Frontdesk runs AI outbound campaigns to remind therapy clients and parents about annual evaluations, reassessments, and treatment-plan renewals — across SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, and Fusion Web Clinic.
0/30/14/7/2d
Reminder cadence
0+
Languages
HIPAA + BAA
Compliance
Real-time
EHR sync
Works with every major EHR & practice management system
SimplePractice
Mental health, speech, OT/PT
TherapyNotes
Mental health practices
Jane App
Multi-discipline clinics
CentralReach
ABA + autism services
TheraNest
Therapy + counseling
Fusion Web Clinic
Pediatric SLP/OT/PT
The Problem
ABA, SLP, OT, PT, and mental health treatment plans typically require annual reassessment. When the date slips, authorizations expire, claims get denied, and clients drop out.
Tracking 200–2,000 active treatment plans across SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, or Fusion Web Clinic is impossible by spreadsheet. Reminders fall through.
Solutionreach and Weave fire generic reminder texts that get ignored by busy parents and clients. There’s no conversation, no rebooking — just a missed dot on the calendar.
For Medicaid, BCBS, Aetna, Cigna, UnitedHealthcare, Humana, Kaiser, and TRICARE, a lapsed authorization means denied claims. Practices write off billable hours.
How Frontdesk Works
Built for therapy practices and clinics on SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, Fusion Web Clinic — and every other major EHR. HIPAA-compliant by design with BAA, encrypted PHI, and audit logs.
+1 (415) 555-0142
Inbound · Zillow Rentals lead
AI Transcript
“Hi! I’d love to tour the 2-bedroom at Maple Heights. Any availability this Saturday?”
Frontdesk AI
“Yes! The 2BR at Maple Heights is $2,450/mo with a Feb 1 move-in. Saturday 11am or 2pm works for tours. Shall I book one?”
Frontdesk reads treatment-plan start dates and authorization end dates from the EHR — SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, Fusion Web Clinic — and triggers a multi-touch reminder campaign 60 / 30 / 14 / 7 / 2 days out.
Looking for a 2BR around $2,400, move-in mid-February. Do you allow pets?
We have a 2BR at $2,450/mo available Feb 15. Cats and dogs under 50 lbs welcome. What’s your move-in date?
Captured
Reminder ends in a booked evaluation — held in the BCBA, SLP, OT, PT, or psychiatrist’s calendar with the right block length (60 / 90 / 120 minutes) and the right authorization code.
More capabilities
Before the evaluation, Frontdesk verifies eligibility (Medicaid, BCBS, Aetna, Cigna, UnitedHealthcare, Humana, Kaiser, TRICARE, EAP) through Availity, Office Ally, Trizetto, Waystar, ClaimMD, and Change Healthcare.
For pediatric ABA, SLP, OT, and PT, annual reassessments require parent attendance, IEP/504 coordination, and sometimes school-district sign-off. Frontdesk schedules across all stakeholders.
Reminders fire across voice, HIPAA-compliant SMS, web chat, and email, in 30+ languages, with a respectful cadence that doesn’t feel like spam.
Every reminder, every transcript, every booking is logged with timestamp and PHI access trail — the audit record practice owners need for Medicaid + commercial-payor compliance.
Integrations
Frontdesk is EHR-agnostic and integrates bidirectionally with SimplePractice, TherapyNotes, TheraNest, Jane App, IntakeQ, Practice Better, Kareo (Tebra), athenahealth, eClinicalWorks, WebPT, NetHealth (Optima), ChiroTouch, ClinicSource, Fusion Web Clinic, PtEverywhere, Power Diary, OwlPractice, TherapyAppointment, CentralReach, Rethink Behavioral Health, Catalyst, AccuPoint, Lumary, Total ABA, Theralytics, and TheraBe. New-client intake, scheduling, eligibility, prior-auth, superbills, and recall campaigns sync in real time — and every conversation is HIPAA-compliant by design.
