AI Automation for Mental Health

Custom AI workflows built specifically for mental health: deep integrations with the SimplePractice stack, healthcare-grade privacy, and workflows that pay back in weeks, not years.

Workflows for Mental Health

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

Compare the tools

Custom AI for your mental health practice

The workflows above are starting points. Every mental health operation runs differently — we build what you actually need.