Therapy Practice AI Intake

HIPAA-aligned AI intake for therapy and counseling practices — picks up while clinicians are in session, runs warm intake for anxiety and trauma seekers, collects insurance and availability, and schedules into SimplePractice, TherapyNotes, and peer EHRs.

1. 01

   Coverage During Sessions

   Answers on the first ring when therapists cannot — the majority of therapy seekers call multiple practices and rarely leave voicemail if no one picks up.

2. 02

   Empathetic Intake Flows

   Gathers contact information, insurance, presenting concerns, and schedule preferences with language suited to mental health outreach, not generic call-center scripts.

3. 03

   Crisis & Safety Routing

   Recognizes configured crisis indicators and follows practice playbooks — on-call clinician, 988 or local crisis handoff, or emergency escalation without giving clinical advice.

4. 04

   Group Practice Matching

   For multi-clinician offices, routes new clients by specialty, modality (CBT, EMDR, couples), and open slots across providers.

5. 05

   Telehealth & Reminders

   Explains in-person vs secure video options, books the right session type, and supports confirmation workflows that reduce no-shows.