Guided Intake for Behavioral Health & Clinical Programs
Designed for behavioral health professionals. Privacy-first, clinically structured, and built for real-world documentation workflows.
Built specifically for behavioral health programs — not adapted from generic AI tools.
Clinical-Structured Intake
Built around real behavioral health documentation standards used in treatment programs.
Privacy-First Architecture
Session-only processing. No PHI stored. Designed for HIPAA-aligned workflows.
Payer-Ready Documentation
Outputs structured narratives ready for utilization review and insurance submission.
Advanced Clinical AI Engine
Specialized AI trained to support behavioral health documentation — not general-purpose chat.
Everything an intake needs
Built for the full complexity of behavioral health intake — from screening scores to payer documentation.
AI-Assisted Documentation
Advanced Clinical AI Engine analyzes intake responses to generate structured clinical documentation.
HIPAA-Designed Privacy
No PHI stored after session. All processing is in-session only. Data is permanently discarded on close.
Payer-Ready Output
Documentation structured for utilization review, insurance authorization, and audit compliance.
Clinical Intelligence
Real-time level of care estimation, risk flagging, and cross-domain pattern detection as you complete intake.
Attestation Gated
Documents lock and PDF download unlocks only after facilitator review and clinical attestation.
Standardized Screens
PHQ-9, GAD-7, C-SSRS, AUDIT-C, PC-PTSD-5, EDE-Q and WHODAS built directly into the intake flow.
How intelliIntake Works
From guided intake to finalized clinical documentation — a straightforward four-step flow.
Complete Guided Intake
Clients or intake staff work through a structured 11-section form covering presenting concerns, history, safety, medical, trauma, and more.
AI Generates Summary
The Advanced Clinical AI Engine analyzes intake responses and generates a structured clinical summary.
Review & Annotate
Clinicians review the full report, add facilitator notes to any section, and address any documentation gaps flagged by the system.
Attest & Download
After clinical attestation, the document locks and the PDF download activates. Save directly to your EHR/EMR.
Session-Only Processing
All intake data is processed in temporary session memory. Nothing is retained after you close the page. Download to your EHR immediately.
Evidence-Informed Structure
Built on recognized behavioral health intake frameworks with validated screening instruments embedded throughout the intake flow.
Human Oversight Required
AI supports documentation — all final decisions remain with licensed professionals. Attestation required before any document can be downloaded.
Ready to start your first intake?
Free to start. No credit card required. First intake included.
No intake data is stored after session completion
AI assists documentation but does not diagnose or make clinical decisions
Clinical or facility review is required when applicable