# AI Automation for TherapyNotes

> 16 workflow automations purpose-built on top of TherapyNotes — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/therapynotes/
- **Automation count:** 16
- **Roles:** Psychiatry Practice Manager, Therapy Practice Manager

## Automations

- [Surgical Case Scheduling for Psychiatry Practice Managers](https://calish.com/workflows/with/surgical-case-scheduling-for-psychiatry-practice-manager-with-therapynotes/) — AI orchestrates the booking across SimplePractice and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-sur
- [Patient Recall & Gap Closure for Psychiatry Practice Managers](https://calish.com/workflows/with/patient-recall-and-gap-closure-for-psychiatry-practice-manager-with-therapynotes/) — AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rat
- [Telehealth Visit Follow-up for Psychiatry Practice Managers](https://calish.com/workflows/with/telehealth-visit-follow-up-for-psychiatry-practice-manager-with-therapynotes/) — AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in SimplePractice, and schedules the next vis
- [Provider Credentialing & Payer Enrollment for Psychiatry Practice Managers](https://calish.com/workflows/with/provider-credentialing-and-payer-enrollment-for-psychiatry-practice-manager-with-therapynotes/) — AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days t
- [Patient Experience Feedback Loop for Psychiatry Practice Managers](https://calish.com/workflows/with/patient-experience-feedback-loop-for-psychiatry-practice-manager-with-therapynotes/) — AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality 
- [Daily Denial Worklist Triage for Psychiatry Practice Managers](https://calish.com/workflows/with/daily-denial-worklist-triage-for-psychiatry-practice-manager-with-therapynotes/) — AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones do
- [Controlled Substance & PDMP Compliance for Psychiatry Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-psychiatry-practice-manager-with-therapynotes/) — AI runs PDMP checks on every controlled-substance order, documents the check in SimplePractice, flags concerning patterns, and generates com
- [Infusion Chair & Drug Scheduling for Psychiatry Practice Managers](https://calish.com/workflows/with/infusion-chair-and-drug-scheduling-for-psychiatry-practice-manager-with-therapynotes/) — AI schedules infusions against chair capacity in SimplePractice, verifies drug stock and PA, and rebalances when patients reschedule — chair
- [Chart Closure & Encounter Documentation for Therapy Practice Managers](https://calish.com/workflows/with/chart-closure-and-encounter-documentation-for-therapy-practice-manager-with-therapynotes/) — AI drafts the encounter note from the visit audio and prior chart, populates orders and billing codes, and queues it for provider sign-off —
- [Coding & CDI Quality Check for Therapy Practice Managers](https://calish.com/workflows/with/coding-and-cdi-quality-check-for-therapy-practice-manager-with-therapynotes/) — AI reviews every encounter in SimplePractice, flags missing specificity, suggests the supported code, and queues physician queries — revenue
- [Insurance Eligibility Verification for Therapy Practice Managers](https://calish.com/workflows/with/insurance-eligibility-verification-for-therapy-practice-manager-with-therapynotes/) — AI runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — writ
- [Patient Balance Collections for Therapy Practice Managers](https://calish.com/workflows/with/patient-balance-collections-for-therapy-practice-manager-with-therapynotes/) — AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from SimplePractice, and handles the digital paym
- [Rx Refill Request Processing for Therapy Practice Managers](https://calish.com/workflows/with/rx-refill-request-processing-for-therapy-practice-manager-with-therapynotes/) — AI classifies each refill request against protocol, auto-approves routine refills with provider sign-off, and escalates anything requiring c
- [Lab Result Triage & Follow-up for Therapy Practice Managers](https://calish.com/workflows/with/lab-result-triage-and-follow-up-for-therapy-practice-manager-with-therapynotes/) — AI triages each result against the ordering context, queues abnormals for provider review, drafts patient communication, and books follow-up
- [HEDIS / Quality Measure Tracking for Therapy Practice Managers](https://calish.com/workflows/with/hedis-quality-measure-tracking-for-therapy-practice-manager-with-therapynotes/) — AI tracks every measure gap in real time from SimplePractice, schedules outreach for overdue patients, and reports attainment monthly — prac
- [Surgical Case Scheduling for Therapy Practice Managers](https://calish.com/workflows/with/surgical-case-scheduling-for-therapy-practice-manager-with-therapynotes/) — AI orchestrates the booking across SimplePractice and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-sur

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