Choose your complete practice platform. Add the built-in AI front desk when you need it.
Start with the clinical and business system your U.S. therapy center needs. Then add an AI teammate for routine inquiries, approved FAQs, booking and routing—while your staff controls the boundaries and your clinicians control care.
AI reception workflow
Example administrative access flow
New client inquiry
“Do you have an evening appointment?”
AI checks approved practice information
It answers the routine question, then follows your booking and handoff rules.
Fits your rules
Offer live availability and book.
Needs a person
Follow the configured human handoff.
Practice platform first
Scheduling, client access, documentation and billing live in the base plan.
AI is an add-on
Choose the AI teammate that matches how much routine access work you want help with.
People keep control
Your team sets knowledge and handoffs; clinicians review notes and own care decisions.
Pick the foundation. Then choose your AI teammate.
Pulse, Momentum and Summit are the base plans. Each can be used on its own. The separately priced AI add-on below each plan extends the routine administrative work your center can delegate.
Base platform for solo therapists
Pulse
One bookable clinician and up to 20 sessions a month—the focused foundation for a lean therapy practice.
Schedule & deliver care
- One bookable practitioner and up to 20 sessions per month
- Branded online booking with real-time availability
- Individual, couples, family and group sessions
- Parent, guardian, guarantor and minor relationships
- Recurring sessions, blocked time and calendar subscriptions
- Secure 1:1 telehealth with a virtual waiting room
Client communication
- Secure client portal and messaging
- Email confirmations and unlimited email reminders
- Portal access to appointments, forms, bills and shared records
- Outbound eFax with delivery history
Document care
- SOAP and DAP notes with reusable custom BIRP templates
- Separate author-only psychotherapy notes
- Intake and consent forms with e-signature
- PHQ-9, GAD-7, PCL-5 & outcome tracking
- Treatment plans and supervisor co-sign workflows
- Tenant-scoped document storage
Bill and get paid
- Invoices, recorded payments and payment history
- Superbills and CMS-1500 forms
- Integrated card payments and email or SMS payment requests
- Gift cards and basic practice reports
Foundation
- BAA review, audit controls & 2-step verification
- Role-based access and tenant data isolation
- Practice settings and data-import tools
Base platform for growing therapy groups
Momentum
Most popularUnlimited sessions and practitioners, plus the team, insurance and referral operations a lean group needs.
Run the team
- Unlimited sessions and practitioner profiles
- Unlimited administrative and support staff profiles
- Unlimited SMS appointment reminders
- Role-based permissions and scoped practitioner access
- Supervisor caseloads, note co-sign and supervision hours
- Timesheets, shifts and break management
Manage insurance
- Real-time eligibility checks
- Review and submit professional claims via Claim.MD
- Review and apply ERA data with claim tracking
- Primary and secondary insurance workflows
Track authorizations
- Prior authorization worklist and status tracking
- Requested, approved and used unit tracking
- Expiration and low-unit alerts
- Appointment-based unit reconciliation
Build referral relationships
- Referral-source contact and pipeline management
- Follow-up call lists and activity history
- Referral outreach email workflows
- Partner meeting scheduling and calendar export
Base platform for established therapy centers
Summit
Multi-location operations, retention and advanced account billing controls in one practice system.
Resources and recurring services
- Rooms and equipment scheduling with conflict protection
- Prepaid session packages and credit bundles
- Client package assignment and usage tracking
- Recurring memberships and enrollment management
Recall and reactivation
- Scheduled email and SMS campaigns
- Recall and reactivation audience workflows
- Recurring outreach with consent and quiet-hour controls
- Delivery and rebooking funnel visibility
Reviews and reputation
- Post-visit review request workflows
- Ratings and review moderation workspace
- Practice responses and review history
- Review-request consent controls
Campaigns and referrals
- Consent-aware email and SMS campaigns
- Audience preview and scheduled campaign delivery
- Shareable referral links and lead pipeline
- Campaign, referral and booking conversion summaries
Advanced account billing
- Account statements and generated receipts
- Credit memos with application history
- Manual adjustments and write-off tracking
Add the AI front desk your practice needs
Each base plan pairs with an AI add-on—switch it on at checkout or any time after.
A digital access and documentation teammate, with clinicians in final control.
