For healthcare intake, admissions, and marketing teams
The only healthcare platformyou will ever need.
Click. Captured. Booked.Velant does it in one breath — HIPAA-compliant, AI-driven, zero tab-switching.
HIPAA-compliant · Unlimited users · Pay only for usage · Built for time-sensitive leads
The gaps
Healthcare loses leads in the gaps.
Disconnected intake channels create blind spots between the first click and the booked appointment.
The result: missed leads, higher costs, and slower growth.
Leads arrive fast—follow-up doesn’t.
Calls, texts, forms, and ad platforms don’t talk to each other.
Teams can’t track what’s working—so budget gets wasted.
One system from clicks → communication → conversion.
Velant is the AI healthcare platform that captures every patient lead, replies in under 30 seconds, and books more appointments—HIPAA-compliant CRM, EHR, AI Voice Agent, ePrescribe (EPCS), and insurance billing on one platform.
Journey flow
The Velant workflow
Watch a lead move through Velant.
From first click to reporting — every stop on the journey, automated.
- Step 01
Click / Ad / Form
A lead arrives from a click, ad, or form submission. Source and intent data are captured immediately.
app.velant.ai/leads/newCaptured · 0.4sLead Intake
NewAMAlicia Mendez
Apr 12, 1989 · Texas, US
Phone
(512) 555-0148Email
alicia@example.comInsurance
BlueCross PPOReason
Initial consultSource Attribution
Google Ads- CampaignGSN · IOP Q3
- UTM Sourcegoogle
- UTM Mediumcpc
- GCLIDCj0KCQ…✓
- Landing page/iop-q3
- Time on page1m 48s
Routed
Admissions queue · Sarah on rotation · SLA 60s
- Step 02
Call / SMS
Outbound call and SMS outreach begins right away. The lead is acknowledged and routed to the right owner.
NEW LEAD FROM GOOGLE AD
LEAD NAME: CALEB NORTON
CAMPAIGN: GSN_IOP_CAMPAIGN
LEAD PHONE: (817) 048-3948
LEAD EMAIL: CALEB.NORTON@EXAMPLE.COM
Caleb Norton at 15:05
Hey there, I just saw your info come through. That couldn't have been easy to send. Are you okay if I give you a quick call to hear what's going on? I'm James, and I work closely with people who are overwhelmed and trying to find real options for themselves or someone they love. You won't have to figure this out alone anymore.AI Response at 15:07
Totally up to you on timing — happy to call now, this evening, or tomorrow morning. Whatever feels easiest. Just text back a window that works.AI Response at 15:07
Outbound call queued · SMS delivered ✓✓ · Routed to admissionsStatus Update at 15:07
SMSWhatsAppEmailinternal|externalMessageGIF - Step 03
AI Monitoring
AI watches for replies and engagement signals across channels. It keeps the thread active without manual polling.
NEW LEAD FROM GOOGLE AD
LEAD NAME: CALEB NORTON
CAMPAIGN: GSN_IOP_CAMPAIGN
LEAD PHONE: (817) 048-3948
LEAD EMAIL: CALEB.NORTON@EXAMPLE.COM
Hey there, I just saw your info come through. That couldn't have been easy to send. Are you okay if I give you a quick call to hear what's going on?AI Response at 15:07
Lead monitoring initiated · Admissions team notified · SLA timer startedStatus Update at 15:07
Link preview opened from mobile (iOS · Safari) — engagement signal detectedStatus Update at 15:14
No reply within 30-min window · Escalating to admissions sequenceStatus Update at 15:37
SMSWhatsAppEmailinternal|externalMessageGIF - Step 04
Follow-up Workflow
If there is no response, a timed follow-up sequence starts. Messaging stays consistent and compliant.
