New · Now Live

Automate every workflow.

Internal tasks. External communications. Client engagement. Billing reports. If it's a workflow you do more than once, Navix runs it for you.

See It in a Demo Talk to Sales

Automation Activity · Live

7 in last 6 min

9:47 AMSent
PHQ-9 survey to Sarah M. — 24h post-discharge
9:48 AMDelivered
Daily census report to billing@yourfacility.com
9:49 AMCompleted
VOB for Jamie K. — Aetna PPO, in-network confirmed
9:50 AMReminded
Dr. Lopez — group note for 8AM session unsigned
9:51 AMRouted
Inbound call from CallRail — assigned to admissions on-call
9:52 AMFlagged
Alumni Jordan T. — PHQ-9 score 22, escalated to clinical lead
9:53 AMSent
Continued-stay UR draft to UR coordinator — auth expires Friday

Real automations. Real facilities. Running 24/7.

The thesis

If you do it more than once, it should run itself.

Behavioral health facilities are full of recurring work — outcome measures sent on schedule, daily census reports to billers, alumni follow-up at 30/60/90 days, appointment reminders, license expiration alerts. Most of it doesn't need a human to push the button. Navix Automation runs it for you.

How it works

Three pieces. Endless workflows.

Choose a trigger

An event in the chart, a schedule, a threshold crossing, or a manual one-click. Anything in Navix can fire an automation.

Define the action

Send an SMS, an email, a form. Create a task, post a note, fire a webhook. Update the chart. Deliver a report. Run an AI prompt against the chart.

Let it run

Automations run in the background with full audit logs. Humans handle the exceptions; the routine work just happens.

What you can automate

Forty-plus workflows. All running in the background.

A starting library — every facility builds its own custom automations on top of these.

Outcomes

Client Engagement

Capture outcomes data, drive adherence, and close the response loop without staff lifting a finger.

✓
Auto-send PHQ-9, GAD-7, CSSRS, or any custom outcome measure on a schedule (intake, weekly, mid-treatment, discharge)
✓
Appointment reminders 24h and 2h before, with one-tap reschedule
✓
Post-session check-in SMS, configurable by program
✓
No-show recovery sequence — auto-text within 30 minutes, escalate to clinician if no response
✓
Medication adherence reminders for MAT and psychiatric meds
✓
Re-engagement drip for ghosted clients

Admissions

Admissions & Intake

Move inquiries through the funnel without dropping leads or burning admissions coordinators on hold.

✓
Auto-VOB the moment insurance info is captured — no waiting on hold
✓
Welcome packet, intake forms, and consents auto-sent on bed assignment
✓
Lead routing by program type, geography, level of care, payer
✓
Drip campaigns for dropped inquiries (1d, 3d, 7d, 14d)
✓
Auto-route inbound calls from CallTrackingMetrics and CallRail directly into the CRM with full attribution
✓
Family communication on admission — automated welcome and expectation-setting

Continuum of care

Discharge & Alumni

Discharge isn't an endpoint — it's the start of a different workflow. Most facilities drop the ball here. Navix doesn't.

✓
Discharge satisfaction survey auto-sent within 24h of discharge
✓
Aftercare plan delivered to client and to next-step provider
✓
Alumni follow-up cadence: 1 week, 30, 60, 90, 180, and 365 days
✓
PHQ-9 / GAD-7 captured at each touchpoint, flagged when scores escalate
✓
Auto-route alumni reporting struggles back into admissions for re-engagement
✓
Anniversary check-ins and milestone celebrations

Cash collection

Billing & RCM

The work that historically takes 3–5 billers per facility. Most of it shouldn't take any.

✓
Daily census report auto-delivered to internal billing team or external biller
✓
Claims auto-built from completed sessions and submitted to clearinghouse
✓
ERAs auto-posted; mismatches flagged for review
✓
Denials routed to billing team with the chart context attached
✓
Continued-stay UR draft auto-prepared 5 days before authorization expires
✓
Patient statements and payment plan reminders on schedule

Operations

Internal Ops & Staff

The 100 small tasks that fill up a director's day, gone.

