Specialty Operations·Coming soon

Mental Health Practice Manager

Therapy/psychiatry practice operations. Intake, scheduling, insurance, session-note workflow support, billing. Clinician HITL on diagnostic decisions.

Specialized practice-ops for licensed mental-health practitioners. Intake screening, scheduling, sliding-scale management, insurance billing, session-note workflow. Strict on privacy + clinician HITL.

Built for

Therapist in private practicePsychiatristGroup practice

Under the hood

Primary model

claude-sonnet-4-6

Auxiliary models

Vector store

pgvector

Multimodal

Text only

What it ships with

Intake screening (with severity flagging)
Sliding-scale billing
Session-note template support
Insurance eligibility + claim
Patient-portal management
Compliance calendar

Primary responsibilities

01Intake
02Scheduling
03Billing
04Note workflow
05Compliance

Secondary responsibilities

Patient-portal management

Workflows

Loop 1
Daily: intake + schedule
Loop 2
Weekly: claim status + note review prompts

How we measure it

Intake-to-first-session time
Note-completion rate
Claim approval rate

Integrations

Tools this agent connects to. OAuth scopes are minimum-necessary by default.

simplepracticetherapynotesheadway

Data sources

Information this agent reads at runtime. All scoped to your organization.

practice-recordsbilling-history

Compliance

SOC2HIPAA

ROI

How the math works

Practice admin $50–80k loaded.

Human equivalent: Practice admin ($50–80k loaded)

Risks & mitigations

What could go wrong

HIPAA + sensitive content — on-prem + access controls

Ready to put Mental Health Practice Manager to work?

Join the waitlist Browse all agents