- AI website chatbot for configured FAQs and booking
- AI knowledge base trained on your practice
- AI Scribe — clinician-reviewed SOAP or DAP note drafts
- Ask-AI copilot inside the app
Pairs with Pulse — $93/mo together
An AI receptionist for routine calls, booking and routing—governed by your rules.
- Everything in AI Assist
- AI phone agent — routine inquiries, configured booking and callback requests
- Web voice agent (speech-to-speech) on your site
- Unlimited AI Scribe notes
- Call and chat transcripts with human handoff rules
- Configurable escalation contact and crisis-aware routing
Pairs with Momentum — $218/mo together
A configurable AI operations layer across locations and phone lines.
- Everything in AI Front Desk
- Outbound AI calls — recall, reactivation and reminders
- Multiple AI phone lines & locations
- Custom agent persona, voice & model
- Custom AI integrations (MCP connectors)
- Priority AI tuning & support
Pairs with Summit — $688/mo together
Prices in USD per practice per month. Cancel any time. Card processing rates apply to payments you collect.
Match the platform to your center today
See the exact workflow for a solo clinician, a growing therapy group or a multi-location behavioral health organization—plus the AI teammate designed for that operating stage.
Compare the practice foundation first
Plans are cumulative: documentation, telehealth and client access begin in Pulse; team, insurance and referral operations expand from there. AI is available at every stage.
Scroll sideways to see every plan.
| What's included | Pulse$44/mo | Momentum$69/mo | Summit$89/mo |
|---|---|---|---|
| Schedule & deliver care | Included in Pulse | Included in Momentum | Included in Summit |
| Client communication | Included in Pulse | Included in Momentum | Included in Summit |
| Document care | Included in Pulse | Included in Momentum | Included in Summit |
| Bill and get paid | Included in Pulse | Included in Momentum | Included in Summit |
| Foundation | Included in Pulse | Included in Momentum | Included in Summit |
| Run the team | Not included in Pulse | Included in Momentum | Included in Summit |
| Manage insurance | Not included in Pulse | Included in Momentum | Included in Summit |
| Track authorizations | Not included in Pulse | Included in Momentum | Included in Summit |
| Build referral relationships | Not included in Pulse | Included in Momentum | Included in Summit |
| Resources and recurring services | Not included in Pulse | Not included in Momentum | Included in Summit |
| Recall and reactivation | Not included in Pulse | Not included in Momentum | Included in Summit |
| Reviews and reputation | Not included in Pulse | Not included in Momentum | Included in Summit |
| Campaigns and referrals | Not included in Pulse | Not included in Momentum | Included in Summit |
| Advanced account billing | Not included in Pulse | Not included in Momentum | Included in Summit |
| AI add-on | +$49/moAI Assist | +$149/moAI Front Desk | +$599/moAI Autopilot |
Prices in USD, per practice. AI add-on prices are separate from the base plan. Review BAA terms on every base plan.
Therapy practice platform pricing, answered
Can I switch plans anytime?
Yes — upgrade or downgrade whenever you like. Changes take effect immediately and billing is prorated automatically.
Is there a contract?
No. Every plan is month-to-month with no setup fees — cancel anytime and keep access through the end of the billing period.
How should we review security and the BAA?
Review the applicable BAA, service scope and current security information with CallSphere before introducing patient data. Product access and audit controls are part of that review.
How does the AI add-on bill?
The AI teammate is billed as a separate flat monthly fee per practice on top of your base plan. There are no per-minute or per-conversation charges; add or remove it anytime.
Does the AI receptionist replace my front-desk team?
It is designed to take routine administrative access work off a lean team—not replace human judgment. Your staff defines approved information, booking rules, handoffs and escalation contacts, and remains responsible for exceptions.
Can I document SOAP, DAP and BIRP notes?
Pulse includes SOAP and DAP editors plus reusable custom chart templates for workflows such as BIRP. AI Scribe creates a draft only; the clinician reviews, edits and signs the final note.
Does this support couples, families and minors?
Yes. The therapy workflow supports individual, couples, family and group session types, plus linked parent, guardian, guarantor and dependent relationships in the client record.
How does the AI front desk handle a crisis call?
Your practice configures the handoff and escalation path. The AI handles administrative access questions, not clinical care, and routes crisis language toward immediate human or emergency support such as 911 or 988.
See the complete therapy practice platform—with AI built in.
Bring your real workflow. We'll map scheduling, intake, records, telehealth and billing—then show how the built-in AI front desk keeps routine access work moving inside the same system.