EHR Review Updated February 2026

Sunwave Health EHR Review (2026)

All-in-one cloud EHR for addiction treatment with integrated CRM, RCM, and AI-powered documentation -- now navigating a PE-backed merger.

Vendor Assessment Scorecard

Weighted rubric using fit signals (deployment model, scope, pricing posture, certification, market maturity, and review rating), then calibrated to separate tiers more clearly.

Composite Score

6.1/10

Product Depth 7.2/10
Implementation Ease 6.9/10
Support Confidence 7.1/10
Economic Value 6.5/10
Founded
2014
Deployment
Cloud (SaaS)
Pricing
Quote-based (~$30/user/mo base)
ONC Certified
Not listed

Overview

Sunwave Health is a cloud-based, all-in-one EHR platform purpose-built for addiction treatment centers and behavioral health organizations. Founded in 2014 in Delray Beach, Florida by Elie Levy (CEO) and Jay Rosen (Co-Founder & CFO), Sunwave built its reputation by tightly integrating EMR, CRM, RCM, telehealth, and alumni management into a single system -- eliminating the patchwork of point solutions that many treatment centers struggle with.

The platform targets primarily substance use disorder (SUD) treatment facilities, from small outpatient clinics to large multi-site residential programs. Sunwave's distinguishing strengths have been its integrated CRM that syncs admissions data directly with clinical and billing workflows, its reporting and analytics capabilities (which users have consistently praised as industry-leading), and more recently its SunwaveAI / MARA AI features for automated clinical documentation.

However, the most significant development in Sunwave's trajectory is not a feature release -- it is a change of ownership. In October 2025, Sunwave Health merged with Lightning Step Technologies under BVP Forge, the growth equity arm of Bessemer Venture Partners. The combined entity is led by Brent Michael, formerly CEO of Lightning Step. Sunwave co-founders Elie Levy and Jay Rosen stepped down to advisory roles. This merger fundamentally changes the risk profile for prospective buyers and existing customers, and we address it directly in the PE & Acquisition Concerns section below.

Pre-merger, Sunwave earned solid reviews for its user-friendly interface, strong customer support, and comprehensive feature set. Post-merger, the picture is murkier. Users have reported mixed experiences, and the central question -- which platform survives the integration of two separate codebases -- remains unanswered. This review assesses Sunwave based on its established capabilities while being transparent about the merger uncertainty that now overshadows the platform's future.

Disclosure: EHR Source is an independent review site with no business relationship with Sunwave Health, BVP Forge, Lightning Step, or any vendor listed on this site. Our reviews are based on publicly available information, user feedback, and industry analysis.

Critical buyer alert: post-merger execution risk

Since the October 2025 Sunwave-Lightning Step merger, many operators report weaker support consistency and more implementation friction than pre-merger experience. Treat support and implementation quality as primary diligence items: require named staffing, SLA-backed response targets, and explicit roadmap commitments in writing.

Key Features

Electronic Medical Records (EMR)

Sunwave's EMR module covers the core clinical documentation workflows that addiction treatment and behavioral health facilities require: intake assessments, progress notes, treatment plans, group notes, discharge summaries, and medication management. The platform supports electronic signatures with audit trails for compliance, and group therapy documentation is handled natively -- essential for residential, PHP, and IOP programs where group sessions constitute a significant portion of billable services.

The documentation engine supports customizable forms, though unlike platforms with self-service form builders, form customization in Sunwave typically requires submitting a request to the vendor and waiting for the changes to be implemented. This is a workflow limitation that several users have cited as a friction point, particularly for organizations that need to adapt documentation quickly to evolving regulatory or payer requirements.

CRM (Customer Relationship Management)

The integrated CRM is one of Sunwave's most distinctive features. It provides admissions tracking, lead management, referral source monitoring, and conversion analytics -- all synced directly with the EMR and RCM modules. For SUD treatment centers where the admissions pipeline drives revenue, having CRM data in the same system as clinical and billing operations provides a complete view of the patient lifecycle from first inquiry through treatment and discharge.

