Ritten Customer Relationship Management

One system.
From first call to discharge.

Ritten's CRM is built for behavioral health admissions. Track every inquiry, every referral, and every organization in the same platform that runs your charts so the data captured on day one is the data your clinical team uses on day thirty.

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Product Overview

What is the Ritten CRM?

The Ritten CRM is the admissions module of the Ritten platform. It replaces spreadsheets, generic sales tools, and disconnected intake forms with a purpose-built workflow for behavioral health: cases that move through your admissions pipeline, referral organizations and contacts that stay tied to the clients they send, and a public lead application that captures new inquiries directly into your CRM.

Because the CRM lives inside Ritten, when an admissions coordinator qualifies a case, the data they collected including insurance card images, demographics, referral source and client's associated organizations all flow directly into the client chart when the case is admitted. No re-entry. No reconciliation.
End-to-End Admissions

Seamless admission, end to end

Most behavioral health programs cobble admissions together: a marketing form here, a Google Sheet there, an EMR that knows nothing about the work that happened before the chart was created. Ritten brings the entire admissions journey into one connected workflow.

Capture. Public lead applications, manual case entry, and call-tracking integrations all create cases in the same place.
Qualify. Move cases through configurable statuses with data, attachments, and notes attached to each one.
Coordinate. Assign owners, set follow-up dates, log notes, and tag cases by source.
Convert. When a case is moved to Pre-Admission, Ritten generates an MRN and a client chart, carrying forward the insurance card images uploaded during admissions.
Connect. Every case is linked to a referring person and organization, so you can see which referral partners are sending clients who admit.

What's inside the CRM?

Most behavioral health programs cobble admissions together: a marketing form here, a Google Sheet there, an EMR that knows nothing about the work that happened before the chart was created. Ritten brings the entire admissions journey into one connected workflow.

Case Management. The admissions workflow itself. Cases, statuses, owners, follow-ups, and tags. Includes Call Tracking Metrics (CTM) integration to link inbound calls directly to cases.
Referral & Organization Management. Track the referral partners that send you clients. See which organizations and individual referents are sending qualified cases, and manage ROIs at the organization or individual level.
Lead Application. A public, configurable application form you can embed on your website or share by link. Submissions create cases in your CRM automatically, with insurance cards and demographics captured up front.
Contact & Organization Management. The shared people-and-places foundation underneath everything: clinic-wide contacts, organizations, and the relationships between them. Reused across cases, charts, and ROIs.
What Makes Ritten's CRM Different?

Ritten's CRM isn't a generic sales CRM bolted onto an EMR. It's built around how behavioral health programs actually take in clients.

Same platform as the chart. When admissions converts a case, the chart is generated from it during admissions are already in the chart's Attachments tab.
Built for behavioral health admissions. Pre-Admission status, MRN generation, ROIs, and Person-Seeking-Treatment workflows, not deal stages and sales pipelines.
Configurable to your workflow. Case statuses, case tags, case sources, organization tags, reasons for disqualification, and the Lead Application form itself are all configurable in CRM settings.
Shared contacts and organizations. The referring provider on a case is the same record the clinical team sees on the chart. One source of truth across the platform.

Built for the way you actually admit clients

Residential and detox programs managing multiple inbound channels per day.
PHP/IOP programs converting outpatient referrals into structured care.
Multi-location organizations routing leads to the right facility.
Programs that rely on referral partners and need to prove value to those partners.
“Hands down, the best system I’ve ever worked with.”
– Clinic Owner

Frequently Asked Questions

Still have questions about our behavioral health software? Email us at hello@ritten.io

Can we capture leads from our website?

Yes. Ritten's Lead Application is a public form you can configure in CRM settings and either embed on your website or share by link. Submissions create new cases in your CRM with the submitted information attached, including insurance card images.

Does the CRM integrate with our phone system?

Ritten integrates with Call Tracking Metrics (CTM) so inbound and outbound admissions calls flow into the CRM with AI-generated call summaries. The CTM integration is available to customers with the CRM included on their contract.

How does Ritten track referral relationships?

Each case can be connected to a referring organization and a referral point of contact. From an organization's page, you can see all clients that organization has sent. From a contact's page, you can see the contact's relationships to other people and organizations.

Is the Ritten CRM separate from the EMR?

No. The CRM is part of the Ritten platform. Admissions, charting, and billing all run on the same data and the same client, the same insurance record, the same referring organization.

See how your admissions team would work in Ritten.

Email hello@ritten.io to schedule a walkthrough.
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