PsyFi

Your AI front desk: chat, voice, and email—handled.

An AI chatbot on your website, a voice agent on the phone, and smart email replies in your inbox. Intake, scheduling, and client communication—automated and HIPAA-compliant.

HIPAA compliant • BAA included • AES-256 encryption
PsyFi Assistant Dashboard
New Chats
12
New Emails
8
Need Human
3
Voice Calls
7
AI vs Human
AI 75%Human 25%
Response Time
AI Avg
0.8s
Human Avg
4.2h
AI
Human

Seamlessly connects with your existing tools

Built for modern mental health practices

Whether you're a solo therapist or managing a multi-location clinic, PsyFi adapts to your workflow.

Solo Practitioners

Reclaim your evenings. Automate intake paperwork and let clients self-schedule while you focus on clinical work.

  • ✓ Simple setup in under 30 minutes
  • ✓ AI chatbot + email auto-replies included
  • ✓ Direct Google Calendar sync
  • ✓ Upgrade to add AI voice calling

Group Practices

Coordinate multiple providers without the chaos. Smart matching routes clients to the right therapist based on your rules.

  • ✓ Multi-provider scheduling
  • ✓ AI email replies across the team
  • ✓ Specialty and insurance filtering
  • ✓ AI voice agent for after-hours calls

Clinic Networks

Enterprise-grade compliance for multi-location operations. Centralized oversight with location-specific workflows.

  • ✓ Multi-location management
  • ✓ Centralized email and voice across locations
  • ✓ Cross-location reporting
  • ✓ Dedicated onboarding support

Powerful features that save you time

Everything you need to streamline client intake, provider matching, and appointment scheduling—all in one HIPAA-compliant platform.

Intake

Collect what you need. Skip what you don't.

Your intake questions. Your data rules. AI handles completion, flagging, and validation—so your team can focus on the conversation that matters.

  • ✓ 100% customizable questions—build exactly what you ask in-session
  • ✓ Auto-completion tracking & smart flagging for incomplete sections
  • ✓ HIPAA-aligned storage with complete audit trails of all data access
  • ✓ Automatic SMS/email reminders—double your completion rates
  • ✓ Secure partial-save feature—clients can resume from anywhere
See Real Intake Examples
Matching

Intelligent routing. Your final approval.

AI analyzes client needs, insurance, preferences, and provider availability to surface ideal matches. Human-in-the-loop always: Your admin team reviews every recommendation before booking.

  • ✓ Smart matching by insurance, age, service type, and provider availability
  • ✓ Rules you control: Round-robin, priority routing, specialty blocklists, and custom filters
  • ✓ AI confidence scoring for every match—trust the recommendations or dive deeper
  • ✓ Unmatched clients escalate to your team automatically (never fall through cracks)
View Plans
Scheduling

Booking without the back-and-forth.

Sync with Google Calendar. AI surfaces available slots respecting telehealth/in-person preferences, insurance panels, and age appropriateness. Your team confirms before any booking goes live.

  • ✓ Google Calendar integration—syncs in real-time, respects buffer times and lunch blocks
  • ✓ Smart availability detection—never double-books or violates scheduling rules
  • ✓ Instant client confirmations with custom policies, cancellation instructions, and telehealth links
  • ✓ Automatic provider notifications—no need to check email for new bookings
  • ✓ Waitlist automation—rebook cancellations within minutes, not days
Connect Google Calendar

Gmail Integration

Intelligent email replies. Human approval always.

Connect your Gmail inbox. PsyFi classifies incoming messages, drafts context-aware replies using your FAQ and provider data, and flags anything that needs a human touch.

  • ✓ Auto-classifies inquiries: new client, existing client, insurance, scheduling, and more
  • ✓ Drafts replies using your FAQ knowledge base and provider availability
  • ✓ Crisis language detection with immediate human escalation
  • ✓ Review and approve every draft before it's sent
  • ✓ Full audit trail of all AI-drafted and sent emails
Connect Gmail

AI Voice Calling

A voice agent that sounds human. Works 24/7.

Give your practice a dedicated phone number powered by AI. Clients call, the voice agent answers questions, checks availability, and books appointments—all in natural conversation.

  • ✓ Dedicated Twilio phone number for your practice
  • ✓ Natural-sounding voice powered by OpenAI Realtime API
  • ✓ Answers FAQs, checks provider schedules, and books appointments
  • ✓ Warm transfer to your team when human attention is needed
  • ✓ Call transcripts with full HIPAA-compliant audit logging
See Premium Plan
Privacy

HIPAA compliance—under your control.

Control exactly how long data is stored. Choose what gets de-identified. Export anytime. BAA included—no need to negotiate or wait.

  • ✓ Granular data retention: Set your own deletion schedules by data type
  • ✓ De-identification workflows: Auto-redact PII for non-clinical use
  • ✓ Audit trails for all PHI access: Who, what, when, why—complete visibility
  • ✓ Role-based access controls: Limit staff viewing by clinic location or department
  • ✓ Export anytime: Your data in standard formats (CSV, HL7), no vendor lock-in
View Full Compliance Details

Frequently asked questions

Everything you need to know about PsyFi Assistant

Yes. PsyFi Assistant is built with HIPAA compliance at its core. All data is encrypted at rest and in transit using AES-256 encryption. We provide a Business Associate Agreement (BAA) with all plans, maintain comprehensive audit logs, and follow strict access controls. Our infrastructure is hosted on HIPAA-eligible AWS services.

No. PsyFi Assistant handles administrative tasks only—intake collection, provider matching suggestions, and scheduling coordination. The AI surfaces recommendations, but your team approves every client-provider match and booking. All clinical decisions remain with licensed practitioners.

You define the matching rules—insurance panels, specialties, age ranges, availability, telehealth preferences, and more. When a new client completes intake, the AI analyzes their needs against your rules and surfaces the best-fit providers. Your admin team reviews and approves each match before any appointment is scheduled.

Absolutely. You have full control over your intake forms—add multiple choice questions, free-response fields, conditional logic, and required fields. Build forms that match exactly what you ask in session. You can also create different forms for different service types or referral sources.

PsyFi Assistant integrates with Google Calendar for real-time availability sync. The integration respects your existing calendar events, buffer times, lunch blocks, and time-off. We also integrate with SimplePractice for practices using that EHR system.

Most solo practitioners are up and running in under 30 minutes. Group practices typically complete setup in 1-2 hours, including provider profiles and matching rules. For larger clinic networks, we offer dedicated onboarding support to ensure a smooth rollout.

Yes. You own your data and can export it anytime in standard formats (CSV, JSON). There's no vendor lock-in. You can also set custom data retention policies and deletion schedules to meet your compliance requirements.

The AI voice agent answers incoming phone calls via a dedicated Twilio number assigned to your practice. Powered by OpenAI Realtime, it speaks in a natural voice, answers questions from your FAQ knowledge base, checks provider availability, and can book appointments directly. Calls requiring human attention are transferred to your team in real time. Available on the Premium plan with 180 minutes/month included.

Connect your Gmail inbox and PsyFi Assistant automatically classifies incoming emails, drafts context-aware replies using your FAQ and provider information, detects crisis language for immediate escalation, and flags messages that need a human response. You review and approve every draft before it's sent. Included on all plans.

Still have questions?

Contact Us

Ready to streamline your practice?

Start your 14-day free trial today. See how much time you can save.

HIPAA compliant from day one. BAA included with all plans.