Intake by phone, structuredCallers who would never finish a web form answer the same questions with a live receptionist, and the answers arrive structured.
No double entryWhat Abby captures lands in IntakeQ, so your front desk isn't re-typing a message slip into the record.
Care stays privateUS-based receptionists follow your scripts, call records are encrypted, and HIPAA-compliant options are available.
The Chart Starts With Hello
ABBY PORTAL · CALL SUMMARY
ANSWERED BY ABBY · 3:12 PMRohan Mehta
(415) 555-0126 · 5 min · New client
New client seeking weekly counseling sessions. Intake questions completed on the call; prefers Thursday afternoons.
New clientIntake complete
INTAKEQ · CLIENT RECORD
ClientRohan Mehta
Phone(415) 555-0126
SourceAbby Connect · Call
IntakeAttached · 8 questions
StatusNew · awaiting review
Most practices lose new clients between the first call and the first form. Abby closes that gap: the receptionist takes intake conversationally, in your words, and the answers arrive in IntakeQ as a record your team can act on.
By the time you review it, the caller is a client with a chart, not a name on a sticky note.
Intake Without The Clipboard
Your questions, asked well. During onboarding we set up your intake script from the questions your IntakeQ forms already ask, so phone intake and web intake land in the same pipeline, in the same shape.
Sensitive by default. Receptionists follow your instructions on what to ask and what to leave for the practitioner, and HIPAA-compliant options are available for regulated practices.
Where Each Caller Goes
New client calls→Intake captured per your script and a new IntakeQ record created, ready for review.
Existing client calls→Message taken and relayed to the right practitioner, with the conversation summarized.
Caller wants an appointment→Booked within the availability rules you set, or captured as a request if you prefer to confirm.
Something urgent→Routed per your instructions: warm transfer, text, or immediate escalation.
A Day At The Front Desk
New-patient callsFirst-time callers are greeted warmly and taken through your intake questions, and IntakeQ gets a clean new record.
Mid-session coverageWhile you're with a client, Abby answers, captures intake or messages, and nothing waits on a voicemail.
Scheduling on the callWhen you want us booking, callers get a time that fits your availability rules before they hang up.
After-hours answeringEvening and weekend callers are answered and their intake is waiting in IntakeQ the next morning.
How It Works
1Onboarding connects IntakeQ and turns your intake forms into a phone script your receptionists follow.
2Abby answers in your practice's name, takes intake conversationally, and books when you want us to.
3Every conversation lands in IntakeQ: new records for new clients, messages for existing ones.
FAQs
Can a virtual receptionist take IntakeQ intake by phone?
Yes. Abby's receptionists ask your intake questions conversationally and the answers land in IntakeQ as a structured record.
Is this appropriate for health and wellness practices?
Yes. Receptionists follow your scripts on what to ask, call records are encrypted, and HIPAA-compliant options are available.
Can Abby book appointments into my schedule?
Yes, within the availability rules you set during onboarding. If you'd rather confirm bookings yourself, we capture the request instead.
What shows up in IntakeQ after a call?
For new clients: a record with intake answers attached. For existing clients: the message and a summary of the conversation.
We use another intake or EHR tool. Can you support it?
Almost certainly. If it's not in our catalog yet, we build your integration during onboarding at no charge.
Use a tool we haven’t listed?
We build missing integrations for new customers during onboarding, free. Tell us what you run on and we’ll connect it.
Schedule a CallCall 877-303-5757
