AI Workflows for Therapy Practice Managers

Custom AI automations designed for the daily challenges therapy practice managers face. Stop doing manually what AI can handle.

Therapy Practice Manager · Data Entry & Processing

Chart Closure & Encounter Documentation for Therapy Practice Managers

AI drafts the encounter note from the visit audio and prior chart, populates orders and billing codes, and queues it for provider sign-off — charts close same-day, every day.

SimplePractice TherapyNotes Alma Headway Slack
Therapy Practice Manager · Operations & Workflow

New Patient Intake & Chart Prep for Therapy Practice Managers

AI sends the intake packet via SimplePractice, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready.

SimplePractice TherapyNotes Alma Google Drive
Therapy Practice Manager · Finance & Accounting

Daily Denial Worklist Triage for Therapy Practice Managers

AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly.

SimplePractice TherapyNotes Alma Email
Therapy Practice Manager · Reporting & Analytics

Controlled Substance & PDMP Compliance for Therapy Practice Managers

AI runs PDMP checks on every controlled-substance order, documents the check in SimplePractice, flags concerning patterns, and generates compliance reports — audit-ready, every prescription.

SimplePractice TherapyNotes Alma Headway Zapier
Therapy Practice Manager · Operations & Workflow

Infusion Chair & Drug Scheduling for Therapy Practice Managers

AI schedules infusions against chair capacity in SimplePractice, verifies drug stock and PA, and rebalances when patients reschedule — chair utilization climbs and patients stop waiting.

SimplePractice TherapyNotes Alma Headway Slack
Therapy Practice Manager · Operations & Workflow

Prior Authorization Submission for Therapy Practice Managers

AI checks payer-specific PA requirements, pulls the chart from SimplePractice, submits the PA with clinical justification, and tracks status — turnaround drops from 7 days to under 48 hours.

SimplePractice TherapyNotes Alma Headway Zapier
Therapy Practice Manager · Finance & Accounting

Claim Denial Appeal for Therapy Practice Managers

AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles.

SimplePractice TherapyNotes Alma Email
Therapy Practice Manager · Communication & Outreach

Referral Management & Loop Closure for Therapy Practice Managers

AI triages incoming referrals by acuity, schedules them into open slots in SimplePractice, and chases outgoing referral loop closure with consulting providers — no referral gets lost.

SimplePractice TherapyNotes Alma Google Drive

Don't see your workflow?

These are just examples. If you're a therapy practice manager with a repetitive process that's eating your time, we can probably automate it.

Other Roles

Accounts Payable Manager Accounts Receivable Manager Ambulatory Surgery Center Administrator Assisted Living Administrator Audit Senior Bankruptcy Attorney Benefits Broker Bookkeeper Boutique Investment Banker (Middle Market) Business Broker (Main Street M&A) CPA Firm Administrator Cardiology Practice Manager Chiropractic Office Manager Commercial Landscape Contractor Commercial Mortgage Broker Commercial Property Manager Commercial Real Estate Broker Construction Bookkeeper Contract Manager Controller Corporate Attorney Corporate Tax Manager Criminal Defense Attorney Dental Office Manager Dermatology Practice Manager E-Discovery Manager E-commerce Bookkeeper ENT Practice Manager Electrical Contractor Owner Employment Law Attorney Estate Planner Estate Planning Attorney Estate Tax Specialist Executive Search Firm Partner Family Law Attorney Financial Advisor Forensic Accountant Fractional CFO Franchised Auto Dealership Manager Freight Brokerage Operations Manager Funeral Home Director Gastroenterology Practice Manager HNW Private Client CPA HVAC Company Owner Healthcare Controller Heavy Equipment Dealer Manager Hedge Fund Operations Manager Home Health Agency Director IP Attorney Immigration Attorney Immigration Paralegal Industrial Real Estate Broker Insurance Agency Manager Insurance Broker Insurance Defense Attorney Insurance Underwriter Internal Audit Manager International Tax Specialist Investment Banking Analyst Law Firm Administrator Legal Billing Coordinator Litigation Attorney Litigation Paralegal Luxury Custom Home Builder Luxury Interior Design Firm Principal Luxury Real Estate Agent Luxury Travel Advisor Luxury Vacation Rental Manager M&A Analyst Manufacturing Controller Mass Tort Paralegal Medical Billing Manager Medical Coding Manager Medical Office Manager Mortgage Broker Multi-Family Office Operations Director Multifamily Acquisitions Analyst Multifamily Property Manager Neurology Practice Manager Nonprofit Bookkeeper OB-GYN Practice Manager Oncology Practice Manager Ophthalmology Practice Manager Optometry Practice Manager Oral Surgery Practice Manager Orthodontics Practice Manager Orthopedic Practice Manager Pain Management Practice Manager Payroll Manager Pediatric Practice Manager Personal Injury Attorney Pharmacy Manager Physical Therapy Clinic Manager Plastic Surgery Practice Manager Plumbing Company Owner Pool Construction Company Owner Prior Authorization Specialist Private Aviation Charter Broker Private Equity Analyst Probate Paralegal Psychiatry Practice Manager RIA Firm Administrator RV & Powersports Dealer Manager Radiology Practice Manager Real Estate Appraiser Real Estate Attorney Real Estate Brokerage Operations Manager Real Estate Developer Real Estate Investor Real Estate Syndicator Real Estate Transaction Coordinator Residential Property Manager Residential Real Estate Team Lead Retail Real Estate Broker Retirement Plan Administrator Roofing Contractor Owner SaaS Controller Sales Tax Analyst Securities Attorney Short-Term Rental Operator Small Business Tax Preparer Solar Installer Operations Manager Specialty Pharmacy Manager Tax Attorney Tax Preparer Title Company Manager Trademark Attorney Urgent Care Manager Urology Practice Manager Used Car Dealer Group Manager Venture Capital Associate Veterinary Office Manager Veterinary Specialty Hospital Manager Wealth Manager