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.
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Summit Partner
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.
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
How we support
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.
The Provisio Assessment Engine
A purpose-built Salesforce application designed to seamlessly streamline standard clinical assessment workflows.
- Conducts, automatically scores, and stores high-stakes mental health evaluations—including the PHQ-9, C-SSRS (Columbia Suicide Severity Rating Scale)—directly within your core CRM record.
- Eliminates the need to score tests by hand or upload attachments from siloed apps. It maps historical data visualizations directly over time within a single screen, setting the foundational architecture needed for predictive analytics to recommend your team’s next best operational intervention.
Real-Time Crisis Response & Dispatch Management
Engineered for rapid mobile crisis deployment teams requiring split-second coordination.
- Crisis center agents receive distress calls directly on their desktops, backed by an integrated real-time dispatch map displaying all field-response vehicles.
- Automatically identifies and routes vital situational context directly to mobile crisis responders in the field. It synchronizes updates across the mobile device, call center dashboard, and help-seeker in real time, dramatically slicing emergency response windows.
EHR-to-CRM Interoperability Layer
Leverages secure MuleSoft configurations and custom API development to bridge the gap between your electronic health record (EHR) systems and your everyday CRM environment.
- Eliminates manual data entry duplication across dominant human services systems, including integration experience with platforms like AthenaHealth and NetSmart.
- Integrates disparate cross-department data layers so organizations operating across over 100 regional sites can aggregate data, track cross-program enrollments, and instantly compile complex impact metrics for funder reporting.
Data Automation for CalAIM & Medicaid Waiver ComplianceEnhanced Care Management & Community Supports
A dedicated automation framework designed specifically for California behavioral health providers managing massive administrative requirements under CalAIM regulations.
- Automatically segments incoming leads from actively enrolled members and current outreach contacts, ensuring care managers never waste administrative effort on duplicated actions.
- Natively generates care plans, automates clinician routing assignments, tracks milestone checklists, and compiles complex healthcare billing data. Compiles dense Return Transmission Files and Outreach Tracker Files at the click of a single button.
Trusted AI for Nonprofits
CAUSE+ Eligibility Agent
An autonomous AI companion that supports staff during intake and case review, surfacing baseline clinical eligibility criteria and routing incoming cases to the appropriate clinician or care coordinator.
CAUSE+ Follow-Up Agent
Keeps human connections strong by automating routine, empathetic outreach check-ins with clients, tracking continuity of care without placing an extra task on busy staff calendars.
CAUSE+ Grant Onboarding AI
Automatically scans, processes, and extracts critical operational rules directly from complex, 80+ page grant agreements, telling your team exactly who qualifies under new funding streams.
A Process-First Transformation Designed to Eliminate Implementation Risk
Aligning your organization’s people and clinical processes so they work hand-in-hand with your new technology is just as important as implementing the software itself. Instead of just checking technical features off a list, we tie these powerful tools to your real, daily clinical and intake workflows. This clears away administrative noise so your team achieves long-term care outcomes that align with your human-centered mission.
Strategic Discovery & Business Process Clarity
We immerse your clinical leadership and frontline teams in structured workflow mapping workshops to visualize operations—from initial intake and triage to screening scoring and crisis dispatch—before writing a single line of code. By focusing on long-term care outcomes over a standard features checklist, we uncover hidden administrative pain points, map your specific program logic models, and optimize workflows so your new software reinforces actual care solutions rather than duplicating existing workarounds. This process unifies leadership around core clinical priorities and a shared strategic direction.
Organizational Capability Mapping & Fixed-Fee Scoping
We define the precise organizational capacities needed to achieve your mission and build an actionable technology roadmap that charts the clear relationship between how your care managers work and how Salesforce supports them. By anchoring this roadmap directly to your explicit budget and requirements, you receive a transparent, fixed-fee scope of work that entirely eliminates downstream pricing surprises.
Phased Implementation & Change Enablement
We address the human side of tech starting on day one. By proactively evaluating clinician change appetite and technical readiness, we implement tailored change management, communication, and enablement plans. This directly addresses the fear that technology will replace personal touch, ensuring your clinicians and care managers confidently trust and adopt the platform to enhance face-to-face care.
Data Strategy & Reporting as a Resilience Strategy
We standardize how client intake notes, standardized assessments (like PHQ-9 and C-SSRS), and service touchpoints are logged, backing this with robust data strategy development and governance model design. By establishing organization-wide data definitions and HIPAA-compliant access controls, we ensure your clinical and compliance metrics are secure, trusted, and cleanly mapped to critical business decisions. This turns reporting into a resilience strategy—building audit-ready frameworks that safeguard your grant and healthcare funding amidst shifting regulatory landscapes.
Deep Strategic Alliance & Ongoing Managed Services
Launch day is just the beginning of true operational sustainability; we don’t walk away at go-live. Provisio provides active hypercare and continuous managed services to handle system optimizations, manage EHR integration updates, and prepare your clinical data architecture for advanced AI scaling. Our goal is to transition from a short-term tech vendor to an essential, long-term strategic alliance built on trust, giving you the internal muscle required for long-term patient impact.
Why Provisio: Combining Strategic Advising with Sector Expertise
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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.
Kickstart your clinical innovation journey.
Speak directly with a Provisio behavioral health consultant to schedule a 30-minute operational assessment call.
