Rx Refill Request Processing for Therapy Practice Managers with TherapyNotes
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 TherapyNotes
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 TherapyNotes — uses the native API or agent integration so nothing leaves the system of record.
TherapyNotes Integration Approach
Audit your TherapyNotes configuration
We map the specific TherapyNotes objects, custom fields, and workflows the automation needs to touch for your mental health practice.
Build on the TherapyNotes API or agent
Integration happens inside TherapyNotes — 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 TherapyNotes with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your TherapyNotes instance
30-minute call. We'll look at your actual TherapyNotes setup and show exactly how this workflow fits.