Big News: 3 Powerful New Features

VerifyTreatment VerifyTX Logo
Confident revenue start with better data
Client Dashboard

Full visibility
across your census

See every verification in one place with live status, clear owners, and history on tap. Filter by facility, client type, insurer, or coverage and act without leaving the page. Use it as a lightweight CRM for intake when you do not have one. Used by behavioral health and mental health teams that track census across locations, admit after hours, and want clean handoffs between admissions and billing.
Used by providers who track census, admit after hours, and need clean handoffs across locations.

Every verification in one place

See every verification in one place with live status, clear owners, and history on tap. Filter by facility, client type, or coverage and act without leaving the page.

How your team benefits

Live status at a glance

Coverage shows as active, inactive, or unavailable with last verified time and insurer.

Lightweight CRM for intake

Move prospects to leads to clients to discharge with clear owners and notes so everyone sees the next step.

Action in place

Re verify from the table, change client type, assign owners, and add tags without opening new tabs.

Clean handoffs

Mention teammates and route by facility or program so admissions and billing move in step.

"Our census lives in the dashboard. Admissions and billing work from the same list and nothing slips."

— RCM Director, multi site provider

  Hours

saved each month on census reviews

Keep momentum while you manage your census

The dashboard brings your entire book of business into view. As new verifications run, results appear live with the correct coverage status and facility. Tag records for batch runs, filter by client type, and alert the next shift so nothing stalls between calls.

Powerful filters and saved views

Filter by insurer, coverage status, facility, client type, last verified, user, and tag. Save common views for admissions, billing, or location leads so each team starts in the right context.

Client types, owners, and tags

Use prospect, lead, client, and discharge to manage the pipeline. Assign an owner, add due dates in notes, and apply tags like active patients or high risk payer to group work and drive batch actions.

Bulk actions and re-verification

Select many records to re-verify, tag, archive, or export. Get alerts when coverage shifts from active to inactive so teams react quickly and protect revenue.

Source of truth with audit

Every record shows who ran it, when it was verified, and the reference number. Role based access and audit logs keep data secure and ready for reviews.

Team activity view

Trusted by Healthcare Professionals

VerifyTX is the best! Makes life so much easier in the behavioral health space. Much more efficient that any other platform I’ve used in 10 years. Big shout out to Melanie Hernandez that manages our account! She is always there to help support promptly if I ever have any questions.

CHRIS BURTON
Chief Business Officer

Great Product, Ease of Use, Added Efficiency for Our Team. Automating and bringing in health insurance verifications to our instance was a game changer. We have instant verifications for all of our prospects, as well as automated verifications for our clients on a weekly basis.

SAM STAPLES
Director of Business Applications

The product is lightning fast, and so easy to use. In terms of instant verification, there is nothing faster or more comprehensive in my experience. Highly recommend for billing/admissions departments.

MATT WALDEN
Business Development

VerifyTx is an essential tool for our reps. Reps can now complete and view verifications directly within Salesforce, significantly improving call flow. The VerifyTx team was absolutely amazing!

LEESA SMITH
Salesforce Administrator

Frequently Asked Questions

Yes. Set client type and tags to manage prospects, active clients, and discharges across locations.

Schedule batch re-verifications and use notifications to alert teams when status changes.

Yes. Filter by facility, save views per site, and limit access with role based permissions.

Yes for intake and eligibility tracking. You can manage pipeline stages, owners, notes, and handoffs in the dashboard. If you need sales automation, use exports or integrations alongside VerifyTX.

Monitor eligibility across your census

Join over 4,000 behavioral health teams using VerifyTX to track status, re verify fast, and protect revenue
VerifyTreatment simplifies insurance verification for behavioral health and healthcare providers nationwide.
Luis Perdomo
Head of Growth

Luis Perdomo, Head of Growth, leads go-to-market strategy, demand generation, and growth initiatives at VerifyTreatment. With a background spanning digital marketing, revenue growth, and business strategy, he focuses on connecting the platform’s capabilities to the real operational challenges facing behavioral health providers, helping teams improve admissions, strengthen revenue performance, and make faster, more informed decisions.

Lindsay Moressi
Account Executive

Lindsay Morresi, Account Executive, helps healthcare organizations evaluate how VerifyTreatment can improve insurance verification, admissions, and revenue cycle workflows. Bringing a customer-focused approach to the sales process, she works with teams to understand their operational needs, identify opportunities for greater efficiency, and ensure they have the right solutions to make faster, more informed decisions.

Amira Nicol
Account Executive

Amira Nicol, Account Executive, brings relationship-building, industry knowledge, and a strong connection to the behavioral health community to VerifyTreatment. She works closely with treatment providers to understand the challenges their teams face around insurance verification and access to care, helping organizations identify solutions that reduce administrative barriers and support better operational and financial outcomes.

Matt Hall
Senior Account Executive

Matthew Hall, Senior Account Executive, helps behavioral health organizations identify opportunities to simplify insurance verification and protect revenue throughout the patient journey. With a consultative approach and a strong understanding of admissions, billing, and revenue cycle workflows, he works closely with teams to connect their operational challenges with practical solutions inside VerifyTreatment.

Alexander Jones
Product and Integrations Manager

Alexander Jones, Product & Integrations Manager, helps translate customer needs into practical product improvements and scalable integrations at VerifyTreatment. With deep experience across Salesforce, APIs, automation, and business operations, he brings a unique ability to connect client workflows with technical execution, helping ensure the platform is both powerful and practical for the teams using it every day.

Nicole Staples
Customer Success Representative

Nicole is a versatile healthcare professional with a Bachelor’s degree in Health Administration and a solid background in managing healthcare systems and operations. Her experience spans healthcare management, compliance, and regulations, making her adept at navigating complex healthcare environments. In addition to her administrative expertise, Nicole holds certifications in Functional Nutrition and Personal Training, giving her a well-rounded perspective on health and wellness. She is committed to using her skills to improve healthcare settings and ensure effective, patient-centered care.

Tara Perdomo
Brand Engagement Manager

Tara is a dedicated leader who leverages her Master's degree in Information Technology (Florida Tech) and deep company knowledge (since 2018) to drive our community awareness. She is the central figure for managing social engagement and ensuring the community is immediately and effectively informed of all new product launches and company updates.

JoAnn Kelly
Business Development Consultant

JoAnn has a strong background in the mental health and substance abuse industry, with expertise in billing, coding, facility credentialing, and contracting. She is passionate about team education and public speaking, always striving to make a positive impact. With a solid foundation in accounting, JoAnn also holds an Associate of Arts in Biblical Studies from Liberty University, blending her professional skills with her personal values.

Melanie Hernadez
Customer Success Supervisor

For 11+ years, Melanie has been dedicated to helping clients access quality mental health care, with a special focus on grief, loss, and substance abuse. With expertise in healthcare, community outreach, patient advocacy, and leadership development, Melanie is passionate about making a positive impact in the lives of others.