Velant is live → Cut healthcare lead response time to under 30 seconds. See how

For healthcare intake, admissions, and marketing teams

The only healthcare platformyou will ever need.

Click. Captured. Booked.Velant does it in one breath — HIPAA-compliant, AI-driven, zero tab-switching.

Speak to a Specialist

HIPAA-compliant · Unlimited users · Pay only for usage · Built for time-sensitive leads

Velant product dashboard

The gaps

Healthcare loses leads in the gaps.

Disconnected intake channels create blind spots between the first click and the booked appointment.

The result: missed leads, higher costs, and slower growth.

  1. Leads arrive fast—follow-up doesn’t.

  2. Calls, texts, forms, and ad platforms don’t talk to each other.

  3. Teams can’t track what’s working—so budget gets wasted.

One system fromClicksCommunicationConversion

Velant is the AI healthcare platform that captures every patient lead, replies in under 30 seconds, and books more appointmentsHIPAA-compliant CRM, EHR, AI Voice Agent, ePrescribe (EPCS), and insurance billing on one platform.

The Velant workflow

Watch a lead move through Velant.

From first click to reporting — every stop on the journey, automated.

  1. Step 01

    Click / Ad / Form

    A lead arrives from a click, ad, or form submission. Source and intent data are captured immediately.

    app.velant.ai/leads/new
    Captured · 0.4s

    Lead Intake

    New
    AM

    Alicia Mendez

    Apr 12, 1989 · Texas, US

    Phone

    (512) 555-0148

    Email

    alicia@example.com

    Insurance

    BlueCross PPO

    Reason

    Initial consult

    Source Attribution

    Google Ads
    • CampaignGSN · IOP Q3
    • UTM Sourcegoogle
    • UTM Mediumcpc
    • GCLIDCj0KCQ…✓
    • Landing page/iop-q3
    • Time on page1m 48s

    Routed

    Admissions queue · Sarah on rotation · SLA 60s

  2. Step 02

    Call / SMS

    Outbound call and SMS outreach begins right away. The lead is acknowledged and routed to the right owner.

    NEW LEAD FROM GOOGLE AD

    LEAD NAME: CALEB NORTON

    CAMPAIGN: GSN_IOP_CAMPAIGN

    LEAD PHONE: (817) 048-3948

    LEAD EMAIL: CALEB.NORTON@EXAMPLE.COM

    Caleb Norton at 15:05

    Hey there, I just saw your info come through. That couldn't have been easy to send. Are you okay if I give you a quick call to hear what's going on? I'm James, and I work closely with people who are overwhelmed and trying to find real options for themselves or someone they love. You won't have to figure this out alone anymore.

    AI Response at 15:07

    Totally up to you on timing — happy to call now, this evening, or tomorrow morning. Whatever feels easiest. Just text back a window that works.

    AI Response at 15:07

    Outbound call queued · SMS delivered ✓✓ · Routed to admissions

    Status Update at 15:07

    SMSWhatsAppEmail
    internal|external
    Message
    GIF
  3. Step 03

    AI Monitoring

    AI watches for replies and engagement signals across channels. It keeps the thread active without manual polling.

    NEW LEAD FROM GOOGLE AD

    LEAD NAME: CALEB NORTON

    CAMPAIGN: GSN_IOP_CAMPAIGN

    LEAD PHONE: (817) 048-3948

    LEAD EMAIL: CALEB.NORTON@EXAMPLE.COM

    Hey there, I just saw your info come through. That couldn't have been easy to send. Are you okay if I give you a quick call to hear what's going on?

    AI Response at 15:07

    Lead monitoring initiated · Admissions team notified · SLA timer started

    Status Update at 15:07

    Link preview opened from mobile (iOS · Safari) — engagement signal detected

    Status Update at 15:14

    No reply within 30-min window · Escalating to admissions sequence

    Status Update at 15:37

    SMSWhatsAppEmail
    internal|external
    Message
    GIF
  4. Step 04

    Follow-up Workflow

    If there is no response, a timed follow-up sequence starts. Messaging stays consistent and compliant.

    Hey there, I just saw your info come through. That couldn't have been easy to send. Are you okay if I give you a quick call to hear what's going on? I'm James, and I work closely with people who are overwhelmed and trying to find real options for themselves or someone they love.

