Healthcare

AI Agent for
TherapyNotes

Connect TherapyNotes to your AI voice and chat agent to look up clients, check appointment availability, and manage scheduling — all during live calls to your therapy practice.

Get Started Talk to DASH

How It Works

Get up and running in minutes — no code required.

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

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

Your AI starts handling calls with live TherapyNotes data — scheduling sessions, answering availability questions, and managing client inquiries.

Key Features

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

Client Lookup

Your AI searches TherapyNotes by client name, phone number, or date of birth — pulling up demographics, appointment history, and account status.

Appointment Scheduling

Callers can book, reschedule, or cancel therapy sessions through your AI. It checks your TherapyNotes calendar for therapist availability and session openings.

Insurance & Billing

Your AI references insurance information on file so clients can verify coverage, ask about copay amounts, and check outstanding balances.

Therapist Matching

For new client inquiries, your AI can check therapist availability and specializations to help match callers with the right provider in your practice.

Get Started Talk to DASH

See It in Action

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

Caller

Hi, I need to reschedule my appointment with Dr. Chen this Thursday.

AI Agent

I can help with that. Can I get your name?

Caller

Amanda Torres.

AI Agent

I found your appointment — Thursday, March 20th at 2 PM with Dr. Chen. When would you like to reschedule to?

Caller

Sometime next week if possible.

AI Agent

Dr. Chen has openings Monday at 10 AM, Wednesday at 3 PM, or Friday at 11 AM next week. Which works best for you?

Caller

Wednesday at 3.

AI Agent

Done. You're rescheduled to Wednesday, March 26th at 3 PM with Dr. Chen. You'll receive a confirmation email. Is there anything else?

Frequently Asked Questions

Is it HIPAA compliant?

Yes. The integration uses encrypted, read-only API access. Client data is queried live during calls and never stored on our servers. BAA available.

Can it handle new client intake?

Your AI collects new client contact info, insurance details, and reason for seeking therapy — then creates a preliminary record for your intake team to review.

Does it know therapist specializations?

Yes. Your AI references therapist profiles including specializations (anxiety, trauma, couples, etc.) to help match new callers with appropriate providers.

Can it handle crisis calls?

Your AI is configured to recognize crisis language and immediately provide crisis hotline numbers, escalate to your on-call therapist, or follow your emergency protocol.

Does it work for group practices?

Yes. The integration works for solo therapists and group practices — managing multiple providers, locations, and session types within TherapyNotes.