CallTrackingMetrics Consulting for Behavioral Health
The short answer
CallTrackingMetrics consulting is expert setup and optimization of a CTM account: tracking numbers, routing, queues, recordings, dispositions, VoiceAI agents, and integrations with CRM and ad platforms. I'm an official CallTrackingMetrics partner and configure behavioral health accounts directly.
Why CTM accounts drift
CallTrackingMetrics is powerful, and that is the problem. Accounts grow over years. Numbers get added for campaigns that ended, routing gets patched during staffing changes, and integrations break quietly when a CRM field changes. Nobody notices until reporting stops making sense.
My CTM account audit
I run a standard configuration audit on every account I take over. It checks things like:
- Tracking numbers with no source assigned or no recent activity.
- Routing paths that dead-end, loop, or ring to people who left.
- Recording and transcription settings.
- Disposition and custom field setup, and whether reps actually use them.
- Business hours and after-hours behavior.
- Integration health with the CRM and Google Ads.
- Missed-call alerting and callback tracking.
The output is a flagged list ranked by impact, and then I fix it.
What I build in CTM
- Call flows and queues designed for admissions speed.
- Dynamic number insertion by source and keyword.
- VoiceAI agents for missed calls, overflow, and after hours.
- Scorecards for call review.
- Integrations with DAZOS, Salesforce, and Kipu workflows.
- Dashboards and scheduled reports for missed calls and conversion by source.
CTM VoiceAI
CTM VoiceAI lets a treatment center answer every missed and after-hours call with an agent that collects caller details, insurance, and reason for calling, then routes or alerts the on-call team. I build and tune these agents for behavioral health. See AI voice agents for treatment centers.
Related: treatment center call tracking and behavioral health call center consulting.
Frequently asked questions
Is Jim Malcom a CallTrackingMetrics partner?
Yes. Jim Malcom is an official CallTrackingMetrics partner and configures CTM accounts for behavioral health organizations through Crucial Consultants.
What does a CTM account audit check?
Tracking number hygiene, routing paths, recordings, dispositions and custom fields, business hours, after-hours behavior, integrations, and missed-call alerting.
Can CTM integrate with DAZOS or Salesforce?
Yes. CallTrackingMetrics can pass call and source data into CRMs like DAZOS and Salesforce so each lead keeps its attribution through admission.