Hey there, I just saw your info come through. That couldn't have been easy to send. Are you okay if I give you a quick call to hear what's going on? I'm James, and I work closely with people who are overwhelmed and trying to find real options for themselves or someone they love.AI Response at 15:07
Lead monitoring initiated · Admissions team notifiedStatus Update at 15:07
Hey there — I know reaching out might feel like a lot. Most people feel that way at first. Just so you know, I'm here and I can talk whenever you're ready. You don't have to commit to anything — it's just a conversation to understand what's going on. Want me to give you a quick call and walk through it together?Admissions AI Response at 15:37
Quiet hours respected · Next nudge scheduled for tomorrow 9:30amStatus Update at 15:38
SMSWhatsAppEmailinternal|externalMessageGIF - Step 05
Client Re-engages
The client re-engages and the workflow elevates them to the team. Handoffs are clear and tracked.
Hey there — I know reaching out might feel like a lot. Most people feel that way at first. Just so you know, I'm here and I can talk whenever you're ready. You don't have to commit to anything — it's just a conversation to understand what's going on.Admissions AI Response at 15:37
Hi, I need help!Caleb Norton at 11:30
Absolutely — I'll call you here in just a minute. While I'm dialing in, can you confirm BlueCross PPO is still your active plan?Admissions AI Response at 11:31
Yes that's correct, thank you.Caleb Norton at 11:31
Phone Call Transcript · 00:38
Recipient: This call is recorded for quality assurance. Caleb: Hi James, thanks for calling back so fast — I've been trying to figure this out for weeks…SMSWhatsAppEmailinternal|externalMessageGIF - Step 06
Appointment / Admissions
Scheduling and admissions are coordinated in one flow. Next steps are confirmed and documented.
Today, January 15, 2026
NEW LEAD
TYPE: TELE-HEALTH CONSULT REQUEST
LEAD NAME: HARPER VANCE
CAMPAIGN: LANDING PAGE - VIRTUAL COUNSELING
LEAD PHONE: (781) 607-2583
Harper Vance at 22:26
SMSWhatsAppEmailinternal|externalMessageGIF - Step 07
Lead Matrix Reported
Outcomes roll up into reporting for visibility and ROI tracking. The lead matrix stays current.
app.velant.aiLiveWelcome shehan!
Today · 2,146 events · $482,910 pipeline
TODAYPipeline value · MTD
▲ 22.4%$0
Won this month
0 deals · $ 0
Live activity
42/minLead from Google Ads+$148Booking confirmed · IOP+1SMS reply · positive+1Lead Breakdown
PhoneAdsMetaWebEngagement Rate
0%
Qualified Lead
0%
Won Rate
0%
Deals in Progress
0
▲ +38 this wkTotal Unique Texts
0
▲ +612 todayWon Deals
0
▲ +24 this wkTotal Unique Calls
0
▲ +418 todayCost per Lead
$0.00
▲ -12% MTDConversion Rate
0.0%
▲ +6.2 pts
Convergence
Stop juggling a fragmented stack to manage one lead.
Most practices stitch together a CRM, an EHR, a phone system, an SMS tool, and a stack of spreadsheets — then wonder why follow-ups slip. Velant collapses all of it into one timeline your team and your AI both work from.
Multiple Platforms · Multiple logins · 0 Unified view
Messages in one app. Notes in another. Charts somewhere else. Your team is constantly switching tabs just to keep up.
One platform · one login · 100x efficiency
VelantYour team focuses only on what matters, while Velant works behind the scenes to turn leads into real revenue and simplify your day-to-day.
One Hub
Combines every channel into one.
Eighteen modules. Three workflows. One HIPAA-compliant timeline your team and your AI work from together.
Engage
6 modulesEvery patient touchpoint in one timeline.
- Cloud TelephonyInbound · Outbound
- AI Voice AgentNew24/7 agentic calls
- MessagingSMS · WhatsApp · RCS
- EmailThreaded inbox
- Web Chat & FormsSite widgets · intake
- Team ChatInternal threads
Automate
6 modulesAI runs the busywork — your team handles patients.
- AI Co-PilotNewCross-app assistant
- AI Lead Follow-upMulti-channel nurture
- AI Booking AgentNewPatient self-scheduling
- Smart TranscriptionAuto call notes
- Smart Note TakingAI chart summaries
- Opportunity PipelineAI lead scoring
Care & Grow
6 modulesClinical, financial, and growth — one platform.
