Rx Refill Request Processing for Therapy Practice Managers with Headway
The Problem
Refill requests flood the Mental Health practice through SimplePractice, pharmacies, and patient calls — nurses triage them between clinical work and slip up under volume.
What We Build in Headway
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 Headway — uses the native API or agent integration so nothing leaves the system of record.
Headway Integration Approach
Audit your Headway configuration
We map the specific Headway objects, custom fields, and workflows the automation needs to touch for your mental health practice.
Build on the Headway API or agent
Integration happens inside Headway — 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 Headway with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Headway instance
30-minute call. We'll look at your actual Headway setup and show exactly how this workflow fits.