# Chart Closure & Encounter Documentation for Therapy Practice Managers with Alma

> 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 Alma — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Alma](https://calish.com/workflows/tool/alma/)
- **Role:** [Therapy Practice Manager](https://calish.com/workflows/for/therapy-practice-manager/)
- **Specialty:** Mental Health
- **Category:** Data Entry & Processing
- **Canonical URL:** https://calish.com/workflows/with/chart-closure-and-encounter-documentation-for-therapy-practice-manager-with-alma/

## 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 Alma

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 Alma — uses the native API or agent integration so nothing leaves the system of record.

## Alma Integration Approach

1. **Audit your Alma configuration.** We map the specific Alma objects, custom fields, and workflows the automation needs to touch for your mental health practice.
2. **Build on the Alma API or agent.** Integration happens inside Alma — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Alma with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Chart Closure & Encounter Documentation for Therapy Practice Managers](https://calish.com/workflows/chart-closure-and-encounter-documentation-for-therapy-practice-manager/)
- 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.

## Other Alma Automations

- [Coding & CDI Quality Check for Therapy Practice Managers](https://calish.com/workflows/with/coding-and-cdi-quality-check-for-therapy-practice-manager-with-alma/)
- [Insurance Eligibility Verification for Therapy Practice Managers](https://calish.com/workflows/with/insurance-eligibility-verification-for-therapy-practice-manager-with-alma/)
- [Patient Balance Collections for Therapy Practice Managers](https://calish.com/workflows/with/patient-balance-collections-for-therapy-practice-manager-with-alma/)
- [Rx Refill Request Processing for Therapy Practice Managers](https://calish.com/workflows/with/rx-refill-request-processing-for-therapy-practice-manager-with-alma/)
- [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-alma/)
- [HEDIS / Quality Measure Tracking for Therapy Practice Managers](https://calish.com/workflows/with/hedis-quality-measure-tracking-for-therapy-practice-manager-with-alma/)
- [Surgical Case Scheduling for Therapy Practice Managers](https://calish.com/workflows/with/surgical-case-scheduling-for-therapy-practice-manager-with-alma/)

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