Insurance Eligibility Verification for Therapy Practice Managers with SimplePractice
The Problem
Front-desk eligibility checks for Mental Health patients run manually against payer portals — patients show up with inactive coverage and the practice absorbs the write-off.
What We Build in SimplePractice
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.
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.