Run a healthcare center? Get a free 3-minute review of your landing page.Get the free review
EHR and practice management

Lightning Step and your treatment center website

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

  • Read against the vendor's own pages
  • BAA published
  • Checked October 15, 2026

What it is

All-in-one EHR, CRM and billing software for behavioral health. Lightning Step's site says it is now part of Sunwave.

How it connects to a website

  • No public integration documented

    Lightning Step's CRM page lists a Web Inquiry Form, Online Booking, a Salesforce integration and Call Tracking Metrics, but does not document how any of them connects to a website.

What KhanWork does with it

  • Place Lightning Step's web inquiry form or booking on the site in the way Lightning Step provides for your account.
  • Connect call tracking where Lightning Step supports it. Its CRM page lists Call Tracking Metrics; we confirm the setup with Lightning Step for your account.
  • Keep form answers and identifiers out of analytics.

Setup, as the vendor documents it

Lightning Step does not publish setup steps for its web inquiry form, online booking or integrations.

What to watch out for

Where patient details can slip out with Lightning Step, and what the vendor's own documents say to switch on, switch off or ask for.

  1. Lightning Step is now part of Sunwave

    Before building anything new, confirm which platform, contract and BAA your account will be on going forward.

  2. Part 2 terms are in the BAA

    The published BAA says Lightning Step is fully bound by the Part 2 regulations for substance use disorder records. Anything you connect downstream does not inherit that commitment.

  3. Ask where the inquiry form stores data

    The web inquiry form is listed but not documented publicly. Ask whether it is hosted by Lightning Step and covered by your BAA, or whether it posts from your website.

Frequently asked questions

Its CRM page lists a Web Inquiry Form and Online Booking. It does not publish how they connect to a website, so we confirm that with Lightning Step for your account.

Sources

Not legal advice. This page reports what the vendor publishes. Nothing here implies a partnership with Lightning Step, now part of Sunwave. Confirm plans and the BAA in writing with the vendor, and let your compliance lead or counsel decide what counts as PHI in your workflows. For the terms, see BAA, PHI, HIPAA and 42 CFR Part 2 in the glossary.

Let's look at your landing page together.

A 30-minute call with Ali. You bring the site, we bring the notes. No pitch until you ask for one.

Or start with the free funnel review

Trusted by treatment centers, clinics and the agencies that serve them

20%More conversions, Cornerstone
14Business days to launch
5Treatment centers served