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Intake Coordination

DESIGNED FOR

Both solo & group practices

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HOW WE SUPPORT YOU

Client flow, managed

We manage your new client inquiries, so no opportunity slips through the cracks. This service includes:

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  • Audit and creation of new client workflows 

  • Phone and email coverage

  • New and returning client scheduling and follow-up

  • Client pre-screening and script customization

  • Coordination with therapist availability and specialties

  • Referral coordination when needed

EXPLORE ADDITIONAL SUPPORT

Browse our other services

Systems Setup

We set up and streamline your practice systems so everything—from EHR to scheduling and client communication—runs smoothly and efficiently.

Systems Audit & Optimization

We audit and optimize your practice systems to streamline operations and ensure clients and your team experience smooth, efficient workflows.

Practice
Management

We provide dedicated operations management to keep your practice running smoothly, oversee workflows, and drive growth—without the need for a full-time hire.

We're here to help

​Stop playing phone tag. Start getting ideal clients matched to your clinicians—fast.

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