New inquiry
- Time
- 9:42 PM
- Channel
- SMS
Built for Behavioral Health
The growth engine your group practice deserves
A team of AI agents working 24/7 to onboard more patients and keep them in care, without you lifting a finger.
- HIPAA compliant
- BAA-ready
Live intakeJane Doe
agents activeIntake agent
- Presenting concerns
- "Seeking support for post-partum and relationship issues"
- Acuity
- Moderate
- Demographics
- Phone, Email, DOB, Zip code
- Safety risk
- Low
Benefits agent
- Carrier
- United Healthcare PPO
- Member ID
- XXXX123
- Benefits
- Active coverage
Matching agent
- Matched
- A. Rivera, LMFT
- Specialties
- Perinatal Health, Couples/Family Therapy, Certified Gottman Therapist
Scheduling agent
- Modality
- Virtual appointment
- Booked
- Thu Aug 6, 10:30 AM
EHR agent
- New patient record created
- Face sheet delivered
- Benefits details delivered
- Provider calendar booked
Retention agent
- Confirmation sent to Jane
- 2 reminders scheduled
Intake complete
Inquiry to confirmed appointment: under 8 minutesno staff touches
Confidante automates growth. You elevate care.
Results that boost your bottom line.
2x
new-patient conversion rate
+56%
monthly sessions
1 FTE
of staff time saved
Save
on marketing spend per patient
Based on 3-month pilot with 40-provider practice.
A team of AI agents that runs your front office, 24/7
Six specialists, always on shift, helping patients and keeping calendars full.
Intake Agent
Clinical intake, patient safety, fit preferences.
Benefits Agent
Verifies benefits across 3,400+ payers.
Matching Agent
Matches to the right provider, answers FAQs.
Scheduling Agent
Books and re-books on provider and coordinator calendars.
EHR Agent
Writes new patient records, syncs calendars.
Retention Agent
Reschedules, recovers cancellations and no-shows, reactivates dormant patients.
One team, on your systems
All six agents customized to your workflows, integrated with your EHR and calendars, with nothing re-keyed by your staff.
Accessible 24/7
- Web Chat
- SMS
- Phone
Case StudyHelyx Health
How a 40-provider practice doubled new-patient conversions with Confidante
New-patient conversion
- Before
- 25%
- After
- 49%
“Confidante has been a game-changer for Helyx. Now no new patients get missed, coordinators no longer spend 45 minutes chasing leads and verifying benefits. Our clinicians were full within the first three weeks.”
2x
conversion rate
+700
monthly sessions
+$1M
new-patient LTV
3 weeks
to full clinician calendars
- 30%
- of inquiries come in after hours
- 75%
- choose the AI over waiting for a callback
- 93%
- of first appointments booked within 2 business days
A growth engine that enhances your existing systems
HQ orchestrates Agents and stays in sync with your EHR. Intelligence visualizes practice health.
HQ
New patient pipeline in sync with your EHR
- Intake
- Benefits
- Matching
- Scheduling
- Retention
HQConfidante HQ
PatientStage
- J. DoeBooked
- M. AlvarezVerifying
- R. ChenMatching
- T. OkaforScreening
- L. WhitfieldReminded
EHR Agent
New patient record written
Your EHR
- Two-way sync
- Customized to your workflows
- No migration required
Intelligence
Visibility into practice health at your fingertips
Safe by design
Built with clinical advisors for the unique requirements of behavioral health.
HIPAA Compliant
HIPAA compliant, BAA-bounded
Every engagement runs under a signed BAA, with patient data encrypted in transit and at rest.
Your data never trains foundational models
We never send patient data to foundational model providers. Only de-identified conversation data improves our own agents.
Patient safety monitored throughout
Agents watch for risk across the whole conversation and route urgent cases to emergency protocols immediately.
Operational, not clinical
The agents run the front office. They never deliver therapy, diagnosis, or clinical advice: that stays with your clinicians.
Integrates with and enhances the EHR you already run
Integrates with
One-click share with
Pay for performance, not for seats
We win when you win. Only pay for outcomes that grow your practice: more patients in care longer.
Questions operators ask first
Straight answers, taken from the questions practices actually ask us.
Will patients actually talk to an AI?
Yes. Our data show that 75% of patients chose the AI over waiting for a callback, and 93% of first appointments were booked within 2 business days. About 30% of inquiries arrive after hours, when the alternative is not a person, it is a voicemail.
Does Confidante replace my EHR?
No. Confidante works with the EHR you already have, with no migration required. Confidante HQ, the new-patient pipeline CRM, syncs with your EHR rather than replacing it, and the EHR Agent writes new patient records and keeps calendars in sync.
Which EHRs do you integrate with?
Direct integration is available for AdvancedMD, Healthie, athena, Qualifacts, eClinicalWorks, Valant, CentralReach, Kipu, and more. One-click integration is available for SimplePractice, TherapyNotes, TheraNest, Jane.app, Sessions Health, TheraPlatform, ICANotes, and more.
How does benefits verification work?
The Benefits Agent verifies coverage across 3,400+ payers in real time, during the same conversation the patient is already in. Coordinators no longer sit on hold or work payer portals to confirm a plan before booking.
How much does Confidante cost?
Confidante is priced on performance: you only pay for the outcomes that grow your practice. Book a demo and we will size the economics against your own volume.
How fast can we go live?
Confidante's white glove onboarding process typically takes only 4 weeks. Timing depends on your EHR and calendar setup, and our US-based team ensures a smooth process from start to finish. Book a walkthrough for a detailed timeline against your systems.
Is Confidante HIPAA compliant?
Yes. Confidante is HIPAA compliant and BAA-ready, and your patients’ data is never used to train foundational AI models.
What happens if a patient is in crisis?
Patient-safety protocols were developed with our Clinical Advisor from day one; they are part of our foundation, never an afterthought. Throughout the conversation, the Intake Agent screens for risk such as suicidal ideation which triggers a documented safety protocol, including routing to emergency services where appropriate. Book a demo to see specific risk scenarios in action and to request a copy of our Crisis Protocol.