This is a meaningful differentiator. Most behavioral health EHRs -- including AZZLY Rize, BestNotes, and many others -- either lack CRM functionality entirely or offer basic referral tracking that does not constitute pipeline management. Treatment centers typically fill this gap with standalone CRM software, spreadsheets, or Salesforce customizations. Sunwave's approach eliminates that separate system.

Revenue Cycle Management (RCM)

Sunwave's RCM module includes over 150 configurable validation rules specifically designed for substance abuse billing. This is operationally significant because SUD billing is notoriously complex -- payer-specific documentation requirements, authorization workflows, level-of-care justifications, and residential per-diem billing all create opportunities for claim denials. Having validation rules that catch errors before submission reduces denial rates and accelerates reimbursement.

The RCM module covers claims generation, scrubbing, submission, ERA/EOB processing, and payment posting. Because billing is natively integrated with the EMR, clinical documentation and claims work from the same data -- reducing the documentation mismatches that are a primary source of denials in behavioral health billing.

Telehealth

Sunwave includes integrated HIPAA-compliant telehealth for both individual and group sessions. Sessions are documented within the same clinical workflow as in-person encounters, and billing uses the same claim generation process. Group telehealth support is particularly relevant for IOP programs that shifted to virtual delivery during the pandemic and continue to offer hybrid models.

Alumni Management

This is a feature that distinguishes Sunwave from most competitors in the behavioral health EHR space. The alumni management module supports post-treatment relationship management -- tracking former patients, managing alumni engagement, and maintaining communication after discharge. For treatment centers that invest in alumni programs as both a clinical continuity strategy and a referral source, having this functionality in the EHR eliminates the need for a separate alumni management tool.

SunwaveAI / MARA AI

Sunwave's AI capabilities include AI-generated clinical narratives, document auditing, and biopsychosocial summaries. The company reports that over 200,000 clinical documents have been generated using these AI tools. The documentation automation is designed to reduce clinician burden while maintaining clinical accuracy -- a critical capability for organizations struggling with documentation-driven burnout.

The AI document auditing feature reviews completed documentation for completeness, compliance, and quality -- catching potential issues before they reach billing or regulatory review. This is a valuable quality control layer, particularly for larger organizations with high documentation volumes and variable clinician documentation quality.

Reporting and Analytics

Reporting has consistently been cited as one of Sunwave's strongest capabilities. Users have described the reporting and analytics tools as "best in the industry" for behavioral health. The platform provides operational, clinical, and financial reporting that gives administrators visibility into census utilization, revenue performance, admissions funnel metrics, and clinical outcomes.

For data-driven organizations that make decisions based on operational metrics, strong reporting is not a nice-to-have -- it is foundational. Sunwave's reporting depth has been a key competitive advantage, particularly against platforms where reporting is either limited or requires exporting data to external tools for meaningful analysis.

Patient Engagement

Sunwave provides a patient portal and communication tools that support patient engagement throughout the treatment lifecycle. The portal handles secure messaging, form completion, and appointment management. Combined with the alumni management module, Sunwave offers a more complete engagement continuum -- from pre-admission through active treatment to post-discharge -- than most behavioral health EHRs provide.

