Clarity Assessments
Handles the full intake process for a psychology practice — inbound calls, scheduling, waitlist, and billing. Zero manual staff involvement.
A fully automated client intake and scheduling system for a psychological assessment practice. Handles inbound calls, qualifies the caller's needs, and routes them into the right workflow — consultation booking, full evaluation scheduling, or waitlist. A second workflow handles website bookings and automates the journey from initial consult through to billing.
AI receptionist answers, collects the caller's name and contact details, and identifies their need.
Caller is routed into one of three paths: consultation booking, full evaluation scheduling, or waitlist entry.
Appointment is booked in Acuity or Healthie, or a waitlist entry is created. Caller receives verbal confirmation before the call ends.
Client books via website widget → Keragon creates a record in Healthie → clinician marks testing as recommended → client enters testing waitlist.
When a slot opens, the AI agent calls the next person on the waitlist. If accepted, the appointment is booked in Healthie.
Invoice is generated and synced to Xero. If the client cancels, the slot re-enters the outreach cycle automatically.
- 24/7 inbound call handling with zero staff involvement for routine intake
- Three-path call routing based on caller intent
- Automated waitlist outreach when a slot opens
- Cancellation recovery — slot goes back into the outreach cycle automatically
- HIPAA-compliant client record creation in Healthie
- PHI-free invoice sync to Xero