Frontdesk
AI for Therapy Recall

AI recall campaigns that bring lapsed therapy clients back

Frontdesk runs AI-powered outbound recall campaigns for therapy practices. It identifies lapsed clients in SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, and Fusion Web Clinic — then calls and texts them with personalized, HIPAA-compliant outreach to rebook care.

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

0 min

Outreach window

0+

Languages

0–6x manual

Conversion lift

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

Lapsed clients never get a real outreach

Therapy clients drop off care for many reasons — insurance changes, life transitions, schedule conflicts, perceived progress. Most practices have hundreds of lapsed clients sitting in SimplePractice, TherapyNotes, or Jane App without a single recall touch.

Lost lifetime value, lower census, weaker treatment outcomes

Manual recall lists never get worked

Pulling a list of clients who haven’t been seen in 90 / 180 / 365 days and dialing through them is exactly the kind of admin work front desks never get to. Solutionreach and Weave blasts are generic and ignored.

Recall campaigns die on the to-do list

Generic blast reminders feel impersonal

Mass-email and mass-SMS recall feels like spam to therapy clients — especially mental health, ABA, and trauma populations. Engagement is low, and the brand of the practice suffers.

Low recall conversion, brand damage

Recall needs to be HIPAA-safe

Therapy recall touches PHI — diagnosis, treatment status, last-visit date. Practices can’t spin up a generic SaaS dialer without violating HIPAA. They need BAA, encrypted PHI, and audit logs on every outbound contact.

HIPAA risk blocks most outbound tooling

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

AI outbound voice recall

Frontdesk calls lapsed clients on a respectful cadence with a warm, practice-aware voice. It identifies itself, references the practice and clinician, asks if they’d like to schedule, and books directly into SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, or Fusion Web Clinic.

  • Personalized voice outreach in 30+ languages
  • Books directly into the EHR calendar
  • Respects do-not-contact and quiet-hours rules
  • TCPA + HIPAA-aware scripting
  • Live-transfer to human when requested
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

HIPAA-compliant SMS recall

When voice doesn’t connect, Frontdesk drops a HIPAA-compliant SMS with a one-tap booking link. Two-way SMS conversation continues with the AI until the client books, opts out, or requests a human.

  • HIPAA-compliant SMS with BAA
  • One-tap booking link tied to EHR
  • Two-way SMS continuation
  • STOP / opt-out compliance
  • Daily cap per client (no spam pattern)

More capabilities

Everything else your team needs

03

Segmented recall campaigns

Frontdesk segments lapsed clients by clinical pathway — mental health, ABA, SLP, OT, PT, psychiatry, couples, eating-disorder — and uses the right tone, language, and clinician for each segment.

  • Diagnosis-aware tone (trauma, eating disorder, ABA, peds)
  • Clinician-specific outreach
  • Payor-aware (Medicaid vs commercial vs self-pay)
  • Pediatric vs adult tone
  • Spanish, Mandarin, Vietnamese, ASL referral routing
04

EHR-driven trigger lists

Frontdesk pulls recall lists directly from SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, and Fusion Web Clinic — no manual CSV exports. Triggers include 90 / 180 / 365 days since last visit, missed annual reassessment, and incomplete treatment plans.

  • 90 / 180 / 365-day lapse triggers
  • Missed annual reassessment trigger
  • Incomplete treatment-plan trigger
  • Insurance-reactivation trigger
  • Birthday and milestone-based outreach
05

Closed-loop scheduling

A successful recall ends with a booked appointment in the EHR — not a callback request. Frontdesk holds the slot during the conversation, books it on confirmation, sends the intake forms, and verifies insurance before the visit.

  • Live slot-hold during conversation
  • Direct booking into the EHR calendar
  • Intake-form delivery via IntakeQ + Practice Better
  • Eligibility check via Availity / Office Ally / Trizetto
  • Pre-visit reminders (24h / 2h / 30min)
06

Analytics + audit

Every recall touch is logged with timestamp, transcript, outcome, and PHI access trail. Practice owners see recall conversion, slot-fill, revenue impact, and clinician-level performance.

  • Recall conversion rate by segment
  • Revenue impact per campaign
  • Clinician-level recall density
  • PHI access audit log
  • Opt-out + complaint tracking

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 mental health practices with 200+ lapsed clients in SimplePractice

Group therapy practices reactivating 6-month-lapse clients

ABA clinics running annual-reassessment recall in CentralReach

Pediatric SLP/OT/PT clinics in Fusion Web Clinic

Multi-location therapy groups using TherapyNotes

Practices migrating off Solutionreach, Weave, or NexHealth recall

Headway / Alma / SonderMind / Grow Therapy panel reactivation

Medicaid clinics with state-mandated annual outreach

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 Therapy Recall Campaigns.

Purpose-built for mental health practices, ABA clinics, speech therapy offices, OT/PT clinics, and multi-discipline therapy groups that need to reactivate lapsed clients without burning out the front desk. Frontdesk runs AI outbound recall over voice + HIPAA-compliant SMS — across SimplePractice, TherapyNotes, Jane App, CentralReach, TheraNest, Fusion Web Clinic, IntakeQ, Kareo (Tebra), WebPT, and Rethink Behavioral Health. Replaces manual recall lists, generic Solutionreach blasts, Weave reminder runs, and NexHealth recall flows. 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 Therapy Recall Campaigns

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 outbound contact for audit, and restricts access via SSO + RBAC. Recall touches are scoped to the minimum PHI required.

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