- 2 UR specialists
- 1 facility
- Authorization tracking
- Denial management
- Email notifications
- Document upload
- Audit trail
- 5 UR specialists
- 3 facilities
- Everything in UR Starter
- Client portal
- Kipu or BestNotes EMR sync
- API webhooks
- Analytics dashboard
- AR aging report
- Eligibility verification
- Unlimited specialists
- Unlimited facilities
- Everything in Professional
- Criteria Analyzer included
- Priority support
- Custom onboarding
- Dedicated account manager
- Your logo and brand colors
- Custom domain
- Everything in Enterprise
- Resell to unlimited clients
- Dedicated support line
- Custom contract terms
- Co-marketing available
Try it free for 14 days with no credit card. If it isn't a fit, the trial simply ends on day 14 and nothing is charged. Your team keeps charting in Kipu or BestNotes the whole time, so there is nothing to migrate and nothing to undo.
Steven Cavan has worked in behavioral health since 2004 and in utilization review full time since 2012. He built CriteriaIQ RCM after years of watching facilities lose authorizations to documentation gaps and missed review dates. CriteriaIQ is new, so during your trial you work with Steven directly: setup, questions, and feedback go straight to him.
"The goal has always been simple: make the documentation reflect the clinical reality."
We're looking for 5 behavioral health facilities or billing companies to use CriteriaIQ RCM in their real UR workflow and tell us what works and what doesn't.
- ✓ Today's list price, locked for 2 years
- ✓ Free setup help from Steven: connecting Kipu or BestNotes and entering your first authorizations
- ✓ Your feature requests go to the front of the line
- ✓ Steven's direct phone and email
- → A 30 minute feedback call once a month
- → After 60 days, we'll ask for an honest review on G2. Your pricing doesn't depend on it.
- → If you're happy after 60 days, permission to quote you. No obligation.
Cancel anytime · billed securely via Stripe
On a different EMR? Kipu and BestNotes sync out of the box — most other behavioral health EMRs with an API can be connected through a custom integration on request. Ask us about yours →
Estimate what this saves your team
A time-savings estimate, not a promise — drag the sliders to match how your team actually works today.
These numbers come from the assumptions you set above, not customer-reported results — we're an early-stage product and don't yet have enough customer data to publish real averages. Adjust any slider to match your own facility.
Where each step of your workflow lives
Use this as a checklist during your trial. Go down the list, find the step in your own process, and confirm it is covered before you commit. Some features depend on your plan, so check the tiers above.
| Workflow step | What you track | Where it lives | What it does |
|---|---|---|---|
| Verify benefits | Coverage dates, deductibles, out of pocket maximums, network status | VOB | Eligibility checks are documented and linked to the authorization they support. |
| Request and track the authorization | Dates, status, and what the payer approved | Authorizations | Every authorization in one place, with automated reminders before it lapses. |
| Schedule concurrent reviews | Knowing which reviews are due, and when | Reviews Due Today | Concurrent review scheduling plus in app and email alerts for due dates and expiring authorizations. |
| Handle peer to peer and appeals | Tracking calls, outcomes, and appeal deadlines | Authorizations | Peer to peer tracking and appeal management sit on the same authorization record. |
| Check clinical criteria | ASAM 4th Edition, Milliman MCG, InterQual BH | Criteria Analyzer | AI assisted analysis and phone review scripts. Included with Enterprise, see the tier comparison above. |
| Bill and track claims | Claim status, submission dates, aging | Billing, Claims | Status and aging across 0 to 90+ day buckets, alongside UR and denials. |
| Collect and post payments | Matching payments to claims | Billing, Collections & Payment Posting | Payment posting in the same place as the claims it belongs to. |
| Report on approvals and denials | Approval rates, denial trends, AR aging | Analytics & Metrics | Filterable by date, facility, and payer. |
| Keep facilities informed | Fewer where is my auth phone calls | Client portal | Read only facility login showing the status of their own patients' authorizations. |
| Pull patients from your EMR | Re entering census data by hand | Kipu or BestNotes sync | Active patients sync into authorization records using your existing API credentials. |
Prefer to see it first? Watch the platform walkthrough or book a live walkthrough.
| UR Starter | Professional UR teams up to 5 |
Enterprise Multi-facility operators |
White-Label | |
|---|---|---|---|---|
| Specialists | Up to 2 | Up to 5 | Unlimited | Unlimited |
| Facilities | 1 | 3 | Unlimited | Unlimited |
| Authorization tracking | ✓ | ✓ | ✓ | ✓ |
| Denial management | ✓ | ✓ | ✓ | ✓ |
| Client portal | — | ✓ | ✓ | ✓ |
| Kipu / BestNotes EMR sync | — | ✓ | ✓ | ✓ |
| API webhooks | — | ✓ | ✓ | ✓ |
| Analytics dashboard | — | ✓ | ✓ | ✓ |
| Criteria Analyzer included | — | — | ✓ | ✓ |
| White-label / resell | — | — | — | ✓ |