    AI Response at 15:07

    Lead monitoring initiated · Admissions team notified

    Status Update at 15:07

    Hey there — I know reaching out might feel like a lot. Most people feel that way at first. Just so you know, I'm here and I can talk whenever you're ready. You don't have to commit to anything — it's just a conversation to understand what's going on. Want me to give you a quick call and walk through it together?

    Admissions AI Response at 15:37

    Quiet hours respected · Next nudge scheduled for tomorrow 9:30am

    Status Update at 15:38

    SMSWhatsAppEmail
    internal|external
    Message
    GIF
  5. Step 05

    Client Re-engages

    The client re-engages and the workflow elevates them to the team. Handoffs are clear and tracked.

    Hey there — I know reaching out might feel like a lot. Most people feel that way at first. Just so you know, I'm here and I can talk whenever you're ready. You don't have to commit to anything — it's just a conversation to understand what's going on.

    Admissions AI Response at 15:37

    Hi, I need help!

    Caleb Norton at 11:30

    Absolutely — I'll call you here in just a minute. While I'm dialing in, can you confirm BlueCross PPO is still your active plan?

    Admissions AI Response at 11:31

    Yes that's correct, thank you.

    Caleb Norton at 11:31

    Phone Call Transcript · 00:38

    Recipient: This call is recorded for quality assurance. Caleb: Hi James, thanks for calling back so fast — I've been trying to figure this out for weeks…
    SMSWhatsAppEmail
    internal|external
    Message
    GIF
  6. Step 06

    Appointment / Admissions

    Scheduling and admissions are coordinated in one flow. Next steps are confirmed and documented.

    Today, January 15, 2026

    NEW LEAD

    TYPE: TELE-HEALTH CONSULT REQUEST

    LEAD NAME: HARPER VANCE

    CAMPAIGN: LANDING PAGE - VIRTUAL COUNSELING

    LEAD PHONE: (781) 607-2583

    Harper Vance at 22:26

    SMSWhatsAppEmail
    internal|external
    Message
    GIF
  7. Step 07

    Lead Matrix Reported

    Outcomes roll up into reporting for visibility and ROI tracking. The lead matrix stays current.

    app.velant.ai
    Live

    Welcome shehan!

    Today · 2,146 events · $482,910 pipeline

    TODAY

    Pipeline value · MTD

    ▲ 22.4%

    $0

    Won this month

    0 deals · $ 0

    Live activity

    42/min
    Lead from Google Ads+$148
    Booking confirmed · IOP+1
    SMS reply · positive+1

    Lead Breakdown

    PhoneAdsMetaWeb

    Engagement Rate

    0%

    Qualified Lead

    0%

    Won Rate

    0%

    Deals in Progress

    0

    +38 this wk

    Total Unique Texts

    0

    +612 today

    Won Deals

    0

    +24 this wk

    Total Unique Calls

    0

    +418 today

    Cost per Lead

    $0.00

    -12% MTD

    Conversion Rate

    0.0%

    +6.2 pts

Convergence

Stop juggling a fragmented stack to manage one lead.

Most practices stitch together a CRM, an EHR, a phone system, an SMS tool, and a stack of spreadsheets — then wonder why follow-ups slip. Velant collapses all of it into one timeline your team and your AI both work from.

Without Velant

Multiple Platforms · Multiple logins · 0 Unified view

SMS ProviderTexts only
Generic CRMNo clinical context
EHR SystemCharts only
Phone SystemCalls only
Insurance & BillingManual claims
Email PlatformMarketing blasts
Google AdsPaid traffic
Meta AdsSocial paid
Zap-style AutoBrittle webhooks
Insurance VerificationManual checks

Messages in one app. Notes in another. Charts somewhere else. Your team is constantly switching tabs just to keep up.

