Frontdesk
AI Intake for Psychiatry

The AI intake screener built for psychiatry and med-management clinics

Frontdesk runs the full psychiatry intake workflow — screening for medication history, comorbidities, controlled substances, and risk indicators, verifying commercial and Medicare benefits, and booking the initial med-management evaluation into SimplePractice, TherapyNotes, TheraNest, Jane App, CentralReach, and Fusion Web Clinic.

  • HIPAA-compliant by design
  • 24/7 coverage
  • Works with your EHR

< 0.0s

Intake answer time

< 0s

Risk-escalation time

0/7

Coverage

0+

Languages

Works with every major EHR & practice management system

SimplePractice

Mental health, speech, OT/PT

TherapyNotes

Mental health practices

Jane App

Multi-discipline clinics

CentralReach

ABA + autism services

TheraNest

Therapy + counseling

Fusion Web Clinic

Pediatric SLP/OT/PT

The Problem

Medication and controlled-substance history is hard to capture by phone

Psychiatry intake needs a complete medication history, prior trials, response, and controlled-substance disclosures — but solo psychiatrists and PMHNPs often capture this at the first visit, eating clinical time.

Wasted clinical time, incomplete clinical picture, slower titration

Risk and suicide-screening cannot wait until first visit

A psychiatry intake that detects acute risk between scheduling and the first visit needs an escalation pathway — but most practices have no formal triage between front desk and clinician.

Client safety risk, liability exposure

Commercial and Medicare verification is high-stakes

Psychiatry sessions are billed at higher CPT codes (90792, 99214, 99215). Verification mistakes lead to denials or surprise bills — and patients churn out of psychiatry care after one billing surprise.

Billing denials, patient churn, AR aging

Combined therapy + psychiatry groups lose intake to handoff gaps

Many psychiatry intakes start with the therapy intake team and need to hand off to the PMHNP or psychiatrist — that handoff is often manual and gets dropped.

Lost referrals, longer time-to-first-session, frustrated clients

How Frontdesk Works

Built for therapy practices and clinics on SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, Fusion Web Clinic — and every other major EHR. HIPAA-compliant by design with BAA, encrypted PHI, and audit logs.

Live call

+1 (415) 555-0142

Inbound · Zillow Rentals lead

AI Transcript

“Hi! I’d love to tour the 2-bedroom at Maple Heights. Any availability this Saturday?”

Frontdesk AI

“Yes! The 2BR at Maple Heights is $2,450/mo with a Feb 1 move-in. Saturday 11am or 2pm works for tours. Shall I book one?”

Answered in 0.4s
01

24/7 HIPAA-aware psychiatry intake

Frontdesk answers every psychiatry intake call in under 0.5 seconds and runs a HIPAA-aware screening: presenting concerns, medication history, prior trials, controlled-substance disclosures, and risk indicators.

  • Sub-second inbound voice answer
  • Medication-history capture (current + prior)
  • Controlled-substance disclosure screening
  • PHQ-9, GAD-7, Columbia Suicide Severity self-report scheduling
  • Crisis-keyword detection with live escalation
  • HIPAA-compliant by design (BAA, encrypted PHI, audit logs)
Qualification

Looking for a 2BR around $2,400, move-in mid-February. Do you allow pets?

We have a 2BR at $2,450/mo available Feb 15. Cats and dogs under 50 lbs welcome. What’s your move-in date?

Captured

Budget$2,400
Layout2BR
Move-inFeb 15
Pets1 dog, 35 lbs
02

Risk triage with live human escalation

Frontdesk detects acute risk in real time and immediately escalates to the on-call psychiatrist or PMHNP, performs a warm handoff to the 988 Suicide & Crisis Lifeline if needed, and creates a HIPAA-compliant audit log.

