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.

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.

Frequently Asked Questions

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

Can Ritten automatically charge client copays?

Yes. You can set up workflows to automatically charge client copays once claims are processed and payer responsibility is clear.

Can Ritten generate and submit electronic claims (837) and process remittances (835)?

Ritten supports electronic claim workflows commonly used in healthcare revenue cycle operations, including preparing claim data for submission and reconciling remittance information. Exact connectivity (clearinghouse, payer connections, ERA, and status transactions) depends on your configuration and integration requirements.

Does Ritten support behavioral health billing models like per diem, bundled rates, and fee-for-service?

Yes. Behavioral health organizations often bill using a mix of per diem (residential/inpatient), bundled case rates, and fee-for-service (outpatient, professional services). Ritten can be configured to support common billing structures and payer-specific rules, including authorization-related constraints.

Does Ritten work with clearinghouses or third-party billing services?

Many organizations use a clearinghouse or billing partner. Depending on your model, Ritten can support that workflow through integrations, exports, or APIs. We’ll confirm your clearinghouse and billing setup during scoping.

How do Authorizations connect to claims?

Authorizations are linked to payers and CPT codes. When you bill, Ritten applies the appropriate auth details to the claim automatically.

How do client payments tie back to claims?

Payments are linked to specific services and claims, so your A/R and client balances stay accurate and audit-ready.

How does Ritten handle authorizations and utilization management requirements?

Ritten supports capturing authorization and payer requirements and can connect encounter and documentation workflows to authorization rules. This is especially important in higher levels of care where approved dates, units, and medical necessity documentation must align to avoid denials.

How does Ritten help prevent denied claims?

Ritten is designed to connect documentation to billing requirements. Organizations can configure billing rules and documentation checks so missing required fields, unsigned notes, or incomplete encounters are identified early. Clean-claim workflows reduce rework, denials, and delays in reimbursement.

What is Ritten RCM (revenue cycle management) for behavioral health?

Ritten RCM is the revenue cycle component of the Ritten behavioral health platform. It connects clinical encounters and documentation to billing workflows to help programs generate clean claims, manage payer requirements, track authorizations, and improve cash flow through better visibility into the billing pipeline.

What revenue cycle reporting is available in Ritten?

Ritten supports configurable reporting that can include billed vs. unbilled volume, aging and A/R indicators, payer mix, denial categories, and operational throughput metrics. The specific dashboards and exports depend on your payer contracts, encounter structures, and finance reporting needs.

See how your admissions team would work in Ritten.

Email hello@ritten.io to schedule a walkthrough.