Pros

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    User-friendly interface that is easy to navigate. Sunwave consistently receives praise for its clean, intuitive design. Clinicians and administrative staff report a manageable learning curve, which translates to faster adoption and less disruption during implementation. In a market full of clunky legacy interfaces, this matters.
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    True all-in-one: EMR + CRM + RCM + telehealth + alumni management. Sunwave bundles more into a single platform than most behavioral health EHR competitors. The integrated CRM and alumni management modules are features that typically require separate software purchases, making Sunwave's consolidation a genuine operational and cost advantage.
  • +
    Industry-leading reporting and analytics. Users consistently describe Sunwave's reporting as among the best available in the behavioral health EHR space. For organizations that make operational decisions based on data -- census trends, revenue metrics, admissions funnel performance -- this is a meaningful differentiator.
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    Integrated CRM with admissions pipeline -- rare in behavioral health EHRs. The synced CRM/EMR/RCM workflow gives treatment centers a complete view from lead inquiry through clinical treatment to billing, eliminating the data silos that occur when admissions and clinical operations live in separate systems.
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    150+ configurable RCM validation rules for substance abuse billing. SUD billing is complex, with payer-specific documentation requirements and frequent authorization workflows. Sunwave's validation engine catches errors before claims are submitted, reducing denial rates and improving cash flow for treatment centers.
  • +
    SunwaveAI for documentation automation and auditing. With over 200,000 AI-generated clinical documents, the AI capabilities are production-proven. The document auditing feature adds a quality control layer that catches compliance and completeness issues before they reach billing -- a valuable safeguard for organizations with high documentation volumes.
  • +
    Excellent customer support and onboarding (pre-merger). Prior to the October 2025 merger with Lightning Step, Sunwave earned strong marks for customer support responsiveness, dedicated onboarding teams, and hands-on implementation assistance. This was a frequently cited reason for choosing Sunwave over competitors.
  • +
    Highly customizable platform. Sunwave offers significant customization options across documentation, workflows, and reporting. Organizations with specific operational needs can configure the platform to match their clinical and business processes rather than adapting to rigid software constraints.
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    Alumni management module extends the patient engagement lifecycle. Post-treatment relationship management is a feature that most behavioral health EHRs lack entirely. For treatment centers that invest in alumni programs -- both for clinical continuity and as a referral source -- having this in the EHR is a unique advantage.

Cons

  • October 2025 merger with Lightning Step introduces major uncertainty. This is the most significant risk factor for prospective buyers. The merger under BVP Forge (Bessemer Venture Partners' growth equity arm) means two separate codebases need integration, founders have departed to advisory roles, and the new CEO's track record raises concerns. See the PE & Acquisition Concerns section for a detailed analysis.
  • Post-merger support quality has reportedly deteriorated in many accounts. Pre-merger, Sunwave's customer support was a strength. Since the merger, a growing share of operators describe slower response times and less predictable issue resolution. Prospective buyers should treat this as a material risk signal and require SLA-backed support commitments.
  • Pricing may be prohibitive for smaller organizations. While base pricing reportedly starts around $30/user/month, actual costs vary significantly by facility size and module selection. The all-in-one model adds value for larger organizations, but solo practitioners and very small practices will find the total cost unjustifiable compared to simpler, cheaper alternatives like TherapyNotes.
  • Form customization requires vendor involvement. Unlike platforms with self-service form builders, modifying clinical documentation forms in Sunwave typically requires submitting a request to the vendor and waiting for implementation. This creates friction for organizations that need to adapt documentation quickly to changing regulatory or payer requirements.
  • Navigation can require multiple clicks for certain features. While the overall interface is user-friendly, some users report that reaching specific features requires more navigation steps than expected. This is a common complaint with all-in-one platforms -- the breadth of functionality comes at the cost of some navigational depth.
  • Limited search functions. Users have noted that in-platform search capabilities could be more robust. For large organizations with extensive patient records and documentation, limited search can create productivity bottlenecks when clinicians need to locate specific information quickly.
  • Not ONC-certified. Sunwave is SOC 2 Type 2 certified and HIPAA compliant, but it is not ONC-certified. For organizations that require ONC certification for regulatory compliance, quality reporting, or payer requirements, this is a gap. Alternatives like Ease offer ONC-certified platforms.
  • Pre-merger product stagnation concerns. Some users felt that the product was "stagnant and was not evolving" even before the merger. While SunwaveAI represented a significant investment, other areas of the platform were perceived as receiving less attention. Post-merger, development resources may be further redirected toward integration work rather than new features.

