Healthcare

AI Agent for
TheraNest

Connect TheraNest to your AI voice and chat agent to look up clients, manage appointments, check insurance, and handle scheduling — all during live calls to your mental health practice.

T

How It Works

Get up and running in minutes — no code required.

1

Log into the Client Portal and assign TheraNest to any agents that need it.

2

Configure the integration settings and integration prompt in the FONE app.

3

Your AI starts handling calls with live TheraNest data — booking sessions, managing the waitlist, and answering client questions.

Key Features

Everything your AI needs to handle TheraNest inquiries like a pro.

Client Lookup

Your AI searches TheraNest clients by name, phone, or email — pulling up demographics, assigned therapist, session history, and account status.

Appointment Management

Callers can book, cancel, or reschedule therapy sessions through your AI. It checks TheraNest availability and respects session length and provider preferences.

Insurance Verification

Your AI references insurance plans and authorization details stored in TheraNest so clients can check coverage and understand their out-of-pocket costs.

Waitlist Management

When no appointments are available, your AI adds callers to your TheraNest waitlist with their preferences — preferred therapist, days, times, and session type.

Get Started Talk to DASH

See It in Action

Here's how your AI handles a real TheraNest conversation.

Caller

Hi, I'm looking for a therapist who takes Blue Cross and specializes in anxiety.

AI Agent

I can help you find the right fit. We have two therapists who accept Blue Cross and specialize in anxiety — Dr. Sarah Kim, who has availability next Tuesday, and Dr. James Park, who has a waitlist of about one week. Would you like to schedule with either of them?

Caller

I'll try Dr. Kim. Tuesday works.

AI Agent

Dr. Kim has openings at 9 AM, 1 PM, or 4 PM on Tuesday. Which time works best?

Caller

4 PM please.

AI Agent

You're booked with Dr. Kim for Tuesday, March 25th at 4 PM for an initial assessment — that's a 60-minute session. Can I get your full name, date of birth, and Blue Cross member ID so we can verify your coverage before the visit?

Frequently Asked Questions

Is it HIPAA compliant?
Yes. Encrypted read-only access, live queries only, no data stored. Full BAA available for your practice.
Can it handle telehealth scheduling?
Yes. Your AI distinguishes between in-person and telehealth sessions in TheraNest, offering the right session type based on client preference or therapist availability.
Does it work with Wiley Treatment Planners?
Your AI doesn't access clinical documentation. It handles scheduling, client lookup, and insurance questions — keeping clinical data strictly between therapist and client.
Can it manage group therapy signups?
Yes. Your AI can check group session availability in TheraNest and add clients to group therapy slots with the right group type and capacity limits.
What about couples and family sessions?
Your AI handles all session types configured in TheraNest — individual, couples, family, and group — booking the correct duration and room for each.

Ready to Connect TheraNest?

Set up your AI + TheraNest integration in under 5 minutes.

Get Started Talk to DASH