THE OPERATIONAL HUB
Everything your EHR wasn't built to manage.
Breksey replaces a stack of spreadsheets, sticky notes, and disconnected tools with a single, therapist-native operating system — purpose-built for practices that want to grow without the chaos. It sits at the center of your practice operations, connecting the work that happens before, around, and after the clinical session.
9
core modules
12+
integrations
1:1
ops consulting
100%
therapist-built
Your EHR runs the clinical record. Breksey runs the practice around it.
Modules
Nine modules. One operating system.
Each module is built around a real workflow your practice runs every day. They share data, talk to each other, and remove the manual handoffs that cost you clients.
Inquiry management
A single source of truth for every prospective client across phone, web, and referral.
Automated follow-up
Warm, branded sequences that sound like your practice, not a robot.
Clinician matching
Match clients on specialty, availability, insurance, modality, and fit.
Referral tracking
Close the loop with referring providers and surface your highest-yield sources.
Directory management
We manage Psychology Today and other directory profiles, from profile updates to SEO-focused copy and clinician visibility that actually drives new clients.
Intake workflows
Standardize forms, screening, and consent with handoffs that actually happen.
Credentialing & billing
Optional add-ons handled by people who know therapy practice operations.
Multilingual support
Auto-detects the inquiry language and continues every follow-up and scheduling message in that language.
Brian — AI assistant
Trained on your practice's voice, with a human in the loop.
Inquiry engine
Every inquiry in one place.
Calls, website forms, directory leads, and referrals all flow into one organized inbox so your team can respond faster and stop things from slipping through.
- Auto-capture from web forms, missed calls & directory leads
- Smart tagging: insurance, modality, urgency, geography
- Round-robin or specialty-based assignment
- Built-in HIPAA-aligned messaging & call notes
Web
+38
this week
Phone
+22
this week
Referrals
+14
this week
Directories
+19
this week
Response time — last 30 days
↓ 68%Sarah M.
Inquiry · 4 min ago
Presenting
Anxiety, sleep
Insurance
BCBS PPO
Modality
CBT · telehealth
Availability
Weekday evenings
Language
English · Spanish
Top matches
4 of 12 · weighted on fitDr. Maya Reyes
Trauma · EMDR · BCBS, Aetna
Dr. Daniel Patel
Anxiety · CBT · BCBS, Cigna
Dr. Chen Wu
Couples · EFT · Cash, Aetna
Dr. Amara Okafor
Adolescent · BCBS, UHC
Matching
Right-fit, not first-available.
Our matching engine weighs identity, modality, clinical specialty, insurance panel, and live availability, so the first session feels right and the client stays.
94%
Specialty match
+41%
In-network rate
−6 days
Time-to-first session
+27%
Client retention (90d)
Operational visibility
See how the whole operation moves.
From the first inquiry through every clinician's caseload — each view is designed to make complex operations feel clear, calm, and easy to act on.
Inquiry flow
Every inquiry, one flow.
Web, phone, referrals, and directory leads merge into a single triage flow with auto-tagging, smart replies, and clean handoffs to the match engine.
Inquiry flow
Every inquiry, one flow
Website
Forms · chat
Phone
Calls · VM
Referrals
Providers
Directories
Psych Today
Unified inbox
Auto-tagged
Smart reply
< 2 min, multi-lang
Match engine
Fit + availability
Scheduled
Synced to EHR
Waitlisted
Auto-nurtured
Reported
Source → revenue
Referral tracking
Know exactly which referrers fill your schedule.
Attribution down to the source. See conversion, revenue, and momentum by referring provider — and close the loop with the ones driving real growth.
Revenue · 90d
$172k
Referral inquiries
110
→ Scheduled
68%
Active referrers
23
Top referral sources
Sorted by revenue · last 90 days| Source | Inquiries | Scheduled | Conversion | Revenue |
|---|---|---|---|---|
| Dr. Lin · Primary Care | 28 | 21 | 75% | $48.2k+18% |
| Northside Pediatrics | 19 | 14 | 74% | $31.7k+12% |
| Highland OB/GYN | 14 | 9 | 64% | $22.4k+6% |
| Cedar Wellness Group | 11 | 7 | 64% | $15.8k+22% |
| Self-referred · Web | 38 | 24 | 63% | $54.1k+9% |
Capacity & hiring
Plan hires before clinicians burn out.