- EHRCharts · Records
- ePrescribeNewSurescripts · 50 states
- Insurance & BillingEligibility · Claims
- Appointment SchedulingAuto-book slots
- Source AttributionDNI · UTMs · click IDs
- ReportingClosed-loop ROI
What unification actually buys you
No more chuckling between multiple apps just to get by the day — everything happens in the same platform.
AI sees the full context — lead history, lead sources, insurance — the moment someone engages.
Every lead lands in the same timeline and if a lead slips up, Velant picks up automatically.
The Velant journey
Every scroll is a chapter in the patient acquisition story.
Velant connects each step into one flowing narrative, so teams never lose context from first click to lifetime value.
Custom CRM. Built for Your Workflow.1
Build forms, fields, and automations that match your process—so leads move seamlessly from first click to reported outcomes.
- Custom forms & fields
- Workflow Studio automations
- Dashboards & team reporting
Custom Forms
Field Builder
Workflow Studio
CRM Blueprint
Publishing
Queue
- Facebook post scheduledscheduled
- Instagram post scheduledscheduled
- Blog article scheduledscheduled
- GMB listing postedposted
Lead Tracking & Source Attribution
See every channel, every touch, and every source in one view.
- Track every phone call source + online application
- Track every landing page
- Filter spam
- Offline conversion uploads (Growth+)
Paid Search Lead
Google Ads · GSN_IOP · GCLID ✓
Meta Form
Instagram · UTM medium=paid_social
Referral Call
DNI tracked · 877-velant-1
Organic Web
velant.ai/iop · time on page 1:48
Top Sources · 30d
Conversations (Unified Inbox)
Keep every communication, document, and record tied to the lead and owner.
- SMS, WhatsApp, and Email in one thread
- Inbound and Outbound document history.
- Shared team inbox + internal notes
- Advanced AI responses
Jordan Mitchell
"Confirmed for Wed at 3 PM — see you then."
Natalie Cooper
"Just sent over the intake docs you requested."
Ryan Brooks
"Quick question about insurance coverage…"
Brooke Hunt
"Left voicemail — please call back when free."
AI reply drafted
"Hi Ryan — your BlueCross PPO covers a $35 copay for our IOP. Want me to walk through the intake?"
Calling & AI Notetaking
Call from desktop or mobile with AI notetaking and lead linking to make workflows easier.
- Built-in dialer + mobile app2
- Call recording + AI notetaking
- Searchable transcripts
- Missed-lead visibility + faster handoffs
Inbound Call · Alex Carter
Duration 4:12 · AI summary ready
Voicemail · Sam Wright
0:38 · Transcribed
Follow-up · Chris Bennett
Outbound · 1:54 · Synced to CRM
QA Review · Erin Walsh
Flagged for compliance review
AI Note · Alex Carter
4:12- Interested in evening IOP starting next week
- Insurance: BlueCross PPO · co-pay verified
- Next step: send intake link via SMS
Pipelines, TasksOwnership
Move leads through intake with clear stage ownership.
- Intake pipeline stages + opportunity cards
- Tasking and next-step ownership
- Clear visibility into current stage of the lead
New Intake
8Qualified
5Scheduled
3Admitted
2Owner Assignments · Today
- SM6
Sarah Mitchell
Admissions
- JB4
James Brooks
Intake
- EW3
Emma Walsh
Clinical
Automations & Workflows
Trigger follow-ups and rules without manual effort.
- Multi-step workflows with delays + branching
- Quiet hours + escalation
- Automated advanced AI content creation based on objection
Auto Reply · Out-of-hours form
Trigger · form_submit · quiet hours
Nurture · 7-day sequence
Trigger · no_reply ≥ 24h · SMS + Email
Reactivation · Cold leads
Trigger · last_touch > 14d
Escalation · High intent
Trigger · phrase match → assign owner
Workflow stats · 24h
Runs
1,284
Success
98.7%
Avg latency
1.2s
Escalations
11
Reporting & KPI Dashboards
Understand ROI, response speed, and funnel health.