✓
Calendar tasks created from chart triggers (e.g., "client at 30 days, schedule treatment plan review")
✓
Daily / weekly task summaries to staff by role
✓
Credentialing and license expiration reminders to HR 30/60/90 days out
✓
Shift reminders and schedule confirmations
✓
Weekly metrics digest auto-sent to leadership inbox
✓
Maintenance tickets auto-created from chart events (e.g., medication discrepancy → pharmacy task)

Audit-ready

Compliance & Quality

Stay JCAHO and CARF survey-ready without sprinting before every visit.

✓
Chart auditing for missing notes, signatures, treatment-plan reviews
✓
JCAHO and CARF requirement deadlines tracked and surfaced
✓
Incident-report follow-up tasks auto-created and tracked to closure
✓
Policy acknowledgment requests when a policy is updated
✓
42 CFR Part 2 compliance flags on inappropriate data sharing attempts
✓
Records retention auto-archived per policy

Growth

Marketing & Pipeline

Every dollar attributed. Every call answered. Every referral nurtured.

✓
Inbound calls from CallTrackingMetrics and CallRail routed to the right admissions coordinator with full call recording attached to the lead
✓
Lead source attribution down to the keyword and ad campaign
✓
Nurture sequences for warm leads not yet ready to admit
✓
Quarterly check-ins to referring providers with their referral activity
✓
Customer success milestone communications (30, 60, 90 days post-admit)
✓
Auto-update CRM contact records from new call data

Featured automation

The discharge → outcomes → alumni loop.

Discharge isn't an endpoint. It's the start of a different workflow. Here's one automation that captures outcomes, drives engagement, and routes relapse-risk back into admissions — without your team doing anything.

Trigger

Discharge signed

Clinician signs the discharge in the chart. Automation fires.

Action

PHQ-9 sent

Client receives an SMS link to a PHQ-9 form. No login. Mobile-completable in under 60 seconds.

Capture

Score recorded

Response captured back into the chart. Score calculated. Trend logged against earlier scores.

Threshold

Risk evaluated

If score >= 15 OR rising sharply, escalation route opens.

Outcome

Routed

Score normal: alumni cadence continues. Score concerning: clinical lead and admissions both get a flag.

Then it does this again at 1 week, 30 days, 60 days, 90 days, 6 months, and 1 year. Forever. With zero staff time.

Triggers

Anything in Navix can fire an automation.

Time-based

Run every Monday 8am, every 30 days post-discharge, daily at close of business — any schedule, any cadence.

Event-based

When a chart status changes, a form is submitted, a session ends, a discharge is signed — fire automatically.

Threshold-based

When a PHQ-9 crosses 15, attendance drops below 70%, an authorization expires in 5 days — surface it.

Manual

One-click trigger from any chart, list, or dashboard for ad-hoc workflows that still benefit from automation.

Actions

Then it can do almost anything.

SMS

Twilio-powered, TCPA-compliant, two-way.

Branded, tracked, and templated by audience.

Forms

Send any form (intake, outcome measure, consent) to client phone — no login needed.

Calendar Tasks

Create scheduled tasks for staff with priority, due date, and chart context.

Internal Notifications

Push, email, in-app — to the right person at the right time.

External Webhooks

Fire to any external system you run — billing, payroll, marketing.

Report Delivery

Generate and email a report to anyone, on any schedule.

Chart Updates

Update statuses, add tasks, append notes — without a human clicking.

AI Prompts

Run an AI prompt against the chart and act on the result. The bridge to agentic AI.

The bridge

Today's automations are tomorrow's agents.

Every workflow you automate today becomes an AI agent capability tomorrow. Navix Automation is the foundation of the agentic AOS — when humans aren't pushing buttons, intelligence can take over.

See the AOS Vision

Stop doing the work. Start designing it.

See your facility's top three workflows automated in a 30-minute demo.

Schedule a Demo Talk to Sales

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