Fees, insurance and availability
Session fees, any lower-cost places, which insurers or employee assistance programmes you work with, receipts for claims, and the days and times you see clients, all from information you approve.
A chatbot on your practice's website that answers questions about fees and availability, books first calls and keeps your waiting list in order. It never answers a clinical question.
Discuss your chatbot
Do you have evening appointments, how much is a session, do you take my insurance, how long is the wait, do you see couples and have you worked with anxiety before. People often write late at night, after putting it off, and you are in sessions when the message arrives. The chatbot answers the practical part from information you approve and leaves the rest for you.
Most are about fit, money and time. The last group waits for you, and a message like the final one gets crisis numbers at once.
What it may say is written down before we build.
Session fees, any lower-cost places, which insurers or employee assistance programmes you work with, receipts for claims, and the days and times you see clients, all from information you approve.
When you are full, it says so plainly and adds the person to your waiting list with the times they can do, online or in person, and how they want to be contacted.
It books an introductory call or a first session where your scheduling tool allows it, or takes a request for you to confirm, then sends your intake forms and practical details.
If someone writes that they are in danger or thinking of ending their life, it drops the booking questions and shows the local emergency number and a crisis line first. Then it marks the conversation for you to see.
In a group practice, it asks in a few words what help someone wants, whether sessions are for one person, a couple or a family, and any preference, such as a therapist's gender or language. It shows who on your team fits, and your intake lead confirms.
Requests to move a session, your late cancellation rule, the dates you are away and how to get a receipt for an insurer or employer. It cannot see anyone's diary or notes, so each request goes to the client's therapist or your practice manager.
Clients sent by an employee assistance programme, an insurer or a charity are asked for the referrer's name and any authorisation or referral number, so you can check how many sessions are covered before the first appointment.
Thursday, 10.40pm. Someone who has put off finding a therapist for a long time finally writes, with questions about evenings and money.
What your team gets. The practice manager sees a new waiting list entry: evenings only, online, asking about a lower-cost place, with the question about whether counselling helps saved for the first call. Nothing clinical was answered in the chat.
It does not assess, diagnose or counsel, and it does not say whether therapy, or a particular approach, will help someone. Those questions wait for you, with the conversation attached. Its crisis wording is agreed with you and tested before launch, and every conversation stays open for you to read.
Each enquiry reaches you with the practical questions already answered.
Requests and waiting list entries are written into your practice software if its API allows. If not, they arrive in a secure inbox. We find out which before the build.
First calls get a reminder, and a regular slot that opens is offered down the waiting list in order.
The admin around sessions and the waiting list. It works like our booking automation, within what your practice software allows.
When a regular slot opens, the next person on the list who can do that day and time, online or in person, gets an email offer with a reply-by date. If they decline or the date passes, the offer moves to the next person, and you approve every new client.
Session reminders give the day, the time and the video link or address, and nothing that mentions therapy in the message preview, unless the client asks for more. Phones show previews on lock screens and on tablets the whole family uses.
After the first call, the client gets your intake form, agreement and privacy notice to sign, with one reminder. The forms stay in your practice software or form tool, so nothing personal sits in the chat.
Uninsured and self-pay clients in the US have a right to a Good Faith Estimate of what their care will cost. When one books, your practice gets a task to send it, with the booking details already filled in.
When a client finishes, they get a short closing message you write, with how to come back if they need to. Review requests stay off: the APA's ethics code, for example, says psychologists do not solicit testimonials from current therapy clients.
Your client agreement and website already hold most of this. The crisis wording needs your clinical sign-off.
Session fees, lower-cost places if you offer them, your cancellation charge and how insured or EAP clients pay. Your fees page will usually do, or a few lines typed out.
Each therapist's approach, the clients they see, such as couples or young people, their days and whether they work online, in person or both.
How you order the list, what you ask people for, how long an offer stays open and when someone comes off the list, written down once.
What the chatbot says to someone in crisis, the emergency number and crisis lines for the places your clients live, and who sees the flag. Your clinical lead approves it word for word.