- Cost per lead / conversion visibility
- Conversion rate + funnel performance
- Response time, talk time, texts
- Track team performance and individual performance
- Track anything with custom widgets and custom dashboards
Cost per Lead
$148
-12% vs prev
Conversion Rate
34%
+6.2% vs prev
Avg Response
27s
-41% vs prev
ROI Snapshot
5.4×
+0.6× vs prev
Weekly bookings
+18%Documents & Clinical Notes Workspace
Capture intake details and clinical notes in one workspace.
- Form builder + templates
- Clinical notes + sign/lock
- Send secure links via email + sms
- Custom Workspaces and Notes1
Intake Form · 12 fields
Sent · Pending signature
Insurance Card
Uploaded · OCR extracted ✓
Clinical Notes · Visit 03
AI summary · Signed by clinician
Consent · Telehealth
e-Signed 2026-05-13 ✓
AI Note draft
v3Patient reports reduced anxiety since session 02. Sleep improved 5 → 7 hrs. Continue current medication. Schedule follow-up in 2 weeks.
Insurance Billing
File Claims. Get Paid Faster.
Submit 837P claims, verify eligibility in real time, and auto-reconcile ERA/835 payments—all without leaving Velant.
- Electronic claim submission + resubmissions
- Real-time eligibility checks (270/271)
- ERA / 835 auto-retrieval + reconciliation
- Patient statements + payment matching
ePrescribe (eRx)
Prescribe in 30 seconds. Without leaving Velant.
Surescripts-certified e-prescribing built into every patient chart — all 50 states, controlled substances supported, with a full audit trail.
- Surescripts network — 1.7M prescribers, 67k pharmacies
- EPCS for Schedule II–V controlled substances
- Real-time pharmacy + formulary lookup
- PDMP check for state-mandated workflows
Your team can work from anywhere.
Every plan includes mobile calling + texting so staff can respond instantly on the go—without losing track or accountability.
Always connected. Convenient access.
Why Velant
See How Velant Compares
The only all-in-one platform built for healthcare marketing + operations.
HIPAA-Compliant CRM
Built-in EHR / Patient Records
AI Call Scoring + Summaries
Integrated Telephony + SMS
Closed-Loop Attribution
AI Content Generation
Mobile Intake App
Smart Lead Nurturing
Custom AI per Specialty
Real-time Eligibility Checks
Pricing
Ready to replace your patchwork stack?
Book a DemoYour team grows.
Your bill doesn't.
One flat monthly price for your whole practice. Unlimited free front-desk and billing staff, and the full platform — EHR, billing, CRM and free telehealth — included in every plan.
1 clinician · unlimited seats
Up to 5 clinicians · unlimited seats
Up to 12 clinicians · unlimited seats
Up to 25 clinicians · unlimited seats
Up to 50 clinicians · unlimited seats
50+ clinicians · multi-site · unlimited seats
No setup fee · Free migration · Cancel anytime
Request demoThe Velant difference
Never charged
per seat.
Front desk, billers, intake coordinators, supervisors and admins are unlimited and free. Clinicians are included up to your plan — no per-head fee.
Per-seat platforms climb with every hire. An 18-clinician practice pays $1,499 flat on Velant vs $8,750+ elsewhere — and the gap widens with every hire.
The whole platform, in every plan
No modules, no feature tiers, no add-on packs. Every practice gets everything.
Unlimited telehealth — free
HIPAA video inside Velant, no per-minute fees
AI note-taking
AI drafts & structures every note — out of the box, at no extra cost
Unlimited non-clinical staff
Front desk, billers & admins — always free
Full EHR
Charts, dictation & treatment plans
Insurance billing & RCM
Claims, VoB, EoB, ERA & enrollment — no per-claim fees
CRM, intake & patient portal
Leads, referrals, self-scheduling & forms
Mobile app
Synced with the desktop platform
AI intake co-pilot
24/7 SMS scheduling & triage
HIPAA + BAA · free migration
Compliant by default, no setup fee
Optional add-ons
The only usage-based pieces left — switch them on when you need them.
