Core
Unlimited users • 5 tracking numbers included
- Dynamic tracking (DNI)
- Web forms + UTM/GCLID
- Unified inbox (calls + msgs)
- Pipeline stages + tasks
- KPI dashboards + attribution
For healthcare intake, admissions, and marketing teams
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
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.
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
From first click to reporting — every stop on the journey, automated.
A lead arrives from a click, ad, or form submission. Source and intent data are captured immediately.
Lead Intake
NewAlicia Mendez
Apr 12, 1989 · Texas, US
Phone
Insurance
Reason
Source Attribution
Google AdsRouted
Admissions queue · Sarah on rotation · SLA 60s
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
AI Response at 15:07
AI Response at 15:07
Status Update at 15:07
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
AI Response at 15:07
Status Update at 15:07
Status Update at 15:14
Status Update at 15:37
If there is no response, a timed follow-up sequence starts. Messaging stays consistent and compliant.
AI Response at 15:07
Status Update at 15:07
Admissions AI Response at 15:37
Status Update at 15:38
The client re-engages and the workflow elevates them to the team. Handoffs are clear and tracked.
Admissions AI Response at 15:37
Caleb Norton at 11:30
Admissions AI Response at 11:31
Caleb Norton at 11:31
Phone Call Transcript · 00:38
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
Outcomes roll up into reporting for visibility and ROI tracking. The lead matrix stays current.
Today · 2,146 events · $482,910 pipeline
Pipeline value · MTD
▲ 22.4%$0
Won this month
0 deals · $ 0
Live activity
42/minLead Breakdown
Engagement Rate
0%
Qualified Lead
0%
Won Rate
0%
Deals in Progress
0
Total Unique Texts
0
Won Deals
0
Total Unique Calls
0
Cost per Lead
$0.00
Conversion Rate
0.0%
Convergence
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.
Messages in one app. Notes in another. Charts somewhere else. Your team is constantly switching tabs just to keep up.
Your 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
Eighteen modules. Three workflows. One HIPAA-compliant timeline your team and your AI work from together.
Every patient touchpoint in one timeline.
AI runs the busywork — your team handles patients.
Clinical, financial, and growth — one platform.
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
Velant connects each step into one flowing narrative, so teams never lose context from first click to lifetime value.
Build forms, fields, and automations that match your process—so leads move seamlessly from first click to reported outcomes.
Custom Forms
Field Builder
Workflow Studio
CRM Blueprint
Publishing
Queue
See every channel, every touch, and every source in one view.
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
Keep every communication, document, and record tied to the lead and owner.
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?"
Call from desktop or mobile with AI notetaking and lead linking to make workflows easier.
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
4:12Move leads through intake with clear stage ownership.
New Intake
8Qualified
5Scheduled
3Admitted
2Owner Assignments · Today
Sarah Mitchell
Admissions
James Brooks
Intake
Emma Walsh
Clinical
Trigger follow-ups and rules without manual effort.
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
Understand ROI, response speed, and funnel health.
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%Capture intake details and clinical notes in one workspace.
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
Submit 837P claims, verify eligibility in real time, and auto-reconcile ERA/835 payments—all without leaving Velant.
ePrescribe (eRx)
Surescripts-certified e-prescribing built into every patient chart — all 50 states, controlled substances supported, with a full audit trail.
AI Pro and Enterprise include mobile calling + texting so staff can respond instantly on the go—without losing track or accountability.
Always connected. Convenient access.
Why Velant
The only all-in-one platform built for healthcare marketing + operations.
Ready to replace your patchwork stack?
Book a DemoPLANS & ACCESS
One-time implementation investment: $1,000 (onboarding + configuration).
Unlimited users • 5 tracking numbers included
Unlimited users • 10 tracking numbers included
Unlimited users • 20 tracking numbers included
Unlimited users • Custom tracking numbers included
Calls
10¢ / min
SMS
5¢ / msg
MMS
8¢ / msg
Extra numbers
$3 / mo each
Included with AI Advanced & Enterprise. Available as a $99/mo add-on to Core & AI Pro.
