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For counselling practices

Stay present with clients. Let Claio handle the rest.

Claio manages intake calls, schedules recurring sessions, and drafts session notes with privacy-first guardrails built for counselling teams.

400+ clinics. 17+ PMS integrations. Start writing notes today.

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  • Campbell & Anderson Family Medicine logo
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2 hrs/day

recovered per clinician

95%+

note accuracy

Same day

to first note

By workflow

Built for how your practice runs.

01AI Front Desk

Intake calls and recurring sessions. Organized.

Claio answers calls, manages new client intake, schedules recurring appointments, and handles rescheduling so your admin team can focus on care coordination.

  • New client intake screening and scheduling
  • Recurring session management and rescheduling
  • After-hours coverage for sensitive inquiries

No missed intake calls. Smoother scheduling. Less admin pressure.

Get a 15-min walkthrough
AI Front Desk workflow for counselling intake

02Claio Scribe

Session notes done. Presence preserved.

Claio drafts structured session notes in your templates so clinicians can stay fully present with clients instead of documenting during sessions.

  • Progress notes adapted for individual, group, and couples sessions
  • Treatment plan updates and goal tracking captured
  • Privacy-first: sensitive content handled with care

Better documentation. Zero distraction from the therapeutic relationship.

Get a 15-min walkthrough
Claio Scribe workflow for counselling session notes

03Coding support

Session codes suggested. Billing simplified.

Claio reads the session note, suggests appropriate CPT codes for session type and duration, and flags anything that needs review.

  • CPT code suggestions for individual, family, and group therapy
  • Time-based code support for extended sessions
  • Flags modifier requirements for review

Accurate billing. Less time on admin.

Get a 15-min walkthrough
Coding support workflow for counselling billing

ROI

Estimate ROI in 30 seconds.

Your annual increase*

$80,134

401

booked visits

616

calls captured / year

Get a 15-min walkthrough
After-hours booking?

*Estimates. Want a full model? Talk to us.

PMS integrations

Works with your current stack.

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  • Curve logo
  • Cloud9 logo
  • Denticon logo
  • Dentrix logo
  • Dentrix Ascend logo
  • Dentrix Enterprise logo
  • Eaglesoft logo
  • eClinicalWorks logo
  • ModMed logo
  • NextGen Office logo
  • Open Dental logo
  • Orthotrac logo
  • MacPractice logo
  • Dentitek logo
  • XLDent logo
  • TDO logo

How it works

Chart today. Answer calls in 14 days.

Sign up and write your first note in minutes. We set up your AI Front Desk in the background — import your templates, build your phone agent, connect your PMS, and support you through launch.

Notes

Start now

AI Front Desk

Ready in 14 days

Timeline

  1. Step 1

    Start charting

    Sign up and write your first note in minutes. Claio Scribe works out of the box with your workflow.

    Day 1

  2. Step 2

    Set up Front Desk

    We build your custom phone agent, connect your PMS, import your templates, and configure your escalation rules.

    Week 1–2

  3. Step 3

    Go live

    Your AI Front Desk goes live with dedicated support. Start with one line, then roll out across the clinic.

    Day 14+

What clinics say

$40,000/yr saved

Claio changed how I practice medicine by removing inefficiencies from my workflow and significantly reducing stress.
Portrait of Dr. Carlos Esparza

Dr. Carlos Esparza

Physiatrist, Albuquerque NM

Read the case study

FAQ

Common questions.

How does Claio handle sensitive counselling documentation?

Claio uses privacy-first guardrails designed for therapeutic contexts. Notes are drafted in your templates with appropriate clinical language. You always have final sign-off.

Can Claio manage recurring appointment schedules?

Yes. Claio handles recurring session scheduling and rescheduling. Clients can call to adjust their schedule without adding work to your admin team.

Does Claio work with counselling-specific EHR systems?

Claio integrates with 17+ practice management systems. If your EHR supports API or HL7 integration, Claio can connect. We handle the setup.

Is Claio HIPAA-compliant for mental health practices?

Yes. Claio meets HIPAA requirements with end-to-end encryption, BAA agreements. Patient data stays in a secure, auditable environment.

Next step

See how Claio fits your practice.

See AI Front Desk and AI Scribe configured for your counselling workflow, with your intake process, your templates, your scheduling.