Sage handles every new client call with the warmth and precision your practice is known for. Trauma-informed intake, clinician matching, insurance verification, and crisis escalation all automated so your clinical team can focus on what matters most.
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Want Sage at your practice?
Most behavioral health practices go live in under a week. Let's talk about what Sage would look like handling your new client intake.
📅 Schedule a ConversationReaching out for help is the hardest step. Sage makes sure what happens next is warm, efficient, and clinically sound. Trauma-informed intake, clinician matching, insurance verification, and crisis escalation all handled before your first session.
What Sage handles for your practice
Sage handles every element of new client intake so your clinical team starts the first session with full context and zero administrative burden.
Pacing, language, and tone calibrated for clients in distress. No clinical interrogation.
Specialty, availability, approach, gender preference, and language all factored in.
In-network check, out-of-pocket estimate, and sliding scale options presented clearly.
Immediate routing to on-call clinician or crisis line when safety risk signals detected.
Intake forms, consent docs, and new client paperwork sent immediately after the call.
Sage handles every element of new client intake with the clinical sensitivity and administrative precision your team expects, around the clock.
Sage uses pacing, open-ended questions, and non-judgmental language calibrated for clients who may be calling in distress. She never rushes. She never interrogates. She creates space.
Clinically calibratedSage captures presenting concerns, therapy modality preferences, session format (individual, couples, family, group), gender preference, and language needs then matches to the right provider and first available opening.
Best-fit matchingSage checks in-network status, captures member ID and group number, presents out-of-pocket estimates, and explains sliding scale options for uninsured callers. Financial clarity before the first session.
Live benefits checkWhen safety risk signals appear in conversation, Sage immediately routes to your on-call clinician, stays present with the caller, and provides the 988 Suicide and Crisis Lifeline. Every call logged with full transcript.
Zero gap in coverageIntake questionnaires, informed consent documents, HIPAA acknowledgment, and new client paperwork delivered via text and email immediately after the call. Clients arrive prepared. Sessions start on time.
Auto-deliveredSage answers every call your team cannot, at 2am or during a fully booked intake day. No client reaches voicemail at their most vulnerable moment. Every inquiry captured, every follow-up flagged.
Always answeredSage sounds like a seasoned intake coordinator who has been with your practice for years. She is unhurried, precise, and never clinical in a way that feels cold. She knows the difference between a caller who needs information and one who needs to be heard first.
Speak with your AI behavioral health intake specialist
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The two most time-consuming parts of behavioral health intake, automated from the first call.
"Our intake coordinator was spending 40 minutes per new client call. Sage handles the same information in under 8 minutes and the client arrives better prepared than they ever did before."
Practice Director, Multi-Clinician Group Practice