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Updated April 2026
EHR / Practice Management Integration

AI Voice Agent for TherapyNotes Users

Your TherapyNotes calendar stays perfectly in sync while CallSphere's AI handles every phone call. Appointments booked, insurance verified, intake completed — automatically.

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About TherapyNotes

What is TherapyNotes?

TherapyNotes is a leading EHR built exclusively for behavioral health professionals, known for its robust billing integration with Change Healthcare at just $0.14 per claim. It handles scheduling, documentation, billing, and patient portals. CallSphere adds intelligent voice automation — the AI answers calls, verifies insurance, books appointments, and syncs everything back to TherapyNotes.

How It Works

Connect CallSphere to TherapyNotes in 4 steps

1

Connect Your Account

Link your TherapyNotes account to CallSphere using our secure API connection. Setup takes under 5 minutes — no IT team or developer needed.

2

Configure Your AI Agent

Provide your services, therapist roster, insurance panels, and scheduling rules. CallSphere trains the AI agent on your specific practice workflows.

3

Go Live

Forward your practice phone number to CallSphere. The AI answers every call, books appointments in TherapyNotes, and verifies insurance eligibility automatically.

4

Monitor & Optimize

Track call transcripts, booking conversions, and insurance verification outcomes in the CallSphere dashboard. Fine-tune agent behavior anytime.

Features

What CallSphere + TherapyNotes can do

Bidirectional Calendar Sync

Appointments booked by AI appear instantly in TherapyNotes. Schedule changes in TherapyNotes update CallSphere's availability in real-time — no double-bookings.

Insurance Eligibility Verification

AI verifies coverage and copays using TherapyNotes' Change Healthcare connection. Eligibility results attach to the patient chart before their first session.

New Patient Intake

Collect demographics, insurance details, and presenting concerns over the phone. Data flows into TherapyNotes' patient portal and intake forms automatically.

Therapist Matching

AI matches callers to therapists based on specialty, credentials, insurance panel, and real-time TherapyNotes availability — ensuring the right fit from the first call.

Appointment Reminders

Automated voice and SMS reminders pull directly from your TherapyNotes schedule. Reduce no-shows by up to 40% without lifting a finger.

After-Hours Coverage

CallSphere answers every after-hours call, books appointments, handles urgent triage, and delivers a morning summary — all synced to TherapyNotes before you open the office.

Why TherapyNotes users choose CallSphere

Built for Behavioral Health

100,000+ TherapyNotes users can automate their front desk with an AI agent purpose-built for therapy practices.

Change Healthcare Billing

Works seamlessly with TherapyNotes' Change Healthcare billing integration — submit claims at $0.14 each with insurance already verified by AI.

HIPAA Compliant

Full HIPAA compliance with a signed Business Associate Agreement. Patient data is encrypted end-to-end.

At a Glance

Key benefits for TherapyNotes users

  • 100,000+ TherapyNotes users can automate their front desk
  • Works with TherapyNotes' Change Healthcare billing ($0.14/claim)
  • HIPAA compliant with BAA
  • No coding or IT setup required
  • 3-5 day deployment
  • Plans from $149/month
FAQ

Frequently Asked Questions

Common questions about the CallSphere + TherapyNotes integration.

Yes. Patient information collected by the AI agent flows into TherapyNotes' patient portal. New patients can complete remaining forms through the portal before their first session.

Automate Your TherapyNotes Front Desk

TherapyNotes handles your billing. CallSphere handles your phones.