Telehealth Visit Follow-up for Psychiatry Practice Managers with SimplePractice
The Problem
Telehealth visits in Psychiatry & Behavioral Health practice end without clear next-step closure — orders, referrals, and med changes get lost between visit and chart close.
What We Build in SimplePractice
AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in SimplePractice, and schedules the next visit — the care plan actually happens. 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 psychiatry & behavioral 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.