Frontdesk
AI Intake for Pediatric OT

The AI intake coordinator built for pediatric occupational therapy clinics

Frontdesk runs the full intake workflow for pediatric occupational therapy clinics — capturing developmental concerns, sensory profile, feeding / motor / handwriting / self-care goals, verifying insurance and Medicaid, scheduling the OT evaluation into Fusion Web Clinic, ClinicSource, PtEverywhere, WebPT, NetHealth (Optima), Jane App, and CentralReach, and coordinating IEP/504 and Early Intervention referrals.

  • HIPAA-compliant by design
  • 24/7 coverage
  • Works with your EHR

< 0.0s

Intake answer time

0/7

Coverage

0+

Languages

Fusion, ClinicSource, CentralReach, +

EHRs

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

Parents call with vague developmental concerns

Parents often call saying "my child has trouble with handwriting" or "my child does not like loud noises" — without knowing whether OT is the right fit. Intake needs to triage gently and accurately.

Slow intake, mismatched evaluations, parent frustration

Sensory profile capture is high-fidelity

A meaningful pediatric OT intake captures sensory profile (seeking / avoiding, hypo / hyper-responsive across visual, auditory, vestibular, proprioceptive, tactile, olfactory, gustatory) — but most front-desk workflows skip this.

Incomplete clinical picture, slower OT planning

Medicaid and Early Intervention eligibility is state-specific

Medicaid pediatric OT and Early Intervention (Part C of IDEA) eligibility varies by state. Front desks struggle to navigate the rules and route correctly.

Lost intake, slower service start, billing risk

Combined ABA + OT clinics have routing complexity

Many CentralReach-based clinics offer both ABA and OT for autism — and intake calls need to route to the right discipline. Manual routing is error-prone.

Mis-routed intakes, delayed evaluation

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.

Live call

+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?”

Answered in 0.4s
01

24/7 pediatric OT intake

Frontdesk answers every inbound pediatric OT call in under 0.5 seconds and runs a structured intake — developmental concerns, sensory profile, feeding, motor, handwriting, self-care, and autism / ADHD / SPD context.

  • Sub-second inbound voice answer
  • Developmental-milestone concern capture
  • Sensory profile capture (7-domain framework)
  • Feeding, motor, handwriting, self-care goal capture
  • Spanish, Mandarin, Vietnamese, ASL routing
  • HIPAA-compliant by design (BAA, encrypted PHI, audit logs)
Qualification

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

Budget$2,400
Layout2BR
Move-inFeb 15
Pets1 dog, 35 lbs
02

Sensory profile and developmental screening

Frontdesk schedules and gates validated screening — Sensory Profile-2, Ages and Stages Questionnaire (ASQ-3), Peabody Developmental Motor Scales (PDMS-2), and BOT-2 — via IntakeQ or Practice Better.

  • Sensory Profile-2 (caregiver report)
  • Ages and Stages Questionnaire (ASQ-3)
  • Modified Checklist for Autism (M-CHAT-R/F)
  • Peabody Developmental Motor Scales (PDMS-2)
  • BOT-2 (Bruininks-Oseretsky)
  • Sensory Processing Measure (SPM)

More capabilities

Everything else your team needs

03

Insurance verification for pediatric OT

Frontdesk verifies pediatric OT benefits through Availity, Office Ally, Trizetto Provider Solutions, Waystar, and Change Healthcare — including Medicaid pediatric OT, CHIP, TRICARE, and Early Intervention coverage.

  • BCBS, Aetna, Cigna, UnitedHealthcare, Optum, Humana, Kaiser
  • Medicare and Medicaid pediatric OT
  • CHIP (state-specific)
  • TRICARE pediatric OT
  • Early Intervention (Part C) eligibility
  • School-district billing setup
04

Early Intervention and IEP/504 coordination

Frontdesk navigates Early Intervention (Part C of IDEA) referrals for children under 3, and IEP/504 referrals for school-age children — with state-specific rules built in.

