analytics and cross-product business intelligence for decision-makers.
Explore InsightFlow →Unified communicationsOmniFlow
Unified communications for calls, texts, email, website inbox, team messaging and complete communication history.
Explore OmniFlow →Insurance workflowVerifyFlow
Insurance eligibility, benefits verification, VOB workflow, payer approvals and documentation in one accountable process.
Explore VerifyFlow →Call tracking and telephonyCallFlow
Call tracking, routing, recordings, transcription, AI quality auditing and call-performance analytics.
Explore CallFlow →Prior authorization and utilization managementAuthFlow
Prior authorization, concurrent review, utilization-management workflow, payer documentation and deadline control.
Explore AuthFlow →Identity and access controlControlFlow
Central authentication, organizations, facilities, users, product entitlements, roles, permissions and audit history.
Explore ControlFlow →Patient responsibilityCollectFlow
Statements, payment plans, outreach, patient responsibility and collections workflow connected to the broader journey.
Explore CollectFlow →Professional relationshipsReferralFlow
Ethical inbound and outbound referrals, facility relationships, referral history and suitability-based placement.
Explore ReferralFlow →AICORE
OBSERVECONNECT
PREDICTRECOMMEND
From signal to interventionAcross revenue, labor, outcomes, quality, compliance and care operations
04 / INTELLIGENCE BUILT INSee how the system works →
AI is not the product. A facility that runs better is.
Promotion Metrics was designed, coded and implemented with intelligence at the foundation—not retrofitted with a chatbot. The technology works behind the scenes to connect data, expose risk, predict pressure and recommend action across the whole operation.
The product is a cohesive solution: more revenue, less waste, stronger outcomes, earlier warnings and fewer operational surprises.
Grow revenueImprove response, conversion, attribution, reimbursement visibility and collections follow-through.
Reduce overheadAlign staffing to projected census and expose overtime, duplicate work and unused capacity.
Improve qualityMeasure treatment progress, detect deteriorating trends and turn quality thresholds into accountable action.
Solve problems earlierConnect the cause to the outcome and propose an accountable next step for human approval.
05 / EXECUTIVE TRUTHMore clients do not automatically create a healthier operation.
More clients do not automatically create a healthier operation.
Connected performance does.
Stop askingHow many leads did we get?
↓
Start knowingWhere are we gaining revenue, improving outcomes, losing margin, creating risk—and what should we do next?
Revenue truthSource, conversion, reimbursement and collections
Operating truthCensus, staffing, transport and discharge readiness
Outcome truthClinical progress, completion, engagement and follow-up
Risk truthAuthorization, quality, licensing and audit history
CLEAR BY DESIGN
We know where the platform belongs—and where it does not.
The value is not in pretending one product should own every clinical, financial and operational responsibility. It is in connecting the organization while preserving clear systems of record and accountable human decisions.
Your approved EMR remains the official clinical record for treatment, diagnoses, orders, medications and clinical documentation.
Your billing partner and technology continue to manage coding, claims, payment posting and payer billing activity.
AI may organize and recommend. Qualified people retain clinical, admission, compliance and high-risk decisions.
The platform is built around the connected operational realities of behavioral health, not a repackaged sales pipeline.
NOT RETROFITTEDBuilt from the pressure of real behavioral health operations.
06 / WHY PROMOTION METRICS
Built because the existing stack kept failing the people using it.
The knowledge behind Promotion Metrics comes from years inside addiction treatment and behavioral healthcare—connecting advertising, call handling, admissions, verification, capacity, staffing, clinical outcomes, quality, licensing, reporting and the executive decisions behind them.
We did not start with a generic software category and search for a healthcare use case. We started with the operational problems, then built the platform we needed.
Why that experience matters → Take control before the next surprise
Find where the operation is coming apart.
Map the gaps across inquiries, admissions, census, staffing, authorization, outcomes, revenue and compliance.
Request a workflow review →