Why behavioral health calls need specialty rules
Protect clinician focus and reduce intake friction with gentle AI that manages screening, cancellations, and crisis escalation.
Intake Screening
Katie collects presenting issue, insurance, and clinician preference with trauma-informed language.
Crisis Routing
High-risk language triggers direct transfer to on-call clinicians or crisis partners.
Cancellation Recovery
AI offers waitlisted patients open slots to keep schedules full.
What lands in Epic
Triage happens on the call. What reaches Epic is a structured record in the place your team already works, not a voicemail someone has to transcribe.
- Read-only access to appointments via RPA or App Orchard
- Drop call summaries into In Basket or work queues
- Optional SmartForm intake for referrals
Setting it up for a behavioral health practice on Epic
Go-live is typically 7 to 14 days. Most of that time is spent on your rules rather than on the integration itself.
- Confirm which Epic modules your practice uses
- Decide where each call type should land in Epic
Security and compliance
PHI handling is covered by a signed BAA before anything goes live.
- BAA-backed deployment
- Audit logging synced with Epic security