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Integrations

The systems your treatment center website has to work with.

Your EHR, your CRM, call tracking, forms, reviews, analytics and scheduling. For each one: how it actually reaches a website, whether the vendor offers a BAA and on which plan, and where patient details tend to leak. Every vendor claim comes from the vendor's own pages, with the sources listed.

  • 16 tools, read against vendor docs
  • BAA status, per the vendor
  • Sources checked October 15, 2026

How to read these pages

  1. What it is

    One line, in plain words, so you know which system we mean before anything else.

  2. How it reaches your site

    Embed, link-out, form posting, webhook or API. Only what the vendor documents; where it documents nothing, we say so.

  3. BAA, per the vendor

    What the vendor's own pages say about a Business Associate Agreement, and on which plan. Silence is reported as silence.

  4. What to watch out for

    The part that matters: where patient details can leak, which settings to change, and what the vendor's own docs warn about.

Who wires it

We do the website side: the form, the widget, the call tracking snippet and the analytics setup. No account managers and no handoffs: the person you brief is the person who builds, and seniors do the work. The vendor side, such as users and pipelines inside your EHR, stays with your admin or the vendor's own team.

Not legal advice. These pages report what each vendor publishes, checked October 15, 2026. Nothing here implies a partnership with any vendor listed. For the terms behind the acronyms, see the glossary.

EHR and practice management

Where admissions inquiries end up. Most of these platforms bundle a CRM for referrals and inquiries, and few publish how a website form gets in.

  • Kipu

    Kipu Health

    EMR plus an admissions CRM. Kipu says its CRM turns website form inquiries into tasks; API access is by key, for Kipu clients and developers working with one.

    • Form posting
    • API on request
    BAA published
  • Sunwave Health

    EMR, CRM and billing. Sunwave documents a CallTrackingMetrics integration for calls; a website form method is not published.

    • Webhook
    • No public integration documented
    BAA page linked
  • BestNotes

    EHR with a secure online intake application you can link from your website. BestNotes mentions API documentation for custom integrations.

    • Link-out
    • API on request
    BAA not stated
  • Alleva

    EMR with CRM tools and a client and family portal. Alleva describes an open API; the web form route is not published.

    • API on request
    • No public integration documented
    BAA not stated
  • Lightning Step

    Lightning Step, now part of Sunwave

    EHR, CRM and billing. The CRM lists a web inquiry form and online booking; the published BAA binds it to 42 CFR Part 2.

    • No public integration documented
    BAA published

CRM

Lead and relationship systems outside the EHR. Both offer a BAA, but only for named services or on specific plans.

  • Salesforce Health Cloud

    Salesforce

    Healthcare CRM on the Salesforce platform. Web-to-Lead turns a website form into leads; the BAA covers named services only.

    • Form posting
    • Published API
    BAA on specific plans
  • HubSpot

    CRM, forms and a tracking code. HIPAA use needs an Enterprise subscription with Sensitive Data turned on and the BAA accepted.

    • Embed
    • Form posting
    BAA on specific plans

Call tracking

For many treatment centers, the first inquiry is a phone call. These tools swap the number on your site so every call carries its source.

  • CallRail

    Number swapping and form tracking by JavaScript snippet. The BAA comes with a Healthcare plan, which is a separate account.

    • Embed
    • Form posting
    BAA on specific plans
  • CallTrackingMetrics

    CallTrackingMetrics (CTM)

    Tracking code, FormReactor forms and webhooks. HIPAA workflows need a BAA, an eligible plan and specific settings.

    • Embed
    • Form posting
    • Webhook
    BAA on specific plans

Forms

Hosted form builders with healthcare plans, for when the website form needs to collect more than a name and a phone number.

  • Jotform

    Hosted forms you embed or link. HIPAA features and the BAA come with Gold or Enterprise.

    • Embed
    • Link-out
    BAA on specific plans
  • Formstack

    Hosted forms for your website. ePHI belongs on the Formstack for Healthcare plan, which limits integrations to a vetted list.

    • Embed
    BAA on specific plans

Reviews and messaging

Review widgets and website chat. Chat is the quiet risk: people often type things into a chat box they would not put in a form.

  • Birdeye

    Review widget and website chat by embed code. Birdeye says a BAA is available and its products support HIPAA compliance.

    • Embed
    BAA on request
  • Podium

    Webchat by code snippet, continuing over text. Podium's terms apply its BAA to covered entities and business associates.

    • Embed
    BAA published

Analytics

Measurement and the container that loads every other tag. Google offers no BAA for Analytics and documents none for Tag Manager, which shapes everything else.

  • Google Analytics 4

    Google

    Web analytics by tag. Google offers no BAA for Analytics, and says where its tags should not go on HIPAA-covered sites.

    • Embed
    No BAA
  • Google Tag Manager

    Google

    One container that loads every other tag. Tag Manager itself collects no visitor data, but every tag inside it can.

    • Embed
    No BAA

Scheduling

Booking links and embedded calendars, and where they stop being safe to use.

  • Calendly

    Booking by link or embed. Calendly says it does not comply with HIPAA, and its terms rule out PHI.

    • Embed
    • Link-out
    No BAA

Frequently asked questions

No. They describe what each vendor publishes about connecting to a website, with links to the vendor's own pages so you can check every line. Nothing here implies a partnership, reseller deal or certification.

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