Pricing

Sunwave Health uses quote-based pricing that varies based on organization size, number of users, and selected modules. The platform does not publish pricing publicly, which is standard among behavioral health EHR vendors targeting treatment centers.

Based on publicly available information and user reports, base pricing starts around $30 per user per month, but actual costs can vary significantly depending on facility size and the specific module configuration. The all-in-one model -- bundling EMR, CRM, RCM, telehealth, and alumni management -- means that the headline per-user price should be evaluated against the combined cost of assembling separate point solutions for each function.

Cost Considerations

Factor Details
Base pricing ~$30/user/mo (varies by contract)
Pricing model Quote-based, per user
What is included EMR, CRM, RCM, telehealth, alumni management
AI features May require additional module pricing
Implementation Included (dedicated onboarding team)
Contract Annual contracts typical
Post-merger pricing warning: PE-backed consolidation frequently leads to price increases as the new ownership seeks to improve margins. If you are negotiating a Sunwave contract in 2026, negotiate explicit pricing caps or escalation limits in your agreement. Do not rely on verbal assurances about future pricing. Get it in writing.

For a broader comparison of EHR pricing models across the industry, see our EHR cost guide.

Who Should Use Sunwave Health

Despite the merger uncertainty, Sunwave's core platform remains capable and may be appropriate for specific types of organizations -- provided they go in with eyes open about the ownership risks:

  • SUD treatment centers that need an all-in-one platform -- residential, PHP, IOP, and outpatient programs that want EMR, CRM, RCM, telehealth, and alumni management in a single system, and that are willing to accept the risks of a PE-backed vendor in transition.
  • Organizations that value reporting and analytics above all else -- if data-driven decision-making is your top operational priority and you need the strongest reporting capabilities in the behavioral health EHR market, Sunwave's analytics have been consistently rated as best-in-class.
  • Treatment centers with active admissions pipelines -- facilities where the admissions funnel drives revenue and where having CRM, EMR, and billing in the same system eliminates data silos and improves conversion visibility.
  • Organizations comfortable with PE-backed vendor risk -- buyers who understand the dynamics of PE ownership, are willing to negotiate protective contract terms, and are prepared for potential platform changes during the merger integration period.

Who Should NOT Use Sunwave Health

We recommend caution -- or outright avoidance -- for the following types of organizations:

  • Risk-averse organizations that prioritize vendor stability. The October 2025 merger with Lightning Step under BVP Forge introduces meaningful uncertainty about platform direction, support quality, and pricing. If stability and predictability are your top criteria, consider AZZLY Rize (independently owned, founder-led) or Ease (modern platform, private) as alternatives with more stable ownership structures.
  • Organizations that need to see how the merger plays out. If you are not under time pressure to switch EHRs, waiting 6-12 months to see how the Lightning Step integration proceeds is a reasonable strategy. The key questions -- which platform survives, how support is restructured, whether pricing changes -- should be answerable by late 2026.
  • Solo practitioners and very small practices. Sunwave's pricing and feature breadth are designed for treatment centers, not individual therapists. TherapyNotes and SimplePractice are better suited and significantly more affordable for small-scale practices.
  • General medical practices. Sunwave is a behavioral health platform built for addiction treatment and mental health. Primary care, urgent care, and multi-specialty medical practices need a general ambulatory EHR. See our vendor directory for broader options.
  • Organizations that require ONC certification. Sunwave is not ONC-certified. If ONC certification is a regulatory, payer, or quality reporting requirement for your organization, this is a disqualifying gap.

PE & Acquisition Concerns: The Lightning Step Merger

The single most important factor in evaluating Sunwave Health in 2026 is not a feature, a price point, or a user review -- it is the October 2025 merger with Lightning Step Technologies under BVP Forge, the growth equity arm of Bessemer Venture Partners. This section provides a detailed analysis of what this means for prospective and existing customers.