  • Real-time crisis-keyword and tone detection
  • Live transfer to on-call psychiatrist / PMHNP
  • 988 Suicide & Crisis Lifeline warm handoff
  • Mobile crisis team coordination (where available)
  • HIPAA-compliant audit log of every risk interaction

More capabilities

Everything else your team needs

03

Commercial, Medicare, and Medicaid verification

Frontdesk verifies psychiatry benefits in real time through Availity, Office Ally, Trizetto Provider Solutions, Waystar, and Change Healthcare — and delivers a Good Faith Estimate per the No Surprises Act.

  • BCBS, Aetna, Cigna, UnitedHealthcare, Optum, Humana, Kaiser
  • Medicare Part B mental health + medication management
  • Medicaid mental health (state-specific)
  • EAP allotment lookup (Spring Health, Lyra, Modern Health, Magellan)
  • Good Faith Estimate (No Surprises Act) delivery
  • CPT 90792, 99214, 99215 verification
04

Initial evaluation + follow-up scheduling

Frontdesk books the initial psychiatry evaluation (typically 60 minutes) and pre-books the first follow-up (typically 25 minutes) — and pushes both into SimplePractice, TherapyNotes, TheraNest, Jane App, CentralReach, or Fusion Web Clinic.

  • Initial 60-minute psychiatry evaluation scheduling
  • 25- and 50-minute follow-up scheduling
  • Recurring follow-up series management
  • PMHNP vs psychiatrist routing
  • Combined therapy + psychiatry handoff
05

EHR + intake-form automation

Frontdesk triggers HIPAA-compliant psychiatry intake forms via IntakeQ or Practice Better — PHQ-9, GAD-7, AUDIT, DAST, Columbia Suicide Severity, medication history — completed before the first visit.

  • SimplePractice, TherapyNotes, TheraNest, Jane App, CentralReach, Fusion Web Clinic sync
  • IntakeQ + Practice Better form delivery + completion tracking
  • PHQ-9, GAD-7, AUDIT, DAST, Columbia Suicide Severity scheduling
  • Auto-reminders if forms are incomplete 24h before visit
  • Form-completion gating (no first visit without forms)
06

Combined therapy + psychiatry handoff

For combined practices, Frontdesk coordinates the therapy intake and psychiatry intake — ensuring the PMHNP or psychiatrist has the therapist's screening before the med-management visit.

  • Therapy → psychiatry warm handoff
  • Shared intake data across clinicians
  • Calendar coordination across disciplines
  • Unified billing setup

Integrations

Frontdesk is EHR-agnostic and integrates bidirectionally with SimplePractice, TherapyNotes, TheraNest, Jane App, IntakeQ, Practice Better, Kareo (Tebra), athenahealth, eClinicalWorks, WebPT, NetHealth (Optima), ChiroTouch, ClinicSource, Fusion Web Clinic, PtEverywhere, Power Diary, OwlPractice, TherapyAppointment, CentralReach, Rethink Behavioral Health, Catalyst, AccuPoint, Lumary, Total ABA, Theralytics, and TheraBe. New-client intake, scheduling, eligibility, prior-auth, superbills, and recall campaigns sync in real time — and every conversation is HIPAA-compliant by design.

SimplePractice

Mental health, speech, OT/PT

TherapyNotes

Mental health practices

Jane App

Multi-discipline clinics

CentralReach

ABA + autism services

TheraNest

Therapy + counseling

Fusion Web Clinic

Pediatric SLP/OT/PT

Full integration coverage

  • SimplePractice (mental health, speech, OT/PT) bidirectional sync
  • TherapyNotes for solo and group mental health practices
  • Jane App for multi-discipline clinics (SLP / OT / PT / mental health)
  • TheraNest for mental health and counseling practices
  • IntakeQ + Practice Better for HIPAA intake form automation
  • Kareo (Tebra), athenahealth, eClinicalWorks for medical-grade EHR sync
  • WebPT and NetHealth (Optima) for OT/PT clinics
  • Fusion Web Clinic, ClinicSource, PtEverywhere for pediatric SLP/OT/PT
  • CentralReach, Rethink Behavioral Health, Catalyst, AccuPoint, Lumary, Total ABA for ABA + autism services
  • Theralytics, TheraBe for ABA data + clinical operations
  • Eligibility + benefits verification: Availity, Office Ally, Trizetto, Waystar, Change Healthcare
  • Telehealth: Doxy.me, Zoom for Healthcare, SimplePractice telehealth, healow
  • HIPAA-compliant by design: BAA available, encrypted PHI, audit logs

