Use Case 1
First-Contact Intake to Confirmed Match
Trigger: Patient contacts BH practice for new intake
1.Capture demographics, insurance, language, urgency rating
2.Administer validated screening (PHQ-9, GAD-7, AUDIT, others by presenting concern)
3.Run rules-based acuity triage—flag crisis indicators for immediate clinician handoff
4.For non-crisis: weight provider match across condition, modality, language, gender preference, insurance, and availability
5.Present top 3 matches to patient via preferred channel
6.Book selected match and confirm
7.Send welcome packet and pre-session reminders
✓
Patients reach a confirmed provider match in days, not weeks, with clinical safety gates intact.
Use Case 2
Acuity-Triggered Clinical Escalation
Trigger: Screening surfaces crisis indicator (PHQ-9 item 9, active SI, severe SUD, psychosis signal)
1.Pause automated match flow immediately
2.Page on-call BH clinician with patient context
3.Suppress all automated outreach to the patient
4.Track clinician contact within 4-hour SLA
5.Document safety assessment and resume match only after clinical clearance
✓
Crisis-flagged intakes get a human clinician fast; no automated bot handles them.
Use Case 3
Post-Match Engagement Monitoring
Trigger: Patient confirms first appointment
1.Send welcome content and session preparation materials
2.Reminder sequence at T-24h and T-2h
3.Post-session check-in at 48 hours to assess attendance and match quality
4.Escalate no-shows or low match-quality ratings to intake coordinator for warm rematch
5.Run engagement window for 30 days post-first-session
✓
Match quality issues surface in the first two weeks, not after the patient quietly drops out.
Integrations
Validated Assessment Library (PHQ-9, GAD-7, AUDIT, ASRS, others)
Provider Panel & Scheduling System
BH Carve-Out Vendor Eligibility
Patient Messaging (multilingual)
EHR / Practice Management (TheraNest, SimplePractice, Valant)
Crisis Escalation Workflow (24/7 paging)
Industries
healthcare
See It In Action
A sample conversation with this agent
New patient just called the intake line—stressed mom looking for help with depression.
Starting intake. Capturing basics: contact info, insurance, language preference, urgency self-rating. Running the PHQ-9 with empathic prompting—she's engaging. Score 18 (moderately severe), endorsed item 9 (passive thoughts of being better off dead). That's an acuity flag I do not handle autonomously. Pausing the match flow and paging the on-call BH clinician for a same-day safety call. Her contact preferences and what she's shared so far are in the clinician's queue. Match flow resumes only after clinical clearance.
Match her with three providers.
Pulling provider panel filtered by her plan and BH carve-out. Weighting: condition specialty (depression with anxiety comorbidity), modality preference (she requested CBT), language (English primary, Spanish secondary OK), gender preference (female), insurance match, geographic accessibility (telehealth OK), and earliest availability. Top 3: Dr. Reyes (CBT-trained, female, in-network, first available Thursday); Dr. Kim (CBT + DBT, female, in-network, next Tuesday); Dr. Chen (CBT, male, in-network, Friday—suggesting only because she said gender is a preference not requirement). Sending her the three options via her preferred channel. She picks; I confirm and book.
She booked with Dr. Reyes for Thursday. Now what?
Post-match engagement monitoring active. Sending welcome packet with what-to-expect-from-first-session content. Reminders at T-24h and T-2h via SMS. Two days post-session I run the engagement check-in: did she attend, did the match feel right, any blockers. If she no-shows or rates the match below threshold, I escalate to intake coordinator within the hour for a warm rematch—not silent reassignment. Engagement window runs 30 days.