Recording & AI Scribe
Per telehealth sessionRecording securely captures each video visit — encrypted, HIPAA, on your own infrastructure. AI Scribe listens and drafts the clinical note, ready to review and sign. Your everyday EHR notes already come AI-drafted, included.
You pay only for the sessions you record — no per-provider subscription. On / off per clinician, telehealth visits only.
Communications
Pay as you goReal HIPAA business lines and two-way patient texting from the unified inbox — no more personal cells.
E-Prescribing (EPCS)
For prescribers only — counselors and staff never need it. Only your licensed prescribers carry this; every other seat stays free. EPCS controlled substances included, no separate tier.
- Full e-Prescribing with EPCS — controlled substances (stimulants, benzodiazepines)
- DEA-compliant, sent straight from Velant
- NewRx & renewals
- Live pharmacy directory & drug database
- Prescription history & drug interaction checks
- Integrated within Velant EHR workflow
Every plan includes the full platform. Add-ons billed monthly on actual use. No minimums, no surprises.
FAQs
What is the best HIPAA-compliant CRM for healthcare practices?
Velant is the only HIPAA-compliant CRM with a built-in EHR, ePrescribe (EPCS), free telehealth video, integrated telephony, AI lead follow-up, and insurance billing — all in one flat-priced platform that never charges per seat. Pricing starts at $149/mo, and every plan includes the full EHR and billing suite at no extra charge.
How is Velant different from Salesforce Health Cloud or HubSpot?
Velant is one flat price — never charged per seat — and includes a built-in EHR with clinical notes, ePrescribe, and insurance billing, purpose-built for healthcare. A 5-clinician team pays $449/mo flat on Velant vs. $1,625+/mo on Salesforce Health Cloud or $1,000+/mo on HubSpot at per-seat rates — neither of which include EHR, integrated telephony, or healthcare-specific AI follow-up.
Is there a HIPAA-compliant alternative to GoHighLevel for clinics?
Yes. Velant is built HIPAA-aligned from day one with BAA available, role-based access, audit logs, and TCPA-aware messaging. Unlike GoHighLevel it includes a built-in EHR, Surescripts-certified ePrescribe, insurance billing, and HIPAA-compliant telehealth — purpose-built for behavioral health, addiction treatment, and medical practices.
How fast does Velant respond to a new patient lead?
Under 30 seconds. Velant's AI Voice Agent and AI Lead Follow-up send an SMS or WhatsApp acknowledgement and queue an outbound call within seconds of any form submission, ad click, or inbound call — including after hours and weekends.
Does Velant include both a CRM and an EHR in one platform?
Yes. Velant combines a HIPAA-compliant CRM with a built-in EHR (clinical notes, sign-and-lock workflows, intake forms, consent capture). The EHR and insurance billing suite are included in every plan at no extra cost — with no per-claim fees.
Can Velant book patients automatically using AI?
Yes. The AI Booking Agent lets patients self-schedule through SMS, WhatsApp, or web chat — confirming insurance, finding the next available slot with the right provider, and dropping the appointment directly into the calendar. The AI Voice Agent handles inbound calls 24/7 for the same workflow.
What does Velant cost for a small behavioral health practice?
A 3-provider behavioral health practice pays $449/mo flat on the Small plan (up to 5 clinicians) — EHR, insurance billing, CRM, unlimited free telehealth, and AI note-taking all included, plus unlimited free front-desk and billing staff. Add ePrescribe for 1 prescriber ($39/mo, 300 e-scripts included) and a phone line ($39/mo) and the total is about $527/mo — with no per-seat or per-claim fees.
Is Velant HIPAA compliant?
Yes. Velant is built for HIPAA-aligned workflows with role-based access, audit logs, encrypted communications, BAA available on request, TCPA-aware messaging, and SOC 2 controls in progress. Enterprise adds SSO/SAML and an expanded compliance pack.
Does Velant replace my current EHR or work alongside it?
