Brilo 2.0
Clinic Desk Phone Coverage
Function-Ready AI Receptionist for Occupational Therapy
Occupational therapy clinic call coverage that intakes patient calls with referral source and OT concern qualification, books evaluation calls with hand evaluation and ADL assessment handling, runs treatment plan calls with session frequency and home program support, and routes school district IEP program and insurance prior authorization account requests while clinicians work the therapy gym.
Major Problems & Solutions
Major Problems & Solutions
Major Problems & Solutions
Commute hour patient intake volume, mid-week evaluation booking lookups, and treatment plan calls all keep the clinical team off the line and away from the therapy gym.
Patient intake calls overflow Occupational therapy clinic patient intake calls about hand therapy, pediatric sensory, and stroke rehab referrals overflow during commute hours.
Brilo AI qualifies the patient's referral source, OT concern, and insurance coverage, captures the intake summary, books the evaluation, and texts the appointment confirmation.
Major Problems & Solutions
Evaluation booking friction Evaluation booking calls about hand evaluation, sensory profile, and ADL assessment drag the clinical team off live patients.
Brilo AI pulls the live evaluation schedule from Athenahealth, walks the patient through hand evaluation, sensory profile, and ADL assessment, and texts the booking confirmation.
Treatment plan coordination Treatment plan calls about session frequency, home program, and progress check-ins drag clinicians off the therapy gym.
Brilo AI captures the treatment plan request, walks the patient through session frequency, home program, and progress check-ins, and routes complex saves to clinicians.
School and insurance accounts School district IEP program and insurance prior authorization accounts compete with retail patient inquiries during peak weeks.
Brilo AI captures school district IEP program and insurance prior authorization account requests, walks the partner through coverage scope and reporting, and dispatches the on-call clinical lead.
Brilo 2.0
Voice AI Driven for Clinic Desk
What the Occupational Therapy AI Receptionist Handles Across Intake, Evaluation, and Treatment Lines
What the Occupational Therapy AI Receptionist Handles Across Intake, Evaluation, and Treatment Lines
What the Occupational Therapy AI Receptionist Handles Across Intake, Evaluation, and Treatment Lines
What the Occupational Therapy AI Receptionist Handles Across Intake, Evaluation, and Treatment Lines
From patient intake through evaluation to treatment plan check-ins and school district programs, the occupational therapy clinic phone agent runs every clinic desk touch.
From patient intake through evaluation to treatment plan check-ins and school district programs, the occupational therapy clinic phone agent runs every clinic desk touch.

Patient Intake Calls
Brilo AI logs occupational therapy patient intake calls on each new patient. Visits land quickly each day.

Patient Intake Calls
Brilo AI logs occupational therapy patient intake calls on each new patient. Visits land quickly each day.

Evaluation Booking Calls
Brilo AI keeps occupational therapy eval booking flowing to patients on calls. Slots confirm same hour.

Treatment Plan Calls
Brilo AI flags occupational treatment plan calls and routes to clinicians. Patients reach answers fast.
Before Brilo, our clinic lost a Monday morning on intake calls during commute hours while staff worked treatment plans. The agent now handles around four out of five of those touches without a person, and our intake-to-evaluation conversion lifted from half to over three out of four.
Director of Occupational Therapy Operations
-
Crestline Occupational Therapy Clinics
Before Brilo, our clinic lost a Monday morning on intake calls during commute hours while staff worked treatment plans. The agent now handles around four out of five of those touches without a person, and our intake-to-evaluation conversion lifted from half to over three out of four.
Director of Occupational Therapy Operations
-
Crestline Occupational Therapy Clinics
Brilo 2.0
Modernize Occupational Therapy Clinic Front Desk
Bringing Brilo Online Across Occupational Therapy Intake, Evaluation, and Treatment Lines
Bringing Brilo Online Across Occupational Therapy Intake, Evaluation, and Treatment Lines
Bringing Brilo Online Across Occupational Therapy Intake, Evaluation, and Treatment Lines
Bringing Brilo Online Across Occupational Therapy Intake, Evaluation, and Treatment Lines
From a commute-hour intake rush to a Friday treatment plan check-in, the occupational therapy clinic phone agent stays clear for patients while clinicians work the therapy gym.
From a commute-hour intake rush to a Friday treatment plan check-in, the occupational therapy clinic phone agent stays clear for patients while clinicians work the therapy gym.
1
Wire Brilo to Your Clinic Stack
2
Train on Occupational Therapy Workflows
3
Deploy on Clinic Lines
4
Tune Performance Across Clinic Mix

Brilo 2.0
Healthcare Integrations
Salesforce, Athenahealth, Stripe, and Twilio Brilo Plugs Into Live for Occupational Therapy Clinics
Salesforce, Athenahealth, Stripe, and Twilio Brilo Plugs Into Live for Occupational Therapy Clinics
Salesforce, Athenahealth, Stripe, and Twilio Brilo Plugs Into Live for Occupational Therapy Clinics
Salesforce, Athenahealth, Stripe, and Twilio Brilo Plugs Into Live for Occupational Therapy Clinics
OT concern menus, evaluation protocols, and treatment templates feed the agent in real time from leading therapy platforms running across occupational therapy.
OT concern menus, evaluation protocols, and treatment templates feed the agent in real time from leading therapy platforms running across occupational therapy.