With Velant

One platform · one login · 100x efficiency

Velant
Live
Cloud Telephony
Inbound · Outbound
AI Voice Agent
24/7 agentic calls
Messaging
SMS · WhatsApp · RCS
Email
Threaded inbox
Web Chat & Forms
Site widgets · intake
Team Chat
Internal threads
AI Co-Pilot
Cross-app assistant
AI Lead Follow-up
Multi-channel nurture
AI Booking Agent
Patient self-scheduling
Smart Transcription
Auto call notes
Smart Note Taking
AI chart summaries
Opportunity Pipeline
AI lead scoring
EHR
Charts · Records
ePrescribe
Surescripts · 50 states
Insurance & Billing
Eligibility · Claims
Appointment Scheduling
Auto-book slots
Source Attribution
DNI · UTMs · click IDs
Reporting
Closed-loop ROI

Your team focuses only on what matters, while Velant works behind the scenes to turn leads into real revenue and simplify your day-to-day.

One Hub

Combines every channel into one.

Eighteen modules. Three workflows. One HIPAA-compliant timeline your team and your AI work from together.

Velant

Engage

6 modules

Every patient touchpoint in one timeline.

  • Cloud Telephony
    Inbound · Outbound
  • AI Voice AgentNew
    24/7 agentic calls
  • Messaging
    SMS · WhatsApp · RCS
  • Email
    Threaded inbox
  • Web Chat & Forms
    Site widgets · intake
  • Team Chat
    Internal threads

Automate

6 modules

AI runs the busywork — your team handles patients.

  • AI Co-PilotNew
    Cross-app assistant
  • AI Lead Follow-up
    Multi-channel nurture
  • AI Booking AgentNew
    Patient self-scheduling
  • Smart Transcription
    Auto call notes
  • Smart Note Taking
    AI chart summaries
  • Opportunity Pipeline
    AI lead scoring

Care & Grow

6 modules

Clinical, financial, and growth — one platform.

  • EHR
    Charts · Records
  • ePrescribeNew
    Surescripts · 50 states
  • Insurance & Billing
    Eligibility · Claims
  • Appointment Scheduling
    Auto-book slots
  • Source Attribution
    DNI · UTMs · click IDs
  • Reporting
    Closed-loop ROI

What unification actually buys you

12hrs / week
Saved per coordinator

No more chuckling between multiple apps just to get by the day — everything happens in the same platform.

<30seconds
From lead to first response

AI sees the full context — lead history, lead sources, insurance — the moment someone engages.

0missed
Lead Follow Ups

Every lead lands in the same timeline and if a lead slips up, Velant picks up automatically.

The Velant journey

Every scroll is a chapter in the patient acquisition story.

Velant connects each step into one flowing narrative, so teams never lose context from first click to lifetime value.

Nothing Slips.Everything Converts Automatically.Advanced AI Follow-Ups.SEO Content from Objections.Enterprise-Ready Controls.
01CUSTOM CRM + WORKFLOW ENGINE

Custom CRM. Built for Your Workflow.1

Build forms, fields, and automations that match your process—so leads move seamlessly from first click to reported outcomes.

01Capture
02Engage
03Convert & Report
  • Custom forms & fields
  • Workflow Studio automations
  • Dashboards & team reporting
1. Available on Enterprise Packages Only
Custom CRM & Workflow Engine
DashboardsAutomationsWorkflows
C

Custom Forms

F

Field Builder

W

Workflow Studio

C

CRM Blueprint

02Lead Tracking

Lead Tracking & Source Attribution

See every channel, every touch, and every source in one view.

  • Track every phone call source + online application
  • Track every landing page
  • Filter spam
  • Offline conversion uploads (Growth+)
Lead Sources & Attribution
Live
All SourcesPaidOrganic
G

Paid Search Lead

Google Ads · GSN_IOP · GCLID ✓

$148
M

Meta Form

Instagram · UTM medium=paid_social

$92
R

Referral Call

DNI tracked · 877-velant-1

DNI
O

Organic Web

velant.ai/iop · time on page 1:48

SEO
03Conversations

Conversations (Unified Inbox)

Keep every communication, document, and record tied to the lead and owner.

  • SMS, WhatsApp, and Email in one thread
  • Inbound and Outbound document history.
  • Shared team inbox + internal notes
  • Advanced AI responses
Unified Inbox
12 new
AllSMSEmailWhatsApp
J

Jordan Mitchell

"Confirmed for Wed at 3 PM — see you then."

SMS2m
N

Natalie Cooper

"Just sent over the intake docs you requested."

Email14m
R

Ryan Brooks

"Quick question about insurance coverage…"

WhatsApp38m
B

Brooke Hunt

"Left voicemail — please call back when free."

