Your front office, run by a team of AI agents.
Here’s exactly what each agent does, and how they turn the demand you already pay for into booked, retained patients.
- HIPAA compliant
- BAA-ready
- Built with behavioral health experts
From first message to booked patient, in one conversation.
- A patient reaches out on your site, by text, or by phone, any hour. The Intake Agent greets them, captures the presenting concern and fit preferences, and applies patient-safety logic.
- The Benefits Agent verifies coverage across 3,400+ payers in real time.
- The Matching Agent routes them to the right provider and answers their questions.
- The Scheduling Agent books the appointment, onto a coordinator’s queue or straight to a provider calendar.
- The EHR Agent writes the record and syncs the calendar, so nothing is re-keyed.
What used to be a missed voicemail and five browser tabs is now a booked patient and a clean record.
Job 1: Onboard more patients
Three agents carry the work a coordinator used to do by hand, on every inquiry, at any hour.
Intake Agent
Clinical intake, patient safety, and fit preferences.
Flows built for Individual, Couples, Family, Psychiatry, and Neuropsych Assessment.
What the coordinator used to do: A coordinator worked through an intake script by phone, if they reached the patient at all.
Benefits Agent
Verifies benefits across 3,400+ payers.
Coverage is verified in real time, inside the same conversation.
What the coordinator used to do: A coordinator sat on hold with a payer or worked a portal to confirm coverage.
Matching Agent
Matches patients to the right provider and answers their questions.
What the coordinator used to do: A coordinator cross-referenced panel capacity, specialty, and availability by hand.
Job 2: Keep patients longer
Retention is where lifetime value compounds.
Retention Agent
Reschedules, no-show recovery, dormant reactivation, and patient satisfaction monitoring.
Retention is where lifetime value compounds.
What the coordinator used to do: Follow-up depended on whoever had time to work the no-show list that week.
Working across both: the shared layer
Two agents are the connective tissue that both jobs run on.
Scheduling Agent
Books and re-books on provider and coordinator calendars.
What the coordinator used to do: A coordinator held the calendar open in another tab and booked by hand.
EHR Agent
Writes new patient records and syncs calendars.
What the coordinator used to do: A coordinator re-keyed the same patient details into the EHR after the call.
The Growth Orchestration System
- Always on
- 24/7 across Web, SMS, and Phone.
- HQ
- Your new-patient pipeline CRM, synced with your EHR. Every inquiry, booking, and reschedule in one place. It works with your EHR; it does not replace it.
- Intelligence
- Never-before-seen visibility into conversion, speed-to-appointment, and retention.
- Channels
- Web, SMS, and Phone, 24/7.
It fits how you already work.
We integrate with your API-enabled EHR and calendar, preserve the customizations you rely on, and fit alongside your referral sources and marketing. Live with AdvancedMD and Healthie, more via API.
Available for direct integration:
- AdvancedMD
- Healthie
- athena
- Qualifacts
- eClinicalWorks
- Valant
- CentralReach
- Kipu
Available for one-click integration:
- SimplePractice
- TherapyNotes
- TheraNest
- Jane.app
- Sessions Health
- TheraPlatform
- ICANotes
Safe by design.
- HIPAA compliant and BAA-ready.
- Patient-safety escalation is built in. Risk such as suicidal ideation or the need for a higher level of care is escalated with a clinician handoff.
- Your patients’ data is never used to train foundational AI models.
- Operational, not clinical. The agents run the front office; they do not deliver care.