Who it's for

Solo psychiatry private practices

Psychiatric nurse practitioner (PMHNP) clinics

Group psychiatry practices

Combined therapy + psychiatry groups

Headway / Alma / SonderMind psychiatry-paneled clinicians

Telepsychiatry-only practices

Community mental health centers

Outpatient psychiatric clinics

The journey

Every step syncs to Yardi, RealPage, Entrata, AppFolio, Buildium, or ResMan in real time.

01

Step 1

AI captures every client and caregiver interaction

Inbound voice, outbound AI voice, HIPAA-compliant SMS, web chat, and email are answered instantly with practice-aware context — across speech-language pathology (SLP), applied behavior analysis (ABA), mental health and counseling, psychiatry, occupational therapy (OT), and physical therapy (PT). Works with SimplePractice, TherapyNotes, TheraNest, Jane App, IntakeQ, Kareo, CentralReach, Rethink Behavioral Health, Fusion Web Clinic, and WebPT.

02

Step 2

Records sync to your EHR, scheduling, and billing

New-client intake, scheduled appointments, reschedules, cancellations, waitlist updates, eligibility checks, prior-authorization status, and superbills flow into SimplePractice, TherapyNotes, TheraNest, Jane App, IntakeQ, Practice Better, Kareo, athenahealth, WebPT, NetHealth (Optima), Fusion Web Clinic, ClinicSource, CentralReach, Rethink, AccuPoint, and Catalyst in real time.

03

Step 3

Automation runs reminders, recovery, and outreach

24h, 2h, and 30min appointment reminders, no-show recovery within 5 minutes, cancellation backfill from the waitlist, eligibility verification, prior-auth follow-up, recall campaigns, review-request automation, and parent/caregiver coordination fire automatically across voice, HIPAA-compliant SMS, and email.

04

Step 4

Analytics surface what matters across the practice

Cross-discipline dashboards track new-client conversion, first-call answer rate, average response time, no-show rate, waitlist-fill rate, recall response rate, schedule density, and revenue impact — across SLP, ABA, mental health, OT, and PT lines of service.

What this page covers

Topics, integrations, channels, practice types, and workflows covered by AI Psychiatry Intake Screening.

Purpose-built for solo psychiatry practices, psychiatric nurse practitioner (PMHNP) clinics, group psychiatry practices, and combined therapy + psychiatry groups using SimplePractice, TherapyNotes, TheraNest, Jane App, CentralReach, Fusion Web Clinic, IntakeQ, and Practice Better. Handles HIPAA-aware psychiatry intake, controlled-substance disclosure screening, prior medication history capture, PHQ-9 / GAD-7 / Columbia Suicide Severity self-report scheduling, commercial / Medicare / Medicaid benefits verification (Availity, Office Ally, Trizetto, Waystar, Change Healthcare), Good Faith Estimate delivery, and Spanish / Mandarin / Vietnamese / ASL routing. HIPAA-compliant by design with BAA, encrypted PHI, and audit logs.

EHR & practice management

  • SimplePractice
  • SimplePractice telehealth
  • TherapyNotes
  • TheraNest
  • Jane App
  • IntakeQ
  • Practice Better
  • Kareo (Tebra)
  • athenahealth
  • eClinicalWorks
  • WebPT
  • NetHealth (Optima)
  • ChiroTouch
  • ClinicSource
  • Fusion Web Clinic
  • PtEverywhere
  • Power Diary
  • OwlPractice
  • TherapyAppointment
  • CentralReach (ABA)
  • Rethink Behavioral Health (ABA)
  • Catalyst (ABA)
  • AccuPoint (ABA)
  • Lumary (ABA)
  • Total ABA
  • Theralytics
  • TheraBe

