Chat in the record
Keep conversations next to the VOB and client profile so context is never lost. Admissions can confirm payer details, RCM can note required steps, and leaders can see how decisions were made during reviews and audits.
Collaboration and Productivity
Keep teams aligned across shifts and sites
Admissions, billing, and leadership need the same context to move fast. VerifyTX gives your team chat, mentions, shared notes, and notifications so handoffs are clear and work does not stall. Everyone sees the same record, the same history, and the next step.
Used by behavioral health and mental health providers that admit after hours, manage multi site operations, and want fewer dropped handoffs.
Work together without the busywork
Open a record. Leave a note for the team. Mention a teammate to alert them. Chat in context and keep decisions moving. No email chains. No copy and paste.
How your team benefits
Real time chat in context
Talk where the work lives. Keep conversations tied to the client and the verification so answers are easy to find.
Mentions and tagging
Tag billing, UR, or admissions to route tasks. Mention a teammate to notify the right person at the right time.
Shared notes for every user
Create notes that all users can see. Add next steps, payer quirks, or intake decisions so nothing lives in one person’s head.
Notifications that drive action
Get push and email alerts for mentions, tags, and changes. The activity feed shows what happened and who is on point.
“Tagging the next shift cut our handoffs in half. Everyone sees the same record and knows the next step.”
50%
reduction in handoffs per admit
What your team sees together
A single workspace with chat, notes, tags, and history on the same screen as the VOB. Everyone sees context and status in one place.
Mentions, tags, and routing
Use @mentions to alert the right person and tags like active patients or high risk payer to set priority. Route threads to a location or program so weekend and night shifts know what to do when they log in.
Shared notes with controls
Leave notes everyone can see with clear next steps, payer quirks, and follow up dates. Mark internal only when needed, pin critical items to the top, and rely on the audit log to show who changed what and when.
Alerts in app and email
Push alerts and email notifications match how teams work. RCM gets notified when eligibility changes, admissions sees mentions during live calls, and supervisors receive a daily digest so no task is missed.
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 BURTONChief Business OfficerGreat 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 STAPLESDirector of Business ApplicationsThe 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 WALDENBusiness DevelopmentVerifyTx 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 SMITHSalesforce AdministratorFrequently Asked Questions
Can I control who sees notes and chats?
Yes. Role based access controls and audit logs apply to messages and notes.
How do notifications work?
Users receive in app alerts and email based on mentions, tags, and routing. Quiet hours and digests are available.
Is this HIPAA compliant?
Yes. Data is encrypted in transit and at rest. All activity is logged.
Does chat replace my email or Slack?
Use VerifyTX for client specific work. Keep context in the record and use email or Slack for general updates.
Keep teams aligned and handoffs clear
Join 30,000+ users using VerifyTX to collaborate faster and reduce dropped tasks