Flat rate · Unlimited providers · Unlimited admin/billing staff
All usage billed monthly based on actual consumption. No minimums, no surprises.
Available as an add-on for all Velant plans. Full EPCS compliance with DEA 1311 identity proofing and audit. No setup fees.
HIPAA-compliant telehealth, pay-as-you-go on every plan. No per-seat fees — pay only for minutes used.
Review every plan feature, from tracking coverage to AI guidance.
Designed for single-location teams starting with tracking.
Velant is the only HIPAA-compliant CRM with a built-in EHR, ePrescribe (EPCS), telehealth video, integrated telephony, AI lead follow-up, and insurance billing — all in one platform with unlimited users. Pricing starts at $99/mo and AI Advanced ($499/mo) includes the EHR and billing suite at no extra charge.
Velant has no per-seat fees (unlimited users), includes a built-in EHR with clinical notes, ePrescribe, and insurance billing, and is purpose-built for healthcare. A 3-user team pays $499/mo on Velant AI Advanced vs. $975+/mo on Salesforce Health Cloud or $600+/mo on HubSpot — neither of which include EHR, integrated telephony, or healthcare-specific AI follow-up.
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.
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.
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 on AI Advanced and Enterprise plans, and available as a $99/mo add-on on Core and AI Pro.
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.
A typical 3-provider behavioral health practice with 1 prescriber pays about $657/mo: AI Advanced ($499/mo, includes EHR + billing) + ePrescribe for 1 prescriber ($75/mo) + ~40 telehealth sessions ($18/mo) + ~500 min of calls and 300 SMS ($65/mo). All on unlimited users.
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.
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.
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. $75/mo per prescriber with volume discounts at 5+ ($65/mo each) and 10+ ($55/mo each). Available on every plan.
Yes. HIPAA-compliant 1:1 and group telehealth video is available on every plan at $0.01/min per participant. No setup fees, no monthly minimum, no app download for patients, with integrated scheduling, consent capture, waiting room, and session billing. Example: a 45-minute 1:1 session costs $0.90.
Yes—Velant captures source data (DNI, UTMs, GCLID/FBCLID) and supports offline conversion uploads on Growth+.
Yes—Enterprise is designed for multi-location teams with advanced tracking number capacity and governance.
Configuration, onboarding, and initial setup so your system is ready for real operations—tracking, workflows, and reporting included.
Yes—AI Pro and Enterprise include mobile calling + texting so staff can respond instantly on the go—without losing track or accountability.
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.
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 on AI Advanced and Enterprise plans, or a $99/mo add-on on lower plans.
Yes. Velant uses role-based access controls so administrators, managers, and staff only see what they are permitted to access.
Yes. Velant supports call-based lead tracking, allowing you to associate inbound and outbound calls with leads and measure outcomes.
Yes. Velant is designed to help attribute calls and form leads back to marketing sources such as Google Ads, Meta, and other campaigns.
Yes. Velant is built on scalable infrastructure and is designed for teams handling large volumes of inbound leads and calls.
Yes. Velant supports multiple users with ownership assignment, activity tracking, and team-level visibility.
Velant supports structured follow-up workflows, and AI-powered automation features are planned to reduce manual work.
Yes. Velant provides visibility into lead status, response activity, and performance metrics, with expanded reporting planned.
Yes. Velant is a cloud-based platform hosted on modern infrastructure, requiring no on-premise servers.
Onboarding time varies by complexity, but most teams are set up quickly once lead sources, users, and workflows are defined.
Yes. Velant is designed to adapt to your existing workflow rather than forcing rigid processes.
Velant is built to integrate with marketing, communication, and analytics tools commonly used by modern teams.
The best way to get started is to book a demo, where we review your workflow, lead sources, and goals before setup.
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.