Telehealth, scheduling & communication

  • Doxy.me
  • Zoom for Healthcare
  • Google Meet for Healthcare
  • SimplePractice telehealth
  • TheraNest video
  • healow
  • Acuity Scheduling
  • Calendly Health
  • NexHealth
  • Solutionreach
  • Weave
  • Spruce Health
  • Klara
  • Updox
  • OhMD

Billing, payor & eligibility

  • Availity eligibility
  • Office Ally
  • Trizetto Provider Solutions
  • Waystar
  • ClaimMD
  • Apex EDI
  • Change Healthcare
  • TriZetto
  • Medicaid eligibility verification
  • Medicare eligibility verification
  • Commercial payor verification (BCBS, Aetna, Cigna, UnitedHealthcare, Humana, Kaiser)
  • TRICARE eligibility
  • TriCare West / TriCare East
  • Good Faith Estimate (No Surprises Act)
  • Superbills + self-pay invoicing
  • EAP (Employee Assistance Program) intake
  • Headway / Alma / SonderMind / Grow Therapy panel onboarding

Therapy workflows automated

  • AI new-client intake (HIPAA-aware)
  • AI insurance eligibility + benefits verification
  • AI appointment scheduling and reschedule
  • AI no-show recovery + cancellation backfill
  • AI waitlist management and slot-fill outreach
  • AI prior-authorization coordination
  • AI superbill + receipt generation
  • AI session reminders (24h, 2h, 30min cadences)
  • AI parent / caregiver coordination (pediatric)
  • AI crisis-line and suicide-risk triage with live escalation
  • AI IEP/504 meeting coordination (school-based therapy)
  • AI recurring appointment series management
  • AI discharge planning + handoff
  • AI review-request automation (Google, Healthgrades, Zocdoc)
  • AI referral-source follow-up + thank-yous

Therapy specialties served

  • Speech-Language Pathology (SLP)
  • Pediatric speech therapy
  • Adult speech therapy
  • AAC evaluation and therapy
  • Stuttering / fluency therapy
  • Feeding and swallowing therapy
  • Voice therapy
  • Myofunctional therapy
  • Applied Behavior Analysis (ABA)
  • BCBA-supervised clinics
  • Autism diagnostic evaluation
  • Mental health and counseling
  • Couples and family therapy
  • Teen and adolescent therapy
  • Trauma therapy / EMDR
  • Eating-disorder treatment
  • Substance-use intake
  • Psychiatry / med management
  • Occupational therapy (OT)
  • Pediatric OT / sensory integration
  • Physical therapy (PT)
  • Orthopedic rehab
  • Vestibular therapy
  • Pelvic floor therapy
  • Hand therapy
  • Pediatric PT
  • School-based therapy services

Communication channels

  • Inbound voice (24/7 intake, after-hours hotline)
  • Outbound AI voice (recall, no-show recovery, waitlist fill)
  • HIPAA-compliant SMS and texting
  • WhatsApp Business
  • Web chat (practice site + EHR portal)
  • Email
  • 30+ languages (Spanish-speaking SLP, bilingual mental health, ASL referral routing)

Competitive alternatives

  • SimplePractice Telehealth + Reminders alternative
  • TherapyNotes Telehealth alternative
  • Spruce Health alternative for voice + outbound
  • Klara alternative
  • Updox alternative
  • Weave alternative for SMB therapy
  • Solutionreach alternative
  • NexHealth alternative
  • OhMD alternative
  • Headway / Alma / SonderMind / Grow Therapy front office

FAQ

Common questions about AI Psychiatry Intake Screening

Frontdesk integrates with Yardi Voyager, Yardi Breeze, RentCafe, RealPage OneSite, Knock CRM, Entrata, AppFolio, Buildium, ResMan, Rent Manager, and MRI Software. Here's what therapy practices and clinics ask most.

Contact support

Yes. Frontdesk signs a BAA, encrypts PHI in transit and at rest, logs every screening for audit, and restricts access via SSO + RBAC. Controlled-substance disclosures and medication history are treated as Category A PHI with strict access logging.

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