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Persona guide

AI chief of staff for therapists and counselors

Hey Teo helps therapy practices run appointment reminders, intake follow-ups, and no-show recovery so clinicians focus on sessions, not admin.

How this helps

No technical knowledge required: no coding, no complex setup, and no operations playbook needed.

Private practices lose revenue to missed appointments and slow intake response. Hey Teo helps front-office workflows stay consistent while you keep final say on client communication.

  • Send multi-touch appointment reminders before sessions.
  • Follow up on incomplete intake forms and new inquiries.
  • Recover no-shows with structured rebooking outreach.
  • Route sensitive threads for clinician review before send.

How to implement

  1. 1

    Map intake-to-session stages

    Define inquiry, intake, booked, and follow-up transitions.

  2. 2

    Set reminder and recovery rules

    Configure timing by appointment type and client segment.

  3. 3

    Review exceptions weekly

    Track no-show trends, intake bottlenecks, and stale inquiries.

Frequently asked questions

Can we control what gets sent automatically?
Yes. Approval modes and escalation rules keep clinical judgment in your hands.
Does this replace our EHR or practice software?
No. It coordinates communication around your existing stack.
Is this useful for solo practitioners?
Yes. Solo therapists benefit most from consistent reminder and intake workflows.

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