Adaptive, AI-powered intake engine · Pre-visit clinician briefing · ~15 min saved per assessment

Scale your clinic's assessment capacity without extra staff or hours.Comprehensive, AI-powered intake—trusted by top psychologists.

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Sunbeam clinician briefing and clinical documentation preview

Outcomes

What clinics see at scale

Time, throughput, and revenue—without adding headcount or longer days.

15–20 minutes saved per assessment

Less live intake cleanup and clarification—time you can reinvest every visit.

Faster report turnaround & shorter waitlists

Documentation moves sooner; freed capacity helps patients get seen faster.

Increased monthly revenue

More billable assessments per month—without adding staff or hours.

How Sunbeam works

An adaptive intake engine, clinician briefings, and a live scribe, built for your entire assessment workflow.

Step 1 of 4

1. Generate intake link

Create a secure link and send it before the visit—patients complete adaptive intake on their own time.

  • •One click to create — no setup, no friction
  • •Unique link per patient, ready to text or email
  • •Data flows straight into your workflow before the session

Why Sunbeam?

Same forms vs. capacity and experience you can feel in the schedule

Standard Intake
Sunbeam
Question Approach
Same questions for everyone
Adapts with targeted follow-ups
Response Quality
Surface-level responses
Rich clinical detail
Session Time
15+ min on basic history & clarification in room
~15+ min back—work moved to pre-visit intake + brief
Clinical Focus
Time spent on data collection
Focus on analysis and diagnosis
Live session documentation
Separate notes; intake and visit disconnected
Clinical Scribe merges interview into the clinical summary

Calculate your ROI

Model how time saved per assessment translates into monthly capacity—no extra staff or hours required

in your practice, who run psychological or diagnostic assessments (e.g. ADHD, anxiety, depression, PTSD)

psychological / diagnostic assessments per clinician (e.g. ADHD, anxiety, depression, PTSD, OCD)

average minutes per diagnostic session, spent per clinician

what you charge per diagnostic session (CPT 90791)

$

Compliance & trust

Enterprise-grade Privacy & Security

We take security and compliance seriously.

No PHI in Sunbeam

We do not retain protected health information in our product environment.

Microsoft DPA

Our Data Processing Agreement with Microsoft covers Azure Speech (Clinical Scribe transcription) and Azure OpenAI (language workloads).

HIPAA BAA with Microsoft

For HIPAA-regulated processing Microsoft performs as our subprocessor, we maintain a Business Associate Agreement as applicable.

Azure OpenAI data handling

Per Microsoft's documentation:

  • Customer data stays within Microsoft Azure and is not shared with OpenAI.
  • Microsoft controls data governance for that processing.
  • Prompts and completions are not used to train Microsoft models.

Due diligence materials available on request. This summary is informational and does not replace your own legal, privacy, or HIPAA analysis. Confirm current Microsoft product terms and documentation for your jurisdiction.