Provide a seamless intake experience for your clients using text-based intake process. Save hours of admin time with automated workflows and effective team collaboration to convert more clients.
Import Gmail and Outlook seamlessly. Review referral emails from various sources and SMS with clients simultaneously.
Capture client details quickly, screen clients and schedule clients faster.
Increase your conversion with accurate, real-time eligibility and cost estimates.
Coordinate with billers, administrative staff, and therapists in one central hub. Assign tasks and receive notifications to ensure you never overlook crucial client follow-ups.
Our platform is HIPAA compliant, and all communication is encrypted.
Understand the attribution of referrals from multiple sources. Get detailed conversion reports.
Keep track of referrals from multiple sources and the status of incoming clients in a single place.
Filter clients by status and referral sources.
Use task dashboard to manage all prospective clients status and scheduling in a single place.
A centralized coordination hub with admin staff, billers, and clinicians reduces emails and missed details. Paperless intake and streamlined practice tools save at least 30% of admin time!
Respond to clients faster. Filter referrals and message clients faster through SMS for the practice and individual therapists.
Clients often miss emails and phone calls. Avoid phone tag. Message and schedule multiple clients with SMS with simplified inquiry forms and scheduling links.
Pull unlimited client emails from Gmail and Outlook or add prospective clients manually
Activity log to share client intake activity across the team.
Clients often miss emails and phone calls. Using an SMS-based intake improves communication and leads to better engagement and scheduling conversion.
With transcribed voicemails, respond to clients faster. Assign phone numbers, voicemail and SMS feature for the practice and individual therapists.
intake features
Automating routine tasks like appointment scheduling, billing, and client communication improves operational efficiency, reduces errors, and frees up valuable time for staff and therapists to focus on delivering exceptional care.
A single page view of all your referral sources like therapists' directories and social media accounts.
Never miss a follow-up. Easily track all prospective clients. Set up follow-up reminders.
Use automated workflows and set up messaging templates to simplify tedious tasks.
Collaborate with billers, administrative staff, and therapists in a single place
Our platform is HIPAA compliant and all communication is encrypted.
Understand the attribution of referrals from multiple sources. Get detailed reports on conversion.
Pay as you grow plans
Flexible & COMPETITIVELY PRICED plans.
22519 Hawthorne Blvd, Torrance, CA 90505.
Phone: 323-652-4682
hello@leafs.cloud
