Making that first call can be difficult. Your receptionist gathers the preferences needed to arrange contact without asking callers to retell their personal history. It respects their chosen callback channel and follows your practice’s written protocol when someone expresses distress.
$69 CAD / month · 50 Standard calls · 1 local number
The request reaches coordination carrying the service, the format, the safe window and nothing else. The caller was heard in three questions, and her story stays for her practitioner.
Monday, 7:10 p.m. The practice is closed. A woman calls about a first request for ongoing care, from her home office.
ReceptionistCabinet Saint-Laurent, good evening. Let me take your name and a callback number — and tell me which hours are safe to call you.
CallerFrancine Chouinard, 514 555-0146. Daytime only, not in the evening, there are people at home.
ReceptionistRecorded: daytime callbacks only. Are you looking for individual care, and would you rather meet in office or remotely? You do not have to tell me anything more.
CallerIndividual, and remote if that is possible.
ReceptionistGood. Our coordinator validates the match with a practitioner, then I book that first meeting inside the authorised availability and confirm with you during the day.
She collects minimal preferences, location where your practice requires it, and availability. The reason stays in the person’s own words, with no probing. Coordination then validates the fit with a practitioner and their scope of practice.
A spouse wants a session confirmed. She does not confirm that a file exists and switches to your confidential route. That is the failure case the practice situation documents, and the default behaviour.
She stays calm, does not minimise, assesses no risk, and reads the crisis resource you wrote into your protocol — up to the emergency number where danger is immediate. Then she alerts the practice. No therapeutic conversation happens with a machine.
Someone asks to be rematched. The request goes to coordination, and follow-ups tied to the previous care stop rather than carrying on as though nothing had changed.
Available services and practitioners, authorised formats, the callback window and channel considered safe, your crisis protocol with its exact resources, your rule for an adolescent, and the confidential route for a third-party call. All editable from the app.
Practitioner or service sought, new request or existing administrative contact, confidential channel and callback window, authorised meeting format, administrative preferences. A detailed clinical account is not among the fields, and she does not ask for one.
The request arrives with what is needed to match, not with a case history. The first meeting is booked inside the authorised availability, confirmation goes out on the chosen channel, and reminders stay discreet. A refusal or a change stops the sequences instead of continuing them.
A receptionist who answers in both languages, keeps administration apart from clinical matters, holds the authorised schedule by your rules and hands the rest to coordination. No setup fee, and you keep your number.
She does not ask for a detailed account of the situation, and does not record one.
This is included in your base plan. She answers using the calls, requests and business information you are allowed to access.
Talk to your receptionistA question you can ask
When did these callers authorize a confidential callback?
She retrieves only authorized contact details and preferences. She does not summarize clinical accounts for third parties.
Beyond the base plan. Each one is added on purpose, separately from the base. None switches on unless you choose it.
You can add a channel so she can continue the conversation with your customers. Any action she takes follows the same rules and the options you have chosen.
Optional customer channel
Collect a minimal website enquiry and safe callback window without asking for a clinical account.
The transactional messages provided by your base plan and your own questions to the receptionist remain included.
Check the actions supported, connection requirements and how to work when your software cannot perform the requested action.
No open interface: access runs through an approved partner programme, and the published article currently rules out direct calendar posting.
Administrative operations are documented, with a per-user key carrying that user’s rights. Permission isolation still has to be tested on a real account.
In your practice, the person calling has often told their story several times before reaching your line. Asking for it again at reception makes them pay the entry price one more time. Sector research puts it plainly: repeatedly collecting sensitive content is a problem in itself, and generic follow-ups after a refusal or a change do harm.
The other difficulty is the opposite of the first: something still has to be organised. An available practitioner, a time that works, an authorised format, a callback channel that will not ring at the wrong moment in front of the wrong person. And it has to happen while you are in session, door closed.
Your receptionist takes the strict minimum: the service being sought, whether this is a new request or an existing administrative contact, the channel and callback window the person considers safe, and the authorised format. She does no therapy, assesses no risk, and asks nothing about the story. When distress surfaces, she reads the protocol your practice wrote, points to the resource you listed in it, and raises the alert.
The other lines of work in this section run on the same engine, with their own requests and their own rules.
Health & careShe asks which service, not for the story. If the person says more, that is their choice; reception does not probe and does not record a detailed account. That is a design decision, not a technical limit.
She does not confirm that a file exists, and applies your confidential route. That is exactly the failure case the research documents for a mental health practice.
She stays calm, does not minimise, and reads the crisis resource you wrote into your protocol — then the emergency resource where danger is immediate. She assesses no risk, performs no intervention, and alerts the practice. All of it is written into the preset, not left to her judgement.
She prepares: minimal preferences, availability, format. Coordination validates the fit and the practitioner’s scope of practice. A requested rematch interrupts follow-ups tied to the previous care.
No. She records the plan or programme mentioned and explains that the decision belongs to the payer under the contract. No eligibility is confirmed over the phone.
Start your free trial with your email. Your website can help prepare your business information, but it is optional. Confirm the facts, choose a first task and test your receptionist. You can try options too, starting with the ones you need.
Keep my phone numberPsychology and psychotherapy