SMS1h
04Calling

Calling & AI Notetaking

Call from desktop or mobile with AI notetaking and lead linking to make workflows easier.

  • Built-in dialer + mobile app2
  • Call recording + AI notetaking
  • Searchable transcripts
  • Missed-lead visibility + faster handoffs
2 - Available on AI Advanced and Enterprise packages only
Calls & AI Notes
Recording
All CallsInboundOutboundQA

Inbound Call · Alex Carter

Duration 4:12 · AI summary ready

Logged

Voicemail · Sam Wright

0:38 · Transcribed

Transcribed

Follow-up · Chris Bennett

Outbound · 1:54 · Synced to CRM

Synced

QA Review · Erin Walsh

Flagged for compliance review

Review
05Pipelines

Pipelines, TasksOwnership

Move leads through intake with clear stage ownership.

  • Intake pipeline stages + opportunity cards
  • Tasking and next-step ownership
  • Clear visibility into current stage of the lead
Pipelines & Tasks
18 active
PipelineTasksOwnership

New Intake

8

Qualified

5

Scheduled

3

Admitted

2
06Automations

Automations & Workflows

Trigger follow-ups and rules without manual effort.

  • Multi-step workflows with delays + branching
  • Quiet hours + escalation
  • Automated advanced AI content creation based on objection
Active Workflows
12 running
ActiveDraftsTriggers

Auto Reply · Out-of-hours form

Trigger · form_submit · quiet hours

Nurture · 7-day sequence

Trigger · no_reply ≥ 24h · SMS + Email

Reactivation · Cold leads

Trigger · last_touch > 14d

Escalation · High intent

Trigger · phrase match → assign owner

07Reporting

Reporting & KPI Dashboards

Understand ROI, response speed, and funnel health.

  • Cost per lead / conversion visibility
  • Conversion rate + funnel performance
  • Response time, talk time, texts
  • Track team performance and individual performance
  • Track anything with custom widgets and custom dashboards
KPI Dashboard
Updated 2m
OverviewConversionSources

Cost per Lead

$148

-12% vs prev

Conversion Rate

34%

+6.2% vs prev

Avg Response

27s

-41% vs prev

ROI Snapshot

5.4×

+0.6× vs prev

08Documents

Documents & Clinical Notes Workspace2

Capture intake details and clinical notes in one workspace.

  • Form builder + templates
  • Clinical notes + sign/lock
  • Send secure links via email + sms
  • Custom Workspaces and Notes1
1. Available on Enterprise Packages Only2. Available only on AI Advanced and Enterprise Packages Only
Documents & Notes
Secure
FormsNotesConsentInsurance
I

Intake Form · 12 fields

Sent · Pending signature

Pending
I

Insurance Card

Uploaded · OCR extracted ✓

Verified
C

Clinical Notes · Visit 03

AI summary · Signed by clinician

Locked
C

Consent · Telehealth

e-Signed 2026-05-13 ✓

Signed

Insurance Billing

File Claims. Get Paid Faster.

Submit 837P claims, verify eligibility in real time, and auto-reconcile ERA/835 payments—all without leaving Velant.

  • Electronic claim submission + resubmissions
  • Real-time eligibility checks (270/271)
  • ERA / 835 auto-retrieval + reconciliation
  • Patient statements + payment matching
Available on AI Advanced and Enterprise$99/mo add-on for Core & AI Pro

ePrescribe (eRx)

Prescribe in 30 seconds. Without leaving Velant.

Surescripts-certified e-prescribing built into every patient chart — all 50 states, controlled substances supported, with a full audit trail.

  • Surescripts network — 1.7M prescribers, 67k pharmacies
  • EPCS for Schedule II–V controlled substances
  • Real-time pharmacy + formulary lookup
  • PDMP check for state-mandated workflows
Included on AI Advanced and Enterprise$49/mo per prescriber on Core & AI Pro

Your team can work from anywhere.

AI Pro and Enterprise include mobile calling + texting so staff can respond instantly on the gowithout losing track or accountability.

Always connected. Convenient access.

Why Velant

See How Velant Compares

The only all-in-one platform built for healthcare marketing + operations.

