About CriteriaIQ

Built by someone who knows
the real problems.

CriteriaIQ RCM started with one UR specialist's frustration with the broken revenue cycle in behavioral health — and evolved into the comprehensive platform the industry needed.

From documentation problems
to revenue cycle solutions.

I've worked in behavioral health since 2004 — starting in direct client care, then moving through management and operations, and into utilization review full-time since 2012. Over those years I've held a BA in Applied Clinical Psychology from Florida Institute of Technology and an MS in Information Assurance and Cybersecurity with dual specializations in Network Defense and Digital Forensics from Capella University.

I have always strived to make patient care more productive. But one problem kept coming up, year after year, across every facility I worked with: the lack of medical necessity understanding amongst clinical teams has always posed problems in utilization review — particularly when determining appropriate lengths of stay and improving clinical documentation to meet criteria points.

Facilities were losing authorizations not because patients didn't clinically need the care, but because the documentation didn't speak the language that insurance reviewers are trained to look for. Progress notes that didn't cite dimensional drivers. Service Request Forms filled out generically. Concurrent reviews that couldn't demonstrate why step-down was premature.

These are fixable problems — and they were costing patients days, sometimes weeks, of treatment they needed.

"If criteria is not met, it will tell you why — and exactly what areas to improve on to make sure you get that insurance authorization."
— Steven Cavan, MS, on building the first Criteria Analyzer

So I decided to do my own research based on the criteria to build this tool. The initial Service Request Forms and concurrent review forms were built straight from ASAM 4th Edition criteria — the same edition your payers are using. Every subdimensional risk rating, every analysis probability score, every dimensional treatment plan mapped directly back to the published criteria.

But solving documentation was just the beginning. As I worked with more billing companies and treatment facilities, I realized the problem was much bigger than medical necessity analysis. The entire revenue cycle was broken — from eligibility verification to final payment collection.

Behavioral health deserves
better than spreadsheets.

CriteriaIQ RCM evolved from that single insight: behavioral health billing companies and treatment facilities are managing million-dollar revenue cycles with tools designed for grocery lists. Spreadsheets for authorization tracking. Email threads for denial management. Phone calls for status updates.

Meanwhile, every other healthcare vertical has sophisticated revenue cycle platforms. Behavioral health was left behind. Not because we don't generate revenue — we do. Not because we don't have complex workflows — we have the most complex. But because no one built technology specifically for how behavioral health utilization review actually works.

CriteriaIQ RCM changes that. It's the first platform built from the ground up for behavioral health revenue cycle management — by someone who's lived in the trenches of UR for over a decade. Authorization tracking that understands concurrent reviews. Denial management that speaks ASAM. Billing integration that knows the difference between PHP and IOP.

This isn't a generic healthcare platform with behavioral health bolted on. This is behavioral health revenue cycle management — finally done right.

From idea to platform.

2012

Full-time utilization review

Moved into UR full-time after years in clinical care and management. Started seeing the documentation and authorization problems that cost patients treatment time.

2019

First Criteria Analyzer prototype

Built the first AI-powered medical necessity analysis tool, mapping patient charts directly to ASAM 4th Edition criteria to solve documentation problems.

2023

Chrome Extension launch

Released the Criteria Analyzer as a Chrome extension for Kipu EMR, helping UR teams analyze charts and generate phone scripts in real-time.

2024

Revenue cycle expansion

Recognized that documentation was just one piece of the broken revenue cycle. Started building the comprehensive UR platform behavioral health needed.

2025

CriteriaIQ RCM platform launch

Launched the complete revenue cycle management platform — authorization tracking, denial management, billing, client portal, and Kipu integration in one unified system.

This was built for you.

I hope you and your team find the value in this platform. It was built for you — the UR coordinator staying late to finish concurrent reviews, the clinical director coaching staff on documentation, the nurse trying to explain to a medical director why a patient still needs residential care.

But more than that, it was built for the billing specialist manually tracking 200 authorizations in Excel. The denial manager who knows there's money being left on the table but can't prove it. The facility administrator fielding 20 phone calls a day asking for status updates.

The goal has always been simple: make the documentation reflect the clinical reality, and make the business process support the clinical mission. When both work together, patients get the care they need and facilities get paid for providing it. That's the whole point.

Every feature in CriteriaIQ RCM solves a real problem I've encountered in the field. Every workflow maps to how UR teams actually work. Every integration addresses a pain point that costs time, money, or patient care quality.

This is what behavioral health revenue cycle management should look like. Finally.

— Steven Cavan, MS
Founder & CEO, CriteriaIQ

Ready to see the difference?

Experience the platform built by someone who understands your workflow. Book a demo and see CriteriaIQ RCM in action.

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