Part of Resonara OS · the operating system for behavioral-health practices
Pathway · Intake CRM

Every inquiry becomes a
ready-to-schedule client.

Pathway is the intake CRM for behavioral health — purpose-built for client specialists, where most practices bolt on a generic CRM that runs into the thousands a month. It tracks every prospect from first inquiry to active client, and it's the single source of truth for intake data.

Request early access See it in the OS →
The pipeline

The whole intake journey, on one board.

  • Kanban pipeline — new inquiry → contacted → scheduled → active, every prospect a card you can move.
  • Insurance & forms tracking — eligibility status and missing-forms flags on each record, so nothing slips.
  • Billing-communication log & safety flag — the front-desk context the clinical team needs, in one place.
  • Auto-intake — new inquiries can land straight from your intake form, no retyping.
  • "Send to chart" only when ready — intake becomes structured data the chart, billing, and Vantage all reuse.
Pathway — Intake Pipeline
New inquiry 3
Avery R.
Self-referral · 2h ago
Verifying insurance
Marcus D.
Web form
Needs call
Contacted 2
Jordan P.
BCBS · active
Eligible ✓
Scheduled 2
Sam T.
Thu 2:00 · intake sent
Forms 2/3
Active ·
Lena M.
→ Sent to chart
Active client
Flicker · therapist matching

Matched to the right therapist — with a real slot to book.

Flicker matches each prospect to the right clinician based on fit and availability, and surfaces 2–3 real, bookable intake slots — clinician, room, and time (or telehealth). One click books the intake and creates the chart, on the same availability engine that prevents double-booking. Matching happens within your own team, and the result lands right in the Pathway pipeline.

One source of truth

Intake entered once, counted everywhere.

Feeds the chart

When a prospect is ready, "send to chart" creates the client record — demographics, insurance, and intake answers already in place.

Feeds billing

Insurance captured at intake flows into eligibility checks and claims — no re-keying member IDs at the billing desk.

Feeds Vantage

Pathway is the single source of truth for intake; the clinic dashboard reads its conversion metrics directly, never a separate count.

Founding Practice · early access

Run intake like a real pipeline.

Pathway comes with Resonara OS — the intake CRM most practices pay thousands a month for, included. Founding practices get discounted early access while we build.

Join the Founding Practice program Request early access