  • Early Intervention (Part C) referral routing
  • IEP/504 referral routing
  • State-specific eligibility rules
  • Release-of-information workflows
  • Coordination with developmental pediatricians
05

EHR integration with the pediatric stack

Frontdesk syncs bidirectionally with the major pediatric OT EHRs and the leading multi-discipline platforms.

  • Fusion Web Clinic (pediatric OT/PT/SLP)
  • ClinicSource (pediatric OT/PT/SLP)
  • PtEverywhere (OT/PT/SLP)
  • WebPT, NetHealth (Optima)
  • Jane App (multi-discipline)
  • SimplePractice, TherapyNotes, TheraNest
  • CentralReach for combined ABA + OT clinics
06

Combined ABA + OT clinic routing

For combined ABA + OT clinics on CentralReach, Frontdesk routes intakes to the right discipline — and coordinates joint evaluations when both are needed.

  • ABA vs OT routing logic
  • Joint ABA + OT evaluation scheduling
  • CentralReach intake creation
  • BCBA + OTR/L coordination
  • Combined-discipline progress reports

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

  • SimplePractice (mental health, speech, OT/PT) bidirectional sync
  • TherapyNotes for solo and group mental health practices
  • Jane App for multi-discipline clinics (SLP / OT / PT / mental health)
  • TheraNest for mental health and counseling practices
  • IntakeQ + Practice Better for HIPAA intake form automation
  • Kareo (Tebra), athenahealth, eClinicalWorks for medical-grade EHR sync
  • WebPT and NetHealth (Optima) for OT/PT clinics
  • Fusion Web Clinic, ClinicSource, PtEverywhere for pediatric SLP/OT/PT
  • CentralReach, Rethink Behavioral Health, Catalyst, AccuPoint, Lumary, Total ABA for ABA + autism services
  • Theralytics, TheraBe for ABA data + clinical operations
  • Eligibility + benefits verification: Availity, Office Ally, Trizetto, Waystar, Change Healthcare
  • Telehealth: Doxy.me, Zoom for Healthcare, SimplePractice telehealth, healow
  • HIPAA-compliant by design: BAA available, encrypted PHI, audit logs

Who it's for

Pediatric OT specialty clinics

Combined OT + PT + speech pediatric clinics

Combined ABA + OT clinics (CentralReach-based)

Early Intervention (Part C) providers

School-based OT services

Sensory-integration specialty clinics

Feeding-therapy specialty clinics

Handwriting-specialty pediatric OT clinics

The journey

Every step syncs to Yardi, RealPage, Entrata, AppFolio, Buildium, or ResMan in real time.

01

Step 1

AI captures every client and caregiver interaction

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.

02

Step 2

Records sync to your EHR, scheduling, and billing

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.

03

Step 3

Automation runs reminders, recovery, and outreach

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.

04

Step 4

Analytics surface what matters across the practice

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.

What this page covers

Topics, integrations, channels, practice types, and workflows covered by AI Pediatric OT Intake.

Built for pediatric OT clinics, combined OT + PT + speech pediatric clinics, combined ABA + OT clinics, Early Intervention (Part C) providers, and school-based OT services using Fusion Web Clinic, ClinicSource, PtEverywhere, WebPT, NetHealth (Optima), Jane App, SimplePractice, TherapyNotes, TheraNest, CentralReach, IntakeQ, and Practice Better. Captures developmental milestone concerns, sensory profile (sensory-seeking, sensory-avoiding, hypo/hyper responsive), feeding concerns, fine and gross motor delays, handwriting and visual-motor concerns, self-care and activities-of-daily-living needs, autism / ADHD / sensory processing disorder context, and Early Intervention or school-based eligibility. Verifies Medicaid pediatric OT, CHIP, TRICARE, and commercial benefits (BCBS, Aetna, Cigna, UnitedHealthcare, Optum, Humana, Kaiser) through Availity, Office Ally, Trizetto, Waystar, and Change Healthcare. Supports Spanish, Mandarin, Vietnamese, and ASL routing. HIPAA-compliant by design with BAA, encrypted PHI, and audit logs.

