Team Inbox & Admissions CRM

Every admissions channel in one shared inbox.

Facebook Messenger, Instagram DMs, website chat, and SMS inquiries arrive in one shared workspace on desktop and iPhone so no lead waits on the wrong screen across shift changes.

Structured contact context beside every chat

Each channel contact carries admissions intake details, custom workspace lead stages, standard pre assessment answers, call recordings, and real time Stedi 270/271 VOB results right beside the conversation.

Four channels, one workspace

Manage Messenger, Instagram DMs, Website Chat, and SMS from one shared inbox without tab switching across separate social and phone logins.

Admissions CRM record

Contact info, payer details, time zone, pre assessment answers, and downloadable contact and VOB PDFs stay pinned next to the messages. Explore CRM features.

Smart folders & custom stages

Filter by New, Hot, Ready, Scheduled, Admitted, custom workspace stages, unreplied, or assigned to you, with live queue counts.

Built for admissions coordination

Reply together without overwriting each other. Claim contacts, leave private clinical and financial notes, and step in cleanly on web or iOS.

Internal team notes

Add private notes visible to your coordinators in the thread timeline while keeping internal coordination invisible to the prospect.

Clear owner assignment

Claim a conversation or route it to an on call specialist with live synchronization that protects newer assignments and stage changes.

One tap takeover

Step into any live thread in one tap and the AI pauses immediately, then hand automated coverage back whenever appropriate.

24/7 AI coverage with warm human handoffs

Your messaging AI agent and separate Website Chat AI agent greet new inquiries in seconds, screen accepted commercial and state Medicaid payers, and hand summarized leads to your staff.

Around the clock reply

Inquiries arriving at 2 AM get an empathetic reply in seconds in your facility's voice, including Telnyx transcription of voice messages leads send.

Summarized handoff

When a contact is qualified and ready, coordinators receive a concise summary with recent messages, payer fit, and phone details.

REST API & signed webhooks

Send qualified contacts, appointments, and handoff events with our REST API and signed webhooks to your own endpoint, on Growth and above.

See it in your admissions workspace

Connect Messenger, Instagram, or Website Chat and start answering inquiries the same day.

Start today →
Facility Operations & VOB Audit

Request an Admissions & Intake Audit for Your Facility

Tell us about your facility and current marketing channels. Hunter and the Automate Admits team will look at how your after hours inquiries are answered today and where real time insurance checks could help.

Levels of care you offer (select all that apply)
Marketing channels you use today

Please do not include patient or lead details, such as names, phone numbers, health or insurance information.

Read by Hunter Shepard, Founder. We reply by email, usually within one business day.

Audit request received

Thanks. Your request reached the Automate Admits team. A real person will read it and reply by email, usually within one business day.