Phone + web voice
Routine call handling
Give prospective and current clients a natural voice experience on your phone line or website—even when the team is in session.
Practice management + built-in AI for U.S. behavioral health
Everything your therapy practice runs on. AI built in.
Run scheduling, intake, the client portal, 1:1 telehealth, therapy notes, outcomes, insurance and billing in one platform—then let the built-in AI front desk handle routine calls, booking assistance and staff follow-up inside that same workflow.
Review BAA terms Practice-defined actions No AI diagnosis
Illustrative workflow · synthetic example
CallSphere AI · LivePractice rules active
New therapy inquiry
00:48 · Voice
Caller
“I'm looking for anxiety therapy after work.”
AI receptionist
“I can look for an evening telehealth opening that fits your preferences.”
Inquiry understood
Adult anxiety therapy · Telehealth
Fit rules checked
PPO · evenings · licensed in state
Appointment booked
Thursday · 4:30 PM
Intake started
Consent + demographics sent
Team context ready
Transcript available for review
One platform
Access, care and revenue connected
One client record
Every workflow keeps its context
Built-in AI
Routine access work stays connected
Therapy specific
Built around behavioral health care
Built into the practice platform
Eight repetitive jobs. One calm front door.
Small therapy centers should not need a large reception team to make access feel responsive. Automate the repeatable administrative path, then bring a person in for the moments that require judgment, empathy or clinical responsibility.
Rules, not diagnosis
Administrative preferences
Capture a requested service and preferred time. Staff confirm appropriate clinician fit, insurance details and requests outside the booking setup.
One connected calendar
Live schedule actions
Check available times and help with appointments using configured booking settings. Existing appointment changes require identity verification.
Forms + e-signatures
Intake follow-through
Create digital forms and consent workflows in the platform. Staff confirm the client record and required intake steps after a new inquiry.
Practice-controlled knowledge
Approved answers
Respond to routine questions about services, locations, telehealth, accepted plans and office policies from your practice knowledge base.
Configurable routing
Human handoff
Record a callback request or show the configured practice contact route for out-of-scope conversations. Authorized staff can review recorded context.
Inbound + outbound workflows
Reminders and outreach
Keep confirmations, appointment reminders, recalls and follow-up work moving while the front desk focuses on people who need a person.
Calls + chats together
Conversation history
Review phone, web voice and chat transcripts in one workspace, with the outcome and next step visible to authorized staff.
One continuous access workflow
From “I'm looking for help” to ready for intake.
The AI receptionist does not guess at care. It gathers the caller's stated preferences, uses configured booking settings and takes the administrative next step your practice allows.
- 01
Inquiry
Voice or web
- 02
Fit
Staff review
- 03
Book
Live schedule
- 04
Intake
Configured workflow
- 05
Handoff
Context retained
The AI handles the repeatable
Availability, routine policy questions, configured booking and conversation capture.
Your team handles the meaningful
Clinical questions, nuanced fit decisions, distressed callers, exceptions and any conversation outside the approved scope.
Your rules connect the two
Maintain approved information and booking settings, and define how staff review callback requests and exceptions.
Clinician-reviewed AI
AI gives time back. Clinicians keep authorship.
Use the scribe to turn a recorded session into a structured draft. The clinician edits, approves and signs the record—AI never completes the clinical judgment.
- SOAP, DAP, BIRP and custom templates
- Treatment goals, objectives and progress
- PHQ-9, GAD-7 and PCL-5 trends
- Supervisor review and co-sign workflows
- Separate author-only psychotherapy notes
- Locked records, amendments and activity history
Draft → clinician review → signature
Illustrative workflow with fictional data. No clinical outcome is represented.
DAPSOAP Example draft
Progress note
Draft · not signed
Review & signEdit draft
Treatment objective
Practice grounding skills
Measure trend
The complete behavioral health platform
One practice-management system—not a front-desk point solution.
CallSphere connects access, care and revenue around one practice record. The built-in AI front desk is one powerful layer of the platform, so its actions land directly in the workflows your clinicians and operations team already use.
Practice operations
A schedule that stays connected to access.
Bring booking, intake and team follow-up into one platform. Your team maintains booking settings and checks the next step when an inquiry needs review.
Online booking, waitlists and recurring therapy series
Automated confirmations, reminders and reschedule paths
Role-based access, caseload views and multi-location operations
Referral CRM for EAPs, schools and community partners
Client experience
A calm path from inquiry to session.
Give clients one secure place for the administrative pieces around care while your team keeps the therapeutic relationship human.
Paperless intake, consent forms and e-signatures
Secure messages, bills and shared documents in the portal
Individual 1:1 telehealth with a virtual waiting room
Couples, family, guardian, guarantor and minor relationships
Insurance and revenue
Move from eligibility to reviewed remittance.
Keep coverage, session charges, claims and client responsibility tied to the same record—with staff review at the steps that carry financial risk.
Real-time eligibility and primary or secondary coverage
Review and submit professional claims and CMS-1500 forms
Claim-status tracking plus review and application of ERA data
Superbills, card payments, statements and authorization tracking
Safety and privacy boundaries
An AI receptionist. Never an AI therapist.
CallSphere handles administrative conversations within the knowledge and actions your practice configures. It does not diagnose, recommend treatment or replace clinical and crisis judgment.
Sensitive or urgent language
AI stops the routine workflow
Configured handoff path shown
Practice contact or emergency-support guidance
Review BAA terms
Review the applicable business associate agreement and service responsibilities before using patient information.
Protected access
Encryption, 2-step verification and tenant-scoped records support protected workflows.
Visible review points
Clinical notes, claims and remittance keep an explicit human review step.
Auditable workflows
Activity history supports review across sensitive clinical and administrative work.
CallSphere is practice-management software, not an emergency or crisis service. In the U.S., call or text 988 for crisis support and call 911 for immediate danger.
Full practice management for lean teams
Run the whole practice with less front-office overhead.
Practice plans remain $44–$89/month. Start with the complete platform, then choose the AI layer that fits your access workflow—with staff oversight and configured service limits.