Marsa Health field guides
Practical answers for payer work.
Source-backed checklists, templates, buyer guides, and operating playbooks for behavioral-health teams working prior authorizations, denials, benefits, credentialing, intake, and payer operations.
Behavioral Health Prior Authorization Checklist
A step-by-step prior auth checklist for behavioral health: lock the request, verify benefits and auth rules, map evidence to criteria, track the decision.
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behavioral health prior authorization checklist
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42 CFR Part 2 vs. HIPAA for Behavioral Health Intake
How 42 CFR Part 2 and HIPAA differ for behavioral health intake: scope, consent, notices, disclosures, breach, and vendor controls under the 2026 rules.
14 min read · Updated Jul 22, 2026
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Human-in-the-Loop AI for Behavioral Health Administration
Design human-in-the-loop AI for behavioral health admin work: risk tiers, reviewer decision rights, deferral, monitoring, incidents, and change control.
14 min read · Updated Jul 22, 2026
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Behavioral Health Admissions Software: A 2026 Buyer’s Guide
Evaluate behavioral health admissions software on inquiry capture, CRM, referrals, VOB, scheduling, integrations, reporting, and human oversight.
13 min read · Updated Jul 22, 2026
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Treatment Center Admissions Call Script Template
Copy a treatment center admissions call script: a clear opening, safe-contact check, urgent-need routing, progressive intake questions, and a next step.
12 min read · Updated Jul 22, 2026
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Behavioral Health Referral Management Workflow
A closed-loop referral workflow for behavioral health: consent-aware intake, receipt confirmation, fit and capacity routing, warm handoffs, and reporting.
12 min read · Updated Jul 22, 2026
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Behavioral Health Waitlist Management and Follow-Up
Run a behavioral health waitlist people can trust: honest capacity, approved priority rules, safe follow-up, revalidation, alternatives, and access data.
12 min read · Updated Jul 22, 2026
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Behavioral Health Admissions ROI Calculator
Build an admissions ROI model from your own data: qualified inquiries, staff effort, recovery, contribution margin, full costs, and low-to-high scenarios.
13 min read · Updated Jul 22, 2026
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Behavioral Health Patient Financial Clearance Workflow
A pre-service financial clearance workflow for behavioral health: coverage, network, benefits, authorization, qualified estimates, and patient talks.
13 min read · Updated Jul 22, 2026
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Out-of-Network Benefits Verification for Behavioral Health
Verify out-of-network behavioral health benefits: deductible, coinsurance on the allowed amount, authorization, claim route, and balance-billing exposure.
13 min read · Updated Jul 22, 2026
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Single Case Agreement (SCA) Workflow for Behavioral Health
How providers request and run a single case agreement: how it differs from OON benefits, the request record, negotiated terms, claims setup, and expiry.
14 min read · Updated Jul 22, 2026
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Coordination of Benefits for Behavioral Health Providers
Manage coordination of benefits in behavioral health: find all coverage, set payer order, verify each plan, bill in sequence, and resolve conflicts.
13 min read · Updated Jul 22, 2026
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Good Faith Estimates for Behavioral Health Providers
A good faith estimate workflow for behavioral health: who qualifies, timing, expected-charge inputs, delivery proof, recurring care, and dispute readiness.
14 min read · Updated Jul 22, 2026
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SOC 2 vs. HIPAA for Behavioral Health Software Buyers
SOC 2 vs. HIPAA for behavioral health software: what each covers, why a SOC 2 report can't replace a BAA, how to read the report, and how to decide.
13 min read · Updated Jul 22, 2026
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Business Associate Agreement (BAA) Checklist for Software
Review a software vendor's BAA against its real PHI flow: permitted uses, safeguards, incident reporting, subcontractors, data return, and termination.
13 min read · Updated Jul 22, 2026
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Behavioral Health Software Security Questionnaire
75 security questions for behavioral health software vendors: governance, data flows, HIPAA and Part 2, access, AI use, incidents, resilience, and exit.
15 min read · Updated Jul 22, 2026
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Behavioral Health AI Pilot Checklist: Demo to Production
A behavioral health AI pilot checklist: synthetic testing, HIPAA and security gates, human oversight, acceptance tests, a small live cohort, and exit.
14 min read · Updated Jul 22, 2026
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VOB Software for Treatment Centers: A Buyer’s Guide
Evaluate VOB software for treatment centers on service-level benefits, carve-outs, network, authorization, source evidence, patient summaries, and QA.
13 min read · Updated Jul 22, 2026
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AI Receptionist for Behavioral Health: A 2026 Buyer’s Guide
Evaluate an AI receptionist for behavioral health: call scope, scheduling, crisis boundaries, human handoff, HIPAA data flows, integrations, and pilots.
14 min read · Updated Jul 22, 2026
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Treatment Center CRM vs. EHR: What Belongs in Each System?
Which system owns what: treatment center CRM vs. EHR for inquiries, referrals, VOB, scheduling, and clinical records, and how to design the handoff.
13 min read · Updated Jul 22, 2026
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IntakeIQ Alternatives: A Behavioral Health Buyer’s Framework
Compare IntakeIQ alternatives on intake channels, VOB depth, routing, human oversight, integrations, security evidence, total cost, and switching risk.
14 min read · Updated Jul 22, 2026
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Kipu Alternatives for Behavioral Health Admissions and CRM
Compare Kipu alternatives for admissions, CRM, VOB, referrals, capacity, marketing, EMR integration, security, analytics, implementation, and migration.
14 min read · Updated Jul 22, 2026
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VOB Turnaround Time Calculator for Behavioral Health
Calculate VOB turnaround time by separating queue delay, active work, payer waiting, and exception aging, then report median and tail times, not averages.
13 min read · Updated Jul 22, 2026
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Treatment Center Admissions Conversion Rate: How to Measure
Define admissions conversion rate by funnel stage, build honest denominators, segment results, find leakage, and pair conversion with access guardrails.
13 min read · Updated Jul 22, 2026
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Behavioral Health Admissions Workflow Assessment Template
A 30-point admissions workflow assessment: score ownership, response, intake, handoffs, data, privacy, and QA with evidence for each control.
12 min read · Updated Jul 22, 2026
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