Therapy use cases
A full front desk for your practice: consult requests answered, sessions confirmed, and intakes completed before the first appointment. Browse 27 workflows therapy practices teams run on Frontdesk.
Every workflow is assembled from the same blocks: fields on tickets and contacts, sequences that react when they change, and an AI that talks on every channel. Pick one to see how it runs.
Scheduling and reminders
Fill the calendar, confirm it, and recover the slots that fall through.
Reminder cascade
Session reminders run email and text with reply-to-reschedule, protecting the calendar and the relationship.
See the workflow →No-show recovery
Missed sessions get a no-blame rebooking text the same hour, and chronic patterns surface for the clinician.
See the workflow →Waitlist backfill calls
A cancelled session calls the waitlist in order, filling the hour before it expires.
See the workflow →Same-day confirmation calls
Unconfirmed sessions get a quick morning confirmation, so gaps surface in time to fill.
See the workflow →Reschedule by text
Clients reschedule by text at midnight, and the calendar is correct by morning.
See the workflow →Missed calls and after-hours coverage
Answer what rings, rescue what does not, and keep nights, weekends, and holidays covered.
Missed-call text back
A missed call from a prospective client gets a gentle text within seconds, before the courage to reach out fades.
See the workflow →Voicemail to ticket
Voicemails become transcribed, assigned messages, so a request for help never sits in a mailbox until Monday.
See the workflow →After-hours emergency triage
After-hours callers in crisis hear your crisis-line guidance immediately, while routine messages queue for morning.
See the workflow →Overflow call answering
Between-session call spikes get answered, with scheduling handled and clinical questions queued for the clinician.
See the workflow →Holiday and weekend coverage
Practice closures keep answering: scheduling continues and urgent callers get your crisis guidance.
See the workflow →Spam and solicitor screening
Solicitor calls disappear while client calls always reach a warm response.
See the workflow →Front office and reception
Every caller greeted, understood, and routed, in any language, with their history loaded.
Call triage and transfer
Scheduling stays with the AI, clinical matters route to the clinician, and crisis calls follow your protocol.
See the workflow →Bilingual call answering
Clients get scheduling and questions handled in their language, remembered for every future call.
See the workflow →Known-caller recognition
Returning clients never re-explain; the AI knows the open thread and picks it up.
See the workflow →Phone intake forms
New-client intakes complete by voice at any hour, filed as structured fields ready for review.
See the workflow →FAQ answering from your website
Fees, insurance, and policy questions answered from your own site, consistently and kindly.
See the workflow →Speed to lead
Reach new leads while they are still on your website, and follow up like your best rep every time.
Instant form callback
Consultation requests get a callback within the minute, while the decision to seek help is still firm.
See the workflow →Web chat to booked appointment
Prospective clients ask about insurance, fees, and approach in chat, then book a consultation without a phone call.
See the workflow →New lead welcome sequence
Every inquiry gets the same gentle first week: a warm text, a scheduling call, and a reminder before the consult.
See the workflow →Referral intake automation
Provider referrals get contacted within hours, and the referring provider gets a confirmation.
See the workflow →Billing and collections
Polite, persistent money conversations that run themselves until a human needs to decide.
Payment reminder outreach
Outstanding balances get gentle reminders that keep money conversations out of the session room.
See the workflow →Failed payment recovery
Failed cards on file get a discreet fix-it text, keeping care uninterrupted.
See the workflow →Invoice question hotline
Billing and superbill questions get answered without interrupting clinical hours.
See the workflow →Ticket buttons and field automations
Add a field to any ticket and let flipping it run the work. Your team makes the decision, Frontdesk does the follow-through.
Reviews and feedback
Ask at the right moment, and intercept problems before they go public.