One platform for crisis care,
shelter operations, and
everything between
Protocol unifies patient records, clinical documentation, shelter and bed management, and cross-facility coordination in one secure system — so your team spends less time on paperwork and more time on people.
Everything Your Team Already Does, in One Place
A comprehensive operations platform purpose-built for behavioral health and homeless services providers.
Patient & Encounter Records
Structured intake, encounters, and clinical notes for every patient — with safety Advisories surfaced automatically so nothing urgent gets buried in the chart.
Shelter & Homeless Services Operations
Manage beds, occupancy, and HIC-aligned reporting alongside client enrollment and case notes — in the same system as your clinical records.
Crisis & Safety Protocols
Violence-risk flagging, patient safety advisories, and staff-safety workflows built directly into the encounter and chart — not a separate system to check.
Cross-Facility Coordination
A shared provider directory with one-tap contact cards, patient transfer requests, and a bulletin board keep every facility on the same page.
Role-Based Access & Audit Logging
Granular roles for admins, clinicians, and shelter staff, backed by Auth0 authentication and a full audit trail on every sensitive action.
Resources, Training & FAQs
A living library of protocols, training material, and FAQs your team can search without leaving the platform.
Our Mission
Protocol exists to give behavioral health and homeless services providers one dependable system — from a patient's first psychiatric encounter to their shelter enrollment and every coordinated hand-off in between.
We believe better records, clearer coordination, and safety protocols built directly into the workflow — not layered on top — lead to safer facilities and better outcomes for the people you serve.
Security & Compliance by Design
Protocol is built around the access controls and accountability that behavioral health and homeless services data require — designed in from day one, not added after the fact.
Ready to Bring Your Teams Onto One Platform?
See how Protocol connects clinical care and shelter operations for your organization.