What Happened

In October 2025, BVP Forge -- operating from a $1 billion fund -- merged Sunwave Health and Lightning Step Technologies into a single entity. Brent Michael, formerly CEO of Lightning Step, was named to lead the combined company. Sunwave co-founders Elie Levy (CEO) and Jay Rosen (CFO) transitioned to advisory roles. This is significant: the founders who built the platform and shaped its culture are no longer running the company.

The Leadership Concern

The appointment of Brent Michael to lead the combined entity warrants scrutiny. Michael was previously CEO of Eye Care Leaders, a PE-backed healthcare technology company that filed for Chapter 11 bankruptcy. The Eye Care Leaders experience involved a data migration failure that affected multiple ophthalmology practices, litigation, and ultimately a bankruptcy filing. While past performance at one company does not guarantee the same outcome at another, prospective buyers should be aware of this track record and ask pointed questions about data migration, platform integration, and operational leadership during their evaluation.

Two Codebases, One Platform Question

Sunwave and Lightning Step are two separate products built on separate technology stacks. Merging them into a unified platform is not a trivial engineering exercise. The central question for buyers is: which platform survives? Possible outcomes include:

  • Sunwave's platform becomes the foundation and Lightning Step customers are migrated -- disruptive for Lightning Step users, but preserves Sunwave's feature set.
  • Lightning Step's platform becomes the foundation and Sunwave customers are migrated -- disruptive for Sunwave users, with potential loss of features they depend on.
  • Both platforms are maintained indefinitely -- splits engineering resources and prevents the unified product development that was presumably the rationale for the merger.
  • A new platform is built from scratch -- the longest and most expensive path, with extended migration risk for all existing customers.

None of these outcomes is risk-free. Each introduces potential disruption, migration complexity, and feature uncertainty. Prospective buyers should ask explicitly about the platform roadmap and get answers in writing.

The PE Playbook

This merger follows a well-documented pattern in PE-backed healthcare technology consolidation:

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    Cost-cutting pressure. BVP Forge's $1 billion fund needs returns. This creates incentive to reduce operating costs -- support headcount, engineering resources, implementation teams -- to improve margins ahead of an eventual exit. The "excellent customer support" that Sunwave was known for is precisely the kind of cost center that PE ownership tends to rationalize.
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    Price increases. Post-consolidation, PE-backed companies frequently raise prices. Existing customers may see renewal rates climb. New customers may face higher initial pricing as the combined entity leverages its larger market position.
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    Innovation redirection. Engineering resources that would otherwise go toward new features and product improvement may be redirected to integration work -- merging databases, unifying user interfaces, consolidating infrastructure. This can create a multi-year period of product stagnation, which is especially concerning given that some users already felt the platform was "stagnant and was not evolving" before the merger.
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    Founder departure. The transition of Elie Levy and Jay Rosen to advisory roles removes the people who built the company and understood its customer base most deeply. Advisory roles in PE contexts are often transitional -- the founders' influence will likely diminish over time.
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    Exit event uncertainty. PE firms operate on investment timelines, typically 3-7 years. The combined Sunwave/Lightning Step entity will eventually be sold again -- to another PE firm, a strategic acquirer, or through an IPO. This creates another cycle of ownership change and uncertainty down the road.

This pattern is not unique to Sunwave. The broader behavioral health EHR market has experienced extensive PE-driven consolidation, affecting vendors like Qualifacts, Netsmart, and others. For a comprehensive analysis, see our guide to behavioral health EHR acquisitions and what they mean for providers.

