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Complete Recovery Addiction Treatment Rehab

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40%
 Faster lead-to-admission 
3→1
 Systems unified (CTM·KIPU·SF) 
Zero
 Lead leakage 
100%
 CTM ↔ KIPU integration 

PROJECT OVERVIEW

 Tree House Recovery delivers high-touch addiction care across multiple facilities (California & North Carolina) — but its backend ran on siloed platforms. CallTrackingMetrics handled calls, KIPU was the EHR, and nothing connected them. Admissions, billing, clinical, and outreach teams worked across spreadsheets, email, and manual follow-ups — with no structured way to track leads, automate pre-screen/VOB/discharge, sync documents to KIPU, or see why leads were lost. The team was also new to Salesforce — this was their first CRM. NMG implemented a fully customized Salesforce platform as the central nervous system of their admissions engine, orchestrating CTM and KIPU into one workflow.
VOB Requested→ Financial Approval→ Peer-to-Peer Cleared→ Scheduled→ Admitted

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PROJECT NAME

Salesforce CRM & Health Platform Integration for Tree House Recovery 

SERVICES OFFERED

  • Salesforce CRM Implementation
  • CTM Call-to-Lead Integration
  • KIPU EHR Integration (push + web hook + scheduled sync)
  • Lead-to-Opportunity Pipeline & Disqualifiers
  • Dynamic Pre-Screen & Episode-of-Care
  • Email Workflow Automation (VOB / scheduling / escalations)
  • Mobile BD Lead Capture
  • Role-Based Access & HIPAA-aligned Document Handling

INDUSTRY

Healthcare / Rehabilitation

BUSINESS TYPE

B2C – Rehabilitation & Wellness Centre

TECH STACK

salesforce ctm health
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Tree House Recovery is transforming rehabilitation operations by connecting clinical workflows and healthcare systems through Salesforce integration. Here's how it's setting new standards: 

  • integration
    Seamless Integration
    NMG connected Salesforce with CTM (calling) and KIPU (EMR), ensuring smooth, real-time data synchronization across systems, eliminating silos and manual handoffs.
  • management
    Automated Lead Management
    CTM call data now automatically generates leads in Salesforce, enabling timely tracking and structured follow-ups from inquiry to admission.
  • notification
    Real-Time Notifications
    Automated email alerts keep the care team updated at every stage of the patient journey, improving internal coordination and reducing response time.
  • document
    Centralized Document Management
    Patient-related documents are securely shared between Salesforce and KIPU, streamlining administrative tasks and improving data accessibility.
  • secure
    Secure, Role-Based Access
    Access to patient data is restricted based on user roles, improving security and ensuring compliance with healthcare regulations.
  • workflows
    Smart Opportunity Workflows
    Custom opportunity stages within Salesforce reflect each step in the rehab process, giving staff full visibility into patient progress.
  • efficiency
    Operational Efficiency
    By automating workflows and reducing manual effort, the rehab center has seen measurable improvements in productivity and service delivery.
  • experience
    Better Patient Experience
    With improved coordination, real-time updates, and streamlined onboarding, patients now experience a smoother, more responsive journey.

FEATURES

  • CTM Lead Integration - inbound/missed calls instantly create Salesforce leads + tasks.
  • Lead-to-Opportunity Pipeline - VOB → Financial Approval → Peer-to-Peer → Scheduled → Admitted, with reasons-for-loss tracking.
  • Salesforce ↔ KIPU - push Opportunity to KIPU chart (demographics + insurance); scheduled batch pulls status/facility/discharge/diagnosis; web hook syncs PDFs/documents.
  • Dynamic Pre-Screen & Episode of Care - Lightning/Visualforce intake tracking each admission lifecycle.
  • Mobile BD Lead Capture - field reps add leads on mobile, synced to master records.
  • Automated Email Alerts - VOB requests, scheduled/rejected notifications, approval escalations.
  • Role-Based Access & Reporting - HIPAA-aligned visibility + live dashboards (admits, lead-loss reasons, payer mix, BD performance).

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