The same record is recreated
Lead, patient, payer and facility information is entered repeatedly with different identifiers and conflicting updates.
Keep the EMR. Keep the billing platform. Promotion Metrics connects the workflows, identities and exceptions that fall between them.
Most facilities already bought software for every department. The workarounds remain because those products were not built to operate as one environment.
Promotion Metrics makes the gaps visible, gives the next step an owner and preserves the context as work moves across departments.
Lead, patient, payer and facility information is entered repeatedly with different identifiers and conflicting updates.
Source, conversation, verification, authorization and operational details do not travel with the person.
A record fails to transfer and no accountable exception is created for someone to resolve.
Leadership spends more time debating which report is correct than acting on the result.
ControlFlow, ConnectFlow and the shared identity layer govern access, mappings and events. Each Flow product handles a focused workflow without directly changing another product’s tables.
Define where clinical, billing, communication and operational truth should originate.
Use the universal client identifier and approved external IDs to match records reliably.
Exchange authorized status and workflow information through monitored APIs, webhooks and mappings.
Route missing, conflicting or failed transfers into an owned queue instead of silently overwriting data.
Use the products you need now. Add more without rebuilding identities, permissions or the patient journey.
Explore all 22 products →Central connector management for CTM, SalesIQ, Google, Meta, aviation APIs, email, SMS, payroll and external systems.
Explore ConnectFlow →Identity and access controlCentral authentication, organizations, facilities, users, product entitlements, roles, permissions and audit history.
Explore ControlFlow →Behavioral health CRMLeads, opportunities, admissions, assessments, referral sources and complete client journeys in one purpose-built CRM.
Explore LeadFlow →Executive intelligenceCustom reports, dashboards, operational analytics and cross-product business intelligence for decision-makers.
Explore InsightFlow →Unified communicationsUnified communications for calls, texts, email, website inbox, team messaging and complete communication history.
Explore OmniFlow →Census and capacityBed availability, room assignments, pending admissions, census, moves, discharges and projected census in one live operating view.
Explore BedFlow →No. The EMR remains the approved clinical system of record. Promotion Metrics manages and connects operational workflows surrounding it.
No. Claims submission, coding and payment posting remain with the billing platform or provider. Promotion Metrics can use authorized data for forecasting and operational intelligence.
The platform is designed to show the conflict and source and create a reviewable exception rather than silently overwriting critical information.
Map the gaps across inquiries, admissions, census, staffing, authorization, outcomes, revenue and compliance.
Request a workflow review →