Which practice software you use, such as SimplePractice, TherapyNotes or WriteUpp, and who looks after it. Its API decides whether requests can go straight into your diary, and we test that before promising it.
The states or countries where you can see clients online and in person, so questions about moving away or sessions from abroad get an answer from your list, not a guess.
Real enquiry emails and messages with names and details taken out, including the hesitant ones. Before launch the chatbot is tried on how people really write to you.
People choosing a therapist read your site closely before they write. The chatbot draws its answers from those pages too, so they need to be right. If yours need work, see websites.
Your approach in plain words, who you see and what a first session is like. Someone nervous about writing at all wants to know what will happen before they press send.
Session fees, how insurance or employee assistance programmes work with you and any lower-cost places. In the US, federal rules also require information about Good Faith Estimates for self-pay clients to be shown prominently on your website.
Each therapist with a real photo, their approach, who they work with, their days and their licence or registration, such as BACP or UKCP registration in the UK, or the state licence and number in the US.
Whether you are taking new clients, which times have a wait and how the waiting list works. Change one line when it changes, and the chatbot's answer changes with it.
A short line on every page saying you are not an emergency service, with the local emergency number and a crisis line. People in crisis sometimes find a therapist's website before they find a helpline.
A plain email address or contact form for people who do not want to type into a chatbot. Some clients never will, and they should not have to.
In a therapy enquiry, the sensitive part is often the enquiry itself: that someone wants help with grief, drinking or their marriage. All the chatbot asks for is a first name, contact details, availability and the kind of sessions wanted. It does not ask what is wrong, and if someone tells it anyway, it asks nothing more about it.
That is health information. The GDPR counts it as a special category of personal data, with stricter rules in Europe. In the US, HIPAA covers therapists who carry out certain transactions electronically, such as insurance claims. Before launch we settle with you where the chats live, who in the practice can open them, when they are deleted and how someone asks for theirs to go.
The summary that reaches you holds the practical details only. Whatever a person wrote about their difficulties stays in the full conversation, which only the people you name can open, and you decide whether it is kept at all once they become a client.
No. It sticks to fees, times and bookings. If someone starts to describe what they are going through, it says gently that this belongs in a session and goes back to the practical questions.
It shows the local emergency number and a crisis line at once, such as 988 in the US or Samaritans on 116 123 in the UK and Ireland, and marks the conversation for you to see. It does not try to talk them through it.
It adds people with their availability and preferences, and the automation behind it offers openings in order. Who you take on stays your decision.
Yes, if your practice software or scheduling tool lets it. If not, it takes the request and you confirm the time. We check which before the build.
Only the people you name, such as you and your practice manager. The chatbot asks for no more than a booking needs, and where the chats are kept, and for how long, is settled with you before the build.
Because it does none of the clinical work. It answers what you already answer by email: fees, times, the waiting list and how online sessions work. You approve every answer before launch and read every conversation after it, and people who would rather email you still can.
Only what you tell it. If you keep a rough wait up to date, it gives it in your words. If you prefer not to, it says the wait depends on when current clients finish, and offers daytime slots or other therapists if you have them.
It checks the list of places where you can see clients. When someone lives elsewhere, it tells them your therapists cannot offer sessions there and points to the directory or referral you choose. It never says what a therapist is or is not allowed to do.
Yes. It introduces itself as the practice's assistant, says that a person reads the conversations and never writes as one of your therapists. In therapy, trust starts with the first message, so the chatbot is plain about what it is.
Yes. It asks whether sessions are for one person, a couple or a family, and who is writing. It takes contact details for the person writing only, and your therapist contacts the partner or family members, so nobody is signed up by someone else.
It links to your confidentiality policy and says your therapist will go through it at the first session. It does not explain when you would share information, because that depends on your rules and the person's situation.
Tell us where new client enquiries arrive and how you run the waiting list today. The consultation is free, over Google Meet, a voice call or text.