Qualify More Families, Onboard More Plans and Grow Outcomes With AI
An AI-powered therapy plan builder that qualifies family enquiries, drafts plans, recommends programs, predicts engagement intent and automates intake-to-plan workflows across speech, occupational, behavioural and early-intervention therapy.
Manual intake processes slow centre growth
Six failure modes — paired with the AI Therapy Plan Builder capability that fixes each.
Slow Intake Response
Front desks miss families — anxious parents drop off in hours, not days.
Poor Intake Qualification
Unstructured intakes waste clinician time and drag down conversion math.
Generic Plan Drafts
One-size-fits-all plans reduce family confidence and engagement across the funnel.
Delayed Plan Proposals
Manual plan drafts take days — families lose momentum before you respond.
Missed Cross-Discipline Opportunities
Revenue leakage — every plan leaves parent coaching, group therapy and bundles on the table.
Limited Centre Visibility
Owners see month-end PDFs, not live signal — no intelligent forecasting.
AI therapy-plan capabilities
Six capability groups covering the entire intake-to-onboarding funnel — from intake intelligence to centre-network coordination.
Intake Intelligence
- ✓Intake scoring
- ✓Concern qualification
- ✓Engagement intent analysis
- ✓Family profiling
- ✓Opportunity prioritization
Intake Automation
- ✓Automated outreach
- ✓Follow-up automation
- ✓Plan generation
- ✓Proposal creation
- ✓Onboarding tracking
Therapy Recommendation Intelligence
- ✓Personalized recommendations
- ✓Program matching
- ✓Cross-discipline suggestions
- ✓Bundle recommendations
- ✓Package recommendations
Outcome Intelligence
- ✓Outcome forecasting
- ✓Revenue prediction
- ✓Pipeline analysis
- ✓Opportunity scoring
Conversational Intake
- ✓AI chat
- ✓AI voice assistant
- ✓Guided intake
- ✓Conversational therapy support
Network Intelligence
- ✓Provider recommendations
- ✓Therapist-program matching
- ✓Centre performance insights
How the AI therapy-plan agent works
Eight-step pipeline from intake capture to outcome analytics — every step instrumented and observable.
Intake conversations powered by AI
A real parent ↔ assistant exchange — understanding concerns, suggesting programs, comparing, planning and recommending add-ons.
Generate therapy plans in seconds
Six capabilities across pricing, discounting, packages, multi-centre, proposals and approvals — all outcome-aware.
Automated Plan Pricing
Program books, tiers and membership terms applied automatically.
Dynamic Discounts
Outcome-aware discount engine with approval thresholds.
Package Plans
Memberships, GST, multi-child plans and family-specific pricing.
Multi-Centre Plans
Network-aware plans across multiple therapy centre partners.
Proposal Generation
Branded PDFs and shareable links with e-consent.
Approval Workflows
Threshold-based clinician approvals with audit trail.
Recommend the right program every time
Six recommendation modes — similar, complementary, intensity, cross-discipline, personalised plans and AI program matching.
Similar Programs
Same concern, alternative therapy blocks and tiers.
Complementary Disciplines
Add-ons and parent coaching that complete the plan.
Intensity Recommendations
Step up to higher-frequency plans with clear outcome framing.
Cross-Discipline Suggestions
Discipline-jumping suggestions grounded in cohort signal.
Personalized Plans
Per-family plans with outcome and policy guardrails.
AI Program Matching
Match family intent to the right program in real time.
AI that predicts centre growth opportunities
Six predictive widgets — forecasting, pipeline health, conversion analysis, intent, engagement risk and opportunity scoring.
One AI agent across every intake channel
Web, parent app, centre network, WhatsApp, email, phone, live chat and referral portals — same agent, same memory.
Website
On-page chat + recommendations
Parent App
In-app intake companion
Centre Network
Multi-centre plan orchestration
Conversational intake + plans
Sequenced cadences + replies
Phone
AI voice assistant + call summaries
Live Chat
Hand-off to clinical staff mid-thread
Referral Portals
Co-care with paediatricians and schools
Enterprise AI therapy-plan architecture
Six layers — users → AI Therapy Plan Agent → RAG Knowledge Assistant → Therapy Centre APIs → AI Layer → Analytics — every layer observable and secured.
Built for every therapy specialty
The same agent, tuned for the intake workflow of every therapy centre and discipline.
Speech Therapy Clinics
Plans, memberships, loyalty and tiered blocks for speech-therapy chains.
Occupational Therapy
Personalised sensory plans and one-page intake for OT clinics.
Centre Networks
Multi-centre plans, therapist matching and commission logic.
Developmental Paediatrics
Wellness plans, assessments and onboarding lifts.
Early Intervention Centres
Spec-rich comparison, recurring blocks and trusted clinicians.
Special Education
Programmes, schedules, learning-profile advisors and bundles.
Behaviour Therapy
Repeat plans, scheduled reviews and structured goal selling.
Multi-Disciplinary Centres
Compliance-aware selling, assessments and care pathways.
AI assists clinicians, not replaces them
Three complementary pairs — the agent handles the volume; clinicians own the relationships and the calls that matter.
Why BloomSenz vs Einstein, HubSpot or your CRM?
Sales SaaS bolt therapy on. Therapy SaaS bolt AI on. BloomSenz is AI-native and therapy-native from the core.
Turn AI into centre growth
Six outcomes leadership measures — and what an autonomous, grounded therapy-plan agent actually moves.
Faster Intake Qualification
Score and route every family in seconds — no high-intent parents cooling off.
Increased Conversion Rates
Personalised plans lift enquiry-to-onboarded across every channel.
Richer Therapy Plans
Cross-discipline, parent coaching and bundle nudges grow plan depth per family.
Reduced Intake Costs
Automation handles tier-1 intake — clinicians focus on assessment and care.
Improved Family Experience
Faster answers, faster plans, fewer hand-offs.
Increased Centre Growth
Forecasting + opportunity scoring + risk detection compound.
Six intake surfaces your team will open every day
Intake, chat, plan, recommendations, outcome forecasting and pipeline analytics — enterprise-quality therapy-centre data.
Live queue, scores and recommended next actions.
Conversational intake with grounded recommendations.
Auto-built therapy plans with outcome and policy guardrails.
Similar, complementary, intensity and program suggestions.
Pipeline-weighted forecast with confidence bands.
Stage drop-off, conversion velocity and engagement flags.
Part of the BloomSenz AI therapy ecosystem
The AI Therapy Plan Builder is one node in a coordinated therapy-agent stack — every agent shares the same RAG Knowledge Assistant brain.
Deploy an AI therapy-plan team that never sleeps
Automate intake qualification, recommendations, plan drafting and onboarding workflows while growing centre outcomes and improving family experiences.