Caller's needs (no names) → ranked by fit.
Browse partner organizations to refer a caller elsewhere. Choosing one adds a “Referred out” note to this call. No client names leave this screen.
Copy a template to text or email the caller. Personalize the bracketed bits in GHL — never paste a client's details back into this tool.
Private-pay rates · a superbill is provided for possible out-of-network reimbursement · HSA/FSA, card, check, cash accepted.
Comprehensive Testing Package: $4,320 (half to reserve dates, half the day before testing).
Your full call note is prefilled below. Enter the caller's name & contact in the secure form — it lands directly in GHL.
For when there isn't a perfect fit to book right now. We under-promise and over-deliver: take their needs to the team, then come back with the best option — usually within 1–2 business days.
Plain-language definitions of the jargon that comes up on calls.
Your call co-pilot — it guides each call, builds one tidy note, and hands it off to GHL. Here's the 60-second tour:
Setting up another coordinator? Send them the setup & install page →
Welcome — sign in to start. Your name is added to every call note, and your settings are remembered on this device.