Frontdesk runs AI outbound thank-you and case-update outreach to referring pediatricians, PCPs, OB/GYN (mental health intake), neurologists (autism eval), and school counselors — building the referral pipeline for therapy practices.
< 0 week
Thank-you SLA
0+
Languages
0+
Source types
BAA + audit
HIPAA
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
A pediatrician refers a family to an SLP. The family is seen. The pediatrician never hears whether the eval happened, what was found, or whether services started. So the next time, they refer somewhere else.
Some referrals get a thank-you note. Most don’t. Referring providers notice — and prefer the practice that always closes the loop.
Tracking who referred whom, what the outcome was, and when to send the next update is a relationship-CRM job that front desks don’t have time for.
Pediatricians and PCPs want to know how their patient is doing — but only via HIPAA-compliant channels, with the right consent in place.
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?”
Within a week of every new-patient first visit, Frontdesk sends a HIPAA-compliant thank-you to the referring provider — pediatrician, PCP, OB/GYN, neurologist, school counselor — confirming the patient was seen.
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
At key milestones — eval complete, treatment plan signed, discharge — Frontdesk sends a structured update to the referring provider with the right HIPAA-compliant detail.
More capabilities
Frontdesk runs a quarterly relationship check-in with each referral source — sharing capacity, new services, accepted insurance, and clinician openings.
Pediatricians, PCPs, OB/GYN (mental health intake), neurologists (autism eval), school counselors, and EAPs all want different content. Frontdesk tailors per source type.
Frontdesk maintains the referral-source relationship in SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, or Fusion Web Clinic — referral source, last-touch date, outcome history, preferred channel.
Every touch is HIPAA-compliant — BAA, encrypted PHI, audit logs, consent-gated content, SSO + RBAC.
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
Pediatric SLP/OT/PT clinics receiving pediatrician referrals
ABA clinics receiving neurologist autism-eval referrals
Mental health practices receiving PCP and OB/GYN referrals
Perinatal mental health practices in SimplePractice or TherapyNotes
Multi-discipline pediatric clinics in Jane App
Autism diagnostic centers in CentralReach
School-based practices in Fusion Web Clinic
EAP-paneled mental health practices
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 Referral Source Follow-Up.
For mental health, ABA, SLP, OT, PT, and pediatric therapy practices that depend on a steady referral pipeline from pediatricians, PCPs, OB/GYN (mental health intake), neurologists (autism evaluation), and school counselors. Frontdesk fires AI voice + HIPAA SMS thank-yous, case-update notes, and quarterly check-ins to referral sources — across SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, Fusion Web Clinic, IntakeQ, Practice Better, Kareo, WebPT, Rethink Behavioral Health. Replaces Solutionreach referral flows, Weave referral cards, NexHealth referral updates, and Spruce Health–style HIPAA messaging. BAA + encrypted PHI + audit logs.
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 supportYes. Frontdesk is HIPAA-compliant by design — BAA, encrypted PHI, audit logs, consent-gated content, SSO + RBAC. PHI shared with referring providers is limited to the minimum necessary and gated by client consent.
Launch Frontdesk in minutes, capture more leads, and automate repetitive front-office workflows from day one.
