What the agent handles
- Books intake consultations
- Matches clients by focus area
- Explains fees and insurance receipts
- Reschedules ongoing sessions
- Shares the 9-8-8 crisis line
Answers first calls from people reaching out for help with warmth and discretion, matches them with a suitable therapist, and handles scheduling and fee questions.
CallerI've never done this before. I'm not even sure what kind of therapist I need.
CallerDo you offer sliding scale fees? I'm between jobs right now.
CallerI need to move my Thursday session with Dana, same time next week if possible.
Warm transfer: If a caller says they're thinking about harming themselves, the agent shares the 9-8-8 crisis line and warm-transfers to the clinician on call without putting them on hold.
Intake consultations and therapy sessions