TELANI AI FOR COUNSELING

Give every follow-up a place to go.

Connect counselors and administrative staff around patient conversations, appointment coordination, and clearly assigned next steps.

See how it works
Care professionals reviewing information together.

FROM CONVERSATION TO FOLLOW-THROUGH

A clear path to the next step.

A small counseling team may share many responsibilities. Keeping the request, patient context, and assigned task close together makes handoffs easier to understand.

  1. 01

    Find the patient context

    Open the patient record and associated conversations before responding to a question or picking up a colleague’s follow-up.

  2. 02

    Name the next action

    Create a task with a description, assignee, and due date so a request is more than a message in a busy conversation.

  3. 03

    Review work together

    Use task status and the shared schedule to check what is still open and what the team has planned.

FOLLOW-UP TASKSInteractive preview · Sample data

Fictional sample data. This preview shows team coordination, not clinical care.

In practiceA patient asks to change their appointment. A staff member creates a follow-up task for the coordinator, who reviews the schedule and updates the patient after arranging the next step.

THE EVERYDAY ESSENTIALS

Keep the work around care connected.

Conversations, schedules, and tasks share the same patient context.

Conversations with context

Keep patient messages and attachments together, with separate audiences for the care team and patients & families.

A shared view of the day

Review internal appointments and create events linked to the patient.

Follow-ups with an owner

Assign the next action, set a due date, and see whether it is still open.

The people around each patient

Find patient details, assigned care teams, and family access information in one workspace.

BEFORE YOU GET STARTED

A few things worth knowing.

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YOUR PRACTICE. YOUR WORKFLOW.

See it with your team.

Bring an everyday coordination challenge.
We’ll walk through how Telani AI can help your team handle it.