EHR & practice management

  • SimplePractice
  • SimplePractice telehealth
  • 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 (ABA)
  • Rethink Behavioral Health (ABA)
  • Catalyst (ABA)
  • AccuPoint (ABA)
  • Lumary (ABA)
  • Total ABA
  • Theralytics
  • TheraBe

Telehealth, scheduling & communication

  • Doxy.me
  • Zoom for Healthcare
  • Google Meet for Healthcare
  • SimplePractice telehealth
  • TheraNest video
  • healow
  • Acuity Scheduling
  • Calendly Health
  • NexHealth
  • Solutionreach
  • Weave
  • Spruce Health
  • Klara
  • Updox
  • OhMD

Billing, payor & eligibility

  • Availity eligibility
  • Office Ally
  • Trizetto Provider Solutions
  • Waystar
  • ClaimMD
  • Apex EDI
  • Change Healthcare
  • TriZetto
  • Medicaid eligibility verification
  • Medicare eligibility verification
  • Commercial payor verification (BCBS, Aetna, Cigna, UnitedHealthcare, Humana, Kaiser)
  • TRICARE eligibility
  • TriCare West / TriCare East
  • Good Faith Estimate (No Surprises Act)
  • Superbills + self-pay invoicing
  • EAP (Employee Assistance Program) intake
  • Headway / Alma / SonderMind / Grow Therapy panel onboarding

Therapy workflows automated

  • AI new-client intake (HIPAA-aware)
  • AI insurance eligibility + benefits verification
  • AI appointment scheduling and reschedule
  • AI no-show recovery + cancellation backfill
  • AI waitlist management and slot-fill outreach
  • AI prior-authorization coordination
  • AI superbill + receipt generation
  • AI session reminders (24h, 2h, 30min cadences)
  • AI parent / caregiver coordination (pediatric)
  • AI crisis-line and suicide-risk triage with live escalation
  • AI IEP/504 meeting coordination (school-based therapy)
  • AI recurring appointment series management
  • AI discharge planning + handoff
  • AI review-request automation (Google, Healthgrades, Zocdoc)
  • AI referral-source follow-up + thank-yous

Therapy specialties served

  • Speech-Language Pathology (SLP)
  • Pediatric speech therapy
  • Adult speech therapy
  • AAC evaluation and therapy
  • Stuttering / fluency therapy
  • Feeding and swallowing therapy
  • Voice therapy
  • Myofunctional therapy
  • Applied Behavior Analysis (ABA)
  • BCBA-supervised clinics
  • Autism diagnostic evaluation
  • Mental health and counseling
  • Couples and family therapy
  • Teen and adolescent therapy
  • Trauma therapy / EMDR
  • Eating-disorder treatment
  • Substance-use intake
  • Psychiatry / med management
  • Occupational therapy (OT)
  • Pediatric OT / sensory integration
  • Physical therapy (PT)
  • Orthopedic rehab
  • Vestibular therapy
  • Pelvic floor therapy
  • Hand therapy
  • Pediatric PT
  • School-based therapy services

Communication channels

  • Inbound voice (24/7 intake, after-hours hotline)
  • Outbound AI voice (recall, no-show recovery, waitlist fill)
  • HIPAA-compliant SMS and texting
  • WhatsApp Business
  • Web chat (practice site + EHR portal)
  • Email
  • 30+ languages (Spanish-speaking SLP, bilingual mental health, ASL referral routing)

Competitive alternatives

  • SimplePractice Telehealth + Reminders alternative
  • TherapyNotes Telehealth alternative
  • Spruce Health alternative for voice + outbound
  • Klara alternative
  • Updox alternative
  • Weave alternative for SMB therapy
  • Solutionreach alternative
  • NexHealth alternative
  • OhMD alternative
  • Headway / Alma / SonderMind / Grow Therapy front office

FAQ

Common questions about AI Pediatric OT Intake

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 support

Yes. Frontdesk signs a BAA, encrypts PHI in transit and at rest, logs every intake for audit, and restricts access via SSO + RBAC. We also handle parental consent and (per state law) minor assent appropriately.

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