16 workflow automations purpose-built on top of SimplePractice — no data leaves your system, no parallel tool for your team to learn.
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. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
AI sends personalized, channel-optimized reminders (SMS/email/voice) per patient preference, offers reschedule slots, and fills openings from the recall list — no-show rate drops to under 6%. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
AI reviews every encounter in SimplePractice, flags missing specificity, suggests the supported code, and queues physician queries — revenue per encounter climbs and audit risk falls. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of SimplePractice for any repetitive process. Tell us what you'd automate.