Pricing view

HIPAA-Compliant CRM

VelantIncluded
SalesforceIncluded
HubSpotNot included
GHLNot included
Legacy EHRNot included

Built-in EHR / Patient Records

VelantIncluded
SalesforceNot included
HubSpotNot included
GHLNot included
Legacy EHRIncluded

AI Call Scoring + Summaries

VelantIncluded
SalesforceNot included
HubSpotNot included
GHLNot included
Legacy EHRNot included

Integrated Telephony + SMS

VelantIncluded
SalesforceNot included
HubSpotNot included
GHLIncluded
Legacy EHRNot included

Closed-Loop Attribution

VelantIncluded
SalesforcePartial
HubSpotIncluded
GHLPartial
Legacy EHRNot included

AI Content Generation

VelantIncluded
SalesforceNot included
HubSpotIncluded
GHLNot included
Legacy EHRNot included

Mobile Intake App

VelantIncluded
SalesforceNot included
HubSpotNot included
GHLNot included
Legacy EHRNot included

Smart Lead Nurturing

VelantIncluded
SalesforceAdd-on
HubSpotAdd-on
GHLIncluded
Legacy EHRNot included

Custom AI per Specialty

VelantIncluded
SalesforceNot included
HubSpotNot included
GHLNot included
Legacy EHRNot included

Real-time Eligibility Checks

VelantIncluded
SalesforceNot included
HubSpotNot included
GHLNot included
Legacy EHRPartial

Pricing

Velant
$99–$499/mounlimited users
Salesforce
$325+/user/mobilled annually
HubSpot
$200+/seat/moseat-based pricing
GHL
$297+/accountunlimited users
Legacy EHR
$200+/provider/moper provider

Ready to replace your patchwork stack?

Book a Demo

PLANS & ACCESS

Unlimited users. Investment scales with usage.

One-time implementation investment: $1,000 (onboarding + configuration).

MonthlyAnnual (best value)

Core

$99/month

Unlimited users • 5 tracking numbers included

  • Dynamic tracking (DNI)
  • Web forms + UTM/GCLID
  • Unified inbox (calls + msgs)
  • Pipeline stages + tasks
  • KPI dashboards + attribution
Request demo

AI Pro

$299/month

Unlimited users • 10 tracking numbers included

  • Everything in Core
  • Multi-step workflows
  • Quiet hours + escalation
  • DNC / opt-out management
  • Offline conversion uploads
Request demo
Recommended

AI Advanced

$499/month

Unlimited users • 20 tracking numbers included

  • Everything in AI Pro
  • AI call summaries + scoring
  • Next-Step Coach
  • Transcript search + redaction
  • Clinical notes & forms
  • EHR + billing INCLUDED
Request demo

Enterprise

Customtalk to sales

Unlimited users • Custom tracking numbers included

  • Everything in AI Advanced
  • SSO / SAML + compliance
  • Multi-location governance
  • Custom tracking # pools
  • Priority SLA + dedicated CSM
  • EHR + billing INCLUDED
Request demo

Calls

10¢ / min

SMS

5¢ / msg

MMS

8¢ / msg

Extra numbers

$3 / mo each

You only pay for what you use.

Insurance billing add-on

EHR + Insurance Billing Suite

Included with AI Advanced & Enterprise. Available as a $99/mo add-on to Core & AI Pro.

Flat rate · Unlimited providers · Unlimited admin/billing staff

What's included$99/mo add-on
  • Insurance billing workflow (patients, policies, claims)
  • Electronic claim submission (837P) + resubmissions
  • ERA / 835 auto-retrieval + reconciliation
  • Real-time eligibility checks (270/271)
  • Payer enrollment + claim appeals
  • Patient statements + payment matching
  • Clinical notes & forms
Usage-based ratesPay-per-use
Electronic claims (837)$0.14 / claim
ERA / 835 retrieval$0.14 / ERA
Eligibility checks$0.10 / check
Payer enrollment$25 / enrollment
Claim appeals$5 / appeal

All usage billed monthly based on actual consumption. No minimums, no surprises.

EPCS-certified add-on

E-Prescribing (EPCS)

Available as an add-on for all Velant plans. Full EPCS compliance with DEA 1311 identity proofing and audit. No setup fees.

