16 workflow automations purpose-built on top of SimplePractice — no data leaves your system, no parallel tool for your team to learn.
AI orchestrates the booking across SimplePractice and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surgery drops and OR utilization climbs. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rate — panel retention climbs measurably. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in SimplePractice, and schedules the next visit — the care plan actually happens. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days to 60. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality move in the same direction. 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 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 runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — write-offs from bad eligibility drop 85%. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from SimplePractice, and handles the digital payment flow — patient collections climb 40%. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
AI classifies each refill request against protocol, auto-approves routine refills with provider sign-off, and escalates anything requiring clinical judgment — nurse hours return to clinical work. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
AI triages each result against the ordering context, queues abnormals for provider review, drafts patient communication, and books follow-up when indicated — no abnormal result sits more than 24 hours. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every measure gap in real time from SimplePractice, schedules outreach for overdue patients, and reports attainment monthly — practices hit bonus thresholds instead of missing them. Purpose-built for teams running SimplePractice — uses the native API or agent integration so nothing leaves the system of record.
AI orchestrates the booking across SimplePractice and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surgery drops and OR utilization climbs. 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.
