Bilingual intake for South Florida practices

T
TheraCRM.pro

Bilingual intake for South Florida practices

PRICING

Priced like the build it is.

All six systems, bilingual configuration, and bilingual templates that are already built come with every plan. For a practice that is a covered entity, the HIPAA-enabled configuration and BAA is a $100 a month add-on on Practice and Group. No plan withholds the intake system itself, tiers differ by seats, message and voice volume, and support depth. The AI voice agent starts at Practice; directory listings and EHR integration at Group.

Solo

Not for covered entities

For solo practitioners and two-person practices that are not covered entities. Hands-off by design.

$349 / month

Billed monthly at $349.

Usage included each month: up to 2,500 text messages. AI voice is not included on Solo.

What's Included:

2 users
All six systems included
Bilingual forms & sequences, EN + ES
Visual pipeline and unified inbox
For businesses that are not covered entities; the HIPAA add-on is not available on Solo
Self-serve setup: the course, the documentation, and the EN/ES templates
Email support, replies next business day (Mon-Fri)
Book a Consultation

Billed month to month. Cancel with 30 days’ notice. Self-serve setup is included, and your contacts, forms and pipeline history are exported on request if you leave.

Most popular

Practice

HIPAA add-on available

For growing practices with a dedicated intake coordinator.

$649 / month

Billed monthly at $649.

Usage included each month: up to 5,000 text messages and 150 minutes of AI voice.

What's Included:

Up to 10 users
Everything in Solo, plus:
AI voice agent, EN/ES, scheduling scope
Multiple pipelines for multiple service lines
Reporting, including EN vs. ES conversion split
HIPAA-enabled configuration and BAA available as a $100 a month add-on
Guided setup available, $500 one time
Priority support, named contact, replies same business day (Mon-Fri, 9-5 ET)
Quarterly optimization review, 45 minutes, scheduled in advance
Book a Consultation

Billed month to month. Cancel with 30 days’ notice. Self-serve setup is included, and your contacts, forms and pipeline history are exported on request if you leave.

Group

HIPAA add-on available

For multi-clinician and multi-location practices.

$1,149 / month

Billed monthly at $1,149.

Usage included each month: up to 11,000 text messages and 400 minutes of AI voice.

What's Included:

Unlimited users
Everything in Practice, plus:
Directory listings kept current across search and maps
Multi-location routing and reporting
EHR / practice-management integration, scoped per system
HIPAA-enabled configuration and BAA available as a $100 a month add-on
Guided setup available, $500 one time
Dedicated account manager, named at onboarding
Monthly optimization review, 45 minutes, scheduled in advance
In-person support in Miami-Dade, by appointment
Book a Consultation

Billed month to month. Cancel with 30 days’ notice. Self-serve setup is included, and your contacts, forms and pipeline history are exported on request if you leave.

Add-on · Practice and Group

$100 a month

HIPAA-enabled configuration and BAA

For a practice that is a covered entity. Practice with HIPAA is $749 a month; Group with HIPAA is $1,249. Aday Interactive, Inc. sets up the HIPAA-enabled configuration for minimum-necessary access, scopes the voice agent to scheduling so no health details reach it, and signs a Business Associate Agreement with your practice before first login. It runs on a dedicated HIPAA-configured account that holds only practices with this add-on.

  • Practice and Group only. Solo is for businesses that are not covered entities.
  • Guided setup ($500 one time) is required with the add-on.
  • BAA signed before first login; configuration is minimum-necessary by role.
  • The AI voice agent is scoped to scheduling and logistics. It handles no health details, because the voice subprocessors have no published BAA status.
  • The first HIPAA seat carries a 3-month minimum. That is the one exception to no contract, because the module cannot be switched off once it is on.

A qualifier, not legal advice

Do you need the HIPAA add-on?

If your practice bills insurance electronically, including through your EHR or a billing service, you are almost certainly a covered entity under HIPAA and will need it. If you take no insurance and send no claims, you may not be. One covered service makes the whole practice covered. We will not decide your status for you; ask your compliance counsel. Either way, health details are handled with care on every seat.