Contract Protections for Prospective Buyers

Due diligence recommendations: If you are evaluating Sunwave Health despite the merger risks, negotiate the following protections into your contract:
  • Data portability clause -- guarantee your right to export all patient records in a standard, usable format at any time, without penalty fees.
  • Price caps -- lock in maximum annual price increases (e.g., CPI + 2%) for the duration of your contract term.
  • SLA guarantees -- get written uptime commitments (99.9%+) and support response time guarantees with financial penalties for non-compliance.
  • Platform commitment -- request written assurance about which platform will be maintained and what the migration timeline looks like if your version is not the surviving codebase.
  • Early termination rights -- negotiate the ability to terminate without penalty if key SLA metrics are not met or if the platform is sunset.

Implementation

Sunwave Health is a cloud-based SaaS platform, which eliminates the need for on-premise hardware, server configuration, and local infrastructure management. Implementation is handled through a dedicated onboarding team, with typical timelines of 4-8 weeks depending on organization size, data migration complexity, and customization requirements.

  • Cloud-based deployment. Web browser access from any location with no on-premise infrastructure to manage. Updates are applied automatically by the vendor.
  • Dedicated onboarding team. Sunwave provides implementation specialists who guide the configuration, data migration, and go-live process. Pre-merger, the onboarding experience was consistently praised by users.
  • Training included. Initial training is included in the implementation process. Sunwave provides training for clinical staff, administrative users, and billing teams across the platform's integrated modules.
  • Data migration. Sunwave supports data migration from prior EHR systems, though migration complexity varies depending on the source system and data format. Organizations should plan for data validation and reconciliation as part of the migration timeline.
  • Customization setup. Form customization, workflow configuration, and RCM validation rule setup are handled during implementation. Because form changes require vendor involvement, organizations should invest time during implementation to get documentation templates as close to final as possible.
Post-merger implementation note: Multiple operators report that implementation quality and onboarding consistency have declined during integration. Ask for named implementation leads, weekly escalation governance, milestone-based acceptance criteria, and contract remedies if onboarding timelines slip.

For a comprehensive overview of what to expect during any EHR implementation, see our EHR implementation checklist.

Frequently Asked Questions

What is Sunwave Health best known for?

Sunwave Health is an all-in-one cloud EHR platform built specifically for addiction treatment and behavioral health organizations. It integrates EMR, CRM, RCM, telehealth, and alumni management into a single system. Sunwave is particularly well-regarded for its reporting and analytics capabilities, which users have described as among the best in the behavioral health EHR industry.

Does Sunwave Health have AI features?

Yes. Sunwave offers SunwaveAI (also known as MARA AI), which provides AI-generated clinical narratives, document auditing, and biopsychosocial summaries. The company reports over 200,000 AI-generated clinical documents. These AI features are designed to reduce clinician documentation burden and improve note quality and compliance.

How much does Sunwave Health cost?

Sunwave uses quote-based pricing. Reports suggest base pricing starts around $30 per user per month, but actual costs vary significantly based on facility size, number of users, and selected modules. The all-in-one model bundles EMR, CRM, RCM, telehealth, and alumni management, so the total cost should be compared against the combined expense of assembling separate point solutions. Given the PE-backed merger, negotiate pricing caps in your contract. See our EHR cost guide for broader pricing context.

What happened with the Sunwave and Lightning Step merger?

In October 2025, Sunwave Health merged with Lightning Step Technologies under BVP Forge, the growth equity arm of Bessemer Venture Partners. The combined entity is led by Brent Michael, formerly CEO of Lightning Step (and previously CEO of Eye Care Leaders, which filed for Chapter 11 bankruptcy). Sunwave co-founders Elie Levy and Jay Rosen transitioned to advisory roles. The merger raises questions about platform integration (two separate codebases), support continuity, pricing stability, and long-term product direction. See our guide to behavioral health EHR acquisitions for broader context on PE in this market.

Is Sunwave Health ONC-certified?

No. Sunwave Health is not ONC-certified. The platform is SOC 2 Type 2 certified and HIPAA compliant, which addresses security and privacy requirements. However, organizations that need ONC certification for regulatory compliance, quality reporting (such as MIPS), or payer requirements should evaluate alternatives. Ease offers an ONC-certified behavioral health EHR.

