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.
How It Works
Get your TheraNest AI Agent up and running in minutes.
Log into the Client Portal and assign TheraNest to any agents that need it.
Configure the integration settings and integration prompt in the FONE app.
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.
AI Agent for TheraNest Example Prompts
Copy and paste these prompts into your TheraNest AI Agent prompt box to get started quickly.
"When a client calls to schedule a therapy session, check their therapist's availability in TherapyNotes. Offer available time slots and book their preferred session. Confirm whether it will be an in-person or telehealth appointment and provide any relevant details like the office address or video link."
Example 2 — New Client Inquiry:
"If someone is looking for a new therapist, ask what brings them to therapy and whether they have insurance. Provide information about our therapists and their specialties. Collect their name, phone, email, and insurance details. Create a client record in TherapyNotes and schedule an intake session."
Example 3 — Insurance and Billing:
"When a client calls with a billing question, check their account in TherapyNotes. Provide information about their copay amount, outstanding balance, or recent charges. If they need a receipt or superbill for out-of-network reimbursement, let them know we can send it to their email on file."
See It in Action
Here's how your AI Agent for TheraNest handles a real conversation.
Hi, I'm looking for a therapist who takes Blue Cross and specializes in anxiety.
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?
I'll try Dr. Kim. Tuesday works.
Dr. Kim has openings at 9 AM, 1 PM, or 4 PM on Tuesday. Which time works best?
4 PM please.
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
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