Frontdesk
AI for Occupational Therapy

The AI receptionist built for occupational therapy clinics

Frontdesk is an AI receptionist for occupational therapy clinics. It answers every inbound call, runs new-client intake, verifies commercial and Medicaid benefits, schedules OT evaluations and treatment sessions into WebPT, NetHealth (Optima), Jane App, ClinicSource, Fusion Web Clinic, PtEverywhere, ChiroTouch, Therabill, SimplePractice, TherapyNotes, TheraNest, and CentralReach, and fills cancellations from the waitlist.

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

< 0.0s

Client answer time

0/7

Coverage

0+

Languages

WebPT, Fusion, Jane App, +

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

Parent and adult-client inquiries flood the front desk

Every OT clinic gets dozens of daily calls — parents asking about pediatric evaluations, adults asking about hand therapy or post-stroke OT, school districts coordinating IEP services. Front desk drowns in repetitive calls.

Higher admin cost per client, slower intake conversion

Cancellations leave billable hours unfilled

OT clinics live on hourly billing. A cancelled evaluation or treatment session that does not get backfilled from the waitlist is lost revenue. Manual waitlist outreach is slow and inconsistent.

Direct lost revenue, lower OTR/L and COTA utilization

Commercial, Medicaid, and Medicare verification is complex

OT services need verification across BCBS, Aetna, Cigna, UnitedHealthcare, Optum, Humana, Kaiser, Medicare Part B OT, and state Medicaid OT — through Availity, Office Ally, Trizetto, Waystar, and Change Healthcare. Manual verification eats 10–20 minutes per client.

Slower intake, billing-denial risk, lost revenue

School-based OT coordination is paperwork-heavy

School-based OT services require coordination with school districts, IEP/504 meetings, and release-of-information workflows. Most clinics handle this manually.

Wasted admin time, missed IEP meetings

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 OT intake and call answering

Frontdesk answers every inbound OT call in under 0.5 seconds — in English, Spanish, Mandarin, Vietnamese, ASL referral routing, and 30+ other languages. Captures presenting concerns, age, funding source, and OT specialty needed (pediatric, hand, sensory, post-stroke).

  • Inbound voice with sub-second answer
  • New-client intake (presenting concerns, age, funding, specialty)
  • Spanish, Mandarin, Vietnamese, ASL routing
  • After-hours and weekend coverage
  • HIPAA-compliant by design (BAA, encrypted PHI, audit logs)
  • Configurable per-clinic intake script
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

OTR/L and COTA scheduling automation

Frontdesk reads availability from WebPT, NetHealth (Optima), Jane App, ClinicSource, Fusion Web Clinic, PtEverywhere, ChiroTouch, Therabill, SimplePractice, TherapyNotes, TheraNest, and CentralReach — and books OT evaluations, treatment sessions, and discharge appointments.

  • OT evaluation scheduling (60-min initial)
  • Treatment session scheduling (30/45/60-min)
  • OTR/L vs COTA routing
  • Recurring weekly treatment series
  • Discharge planning appointment scheduling
  • Cancellation backfill from waitlist

More capabilities

Everything else your team needs

03

Insurance, Medicaid, Medicare verification

Frontdesk verifies OT benefits through Availity, Office Ally, Trizetto Provider Solutions, Waystar, and Change Healthcare — across commercial, Medicaid, Medicare, and TRICARE.

  • BCBS, Aetna, Cigna, UnitedHealthcare, Optum, Humana, Kaiser
  • Medicare Part B OT benefits
  • Medicaid OT (state-specific)
  • TRICARE OT coverage
  • Prior-auth status tracking
  • Visit-limit tracking
04

Cancellation recovery and waitlist fill

When an OT session cancels, Frontdesk fires an AI outbound campaign to the waitlist within 5 minutes — booking the open slot before billable hours are lost.

  • Real-time cancellation detection via EHR
  • Outbound SMS + voice to waitlist within 5 minutes
  • Auto-booking into the same time slot
  • Specialty-aware matching (pediatric, hand, sensory)
  • Parent-preference matching for pediatric OT
05

EHR integration with the full OT stack

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

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

IEP/504 and school-based coordination

Frontdesk handles school-based OT coordination — IEP/504 meeting scheduling with parent + OTR/L + school district, release-of-information workflows, and progress-report cadences.

  • IEP/504 meeting scheduling
  • School district coordination
  • Release-of-information workflows
  • Progress-report scheduling
  • School-based billing setup

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

Solo occupational therapy private practices

Pediatric OT clinics

Adult OT clinics

Hand-therapy specialty clinics

Sensory-integration OT clinics

School-based OT services

Combined OT + PT + speech multi-discipline pediatric clinics

Combined ABA + OT pediatric 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 Receptionist for Occupational Therapy.

Purpose-built for solo occupational therapists, pediatric OT clinics, adult OT clinics, hand-therapy specialty clinics, sensory-integration OT clinics, school-based OT services, and combined OT + PT + speech multi-discipline pediatric clinics. Handles parent and adult-client intake, OT evaluation scheduling, OTR/L and COTA scheduling, commercial / Medicaid / Medicare verification, prior-authorization tracking, cancellation backfill, school-based therapy coordination (IEP/504), and discharge planning — across WebPT, NetHealth (Optima), Jane App, ClinicSource, Fusion Web Clinic, PtEverywhere, ChiroTouch, Therabill, SimplePractice, TherapyNotes, TheraNest, and CentralReach. 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 Receptionist for Occupational Therapy

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 is HIPAA-compliant by design: we sign a BAA, encrypt PHI in transit and at rest, log every interaction for audit, and restrict access via SSO + RBAC. OT clinics on WebPT, NetHealth (Optima), Jane App, ClinicSource, Fusion Web Clinic, PtEverywhere, ChiroTouch, Therabill, SimplePractice, TherapyNotes, TheraNest, and CentralReach all operate on Frontdesk.

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