Census CRM is a web-based CRM for addiction treatment and behavioral health admissions teams. Its workflow organizes admissions into Qualification, Approval, and Commitment stages, supported by a 14-step guided qualification process with branching and substance, mental-health, and safety screening. Insurance benefits are verified in real time and assigned HIGH, MEDIUM, or LOW risk classifications. Facility matching considers level of care, bed availability, insurance acceptance, exclusions, and specialty programs. The platform lists connections to tools including CallRail, CTM, Twilio, Google Ads, Meta Ads, website builders, Kipu, and Sunwave. It can pass admission records to EMR systems such as Kipu and Sunwave, but does not perform clinical charting. Security measures include encryption at rest and in transit, audit logging, session timeout, reauthentication, and five role-based access levels. Census CRM states that it is HIPAA compliant and meets 42 CFR Part 2 requirements, and offers a Business Associate Agreement. Its SOC 2 Type II audit is in progress and the report is not yet complete. Pricing is scoped per seat on request; a one-time onboarding fee is also scoped to the operation.
Who it is for
It is designed for behavioral-health admissions teams, marketing and business-development staff, owners and operators, and alumni teams. Teams needing admission workflows and EMR handoff rather than clinical charting may find its scope relevant.
What is good
- Three-stage admissions pipeline
- Real-time insurance verification with risk classification
- Facility matching includes bed availability and level of care
- Encryption, audit logging, and role-based access levels
- Onboarding includes training and ongoing support
What to know first
- Pricing is scoped on request
- Onboarding fee amount depends on the operation
- Does not perform clinical charting
- SOC 2 Type II report is not yet complete
Verdict
Census CRM focuses on admissions coordination, insurance checks, and facility placement rather than clinical records. Ask about per-seat pricing, onboarding scope, and the status of its SOC 2 audit before choosing it.
Get started with Census CRM
- Visit the Census CRM website.
- Request pricing.
- Plan for the one-time onboarding fee covering implementation, data migration, and team training.
- Use the included onboarding training, documentation, and video walkthroughs.
Limits to know first
Pricing is available on request, and a one-time onboarding fee covers implementation, data migration, and team training; the fee amount is scoped to the operation. Census CRM hands admission records to EMRs and does not perform clinical charting.
Questions about Census CRM
How much does Census CRM cost?
Pricing is available on request. A one-time onboarding fee covers implementation, data migration, and team training, with the amount scoped to the operation.
What does Census CRM do for admissions?
It organizes work into Qualification, Approval, and Commitment stages, with a 14-step guided flow. It also verifies insurance benefits and matches facilities against listed criteria.
Does Census CRM perform clinical charting?
No. It hands admission records to EMR systems such as Kipu and Sunwave, but does not perform clinical charting.
Which tools does it integrate with?
Listed integrations include CallRail, CTM, Twilio, Google Ads, Meta Ads, WordPress, Wix, Squarespace, Webflow, Kipu, and Sunwave.
What compliance and security measures are stated?
The company states that Census CRM is HIPAA compliant and meets 42 CFR Part 2 requirements, and makes a Business Associate Agreement available. Security measures include encryption, audit logging, session timeout, reauthentication, and five role-based access levels; its SOC 2 Type II audit is in progress.
Census CRM plans and pricing
All plansCompared on healthcare CRM software
- Referral management
- Yes
- Patient relationships
- Yes
- Provider relationships
- Yes
- HIPAA support
- Yes
- Workflow automation
- Yes
