What the agent handles
- Books intake consultations
- Matches clients by focus area
- Explains fees and insurance receipts
- Reschedules ongoing sessions
- Shares the 9-8-8 crisis line
Answers first calls from people reaching out for help with warmth and discretion, matches them with a suitable therapist, and handles scheduling and fee questions.
CallerI've never done this before. I'm not even sure what kind of therapist I need.
CallerDo you offer sliding scale fees? I'm between jobs right now.
CallerI need to move my Thursday session with Dana, same time next week if possible.
Warm transfer: If a caller says they're thinking about harming themselves, the agent shares the 9-8-8 crisis line and warm-transfers to the clinician on call without putting them on hold.
Intake consultations and therapy sessions
Reaching out to a therapist is hard, and many people put off the call for weeks. When they finally make it, often in the evening or from a parked car at lunch, they usually reach voicemail, because therapists are in fifty-minute sessions back to back and many group practices have no full-time intake person. Some leave a message. Many hang up, and the moment passes.
A RealVoice AI receptionist answers that first call with a warm, unhurried voice. It explains how your practice works, asks a few gentle questions about what the person is looking for, matches them with a therapist by focus area, such as anxiety, couples work, grief, trauma or child and youth, and books an intake consultation. It explains your fees, any sliding scale spots, and what goes on the receipt for an extended health claim depending on whether the therapist is a psychologist, social worker or registered psychotherapist. Existing clients can move a session without waiting on an email reply.
It is not a crisis service and never acts like one. If a caller says they are thinking about harming themselves, it shares 9-8-8, the suicide crisis helpline, and warm-transfers to the clinician on call without putting them on hold. It doesn't give therapeutic advice, doesn't ask for more than the booking needs, and won't confirm to anyone calling whether a person is a client.
After the call: Ruth gets a text and email with the caller's first name, the reason in their own words and the sliding scale request, so the intake starts where the call left off. The booking is in the RealVoice schedule, and the summary and recording are kept in the portal.
Today it books intake consultations and therapy sessions into the RealVoice schedule in the portal, keeps every message and call summary there, and texts clients their appointment details. If your practice runs Jane, Owl Practice, SimplePractice or Practice Better, the team can set up a connection to it; custom integrations are quoted separately.
A new counselling client often stays for months of weekly or biweekly sessions. A missed first call, though, is rarely returned: the person who finally worked up the nerve to phone may not try again for a long time, or books with the practice that answered. If three first calls a week end in voicemail and only half of those people leave a message, that's nearly eighty people a year who never reach your intake. At $150 or more a session, that gap shows up quickly once you put your practice's numbers into the homepage missed-call calculator.
Yes. You choose a warm voice and the wording of the greeting, and it's set up to go slowly, acknowledge what the caller says and keep its questions to what the booking needs.
It shares 9-8-8 and warm-transfers to the clinician you have on call, with no hold music or menu. If nobody picks up, it stays with the caller, repeats the crisis line, tells them to call 911 if they're in immediate danger, and follows the instructions you set.
From the focus areas, ages, approaches and languages you list for each therapist. It offers the ones that fit and books with whoever the caller chooses, or with the clinician you route new intakes to.
It tells callers each therapist's designation and what your receipts include, so they can check with their own plan whether sessions are covered. It doesn't confirm anyone's coverage.
Yes. It won't confirm whether someone is a client to a caller asking about them, and it only discusses a booking with the person it belongs to, following your instructions.
Yes. Many people find it easier to talk about something hard in their first language. It handles English, French and many other languages, asks before it switches, and can route to a therapist who speaks that language.
Request a free demo call and the agent will phone you, set up as a business like yours.