AI Agent for SimplePractice

How It Works

Get your SimplePractice AI Agent up and running in minutes.

1

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

2

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

3

Your AI starts handling client calls — scheduling sessions, answering insurance questions, and screening new clients automatically.

Key Features

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

Client Records

Your AI searches SimplePractice client records by phone or name — accessing upcoming sessions, assigned clinician, appointment types, and client status.

Appointment Management

Clients can book, reschedule, or cancel sessions through your AI. It checks clinician availability in SimplePractice and respects your scheduling rules and session types.

Intake Screening

New callers go through intake screening on the phone. Your AI collects key information — presenting concerns, insurance details, availability — and creates a client record in SimplePractice.

Insurance Info

Your AI accesses the insurance information stored in SimplePractice — accepted plans, copay amounts, and deductible status — to answer billing questions during calls.

Get Started ▶ Hear a real call

AI Agent for SimplePractice Example Prompts

Copy and paste these prompts into your SimplePractice AI Agent prompt box to get started quickly.

Example 1 — Therapy Appointment Scheduling:
"When a client calls to schedule a session, check their therapist's availability in SimplePractice. Offer the next available time slots and book when they choose one. Confirm whether it will be in-person or a telehealth session."

Example 2 — New Client Inquiry:
"If a new caller is looking for a therapist, ask what they are seeking help with — anxiety, relationship issues, depression, etc. Let them know our available practitioners and specialties. Collect their name, phone, and email to create a client record in SimplePractice, and schedule an initial consultation."

Example 3 — Billing and Superbills:
"When a client asks about a bill or needs a superbill for insurance reimbursement, check their account in SimplePractice. Confirm any outstanding balance and let them know superbills can be accessed through their client portal or we can email one to them."

View All Integration Prompt Examples →

See It in Action

Here's how your AI Agent for SimplePractice handles a real conversation.

Caller

Hi, I'm looking for a therapist who takes Blue Cross and has evening availability.

AI Agent

I'd be happy to help you find the right fit. We do accept Blue Cross Blue Shield at our practice. For evening availability, we have Dr. Martinez on Tuesdays and Thursdays until 8 PM, and Sarah Kim, LCSW, on Wednesdays until 7 PM. Are you looking for a specific type of therapy?

Caller

I'm interested in CBT for anxiety.

AI Agent

Both Dr. Martinez and Sarah specialize in CBT and work with anxiety. Dr. Martinez has the next available evening slot on Tuesday, March 18th at 6 PM. Would you like me to book an initial consultation? I'll just need a few details to get you started.

Frequently Asked Questions

Is client data protected?

Yes. The integration follows HIPAA guidelines. Client information is encrypted, never stored by the AI, and only accessed live during authenticated phone interactions.

Can it handle telehealth scheduling?

Yes. Your AI can book both in-person and telehealth sessions based on your SimplePractice setup. Clients booked for telehealth receive their session link via SimplePractice.

Does it support group practices?

Yes. The integration works with SimplePractice group practice accounts, managing schedules and client data across multiple clinicians in your practice.

Can new clients book without an account?

Yes. Your AI can screen new callers, collect initial information, and create a client record in SimplePractice — sending the new client portal invite automatically.

Does it handle cancellation policies?

Your AI informs callers about your cancellation policy (configured in SimplePractice) when they book or reschedule, including any late cancellation fees.