Every enquiry becomes a client with the details they gave you carried over. In a group practice, the platform also ranks your therapists so the right fit is a shortlist away, not a guess.
When an enquiry arrives, you should not have to re-type everything into a new client record. My-Therapy-Suite carries it across for you: turn the enquiry into a client and the details they already gave you come with it, along with how they plan to pay. If you work on your own, that is the job done, the client is on your books and ready to book in. In a group practice there is one more step, and the platform does the heavy lifting. It sets aside any therapist who cannot take the enquiry, on requested language, age group, session format, insurer recognition and available capacity, then ranks everyone who remains by how well they fit, with the reasons shown in plain language. You get a shortlist and make the final call, as nothing is auto-assigned, and the therapist you choose is notified they have a new client. It is built to help clients start with someone they are more likely to stay with, not to make clinical decisions for you.
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