Live caseload, hours, and demand by specialty — so leadership knows when to open the next role and where to focus recruiting.
Clinician utilization
Updated 2m agoDr. Reyes
33 / 36 hrs/wk
At capacity
Dr. Patel
28 / 36 hrs/wk
Healthy
Dr. Chen
31 / 36 hrs/wk
Near full
Dr. Okafor
20 / 36 hrs/wk
Room to grow
Dr. Nguyen
25 / 36 hrs/wk
Healthy
Dr. Hayes
15 / 36 hrs/wk
Onboarding
Hiring signal
+2
Recommended hires next quarter based on inquiry growth and team load.
Waitlist
Multi-location
One ecosystem, every location in view.
Network-wide operational health: utilization, conversion, and clinician load across each office, with leadership-level forecasting baked in.
Network · 6 locations
LiveOperational health
Growth you can model
What practices typically see in the first 12 months.
Based on aggregate data from therapy practices using Breksey. Your numbers will vary, but the curve looks consistent: faster response, better matching, compounding referral growth.
Booked sessions / month
+162%
avg lift after 12 months
↓ 68%
average response time
9h 12m → 2h 14m
+38%
inquiry-to-session conversion
across pilot practices
2.4×
right-fit clients matched
vs. first-available
12 hrs
saved per clinician / week
ops & admin reduction
Analytics
Numbers that actually drive decisions.
Track response times, referral performance, clinician conversion rates, and drop-offs across your intake process.
Inquiry flow
Top referral sources
Follow-up performance
Booked sessions
1,284 +24%
vs. previous 12 weeks
Source mix
Conversion funnel · last 30 days
Recovered revenue
$184k
↑ $42k
Right-fit matches
+2.4×
vs avg
Same-day reply
94%
↑ 12%
Saved / clinician / wk
12 hrs
—
Why Breksey
Made for therapy practices, not sales pipelines.
Generic CRMs were built for sales teams. EHRs were built for documentation. Breksey was built for what actually happens between the first inquiry and the first session: intake, matching, follow-up, growth, and keeping more revenue in-house.
Workflow
From first inquiry to first session, all in one flow.
Capture inquiries
Phone, web, referral, directory
Organize & prioritize
Insurance, urgency, availability, fit
Follow up
Personalized outreach and reminders
Match clients
Right clinician, right time
Schedule sessions
Confirmed appointment
Integrations
Works with the tools you already use.
Connect your EHR, calendar, phone system, and directories without rebuilding your workflow.
Trust & security
HIPAA-aligned by default.
Secure data storage and communication
Business Associate Agreement available
Team permissions and access controls
Activity tracking across your practice
Multilingual support
Meet every client in their language, automatically.
Breksey detects the language of every incoming inquiry and continues the conversation in that same language. If a client reaches out in Spanish, all automated communication, including scheduling messages, is sent in Spanish.
No manual translation and copy-paste workflows. A smoother experience for clients from the very first interaction, and a wider, more inclusive reach for your practice.
- Automatic language detection on every inbound inquiry
- Follow-ups, reminders & scheduling sent in the client's language
- Consistent voice and branding across every translation
- Expand reach into bilingual and multilingual communities
María · inquiry
Hola, busco terapia para ansiedad. ¿Tienen disponibilidad esta semana?
Breksey · auto-reply
¡Hola María! Gracias por escribirnos. Tenemos varias terapeutas especializadas en ansiedad con disponibilidad esta semana. Te enviamos opciones de horario en seguida.
Scheduling message · ES
Tu cita está confirmada para el jueves a las 4:00 p.m. con la Dra. Reyes. Te enviaremos un recordatorio 24 horas antes.
30+
Languages detected
<1s
Avg detection time
0
Translation handoffs
See where inquiries are getting stuck.
A 30-minute consult with no slide deck, just your practice.