AI-powered lead management for TMS & psychiatry clinics
Every source lands in one live queue. Assessments are scored Hot, Medium or Low instantly, and AI agents help your team follow up.
Illustration: example activity notifications, such as a new lead arriving and a consult being booked, appear around the sign-in screen. They are examples, not real clinic data.
How it works
NeuroReachAI connects the places your leads already come from, prioritizes each one as it lands, and puts the next step one click away.
Every inquiry, the moment it lands:
What changes
What clinics notice once NeuroReachAI is running at the front desk.
Called back in 4 min
New inquiries surface instantly, so your team calls back while interest is high.
Next best call ready
Your team knows who to call first and what to say, without sorting through forms.
Consult booked
Every inquiry stays on your team’s radar until it’s resolved, from every source.
Top source Google Ads
See which sources turn into consults and treatment, so you invest in what works.
A 30-minute walkthrough, shaped around your clinic.
Your AI team
One ranks every assessment the moment it’s completed. Two AI agents help your coordinators follow up. Your team stays in control of every message.
Scores every completed assessment on 8 TMS factors.
Hot, Medium or Low before the first call.
Drafts the next email for each patient’s stage.
The right message, ready to review and send.
Briefs your team on pipeline health and where to focus.
Coordinators know what to work on today.
Instant confirmation
A confirmation email to every new inquiry
Hot-lead alerts
A chime for new leads, the bell for hot ones
Auto-routing
Each call outcome sets the next queue and due date
Daily digest
A 7 am summary of the last 24 hours, by priority
AI drafts are reviewed by your team before sending. AI Insights works from aggregate pipeline numbers, not patient records.
TMS assessment
Add the 11-step TMS assessment to your website with one line of code. It asks what an experienced intake coordinator would: PHQ-2 and GAD-2 screens, OCD and PTSD questions, prior treatments, insurance, location and urgency. Your team gets a scored, ready-to-call lead.
11 steps, one score. Ready for your team the moment it’s submitted.
From consult to first session
Track each consult through to treatment started: record the treatment decision, book the motor-threshold appointment, note insurance and other waits, and route missed consults straight back for re-booking.
Reporting & campaigns
Follow lead volume over time by channel, your best-performing platform, and campaign performance through to conversion. Export treatment starts with their Google click IDs to upload to Google Ads, so bidding learns from patients, not form fills.
Referrals & providers
Referring providers are captured in the assessment or logged by your team, matched to your provider directory (or added for verification), and tracked by referral count and conversion. Email a provider right from their record, with every note kept on their profile.
Lead documents
Referral letters, insurance cards and records (PDF, Word, Excel or images up to 25 MB) dropped straight onto the lead, next to its notes and history.
Why NeuroReachAI
What changes when your coordinators move from a shared sheet and inbox to NeuroReachAI.
Integrations
3CX
Click-to-call
CallRail
Call analytics
Google Ads
Lead forms & conversion export
JotForm
Form intake
Website widget
TMS assessment
Secure email
To patients & providers
SMS
Text templates
Using something else? Ask us in your demo.
Security & privacy
Inquiries about depression, anxiety and OCD deserve more care than a shared inbox. NeuroReachAI is designed around that from the start.
Read our security overviewFour roles, from primary admin to specialist, control who can edit leads, restore deleted records and manage users.
Patient names, emails and phone numbers are encrypted at the field level in the database.
Lead views, changes, messages and exports are written to a timestamped audit log.
Your team reviews every AI email before it’s sent. Briefings use aggregate pipeline data.
FAQ
AI Recommended Emails drafts a personalized email for each lead based on where they are in the journey; your coordinator reviews, edits and sends it, and nothing is sent automatically. AI Insights briefs your team on pipeline health, what needs attention, the best time to reach patients, outreach scripts and coordinator performance.
Website assessments are scored instantly by the TMS Priority Engine, a transparent set of rules across 8 TMS factors such as condition, severity, prior treatment, insurance and location. Google Ads lead-form leads are ranked by how soon they want to start, and form leads without enough detail are set aside for your team to review.
AI Insights works from aggregate numbers, not patient records. To personalize an email draft, the AI uses details such as the patient’s first name, condition, insurance and stage in the journey. We’ll walk your compliance team through the data flow on your demo.
Our TMS assessment widget for your website, JotForm forms, Google Ads lead forms and provider referrals, plus manual entry for phone calls and walk-ins. Calls are placed through 3CX click-to-call, CallRail call analytics sit alongside your lead reports, and treatment starts can be exported for Google Ads.
No. NeuroReachAI handles everything before someone becomes a patient: the inquiry, qualification, follow-up and consult, through to treatment started. Your EHR takes over from there.
Pricing depends on your lead volume and setup. We’ll walk you through it in the demo.
We’ll walk you through NeuroReachAI live with a demo clinic, from the first lead to treatment started, and answer every question.