The BAA chain and what we cannot yet confirm

Need it designed and built around your practice rather than configured from the pre-built version? Done-for-you build and implementation from Aday Interactive, Inc. start at $1,950 (Growth Systems Intensive) and $4,500. See the full ladder on adayinteractive.com.

Usage and overage

Each plan carries a monthly allowance of text messages and, from Practice up, minutes of AI voice. Allowances are per month and do not roll over.

Overage is invoiced monthly by Aday Interactive, Inc. at published rates: $0.03 per text segment and $0.25 per minute of AI voice. A long text can count as two segments. The rates are on every invoice.

Email is not metered. Confirmations, reminders and sequences by email do not count against the allowance.

A text segment is up to 160 characters in plain English, or 70 when the message carries accented characters, so a Spanish text often uses two segments. Your templates are written with that in mind.

Also included, every plan

Consultation calendars & self-scheduling
SMS and email templates, both languages
Email marketing with a visual editor
Satisfaction surveys
Custom tasks & staff assignment
Memberships, communities & course builder
Mobile app for iOS and Android
Advanced reporting & audit trail
Contact and conversation export on request

Social media publishing and DM inboxes are deliberately not offered. Those channels sit outside the platform’s documented HIPAA coverage, and we would rather leave a gap than sell you something we cannot stand behind for patient data.

However you want it set up

Every plan ships with the bilingual templates, pipelines, and sequences already built. Whether you configure them yourself, have us walk you through it, or hand the whole thing over is your call.

Solo is hands-off, on purpose

Solo includes the seat, the setup course, the documentation, and email support that answers by the next business day. It does not include an onboarding call, configuration changes made for you, or scheduled time with our team. Many solo practitioners want exactly that: a system they set up in one sitting and never have to talk to anyone about. If you would rather have a person walk you through it, add guided setup or start on Practice.

Self-serve setup

Included

Every plan. Pre-built EN/ES form and sequence templates and a step-by-step setup course built to be completed in one sitting. Carrier number porting and SMS campaign registration run on their own timelines and are the usual reason go-live lands days rather than hours after you finish.

  • Bilingual templates ready to edit, not blank
  • Pipeline presets per practice type
  • Setup course and documentation
  • Email support while you build, Mon-Fri

Guided setup

$500 one time

Practice and Group. Aday Interactive, Inc. configures the pre-built version for your practice type, in both languages, and walks your team through it on one onboarding call. You go live with the system already tuned to your practice instead of tuning it yourself. Required with the HIPAA add-on.

  • Your practice type configured by us, EN and ES
  • Forms, pipeline stages, and sequences reviewed with you
  • One onboarding call for your team
  • Number porting and SMS registration walked through with you

Done for you, optional

From $1,950

Want more than setup? Bring your own consultant or agency, the account is yours and anyone competent can configure it. If you would rather we handled it, Aday Interactive, Inc. in Coral Gables does custom build and implementation work: a Growth Systems Intensive at $1,950, or a 90-day implementation from $4,500. Either way it is scoped before you commit, so you never pay for setup you did not ask for.

  • Discovery, then forms written in both languages
  • Automations drafted in your voice, for your approval
  • EHR and practice-management integration
  • Voice agent scoping and team training

Implementation is never required, and it does not have to be us. One thing to know either way: with the HIPAA add-on, once the BAA is signed, Aday Interactive, Inc. remains your business associate under it no matter who configures the account, and a third-party implementer handling PHI would need its own agreement with your practice.

Support terms

Business days are Monday to Friday, excluding United States federal holidays. Response windows begin at the next business day’s opening.

Response, not resolution. The times above are when you hear back from a person, not when a change is finished. Anything needing a build is scoped when we reply.

Optimization reviews are scheduled in advance by agreement. A review not taken in its period does not accrue or carry forward.

In-person visits are within Miami-Dade County, by appointment and subject to availability. Outside the county we work remotely.

Not an emergency service. Support covers the intake system. It is not clinical cover, and it is not a channel for anything urgent involving a patient.

Guided setup is a one-time fee, invoiced at onboarding, and covers one onboarding call. Further configuration time is scoped and quoted.

The HIPAA add-on is $100 a month on a Practice or Group seat, billed with the seat. The first HIPAA seat carries a 3-month minimum; every other term is month to month.