Operations · Mon May 11
NuVista Mental Health Group
14 locations · 3 brands · NuVista · True North · Everwell · Jane synced every 2 min
Intake Funnel
Replaces HubSpotAds, web forms, VAC referrals, and inbound calls — one funnel. Free 15-min intake is the conversion event.
Ad Spend
$3,840
Meta · Google · Local
Inquiry100%
186
$20.65 / inquiry
Contacted96%
179
AI · < 90 sec
Intake Booked79%
142
Free 15-min consult
Intake Completed87%
124
→ Jane writeback
First Session84%
104
$39,520 expected
Cost per intake$27.04
Cost per first session$36.92
Return on ad spend10.3×
Specialty Referral Pipelines
VAC, WSIB, First Responder, and corporate inquiries routed automatically.
Active Campaigns
Replaces HubSpot · MailchimpMulti-location SMS, email, and outbound AI calling.
Campaign
Channel
Sent
Booked
Value
Re-engagement · 6+ months post-treatment
AI outbound · soft check-in script · all 14 locations
CALLSMS
412
39
$14.8k
Benefits Year-End Reminder
Sun Life · Manulife · Green Shield · VAC · benefits expiring Dec 31
SMSEMAIL
1,847
62
$23.5k
ADHD 10-Week Brain Training · Spring Cohort
Neurofeedback program intake · Etobicoke + Ottawa · waitlist active
EMAILMETA
624
28
$42k
New Client Welcome · Intake → First Session
5-touch nurture · intake confirmation, reminder, intake form, prep, session reminder
SMSEMAIL
186
94%
—
VAC Veterans Outreach
Draft · launches May 18 · Trenton + Ottawa Downtown
DRAFT
—
—
—
Live Activity
AI booked 15-min intake · Thu 2:30 PM · virtual
2 min ago·NuVista · Etobicoke
VAC referral routed · veteran client · matched to Trenton in-person
4 min ago·Auto-matched to availability
Web chat · "Do you accept Sun Life direct billing?" · auto-answered
6 min ago·Skrypt chatbot
Re-engagement reply · client confirmed return session
9 min ago·True North · Halifax·+$380
Meta inquiry · ADHD program interest · AI screening now
12 min ago·NuVista · Ottawa Downtown
Synced to Jane · 8 intakes written this hour
14 min ago·All locations
Missed call recovered · auto-SMS → intake booked Friday
18 min ago·NuVista · Kanata
AI handled · 11-min call · transferred for VAC billing question
23 min ago·True North · Dartmouth
Locations
Performance roll-up across NuVista, True North, and Everwell.
Location
Inquiries
Coverage
Intakes
Inq → Session
Revenue / wk
NV
NuVista · EtobicokeFlagship
Bloor & Islington · 7,000 sq ft · ON
64
100%
14
84%
$9.4k
NV
NuVista · Trenton
30 King St · ON · VAC hub
52
98%
11
81%
$7.2k
NV
NuVista · Ottawa Downtown
ON
48
100%
10
76%
$6.4k
NV
NuVista · Kanata
Ottawa West · ON
42
97%
9
79%
$5.8k
TN
True North · Halifax
NS · Atlantic time
52
100%
11
82%
$7.6k
TN
True North · Dartmouth
NS
34
96%
7
71%
$4.9k
The Skrypt stack
One platform. Jane stays. Less to manage, more time with clients.
Today's stack
Jane— EHR
HubSpot
Mailchimp / Klaviyo
Web chat tool
Standalone AI receptionist
SMS broadcast platform
Multi-location reporting BI
Manual VAC / WSIB routing
Consolidates to
With Skrypt
Jane EHR
Unchanged. Synced every 2 minutes.
Skrypt
CRM · Inquiries · Campaigns · AI Reception · Intake Routing · Web Chat · VAC / WSIB Pipelines · Re-engagement · Multi-Brand Reporting
Growth
InquiriesReplaces HubSpot
Every inquiry across ads, web, calls, and referrals — in one queue.
