Your Shop Desk
Mental Health and Therapy · Custom Shop Desk CRM

A Custom CRM for Therapy Practices

For group practices and solo therapists who lose good fits to slow replies. Yours would answer new inquiries kindly and fast, match each person to a therapist with an opening and keep reminders private.

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A Shop Desk set up the way a mental health and therapy business would run it
A Shop Desk set up the way a mental health and therapy business would run it

Shown: Lumenara Med Spa, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Mental Health and Therapy Words

Every first session moves down the same line. We name each stop the way your crew already does.

  1. 01Inquiry
  2. 02Consult Call
  3. 03Matched
  4. 04Intake Paperwork
  5. 05First Session
  6. 06Paid
  7. 07Ongoing

A first session on your desk hangs off the client.

So the card asks for what you actually need, and nothing a mental health and therapy business would never fill in.

  • Individual, couples or family
  • In person or telehealth
  • Insurance or self pay
  • Preferred times
  • Therapist matched
  • Intake paperwork sent
Where it leaks

Where Mental Health and Therapy Businesses Lose Work

Inquiries Waiting Days

It takes courage to reach out. If the reply takes days, many people give up or book with whoever answered first.

Matches Based on Who's Free

New clients get placed with whoever has an opening, not the right fit. A poor fit ends in a few sessions.

No Shows and Late Cancels

An empty hour is lost income for a therapist. A reminder the day before saves many of them.

What we would build

Fitted to How You Already Work

  • A Kind, Quick Reply

    New inquiries get a warm reply right away with a way to book a short consult call. Your intake person takes it from there.

  • A Therapist Match Board

    See each therapist's focus, openings, insurance panels and in person or telehealth. Match new clients to a good fit, not just a free slot.

  • Discreet Reminders

    Reminders say little beyond the time and the practice name you choose. Clients can confirm or move with a tap.

  • No Session Notes on the Desk

    The desk handles intake, scheduling and billing. Session notes stay in your clinical record system, and we set up consent, opt outs and who sees what with you.

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Questions

What Mental Health and Therapy Owners Ask

Does it hold session notes or diagnoses?
No. Clinical records stay in your clinical system. The desk handles the business side, like inquiries, matching, reminders and invoices.
Can reminders stay private?
Yes. You choose the wording and sender name, and it can be as plain as a time and a place. Clients can also pick how they want to be reached.
Can it help match clients to the right therapist?
Yes. Each therapist's focus, openings and panels sit on one board. Your intake person matches from there.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Mental Health and Therapy Business Runs

We will tell you honestly what a desk fitted to it would take.

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