What's includedAll plans
  • EPCS-certified electronic prescribing
  • Controlled & non-controlled substances
  • DEA 1311-compliant identity proofing
  • Prescription history & drug interaction checks
  • Pharmacy network directory
  • Formulary & benefits verification
  • Integrated within Velant EHR workflow
PricingVolume discount
Per prescriber$75 / month
Setup feeIncluded
ID proofingIncluded
5+ prescribers$65 / month each
10+ prescribers$55 / month each
HIPAA-compliant telehealth

Video Calling (Telehealth)

HIPAA-compliant telehealth, pay-as-you-go on every plan. No per-seat fees — pay only for minutes used.

What's includedAll plans
  • HIPAA-compliant 1:1 video sessions
  • Group therapy video support
  • Integrated scheduling + consent capture
  • Session billing + duration tracking
  • Browser-based — no app download for patients
  • Waiting room + provider controls
  • Calendar invites + automatic SMS / email reminders
PricingPay-per-minute
Per minute (per participant)$0.01 / min
Setup feeIncluded
Monthly minimumNone
30-min session (1:1)$0.60
45-min session (1:1)$0.90

Compare plans

Review every plan feature, from tracking coverage to AI guidance.

Designed for single-location teams starting with tracking.

Unlimited usersIncluded
Tracking numbers included5
Dynamic tracking (DNI)Included
Web forms + UTM/GCLIDIncluded
Unified inbox (calls + msgs)Included
Pipeline stages + tasksIncluded
KPI dashboards + attributionIncluded
Multi-step workflowsNot included
Quiet hours + escalationNot included
DNC / opt-out managementNot included
Offline conversion uploadsNot included
AI call summaries + scoringNot included
Next-Step CoachNot included
Transcript search + redactionNot included
Clinical notes & formsNot included
EHR + billing INCLUDED$99/mo add-on
SSO / SAML + complianceNot included
Multi-location governanceNot included
Custom tracking # poolsNot included
Priority SLA + dedicated CSMNot included

FAQs

What is the best HIPAA-compliant CRM for healthcare practices?

Velant is the only HIPAA-compliant CRM with a built-in EHR, ePrescribe (EPCS), telehealth video, integrated telephony, AI lead follow-up, and insurance billing — all in one platform with unlimited users. Pricing starts at $99/mo and AI Advanced ($499/mo) includes the EHR and billing suite at no extra charge.

How is Velant different from Salesforce Health Cloud or HubSpot?

Velant has no per-seat fees (unlimited users), includes a built-in EHR with clinical notes, ePrescribe, and insurance billing, and is purpose-built for healthcare. A 3-user team pays $499/mo on Velant AI Advanced vs. $975+/mo on Salesforce Health Cloud or $600+/mo on HubSpot — neither of which include EHR, integrated telephony, or healthcare-specific AI follow-up.

Is there a HIPAA-compliant alternative to GoHighLevel for clinics?

Yes. Velant is built HIPAA-aligned from day one with BAA available, role-based access, audit logs, and TCPA-aware messaging. Unlike GoHighLevel it includes a built-in EHR, Surescripts-certified ePrescribe, insurance billing, and HIPAA-compliant telehealth — purpose-built for behavioral health, addiction treatment, and medical practices.

How fast does Velant respond to a new patient lead?

Under 30 seconds. Velant's AI Voice Agent and AI Lead Follow-up send an SMS or WhatsApp acknowledgement and queue an outbound call within seconds of any form submission, ad click, or inbound call — including after hours and weekends.

Does Velant include both a CRM and an EHR in one platform?

Yes. Velant combines a HIPAA-compliant CRM with a built-in EHR (clinical notes, sign-and-lock workflows, intake forms, consent capture). The EHR and insurance billing suite are INCLUDED on AI Advanced and Enterprise plans, and available as a $99/mo add-on on Core and AI Pro.

Can Velant book patients automatically using AI?

Yes. The AI Booking Agent lets patients self-schedule through SMS, WhatsApp, or web chat — confirming insurance, finding the next available slot with the right provider, and dropping the appointment directly into the calendar. The AI Voice Agent handles inbound calls 24/7 for the same workflow.

What does Velant cost for a small behavioral health practice?

A typical 3-provider behavioral health practice with 1 prescriber pays about $657/mo: AI Advanced ($499/mo, includes EHR + billing) + ePrescribe for 1 prescriber ($75/mo) + ~40 telehealth sessions ($18/mo) + ~500 min of calls and 300 SMS ($65/mo). All on unlimited users.