Filter
ID
Inquiry
Source
Location
Status / Last action
Owner
Updated
#4827
M.S. · 34F
Anxiety + work stress · prefers virtual
META
NuVista · Etobicoke
Intake Booked
Thu 2:30 PM · virtual
AI
2m
#4826
A.S. · Veteran
VAC-covered · trauma support · in-person
VAC
NuVista · Trenton
Intake Booked
Mon 4:00 PM
AI routed
4m
#4825
Web visitor
"Sun Life direct billing?" · auto-answered
WEB
NuVista · Etobicoke
New
Chatbot handed off
AI
6m
#4824
R.M. · returning
Re-engagement reply · ready to resume
SMS
True North · Halifax
Intake Booked
+$380 expected
AI
9m
#4823
K.D. · 28M
ADHD assessment interest · 10-wk program
META
NuVista · Ottawa Downtown
Contacted
AI screening · insurance check
AI
12m
#4822
Voice call · unknown
After-hours · couples counselling inquiry
CALL
NuVista · Kanata
Intake Booked
Fri 10:00 AM
AI
18m
#4821
J.T. · Veteran
VAC referral · neurofeedback interest
VAC
NuVista · Trenton
Intake Booked
Tue 1:00 PM
AI
23m
#4820
P.L. · WSIB claim
Workplace injury · approved for assessment
WSIB
True North · Halifax
Pending
Assessment scheduled
Admin
32m
#4819
E.G. · EAP referral
Corporate · TELUS Health benefits
CORP
NuVista · Etobicoke
Intake Completed
→ First session next week
Clinician
1h
#4818
D.R. · 41M
Google search · therapy inquiry · Manulife
GOOGLE
NuVista · Edmonton
First Session
Completed yesterday
Clinician
1d
#4817
First Responder
Paramedic · trauma support · priority queue
FIRST RESP
True North · Dartmouth
Intake Booked
Same-week · priority
AI
1d
#4816
N.B. · parent
Adolescent ADHD assessment · 14yo
WEB
NuVista · Ottawa Downtown
Closed
Booked through other channel
Admin
2d
Showing 12 of 186 · Load more
Growth
Specialty Referral Pipelines
Auto-routing for VAC, WSIB, First Responder, and corporate inquiries — no manual triage.
VAC Inquiries · 7d
31
+18% vs last week
Avg Routing Time
2m 14s
From inquiry → matched clinician
Approval Rate
94%
First-attempt submissions
Active VAC Clients
187
Across 6 VAC-approved locations
VAC Routing Rules3 active
Match VAC-approved clinicians only
Filters by credential tag in Jane · 24 clinicians qualified
Prefer VAC hub locations
Trenton · Etobicoke · Halifax · Kingston · Ottawa Downtown · Fredericton
Virtual fallback if no in-person within 7 days
Auto-offers virtual intake before suggesting waitlist
Language match (English · French)
Inactive · activate to match by preferred language
Billing status
Submissions this week
Auto-prepared with session notes
42
Approval rate94% on first attempt
Recent VAC Referrals
Veteran
Routed to
Status
Time
A.S.
Trauma support · in-person preferred
NuVista · Trenton
VAC approved
Intake Booked
4m
J.T.
Neurofeedback program interest
NuVista · Trenton
VAC approved
Intake Booked
23m
G.W.
RCMP retired · anxiety + sleep
NuVista · Etobicoke
VAC approved
First Session
2h
L.B.
CAF reservist · virtual preferred
Virtual · NS region
VAC approved
Awaiting confirm
5h
P.E.
CAF · psychological assessment
True North · Halifax
VAC approved
Intake Booked
1d
H.S.
VAC · couples counselling support
NuVista · Ottawa Downtown
VAC approved
Ongoing
2d
VAC-Approved Capacity by Location
NuVista · Trenton (VAC hub)6 clinicians · 78% util
NuVista · Etobicoke5 clinicians · 64% util
True North · Halifax4 clinicians · 71% util
NuVista · Ottawa Downtown3 clinicians · 52% util
True North · Kingston3 clinicians · 88% util · capacity tight
True North · Fredericton3 clinicians · 45% util
WSIB Pipeline
Same routing engine. WSIB-credentialed clinicians, assessment-cycle SLAs, claim number tracking.
17 active this week
First Responder Pipeline
Priority queue · same-week intake commitment · trauma-credentialed clinicians.
12 active this week
Corporate EAP Pipeline
14 active corporate accounts · TELUS Health, Manulife Vitality, Inkblot, GreenShield+.
8 active this week
Growth
CampaignsReplaces HubSpot · Mailchimp
SMS, email, and outbound AI calling across all 14 locations.
Campaign
Channel
Audience
Sent
Booked
Value
Re-engagement · 6+ months post-treatment
AI outbound · soft check-in script · all 14 locations
CALLSMS
412 contacts
412
39
$14.8k
Benefits Year-End Reminder
Sun Life · Manulife · Green Shield · VAC · benefits expiring Dec 31
SMSEMAIL
1,847 clients
1,847
62
$23.5k
ADHD 10-Week Brain Training · Spring Cohort
Neurofeedback program intake · Etobicoke + Ottawa · waitlist active
EMAILMETA
Prospects
624
28
$42k
New Client Welcome · Intake → First Session
5-touch nurture · intake confirmation, reminder, intake form, prep, session reminder
SMSEMAIL
New intakes
186
94%
—
Missed Call Recovery
Auto SMS within 60 sec · 2-step follow-up · all locations
SMS
Missed callers
23
14
$5.3k
VAC Veterans Outreach
Draft · launches May 18 · Trenton + Ottawa Downtown · VAC-approved messaging
DRAFT
VAC eligible
—
—
—
CampaignsRe-engagement · 6+ months post-treatment
Re-engagement · 6+ months post-treatmentLive
Soft check-in to clients who completed a treatment plan 6+ months ago. Clinician-approved language. All 14 locations.