SimplePractice
Mental health, speech, OT/PT
TherapyNotes
Mental health practices
Jane App
Multi-discipline clinics
CentralReach
ABA + autism services
TheraNest
Therapy + counseling
Fusion Web Clinic
Pediatric SLP/OT/PT
Full integration coverage
Customer stories
Real practices using Frontdesk to handle scheduling, intake, no-show recovery, and insurance verification — without adding front-desk headcount.
Who it's for
ABA clinics tracking annual reassessment in CentralReach
SLP/OT/PT clinics with annual treatment-plan renewals in Fusion Web Clinic
Mental health practices reassessing care plans in SimplePractice or TherapyNotes
Multi-discipline clinics in Jane App
TheraNest practices renewing counseling plans
Medicaid clinics with state-mandated annual evaluation cadences
TRICARE practices with auth-renewal cycles
School-based therapy with IEP-aligned annual evals
The journey
Every step syncs to Yardi, RealPage, Entrata, AppFolio, Buildium, or ResMan in real time.
Step 1
Inbound voice, outbound AI voice, HIPAA-compliant SMS, web chat, and email are answered instantly with practice-aware context — across speech-language pathology (SLP), applied behavior analysis (ABA), mental health and counseling, psychiatry, occupational therapy (OT), and physical therapy (PT). Works with SimplePractice, TherapyNotes, TheraNest, Jane App, IntakeQ, Kareo, CentralReach, Rethink Behavioral Health, Fusion Web Clinic, and WebPT.
Step 2
New-client intake, scheduled appointments, reschedules, cancellations, waitlist updates, eligibility checks, prior-authorization status, and superbills flow into SimplePractice, TherapyNotes, TheraNest, Jane App, IntakeQ, Practice Better, Kareo, athenahealth, WebPT, NetHealth (Optima), Fusion Web Clinic, ClinicSource, CentralReach, Rethink, AccuPoint, and Catalyst in real time.
Step 3
24h, 2h, and 30min appointment reminders, no-show recovery within 5 minutes, cancellation backfill from the waitlist, eligibility verification, prior-auth follow-up, recall campaigns, review-request automation, and parent/caregiver coordination fire automatically across voice, HIPAA-compliant SMS, and email.
Step 4
Cross-discipline dashboards track new-client conversion, first-call answer rate, average response time, no-show rate, waitlist-fill rate, recall response rate, schedule density, and revenue impact — across SLP, ABA, mental health, OT, and PT lines of service.
Explore more
More from Outbound Campaigns & Retention
AI for recall campaigns, reviews, referral source follow-up, discharge planning.
Therapy AI hub
Frontdesk runs scheduling, intake, no-show recovery, and insurance verification — and integrates with every EHR therapy practices and clinics use.
What this page covers
Topics, integrations, channels, practice types, and workflows covered by AI Annual Evaluation Reminders.
For ABA, SLP, OT, PT, mental health, and pediatric therapy practices that depend on annual reassessments to keep treatment plans current and authorizations valid. Frontdesk fires reminder campaigns over voice + HIPAA-compliant SMS based on EHR-driven triggers — SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, Fusion Web Clinic, IntakeQ, Practice Better, Kareo, WebPT, Rethink Behavioral Health, Catalyst, AccuPoint. Replaces Solutionreach recall flows, Weave reminder runs, and NexHealth blasts with a HIPAA-compliant BAA-backed AI receptionist. Encrypted PHI + audit logs on every contact.
FAQ
Frontdesk integrates with Yardi Voyager, Yardi Breeze, RentCafe, RealPage OneSite, Knock CRM, Entrata, AppFolio, Buildium, ResMan, Rent Manager, and MRI Software. Here's what therapy practices and clinics ask most.
Contact supportFrontdesk reads treatment-plan start dates, authorization end dates, and last-eval dates directly from SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, and Fusion Web Clinic — and fires multi-touch reminders 60 / 30 / 14 / 7 / 2 days out.
Launch Frontdesk in minutes, capture more leads, and automate repetitive front-office workflows from day one.
