22 products. One platform.

Independently powerful. Unstoppable together.

Promotion Metrics gives every team focused tools without turning your organization into another maze of logins, duplicate records and conflicting reports.

KEEP YOUR EMRKEEP YOUR BILLING PLATFORMCONNECT THE OPERATION AROUND THEM

ONE CONNECTED CORE

One person. One organization. One operational truth.

Every enabled Flow product works from shared organization, facility, user and person records. The software remains modular while the context moves with the work.

One secure login and entitlement-driven product access
Organization and facility-level data boundaries
Role, action and product-specific permissions
Designed to support HIPAA-compliant operations
Material-action audit history across human, API and AI activity

PROMOTION
METRICSSHARED CORE

IDENTITYACCESSAUDITEVENTS

LeadFlowBedFlowOutcomeFlowQualityFlow

FROM DATA TO ACTION

An operating layer should do more than move records.

It should identify what changed, show which workflow is affected and give the right person enough context to respond.

01 / COMMAND

Facility command center

Prioritize time-sensitive admissions, census, staffing, authorization, quality, revenue and compliance signals.

02 / IDENTITY

Universal client identifier

Match authorized records across connected products and external systems while preserving source and audit history.

03 / EXCEPTIONS

Workflow exception center

Turn failed transfers, overdue actions, conflicting data and stalled stages into owned work.

04 / ANALYSIS

“Why is this stalled?”

Explain the current status using permitted source records, elapsed time, missing requirements and responsible team.

05 / TIMELINE

Cross-system history

See the connected sequence from inquiry and verification through admission, authorization, discharge and follow-up.

06 / HEALTH

Operational health signals

Combine configured measures to surface facility, program and workflow areas that need review.

07 / REVENUE

Revenue-at-risk alerts

Expose operational events that may affect expected reimbursement, patient responsibility or collections follow-through.

08 / ROOT CAUSE

Pattern discovery

Help qualified leaders investigate which sources, handoffs, payer issues or staffing changes may explain a result.

BUILT INTO THE PLATFORM

Eight shared engines. Zero extra app sprawl.

These capabilities operate underneath every authorized Flow product. They are not separate launcher products and do not inflate the suite count.

Task engine

Manual, scheduled, recurring, automated and AI-created tasks with ownership and due dates.

Automation engine

Triggers, conditions, approvals, actions and escalations across product boundaries.

Document management

Templates, files, signatures, admission packets and agreements where the work happens.

Universal client identity

One governed client identifier across LeadFlow, BedFlow, FlightFlow and other authorized products.

Organization and facility security

ControlFlow administers access; strict tenant and facility boundaries enforce it across the suite.

Notifications

In-app, email, SMS and escalating alerts driven by workflow urgency and responsibility.

Audit history

Human, integration and AI activity remains distinguishable, timestamped and reviewable.

API and event system

Controlled data exchange without products directly changing one another’s tables.

PLATFORM PRINCIPLES

Modular by product

Clear routes, workflows, permissions and ownership keep every product understandable and independently useful.

Unified by identity

The same person can move from FormFlow to LeadFlow, VerifyFlow, AdmitFlow and BedFlow without becoming five records.

Open by architecture

APIs, webhooks, mappings and external IDs connect the Flow Suite to the systems your organization must keep.

Intelligent by default

AI supports engagement, extraction, summaries, routing, scoring and optimization inside governed workflows.

MEET YOUR STACK WHERE IT IS

Replace fragmentation in stages—not in one dangerous leap.

Start with a standalone operational product, place Promotion Metrics around your current CRM, import call intelligence, or roll out the complete suite. The architecture supports practical progress.

Map your implementation →

01Connect

Bring in calls, forms, chats, campaign data and external records.

02Unify

Match people, preserve attribution and share operational context.

03Improve

Use outcome signals, AI and reporting to strengthen the next decision.

RESPONSIBLE BOUNDARIES

Connected does not mean uncontrolled.

Each system retains a defined responsibility. Every connection, permission and automation should have an approved purpose, an owner and reviewable history.

Clinical record

The approved EMR remains authoritative for clinical documentation and medical decisions.

Claims and billing

The billing platform or provider remains authoritative for coding, claims and payment posting.

Operational workflows

Promotion Metrics coordinates tasks, status, exceptions and context around those systems.

Human accountability

Configured rules remain auditable, and higher-risk actions can require qualified human approval.

Take control before the next surprise

Find where the operation is coming apart.

Map the gaps across inquiries, admissions, census, staffing, authorization, outcomes, revenue and compliance.

Request a workflow review →