Z4C RESOURCE
Client intake for therapy practices
Gather new client requests, match them to the right clinician, and book the first session without extra admin.
Task steps
- Catch the intake form, call, and message from any channel
- Match each request to the right clinician and specialty
- Collect the missing details and insurance basics
- Book the first session and send the intake paperwork
- Record response times and flag unanswered requests
Next step
Z4C builds one AI team member for this task. It works inside your current process, with human approval.
Request a 20-minute call