Both options are supported. Most behavioral health, addiction treatment, and outpatient practices consolidate onto Velant's built-in EHR because lead-to-patient continuity drives a measurable revenue lift. For practices that need to keep their existing EHR (Athenahealth, Epic, etc.), Velant complements it by handling intake, communications, follow-up, billing reconciliation, and marketing attribution.
Does Velant support e-prescribing (eRx) including controlled substances?
Yes. Velant ePrescribe is Surescripts-certified for all 50 states with EPCS for Schedule II–V controlled substances, DEA 1311-compliant identity proofing, real-time pharmacy and formulary lookup, drug interaction checks, and PDMP integration where state-mandated. $39/mo per prescriber with 300 e-scripts included, then 12¢ each — EPCS included, no separate tier. Only your licensed prescribers carry this; counselors and staff never need it. Available on every plan.
Does Velant include HIPAA-compliant telehealth video?
Yes. Unlimited HIPAA-compliant 1:1 and group telehealth video is included free on every plan — no per-minute fees, no setup fees, no app download for patients, with integrated scheduling, consent capture, waiting room, and session billing. Optional add-ons: Telehealth Recording (15¢/session) and AI Scribe (25¢/session) for hands-free clinical notes.
Can we track leads from Google Ads and Meta?
Yes—Velant captures source data (DNI, UTMs, GCLID/FBCLID) and supports offline conversion uploads on Growth+.
Do you support multiple locations?
Yes—Enterprise is designed for multi-location teams with advanced tracking number capacity and governance.
Is there a setup fee?
No. Setup, onboarding, and migration from your current platform are free on every plan—configuration, workflows, and reporting dashboards included.
Do you have a mobile app?
Yes—every plan includes the mobile app with calling + texting so staff can respond instantly on the go—without losing track or accountability.
Who is Velant best suited for?
Velant is built for healthcare organizations, multi-location clinics, and high-volume lead teams that need faster response times, better attribution, and clear visibility into calls, messages, and follow-ups.
Is Velant a CRM, an EHR, or both?
Both. Velant combines a HIPAA-compliant CRM (lead management, communications, attribution) with a built-in EHR (clinical notes, ePrescribe, insurance billing, telehealth) in one product. The EHR + billing suite is included in every plan at no extra cost.
Does Velant support role-based access?
Yes. Velant uses role-based access controls so administrators, managers, and staff only see what they are permitted to access.
Can Velant track phone calls as leads?
Yes. Velant supports call-based lead tracking, allowing you to associate inbound and outbound calls with leads and measure outcomes.
Does Velant support call attribution?
Yes. Velant is designed to help attribute calls and form leads back to marketing sources such as Google Ads, Meta, and other campaigns.
Can Velant handle high call and lead volume?
Yes. Velant is built on scalable infrastructure and is designed for teams handling large volumes of inbound leads and calls.
Does Velant work for multi-user teams?
Yes. Velant supports multiple users with ownership assignment, activity tracking, and team-level visibility.
Can Velant automate follow-ups?
Velant supports structured follow-up workflows, and AI-powered automation features are planned to reduce manual work.
Does Velant provide reporting and analytics?
Yes. Velant provides visibility into lead status, response activity, and performance metrics, with expanded reporting planned.
Is Velant cloud-based?
Yes. Velant is a cloud-based platform hosted on modern infrastructure, requiring no on-premise servers.
How long does onboarding take?
Onboarding time varies by complexity, but most teams are set up quickly once lead sources, users, and workflows are defined.
Does Velant support custom workflows?
Yes. Velant is designed to adapt to your existing workflow rather than forcing rigid processes.
Can Velant integrate with third-party tools?
Velant is built to integrate with marketing, communication, and analytics tools commonly used by modern teams.
How do we get started with Velant?
The best way to get started is to book a demo, where we review your workflow, lead sources, and goals before setup.
Stop leaking leads.Start converting them.
See Velant’s tracking, inbox, pipeline, and AI follow-up working together in one place. We’ll tailor the demo to your workflow.
Please do not include any protected health information (PHI) in your request.