Chart Closure & Encounter Documentation for Therapy Practice Managers with SimplePractice
The Problem
Therapy Practice Managers leave SimplePractice encounters open for days — billing can't drop claims, compliance risk piles up, and the provider takes charting home.
What We Build in SimplePractice
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.
SimplePractice Integration Approach
Audit your SimplePractice configuration
We map the specific SimplePractice objects, custom fields, and workflows the automation needs to touch for your mental health practice.
Build on the SimplePractice API or agent
Integration happens inside SimplePractice — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in SimplePractice with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your SimplePractice instance
30-minute call. We'll look at your actual SimplePractice setup and show exactly how this workflow fits.