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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

Our Packages

We keep things nice and easy.  The package you choose is a recurring subscription. No need to fuss with invoices or remembering when to pay. It’s all done for you.

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Are you ready to relax and focus only on providing excellent services to your community? Please complete our Practice Inquiry form here. 

Basic

$500/mo

Available 9am-6pm EST M-F

Dedicated Support Manager

1 Hour Of Onboarding

Monthly Time Report

Rollover Hours

10 hours per month

Plus

$735/mo

Most Popular

Available 9am-6pm EST M-F

Everything from the Basic Package

Complimentary Quarterly Check-In Call

15 hours per month

Platinum

$960/mo​

Available 9am-6pm EST M-F

Everything from Plus Package

Exclusive Access to Paperwork Portal

Complimentary Monthly Check-In Call

20 hours per month

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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