Intake matching
Turn therapy intake requests into provider-match summaries, waitlist options, and next-step drafts.
Mental health
Keep intake matching moving while the real work stays human.
A slow or mismatched intake response in mental health is not just an operational miss. It can mean a person who reached out does not follow through. Clinicians cannot also be coordinators, but that is how many practices end up running. Imagine handles intake matching, forms tracking, waitlist management, and billing exceptions so the clinical team can give every client the attention the work actually requires.
1mental health queue
4workflows covered
0new systems required
Fullaudit trail on every step
Today
Mental health queue
Intake matchingLive
Session readinessReady
Billing follow-upReview
WaitlistsQueued
Next best action
Intake matching
Turn therapy intake requests into provider-match summaries, waitlist options, and next-step drafts.
Local proof
Session readiness note
Intake forms, provider fit, billing follow-up, and waitlist movement.
Private queue
Session readiness note is one signal. These workflows keep the day moving.
Less coordination drag. More mental health focus.
Session readiness
Track consent forms, insurance details, telehealth links, and pre-session tasks before appointments.
Billing follow-up
Prepare therapy billing exceptions, superbill requests, failed payments, and client-friendly follow-up.
Why this work matters
Mental health practices make access feel human at vulnerable moments.
Intake, matching, forms, waitlists, and billing have to be handled with care.
Private queues
Right fit
Gentle follow-up
Industry context
Census snapshot: Offices of mental health practitioners except physicians.
U.S. industry-wide employer data for 2023, included as context for mental health.
46.5K
employer locations
$25.7B
2023 revenue
276K
workers
Source: U.S. Census Bureau 2023 County Business Patterns and Annual Integrated Economic Survey, NAICS 621330 (Offices of mental health practitioners except physicians).
Mental health signal
Therapists are testing AI carefully as clients already experiment.
The It's Complicated 2025 report shows AI entering the therapy conversation. Private practices need a careful version: intake, matching, forms, and billing help without replacing care.
One mental health queue for the workday.
Get started
Intake matching
Turn therapy intake requests into provider-match summaries, waitlist options, and next-step drafts.
Session readiness
Track consent forms, insurance details, telehealth links, and pre-session tasks before appointments.
Billing follow-up
Prepare therapy billing exceptions, superbill requests, failed payments, and client-friendly follow-up.
Waitlists
Keep therapy waitlists, availability changes, and reengagement messages current with review controls.
Session readiness note
Private queue starts with the small details.
The queue keeps practical details visible - intake forms, provider fit, billing follow-up, and waitlist movement. Imagine separates routine movement from the few items that need judgment, then ties each approved action back to its source.
Morning brief
Intake matching: Live, Session readiness: Ready, Billing follow-up: Review.
Intake matchingLive
Session readinessReady
Billing follow-upReview
1mental health queue
4coordination workflows covered
0manual trackers to rebuild
Questions, answered
How does Imagine fit into mental health practices operations?
Imagine handles the repetitive coordination around intake matching, session readiness, billing follow-up, waitlists. It reads the systems your team already uses, prepares the next step, and asks for approval when human judgment matters.
Do we have to move off our EHR, scheduling, forms, billing, telehealth, and secure messaging tools?
No. Imagine works on top of EHR, scheduling, forms, billing, telehealth, and secure messaging tools and keeps those tools as the systems of record. It handles the operational follow-through between them and records what changed.
How much control does the team keep?
Yes. You set the rules, thresholds, and owners for each workflow. High-confidence work can move automatically, while exceptions and client-facing changes can stay in a review queue.
Make intake matching feel handled before the day gets busy.
Bring the intake matching, session readiness, billing follow-up, or related workflow that keeps slowing the team. Imagine will show how it becomes a review queue with a full trail.