Is Velant HIPAA compliant?

Yes. Velant is built for HIPAA-aligned workflows with role-based access, audit logs, encrypted communications, BAA available on request, TCPA-aware messaging, and SOC 2 controls in progress. Enterprise adds SSO/SAML and an expanded compliance pack.

Does Velant replace my current EHR or work alongside it?

Both options are supported. Most behavioral health, addiction treatment, and outpatient practices consolidate onto Velant's built-in EHR because lead-to-patient continuity drives a measurable revenue lift. For practices that need to keep their existing EHR (Athenahealth, Epic, etc.), Velant complements it by handling intake, communications, follow-up, billing reconciliation, and marketing attribution.

Does Velant support e-prescribing (eRx) including controlled substances?

Yes. Velant ePrescribe is Surescripts-certified for all 50 states with EPCS for Schedule II–V controlled substances, DEA 1311-compliant identity proofing, real-time pharmacy and formulary lookup, drug interaction checks, and PDMP integration where state-mandated. $75/mo per prescriber with volume discounts at 5+ ($65/mo each) and 10+ ($55/mo each). Available on every plan.

Does Velant include HIPAA-compliant telehealth video?

Yes. HIPAA-compliant 1:1 and group telehealth video is available on every plan at $0.01/min per participant. No setup fees, no monthly minimum, no app download for patients, with integrated scheduling, consent capture, waiting room, and session billing. Example: a 45-minute 1:1 session costs $0.90.

Can we track leads from Google Ads and Meta?

Yes—Velant captures source data (DNI, UTMs, GCLID/FBCLID) and supports offline conversion uploads on Growth+.

Do you support multiple locations?

Yes—Enterprise is designed for multi-location teams with advanced tracking number capacity and governance.

What’s included in the setup fee?

Configuration, onboarding, and initial setup so your system is ready for real operations—tracking, workflows, and reporting included.

Do you have a mobile app?

Yes—AI Pro and Enterprise include mobile calling + texting so staff can respond instantly on the go—without losing track or accountability.

Who is Velant best suited for?

Velant is built for healthcare organizations, multi-location clinics, and high-volume lead teams that need faster response times, better attribution, and clear visibility into calls, messages, and follow-ups.

Is Velant a CRM, an EHR, or both?

Both. Velant combines a HIPAA-compliant CRM (lead management, communications, attribution) with a built-in EHR (clinical notes, ePrescribe, insurance billing, telehealth) in one product. The EHR + billing suite is included on AI Advanced and Enterprise plans, or a $99/mo add-on on lower plans.

Does Velant support role-based access?

Yes. Velant uses role-based access controls so administrators, managers, and staff only see what they are permitted to access.

Can Velant track phone calls as leads?

Yes. Velant supports call-based lead tracking, allowing you to associate inbound and outbound calls with leads and measure outcomes.

Does Velant support call attribution?

Yes. Velant is designed to help attribute calls and form leads back to marketing sources such as Google Ads, Meta, and other campaigns.

Can Velant handle high call and lead volume?

Yes. Velant is built on scalable infrastructure and is designed for teams handling large volumes of inbound leads and calls.

Does Velant work for multi-user teams?

Yes. Velant supports multiple users with ownership assignment, activity tracking, and team-level visibility.

Can Velant automate follow-ups?

Velant supports structured follow-up workflows, and AI-powered automation features are planned to reduce manual work.

Does Velant provide reporting and analytics?

Yes. Velant provides visibility into lead status, response activity, and performance metrics, with expanded reporting planned.

Is Velant cloud-based?

Yes. Velant is a cloud-based platform hosted on modern infrastructure, requiring no on-premise servers.

How long does onboarding take?

Onboarding time varies by complexity, but most teams are set up quickly once lead sources, users, and workflows are defined.

Does Velant support custom workflows?

Yes. Velant is designed to adapt to your existing workflow rather than forcing rigid processes.

Can Velant integrate with third-party tools?

Velant is built to integrate with marketing, communication, and analytics tools commonly used by modern teams.

How do we get started with Velant?

The best way to get started is to book a demo, where we review your workflow, lead sources, and goals before setup.

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