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Unified Intake from Any Source

Practice Growth

We’re streamlining new client requests from any source (e.g. Psychology Today + your website + Alma/Headway) into one guided intake flow.

Capture better-fit clients, triage faster, and optionally let clients request an initial consult time — with flexible settings so you can tailor the form and scheduling experience to your practice. A full HIPAA compliance is guaranteed.

Illustrative screenshot

Posted by Upheal Moderator ·
Status: Backlog2 comments

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Comments2

  • Michael Osborne

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    May 20

    Any idea when this will be worked on. The more I think about this is critical for my advertising and simplifying my intake/advertising process. I’d live to be able to funnel all my client communication into the system (phone, email, sms, etc)

  • Upheal Moderator

    Team•

    Feb 18

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    Merged request

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    1 vote

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