Healthcare
Salesforce
Brilo writes occupational therapy clinic patient intake notes, evaluation logs, and treatment plan updates directly into Salesforce so the clinic stays aligned with every patient call.

Healthcare
Athenahealth
Brilo books occupational therapy visits into Athenahealth with referral notes, evaluation findings, and treatment plan so the clinical team sees the chart before each session.

Healthcare
Stripe
Brilo confirms occupational therapy clinic copays, deductibles, and self-pay packages through Stripe so patients clear billing without lingering at the front desk.

Healthcare
Twilio
Brilo dispatches occupational therapy session reminders, home program updates, and treatment plan alerts through Twilio so patients stay informed in real time.

Healthcare
Salesforce
Brilo writes occupational therapy clinic patient intake notes, evaluation logs, and treatment plan updates directly into Salesforce so the clinic stays aligned with every patient call.

Healthcare
Athenahealth
Brilo books occupational therapy visits into Athenahealth with referral notes, evaluation findings, and treatment plan so the clinical team sees the chart before each session.

Healthcare
Stripe
Brilo confirms occupational therapy clinic copays, deductibles, and self-pay packages through Stripe so patients clear billing without lingering at the front desk.

Healthcare
Twilio
Brilo dispatches occupational therapy session reminders, home program updates, and treatment plan alerts through Twilio so patients stay informed in real time.

Healthcare
Salesforce
Brilo writes occupational therapy clinic patient intake notes, evaluation logs, and treatment plan updates directly into Salesforce so the clinic stays aligned with every patient call.

Healthcare
Athenahealth
Brilo books occupational therapy visits into Athenahealth with referral notes, evaluation findings, and treatment plan so the clinical team sees the chart before each session.

Healthcare
Stripe
Brilo confirms occupational therapy clinic copays, deductibles, and self-pay packages through Stripe so patients clear billing without lingering at the front desk.

Healthcare
Twilio
Brilo dispatches occupational therapy session reminders, home program updates, and treatment plan alerts through Twilio so patients stay informed in real time.

Healthcare
Salesforce
Brilo writes occupational therapy clinic patient intake notes, evaluation logs, and treatment plan updates directly into Salesforce so the clinic stays aligned with every patient call.

Healthcare
Athenahealth
Brilo books occupational therapy visits into Athenahealth with referral notes, evaluation findings, and treatment plan so the clinical team sees the chart before each session.

Healthcare
Stripe
Brilo confirms occupational therapy clinic copays, deductibles, and self-pay packages through Stripe so patients clear billing without lingering at the front desk.

Healthcare
Twilio
Brilo dispatches occupational therapy session reminders, home program updates, and treatment plan alerts through Twilio so patients stay informed in real time.

Healthcare
Salesforce
Brilo writes occupational therapy clinic patient intake notes, evaluation logs, and treatment plan updates directly into Salesforce so the clinic stays aligned with every patient call.

Healthcare
Athenahealth
Brilo books occupational therapy visits into Athenahealth with referral notes, evaluation findings, and treatment plan so the clinical team sees the chart before each session.

Healthcare
Stripe
Brilo confirms occupational therapy clinic copays, deductibles, and self-pay packages through Stripe so patients clear billing without lingering at the front desk.

Healthcare
Twilio
Brilo dispatches occupational therapy session reminders, home program updates, and treatment plan alerts through Twilio so patients stay informed in real time.

Healthcare
Salesforce
Brilo writes occupational therapy clinic patient intake notes, evaluation logs, and treatment plan updates directly into Salesforce so the clinic stays aligned with every patient call.

Healthcare
Athenahealth
Brilo books occupational therapy visits into Athenahealth with referral notes, evaluation findings, and treatment plan so the clinical team sees the chart before each session.

Healthcare
Stripe
Brilo confirms occupational therapy clinic copays, deductibles, and self-pay packages through Stripe so patients clear billing without lingering at the front desk.

Healthcare
Twilio
Brilo dispatches occupational therapy session reminders, home program updates, and treatment plan alerts through Twilio so patients stay informed in real time.

Healthcare
Salesforce
Brilo writes occupational therapy clinic patient intake notes, evaluation logs, and treatment plan updates directly into Salesforce so the clinic stays aligned with every patient call.

Healthcare
Athenahealth
Brilo books occupational therapy visits into Athenahealth with referral notes, evaluation findings, and treatment plan so the clinical team sees the chart before each session.

Healthcare
Stripe
Brilo confirms occupational therapy clinic copays, deductibles, and self-pay packages through Stripe so patients clear billing without lingering at the front desk.

Healthcare
Twilio
Brilo dispatches occupational therapy session reminders, home program updates, and treatment plan alerts through Twilio so patients stay informed in real time.

Healthcare
Salesforce
Brilo writes occupational therapy clinic patient intake notes, evaluation logs, and treatment plan updates directly into Salesforce so the clinic stays aligned with every patient call.

