IntakeBird.
Intake and therapist matching software for behavioral health group practices. Every new inquiry moves calmly to a first appointment, in one queue, with nothing left in an inbox.
Intake is where practices lose people.
A new inquiry arrives by phone, by email, through a website form, sometimes through a referral partner. Each one lands somewhere different, and each one needs the same things: insurance details, a clinical fit, an appointment that suits both sides.
While that is sorted out by hand across inboxes and spreadsheets, days pass. For someone who finally worked up to asking for help, days are enough to stop asking.
IntakeBird puts every inquiry in one queue that shows what is missing, who owns it and what happens next, then matches the client to a therapist and books the first appointment.
What it does
A supportive client form
Clients, parents and guardians fill in one form that works on any phone, even on a slow connection, and upload insurance cards securely.
A clear intake queue
Every intake shows what is missing, who owns it and what to do next, so nothing waits in someone's inbox.
Therapist matching, explained
The best-fit therapists, with the reasons given in plain words rather than a score nobody can question.
Booking the first appointment
Offer a held time to the therapist and the client, record each answer, and watch first appointments land on the schedule.
Built for sensitive data
A BAA, signed first
We sign a Business Associate Agreement with your practice before any client information comes in.
Each practice walled off
Practices are kept apart. Staff see only their own practice, and only what their role allows.
An extra lock on answers
Sensitive form answers are encrypted with a key belonging only to your practice.
An access log you can read
Every time a record is opened or a file downloaded it is noted, and your practice can review that history.
Files checked before opening
Uploads are virus-checked and previewed inside IntakeBird, so nothing needs saving to a computer.
Never sold, never used for ads
We do not sell information, use it for advertising, or use client information to train AI.
Where IntakeBird came from.
We built an intake platform for Serenity Behavioral Health Services, a four-location practice whose intake lived in printouts and email threads. Time to first client contact went from four or five days to under 24 hours. IntakeBird is that problem solved properly, for any group practice rather than one.
Read the Serenity case →