Audience
412
contacts
Reached
387
94% delivery
Responded
94
24% response rate
Booked
39
41% → booking
Value
$14,820
expected sessions
Message Sequence
1
Initial SMS check-inSMSHi [first name] — it's [location] team checking in. We hope you've been doing well since we last connected. If there's anything we can support you with, even just a brief check-in, we're here. Reply YES to chat with our care team. No pressure either way. 💚
Delivered: 387Replied: 62Opt-out: 8
2
No-reply follow-up SMSSMSHi [first name] — just one more note to say we're here whenever you need us. Many clients find a check-in session helpful even when things are going well. If you'd like to book a 15-min consult, here's our link: [link]. Take care.
Sent: 325Replied: 18Booked direct: 14
3
AI outbound check-in callCALL"Hi, this is Skrypt calling on behalf of [location] — I'm reaching out as a courtesy check-in since you completed your treatment plan with us last year. We have no agenda — just wanted to see if you're doing alright, and let you know we're here if you ever want to come back for a check-in session. Would now be an OK time for a brief moment, or should I call back later? You can also reply STOP to this number and we won't reach out again."
Calls placed: 198Conversations: 76Booked: 25
Audience Definition
✓
Clients with treatment plan marked Complete in Jane
✓
Last session date 6+ months ago
✓
Marketing opt-in present · SMS consent on file
✕
Excluded: active care plans · clinician-flagged "do not contact"
✕
Excluded: clients under 18 · all crisis-flagged accounts
Recent Responses
R.M. · Halifax9 min ago
"Hi, yes I'd love to come back. Is Dr. M still there?"
Booked+$380
T.K. · Ottawa Downtown26 min ago
"Thanks for checking in. Doing well now but I'll keep your number."
No follow-up needed
A.V. · Etobicoke1h ago
"Could I book a 15-min consult? Some new stuff to talk through."
Intake Booked
L.S. · Trenton2h ago
"Yes please book me with whoever is available next week."
Booked+$380
M.O. · Edmonton3h ago
"Hi! Things are good but my partner could use someone — can I refer her?"
Referral captured
D.A. · Dartmouth5h ago
"Please remove me from this list. Thanks."
Opted out · respected
Analyze
Locations
All 14 locations across NuVista, True North, and Everwell.
NV
NuVista7 locations
Ontario · Alberta
TN
True North Psychological6 locations
Nova Scotia · New Brunswick
EW
Everwell1 partner
Ontario · in partnership
Location
Inquiries / wk
Coverage
Intakes
Revenue / wk
VAC Hub
NV
NuVista · EtobicokeFlagship
Bloor & Islington · 7,000 sq ft · ON
64
100%
14
$9.4k
✓
NV
NuVista · Trenton
30 King St · ON
52
98%
11
$7.2k
✓
NV
NuVista · Ottawa Downtown
ON
48
100%
10
$6.4k
✓
NV
NuVista · Kanata
Ottawa West · ON
42
97%
9
$5.8k
—
NV
NuVista · Stratford
ON
26
98%
5
$3.4k
—
NV
NuVista · London
ON
31
95%
6
$4.2k
—
NV
NuVista · Edmonton
AB · Mountain time
38
95%
7
$4.6k
—
TN
True North · Halifax
NS · Atlantic time
52
100%
11
$7.6k
✓
TN
True North · Dartmouth
NS
34
96%
7
$4.9k
—
TN
True North · Bridgewater
NS
28
100%
6
$3.8k
—
TN
True North · Kingston
NS
24
98%
5
$3.2k
✓
TN
True North · New Minas
NS
22
94%
4
$2.9k
—
TN
True North · Fredericton
NB
29
97%
6
$3.6k
✓
EW
Everwell Counselling
Partner · ON
19
96%
4
$2.4k
—
LocationsNuVista · Etobicoke
NV
NuVista · Etobicoke
FlagshipVAC HubBloor & Islington · 7,000 sq ft · Toronto, ON · 12 clinicians · Eastern time
Inquiries · 7d
64
+22% vs last week
Intakes Booked
14
21.9% conversion
Revenue · 7d
$9.4k
All channels combined
Coverage
100%
All inquiries answered
Service Mix · Last 7 Days
Individual Therapy38 sessions · $5,320
Neurofeedback (ADHD 10-Week)14 sessions · $2,240
Psychological Assessments4 · $1,200
Couples / Family Therapy6 sessions · $720
VAC-funded sessions11 · billed directly
Recent Activity at Etobicoke
AI booked 15-min intake · M.S. · Thu 2:30 PM virtual
2 min ago
VAC referral · G.W. · RCMP retired · matched to Dr. S.K.
