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.
How It Works
Get your TherapyNotes AI Agent up and running in minutes.
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.
AI Agent for TherapyNotes Example Prompts
Copy and paste these prompts into your TherapyNotes 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 TherapyNotes handles a real conversation.
Hi, I need to reschedule my appointment with Dr. Chen this Thursday.
I can help with that. Can I get your name?
Amanda Torres.
I found your appointment — Thursday, March 20th at 2 PM with Dr. Chen. When would you like to reschedule to?
Sometime next week if possible.
Dr. Chen has openings Monday at 10 AM, Wednesday at 3 PM, or Friday at 11 AM next week. Which works best for you?
Wednesday at 3.
Done. You're rescheduled to Wednesday, March 26th at 3 PM with Dr. Chen. You'll receive a confirmation email. Is there anything else?
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