IntakeBird

From first inquiry to first appointment

IntakeBird helps behavioral-health practices work every new client through intake: a supportive online form, a clear queue for your intake team, therapist matching and booking, all by email.

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How it works

IntakeBird replaces scattered voicemails, spreadsheets and inbox threads with one place your intake team can trust.

  • 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's missing, who owns it and what to do next, so nothing waits in someone's inbox.

  • Therapist matching

    Match clients with therapists by service, age, location, insurance and the preferences clients choose to share, with a plain explanation for every recommendation.

  • Booking by email

    Send booking offers to therapists and clients from your practice's own mailbox, and see first appointments land on the schedule.

Built for health information

Practices trust us with sensitive information. IntakeBird is designed around that from the start.

  • Runs on Google Cloud under a Business Associate Agreement
  • Sensitive answers encrypted with a separate key for each practice
  • Every record opened is logged, and practices can review the log
  • Email is stored only from addresses saved on a client's record
  • Each practice's data is kept apart from every other practice's
  • We never sell data or use it for advertising