Do I need a doctor's referral to start
Your state and practice's referral requirements, answered consistently from your published information.
Physical therapy clinics field the same referral, intake, and scheduling questions before every new patient starts care. GoBrise answers those from your own published practice information, and hands anything clinical or progress-related to your staff.
Last reviewed 20 September 2026
Admin only
Referral requirements, intake process, scheduling and general insurance information — not clinical progress or treatment advice.
No BAA
GoBrise is not offered as a HIPAA-compliant service and does not sign business associate agreements today.
$0
Unlimited human live chat on the Free plan with no AI credits, so staff can run the channel before adding AI.
One thread
Once a staff member replies, the AI stops speaking in that conversation and the full history stays visible.
Real questions this page answers, drawn from the conversations teams like yours handle every day.
Your state and practice's referral requirements, answered consistently from your published information.
Intake paperwork, referral documents, what to wear — written once, answered accurately at any hour a new patient is researching.
General coverage information from your published content; a specific patient's actual authorized session count is escalated.
Your cancellation-notice policy and rescheduling process, answered clearly and consistently.
Anything about a specific patient's condition, pain, or progress is escalated to a clinician — never answered automatically.
Step 1
Decide explicitly: referral, intake and scheduling questions are automatable; anything about a patient's actual condition, pain, or progress is not.
Step 2
State-specific referral rules if relevant, what a new patient needs to bring, and general coverage information — written clearly and kept current.
Step 3
Run described pain, exercise, and "is this normal" questions through it and confirm each escalates to a clinician rather than receiving a guessed answer.
Step 4
State clearly that clinical questions go to your care team, so new patients know what to expect from the first message.
Step 5
Decide who monitors the inbox and what the out-of-hours message promises, so escalations are actually picked up.
Step 6
A cluster of referral or intake questions escalating usually signals a documentation gap; clinical escalations mean the boundary is working as intended.
An honest read on where GoBrise fits, so you can rule it out quickly if it doesn't.
No — GoBrise is not offered as a HIPAA-compliant service and does not sign business associate agreements today. Treat it as a general-information channel, not a place for protected health information.
No — that requires checking a specific patient's actual authorization or account, which is escalated to staff.
That's escalated to a clinician immediately. The assistant never attempts to assess symptoms, pain, or treatment progress.
Yes, if documented — general referral rules are exactly the kind of repeatable, factual question it answers well.
No, that's explicitly out of scope — any exercise or clinical guidance question is handed to your care team.
Yes, general questions about what to bring or complete before a first visit can be answered from your documented intake process.
Yes, though location-specific details like hours or referral rules should be documented per site if they differ.
Yes — the Free plan includes unlimited human live chat with no AI credits committed, so staff can run it manually first.
Test with real intake and scheduling questions plus deliberate symptom/progress questions, and confirm the clinical boundary holds consistently.
Start free with unlimited human live chat, add your content, and judge the answers for yourself.