Meet CARA — Your Compassionate Counseling & Referral Assistant

CARA brings empathy and structure to behavioral health operations. She screens new patients, verifies insurance details, and routes urgent cases safely — reducing intake friction and ensuring patients get help faster.

Agent CARA – Counseling and Referral Assistant (Behavioral Health)

You’re Here to Help People — Not Chase Paperwork.

In behavioral health, time and trust are everything. Yet intake bottlenecks, verification issues, and urgent requests often slow care delivery. CARA removes those barriers with warmth, precision, and clinical awareness.

Common Frictions That Interrupt Care:

  • Intake forms that overwhelm patients before they meet a clinician.
  • Manual insurance verification that delays onboarding.
  • Urgent referrals that get buried in administrative traffic.
  • Fragmented communication between intake and therapy staff.

CARA listens first, acts fast, and always routes care safely — blending empathy with intelligent automation.

Streamlined Intake. Safer Referrals. Better First Impressions.

CARA is the front-line ally for your behavioral health team — easing administrative load while supporting sensitive, human-centered care.

Key Measurable Outcomes:

  • Automated Behavioral Health Intake: CARA guides patients through secure intake forms and risk screening.
  • Smart Insurance Verification: Confirms coverage and eligibility in real time to prevent scheduling gaps.
  • Urgent Case Routing: Flags high-risk patients and alerts staff within seconds, ensuring immediate follow-up.
  • Seamless System Integration: Syncs with EHR and scheduling tools for a continuous handoff between departments.

CARA ensures compassion never gets lost in the process.

Empathy at Scale — See CARA’s Impact on Your Operations.

Every step CARA automates frees clinical time, reduces administrative strain, and improves patient engagement. Use the ROI Calculator to visualize the gains your practice can achieve.

“Discover your practice’s potential with CARA — then schedule your personalized walkthrough.”

Confidential. Compliant. Compassionate.

“CARA has changed the way we manage behavioral health intakes. Our patients feel heard, our staff feels supported, and we can focus on delivering care.”

Dr. Evelyn Porter, Clinical Director, Renewal Counseling Group

HIPAA Compliant

Secure Behavioral Health Data Encryption

Integrates Seamlessly with TherapyNotes, SimplePractice, and Epic Behavioral Health Modules

Let CARA Bring Calm and Clarity to Your Behavioral Health Practice.

CARA is more than automation — she’s your intake partner, ensuring every new patient feels understood and every referral is handled safely and efficiently.

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