2 hours ago
Re-engagement reply · A.V. · booked check-in consult
1 hour ago
Web chat · "Sun Life direct billing?" · auto-answered
6 min ago
Synced to Jane · 3 intakes + 1 reassessment written
14 min ago
Clinician Capacity
VAC-approved5 / 12
Neurofeedback certified3 / 12
Accepting new clients8 / 12
Couples / family4 / 12
Avg utilization72%
Insurance Mix
Sun Life28%
Manulife22%
Green Shield14%
VAC direct17%
Self-pay12%
Other7%
Top Channels · 7d
META24 inquiries
WEB18 inquiries
VAC11 inquiries
DIRECT7 inquiries
CORP4 inquiries
Operate
Unified Inbox
Calls, SMS, and web chats from all 14 locations — front desk handles only what AI flagged.
M.S. · (416) 555-28472m
NuVista · Etobicoke
AI: Thanks for confirming — I've booked your 15-min intake for Thursday at 2:30 PM virtual…
CALL · AIResolved
Web visitor · IP-anon6m
NuVista · Etobicoke website
"Do you accept Sun Life direct billing for therapy sessions?"
CHAT · AIAuto-answered
(613) 555-918218m
NuVista · Kanata
Missed call → auto SMS sent → caller replied to book Friday 10 AM
MISSED → SMSRecovered
R.M. · (902) 555-31649m
True North · Halifax
"Hi, yes I'd love to come back. Is Dr. M still there?"
SMSNeeds reply
(902) 555-772423m
True North · Dartmouth
AI: I'd be happy to transfer you to our admin team about VAC direct billing…
CALL · transferredHanded off
Select a conversation to view transcript, AI actions, and Jane sync status.
Growth
Web InquiriesReplaces Drift / Intercom
Chatbot on all NuVista, True North, and Everwell websites. Trained on your services, insurance, and booking flow.
Chats · 7d
214
+34% vs last week
Auto-resolved
168
78.5% · no human needed
Booked Intakes
31
14.5% → intake call
Handed Off
15
Complex / VAC billing questions
Top Questions This Week
Question
Asked
Auto-answer
→ Intake
"Do you accept [insurance] direct billing?"
47×
100%
12
"How much is the ADHD 10-week program?"
31×
100%
8
"Are you accepting new clients?"
28×
100%
6
"Do you do virtual sessions?"
24×
100%
3
"I'm a veteran — how does VAC coverage work?"
19×
95%
2
"What's the cost of a neurofeedback session?"
14×
100%
0
Analyze
Reports
Multi-brand · multi-location · benchmark against your own network.
Brand Comparison · Last 30 Days
Brand
Locations
Inquiries
Intake rate
Avg session value
Revenue
NV
NuVista7
468
82%
$142
$148.6k
TN
True North Psychological6
312
79%
$138
$92.4k
EW
Everwell1
78
76%
$128
$24.8k
Saved Reports
Weekly Operations Roll-up
Auto-emailed Monday 7 AM · all locations
VAC Pipeline · Monthly
Inquiries · approvals · billing status
Marketing ROAS
Meta · Google · campaign-level
Clinician Utilization
Capacity · cancellations · no-show rate
Insurance Mix · Quarterly
Direct billing · reimbursement timeline
Re-engagement Performance
Response rate · booking yield · value
Settings
Integrations
Jane EHR stays as your source of truth. Skrypt syncs in and writes back.
Jane EHR
Connected · synced 14 min agoYour existing Jane account stays as the EHR system of record. Skrypt reads schedules, clients, and history; writes back intakes, session notes, and billing flags.
Sync interval
Every 2 min
Last sync
14 min ago · 8 writes
Locations connected
14 / 14
Clinicians synced
87
Data Sources
Meta AdsConnected
3 active campaigns · Lead form sync enabled
Google AdsConnected
Local + brand search · 2 accounts
Website Chat (3 sites)Live
NuVista · True North · Everwell
SMS · TwilioConnected
14 location numbers · A2P registered
Email · SendGridConnected
DKIM verified · 3 sending domains
Phone · AI ReceptionistLive · 14 lines
After-hours · overflow · all locations