Is Sunwave Health suitable for small practices?

Sunwave serves small, medium, and large practices, but pricing may be prohibitive for very small organizations. The platform is best suited for addiction treatment centers and behavioral health facilities with multiple providers who can take advantage of the full EMR/CRM/RCM integration. Solo therapists and small outpatient-only practices will find TherapyNotes or SimplePractice simpler and more affordable.

How does Sunwave compare to Kipu Health?

Kipu Health has a larger installed base (6,000+ facilities) and a longer track record in the addiction treatment EHR space. Sunwave differentiates with its integrated CRM, reporting capabilities, and alumni management. Both platforms now face ownership-related uncertainty. Prospective buyers should evaluate both and factor in the merger risk affecting Sunwave. For alternatives with more stable ownership, consider AZZLY Rize or Ease.

What should I negotiate in a Sunwave Health contract given the merger?

Given the October 2025 merger with Lightning Step, prospective buyers should negotiate specific contract protections: written pricing caps or escalation limits, explicit data portability clauses guaranteeing your ability to export records in a standard format, SLA guarantees for uptime and support response times with financial penalties, and contractual commitments about which platform will be maintained. Ask directly about the integration roadmap and whether your platform version will be the surviving codebase. Include early termination rights if SLAs are not met.

Verdict

Sunwave Health built a genuinely capable all-in-one platform for addiction treatment and behavioral health. The integrated CRM, the industry-leading reporting, the alumni management module, and the AI-powered documentation tools represent a strong product that earned a loyal user base over its decade of operation. Before October 2025, recommending Sunwave to SUD treatment centers seeking an integrated platform would have been straightforward.

The merger with Lightning Step under BVP Forge changes the calculus significantly. The departure of the founders, the appointment of a CEO whose previous healthcare technology company went through bankruptcy, the uncertainty of integrating two separate codebases, and the cost-cutting incentives inherent in PE ownership all create risk factors that prospective buyers must weigh seriously. These are not theoretical concerns -- they follow a well-documented pattern in PE-backed healthcare technology consolidation.

This does not mean Sunwave is unusable or that the merger will necessarily produce negative outcomes. PE-backed companies can maintain and even improve their products when the investment thesis aligns with customer success. But the early signals -- founders leaving, a CEO with a troubled track record at a prior company, and the inherent complexity of merging two platforms -- warrant caution.

Our recommendation: if you are currently evaluating behavioral health EHRs and do not have an urgent timeline, wait 6-12 months to see how the merger integration plays out. By late 2026, the key questions -- which platform survives, how support is restructured, whether pricing increases materialize -- should be answerable. If you need to act now, consider Ease (modern platform, private ownership, strong all-in-one feature set) or AZZLY Rize (proven track record, founder-led, stable ownership) as alternatives that offer comparable capabilities without the merger uncertainty.

If you choose to proceed with Sunwave despite the risks, negotiate aggressively on contract protections: data portability, pricing caps, SLA guarantees, and early termination rights. Do not sign a long-term contract without written commitments about the platform's future.

EHR Source Recommendation

Sunwave Health's platform capabilities are strong, but the October 2025 merger with Lightning Step under BVP Forge introduces significant uncertainty that prospective buyers should not dismiss. We recommend waiting 6-12 months to see how the integration proceeds before committing. Organizations that need to act now should evaluate Ease (modern, all-in-one, private ownership) and AZZLY Rize (founder-led, proven stability) as alternatives. If you do choose Sunwave, negotiate data portability, pricing caps, SLA guarantees, and early termination rights into your contract.

Evaluating multiple options? See our behavioral health EHR comparison for a side-by-side look at the leading platforms, or read our analysis of PE acquisitions in behavioral health EHR for broader context on the ownership dynamics shaping this market.