Technology built to power human-centered care.
Through deep strategic guidance that aligns your people and processes with our pre-built accelerators, we help you achieve faster ROI by connecting client intake, clinical screening, mobile crisis dispatch, and EHR systems into a single, compliant platform powered by Agentforce Nonprofit.
- Agentforce Nonprofit
- HIPAA-compliant architecture
- PATH Marketplace approved vendor
1440 × 1080 px (4:3)
Hero — clinical / care setting
400 × 400 px
Summit Partner
Built for the organizations delivering behavioral health care.
From a single outpatient clinic to a hundred-site statewide network, we configure Salesforce around the way your clinicians and care managers already work.
Community Mental Health Centers (CMHCs) & Outpatient Clinics
Organizations transitioning off disjointed Excel sheets and Word documents to track ongoing outpatient counseling and multi-site caseloads.
Mobile Crisis Response Teams & Dispatch Centers
Agencies requiring real-time tracking, immediate vehicle routing, and immediate data delivery to field responders during high-stakes intervention calls.
CalAIM, ECM & Community Supports Partners
California-based healthcare and behavioral health networks sifting through massive monthly population files to manage complex outreach and automated billing.
Multi-Site Behavioral Health Networks
Large-scale networks operating across dozens of regional centers that require aggregated, board-ready impact metrics and funder-compliant reporting.
Certified Community Behavioral Health Clinics (CCBHCs)
Standardized clinical environments requiring unified intake platforms to track rigorous national quality measures across integrated physical and mental health frameworks.
Your team is spending its care hours on paperwork.
Four patterns come up in nearly every behavioral health organization we sit down with.
Fear that technology destroys the human touch
Many behavioral health organizations worry that introducing advanced software will create a rigid barrier between case managers and clients, effectively replacing the vital personal touch of their mission.
Visibility without core integration
Operating on “visibility without integration” means having a map with no roads. Lacking data connections between your front-facing workflows and backend systems forces clinicians to restart intake files from scratch every time a referral moves between care sites.
The overwhelming administrative burden
Clinicians and care managers spend dozens of hours every month manually sifting through client spreadsheets, outreach trackers, and compliance forms rather than spending that valuable time delivering face-to-face patient care.
Siloed clinical screenings
Standardized mental health evaluations are frequently conducted on disparate platforms or paper documents, forcing staff to manually score results, calculate severity indices, and copy metrics between systems.
Now that we have officially gotten our ECM Salesforce module off the ground, I just wanted to take a moment to express some gratitude! This project required an enormous amount of time, brainstorming, collaboration, troubleshooting, patience, and creativity from so many people across both teams. Bringing together workflows, technical design, reporting needs, compliance considerations, and real-world user experience was no small FEAT! … We are also excited that this partnership will continue on future projects.
Health Right 360
Enhanced Care Management implementation partner
How we support
Five connected capabilities, built on a single Salesforce data foundation. Start with the bottleneck costing your clinicians the most time, and layer on the rest without rebuilding.
Universal Intake
A secure, accessible, and multilingual self-service site that acts as a standardized entry point for clients, building immediate institutional trust.
- Powered natively by Social Determinants of Health (SDOH), allowing clients or staff to complete a triage-style digital assessment to instantly identify crucial needs like food insecurity, housing instability, and transportation barriers.
- Program eligibility matching: automatically performs grant-matching workflows to calculate immediate eligibility across multiple complex funding strings, instantly generating a single, time-stamped case file to review system enrollment efficiency.
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Aligning your people and processes matters as much as the technology itself. We tie these tools to your real daily workflows, not a features checklist.
Strategic discovery and process clarity
Structured workflow mapping workshops before a line of code is written. We surface hidden pain points, map your program logic models, and align leadership on priorities, so new software reinforces solutions instead of duplicating problems.
Organizational capability mapping
We define the capacities your mission needs and build a roadmap tying how your people work to how your technology supports them. Anchored to your budget, it becomes a fixed-fee scope with no downstream surprises.
Phased implementation and change enablement
The people side starts on day one. Change appetite and readiness assessments feed tailored communication and enablement plans, so frontline shelter and housing staff actually adopt the system you paid for.
Data strategy and reporting as resilience
We standardize how stays, services, and exits are logged, backed by governance design and organization-wide data definitions. Reporting becomes an audit-ready framework that safeguards funding amid federal budget shifts.
Ongoing alliance and managed services
Launch day begins operational sustainability, it does not end the engagement. Active hypercare and managed services handle optimizations and prepare your data architecture for AI scaling.
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Required HUD data elements are captured natively inside daily case management workflows — not bolted on at reporting time.
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A process-first approach
Every client gets strategic guidance so their technology supports long-term mission goals — mission planning, leadership alignment, change management, process optimization, and more. When people, processes, and technology are aligned, it creates better outcomes for those you serve.
Deep industry expertise
We don't just know Salesforce. We know the ins and outs of affordable housing, transitional housing, and emergency shelter operations, which lets us integrate technology, daily workflows, and data in support of your organization's purpose.
Pre-built accelerators
Bypass standard development timelines with our templated Housing & Shelter CAUSE Solutions, developed through years of hands-on work in the field. Prove ROI faster, with less disruption to services during implementation.
Questions we hear from behavioral health teams
Don't see yours? Talk to a consultant and we'll walk through it.
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We hear this concern a lot. Many behavioral health organizations are naturally cautious about technology because they fear it will erode the vital human connection at the center of mental healthcare. Our process-first strategic advising is explicitly designed to address this. We build technology to support human-centered service delivery, not replace it. By automating tedious spreadsheet sorting, data entry, and manual calculation tasks, we clear away administrative noise so your clinicians can focus on what they do best: spending meaningful time with the people they serve.
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Yes. We specialize in using MuleSoft and custom API layers to connect Salesforce to major EHR applications like Credible, Welligent, and AthenaHealth. Our goal is to create a true single source of truth, removing manual dual-entry so your demographic data and electronic clinical documentation flow cleanly between platforms.
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Absolutely. If your organization isn't quite ready for a full deployment, we offer an upfront, dedicated advisory assessment engagement. Just like we've done with partners like the Mental Health Association of San Francisco (MHASF), we can pause on technical implementation and focus purely on stakeholder interviews, business process mapping, and building a realistic readiness roadmap first.
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Yes. For California-based behavioral health providers looking to implement Enhanced Care Management (ECM) or Community Supports under CalAIM, Provisio is an approved vendor on The PATH Technical Assistance Marketplace. Eligible organizations can apply directly for marketplace funding to completely cover the costs of our technical consulting and implementation services.
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No generic slide decks. No canned software demos. Tell us where your operational data is stuck, and we'll map out a path to fix it.
A working session, not a sales call
Fixed-fee scope before any build begins
We'll tell you if you don't need us yet
From the intersection of technology and human services