Healthcare
Athenahealth
Brilo books occupational therapy visits into Athenahealth with referral notes, evaluation findings, and treatment plan so the clinical team sees the chart before each session.

Healthcare
Stripe
Brilo confirms occupational therapy clinic copays, deductibles, and self-pay packages through Stripe so patients clear billing without lingering at the front desk.

Healthcare
Twilio
Brilo dispatches occupational therapy session reminders, home program updates, and treatment plan alerts through Twilio so patients stay informed in real time.

Healthcare
Salesforce
Brilo writes occupational therapy clinic patient intake notes, evaluation logs, and treatment plan updates directly into Salesforce so the clinic stays aligned with every patient call.

Healthcare
Athenahealth
Brilo books occupational therapy visits into Athenahealth with referral notes, evaluation findings, and treatment plan so the clinical team sees the chart before each session.

Healthcare
Stripe
Brilo confirms occupational therapy clinic copays, deductibles, and self-pay packages through Stripe so patients clear billing without lingering at the front desk.

Healthcare
Twilio
Brilo dispatches occupational therapy session reminders, home program updates, and treatment plan alerts through Twilio so patients stay informed in real time.

Healthcare
Salesforce
Brilo writes occupational therapy clinic patient intake notes, evaluation logs, and treatment plan updates directly into Salesforce so the clinic stays aligned with every patient call.

Healthcare
Athenahealth
Brilo books occupational therapy visits into Athenahealth with referral notes, evaluation findings, and treatment plan so the clinical team sees the chart before each session.

Healthcare
Stripe
Brilo confirms occupational therapy clinic copays, deductibles, and self-pay packages through Stripe so patients clear billing without lingering at the front desk.

Healthcare
Twilio
Brilo dispatches occupational therapy session reminders, home program updates, and treatment plan alerts through Twilio so patients stay informed in real time.

Healthcare
Salesforce
Brilo writes occupational therapy clinic patient intake notes, evaluation logs, and treatment plan updates directly into Salesforce so the clinic stays aligned with every patient call.

Healthcare
Athenahealth
Brilo books occupational therapy visits into Athenahealth with referral notes, evaluation findings, and treatment plan so the clinical team sees the chart before each session.

Healthcare
Stripe
Brilo confirms occupational therapy clinic copays, deductibles, and self-pay packages through Stripe so patients clear billing without lingering at the front desk.

Healthcare
Twilio
Brilo dispatches occupational therapy session reminders, home program updates, and treatment plan alerts through Twilio so patients stay informed in real time.

Healthcare
Salesforce
Brilo writes occupational therapy clinic patient intake notes, evaluation logs, and treatment plan updates directly into Salesforce so the clinic stays aligned with every patient call.

Healthcare
Athenahealth
Brilo books occupational therapy visits into Athenahealth with referral notes, evaluation findings, and treatment plan so the clinical team sees the chart before each session.

Healthcare
Stripe
Brilo confirms occupational therapy clinic copays, deductibles, and self-pay packages through Stripe so patients clear billing without lingering at the front desk.

Healthcare
Twilio
Brilo dispatches occupational therapy session reminders, home program updates, and treatment plan alerts through Twilio so patients stay informed in real time.
Brilo 2.0
Occupational Therapy Call Support
Frequently Asked Questions
Frequently Asked Questions
Top questions occupational therapy clinic teams raise when piloting Brilo on the intake, evaluation, and treatment plan lines.
Top questions occupational therapy clinic teams raise when piloting Brilo on the intake, evaluation, and treatment plan lines.
How does Brilo handle our occupational therapy clinic patient intake calls?
How does Brilo handle our occupational therapy clinic patient intake calls?
Can Brilo manage evaluation booking calls during peak weeks?
Can Brilo manage evaluation booking calls during peak weeks?
How does Brilo protect patient and chart data?
How does Brilo protect patient and chart data?
What happens with treatment plan calls during peak weeks?
What happens with treatment plan calls during peak weeks?
Will Brilo lift our intake-to-evaluation conversion and treatment plan adherence?
Will Brilo lift our intake-to-evaluation conversion and treatment plan adherence?
Which platforms does Brilo connect with for occupational therapy operations?
Which platforms does Brilo connect with for occupational therapy operations?
Which questions can Brilo handle without a person?
Which questions can Brilo handle without a person?
When can our occupational therapy clinic expect Brilo to go live?
When can our occupational therapy clinic expect Brilo to go live?
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Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
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Join 1,000+ businesses using Brilo to answer, qualify, and convert calls with AI—instantly.
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Join Discord
Connect with our community, ask questions, and stay updated on product news.
Book a Call
Schedule a quick call with our team to explore solutions for your needs.
Get started
Industries
Usecases
Integrations
Legal & Community

Join Discord
Connect with our community, ask questions, and stay updated on product news.
Book a Call
Schedule a quick call with our team to explore solutions for your needs.
Get started
Industries
Usecases
Integrations
Legal & Community

Join Discord
Connect with our community, ask questions, and stay updated on product news.
Book a Call
Schedule a quick call with our team to explore solutions for your needs.
Get started
Industries
Usecases
Integrations
Legal & Community
