Access & intake
Online booking, waitlists, secure intake, consent, eligibility, recurring visits, and reminders stay in one flow.
The EHR + AI front desk for therapy
AI-powered EHR that runs your practice and handles your calls, messages, website chats, scheduling, intake, billing, and follow-ups.
For U.S. mental and behavioral health practices. Keep records, scheduling, intake and billing connected while AI answers routine phone and website inquiries, helps book appointments and prepares staff follow-up. Your team stays responsible for care and exceptions.
- Role-based access
- Built for behavioral health
- Human control stays explicit
ONE CONNECTED PRACTICEIllustrative preview · synthetic data
JD EHR
Jordan Davis
Individual therapy · Example client
OverviewIntakeNotesBilling
Client timelineAll activity
New client inquiryFirst therapy session · Preferences captured
Just nowProgress notes & treatment planClinician workspace
You focus on the session.Your EHR keeps the details together.
CALLSPHERE AIWorking for you
CLIENT ASKS
“Can I book my first therapy session?”
AI TAKES IT FROM HERE
Answers the call. Captures the request.
Answers call
Captures request
DONE
Inquiry recorded for staff follow-up
From first hello to follow-up. You stay in control of care.
ONE PRACTICE MANAGEMENT PLATFORM
Your everyday practice workflows, connected.
Bring scheduling, client records, documentation and billing into one practice workspace. Choose the workflows and integrations your team needs.
Clinical documentation
SOAP, DAP, BIRP, outcomes, treatment plans, e-signatures, and supervision.
Care delivery
Individual, family, group, and telehealth care with a connected chart.
Insurance & claims
Eligibility, authorizations, CMS-1500, claim status, ERA, and payment posting.
Team operations
Roles, caseloads, supervision, shifts, timesheets, and task ownership.
Patient communication
Portal, secure messages, reminders, forms, bills, and follow-up.
Practice intelligence
Operational and financial visibility without spreadsheet cleanup.
AI SUPPORT FOR EVERYDAY ADMINISTRATION
Built to run the administrative side of your practice.
AI handles permitted administrative steps using configured practice information and booking settings. Staff review exceptions, clinical drafts and billing decisions.
Availability depends on your AI add-on, connected services and configuration. See capabilities and limitations.
An example administrative workflow
Active- AI Front Desk01
Answer
Routine phone and website inquiries
- Automation02
Coordinate
Configured appointment booking
- AI Assist03
Prepare
Forms and clinician-reviewed drafts
- Practice workflow04
Follow through
Configured reminders and staff tasks
- Your team05
Escalate
Clinical judgment and exceptions
Routine work keeps movingIllustrative workflow · Staff oversight
Illustrative activity · Sample data
New patient call
CompletedBooked for Thu 2:30
Prior authorization
Flagged2 units remaining
Claim follow-up
ReadyPayer response found
THE OPERATING PRINCIPLE
Automation handles routine administration. People handle care and exceptions.
Review activity and set permissions.
- Rule-based permissions
- Human review where required
- Recorded conversation and workflow activity
AUTONOMY WITHOUT A BLACK BOX
You define the rules. CallSphere keeps the work moving.
Review recorded activity, set role permissions and maintain practice information. Clinical decisions, note approval and billing review stay with qualified people.
- Role-based access and tenant isolation
- Review BAA terms and security safeguards
- Configured contact and callback options
- Clinician review for clinical documentation
Example responsibilities
Answer routine calls
Operate
Schedule within availability
Operate
Prepare note drafts
Assist
Review prepared claims
Staff review
Clinical decisions
Qualified clinician
Review recorded activity.
Review what happened, when, and why.
SECURITY AND BAA REVIEW
Controls built into the product
Review the applicable business associate agreement, service scope and responsibilities before sending protected health information. These controls are part of a security program, not a certification.
Role permissions
Role permissions and practice scoping limit access to authorized workflows.
Audit and note signing
Clinical records include audit and note-signing controls.
Verified AI requests
AI appointment changes and account questions require patient verification.
Clinician-reviewed drafts
AI scribe sessions require consent; generated notes remain drafts for clinician review.
SIMPLE, TRANSPARENT PRICING
Start with practice management. Add AI when you're ready.
The core platform and AI add-on are priced separately, so you only pay for the operating model your practice needs.
Pulse
Base platform for solo therapists
$44/ month
Works with any AI add-on
- Core scheduling and care delivery
- Client portal and documentation
- Billing and payment workflows
Momentum
Base platform for growing therapy groups
$69/ month
Works with any AI add-on
- Everything in Pulse
- Unlimited practitioners and sessions
- Insurance, teams, and referrals
Summit
Base platform for established therapy centers
$89/ month
Works with any AI add-on
- Everything in Momentum
- Programs, outcomes, and advanced ops
- Additional account billing controls
ADD AI TO ANY BASE PLAN
Choose the automation level separately.
AI Assist, AI Front Desk, and AI Autopilot are each available with Pulse, Momentum, or Summit.
AI Assist
+$49 / month
AI Front Desk
+$149 / month
AI Autopilot
+$599 / month
Base subscription and AI add-on are selected independently. See plan pages for complete limits and billing details.
BEHAVIORAL HEALTH PRACTICE MANAGEMENT
One platform to run the practice. AI to run the admin.
Start with the complete operating system. Turn on automation at the pace your practice trusts.