Turn a broad inquiry into an administrative care path
Capture service, format and scheduling preferences without asking the AI to diagnose or decide what treatment a person needs.
Complete practice management for therapy groups
Run your growing clinical team. With AI at the front desk.
CallSphere connects team schedules, intake, client records, documentation, supervision and billing, with a built-in AI front desk for routine access conversations, matching, booking and context-rich handoffs.
One connected client journeyTeam scheduling and supervisionAI with staff-controlled handoffs
AI receptionist · Active inquiry
Northstar Counseling · 14 clinicians
Understanding
“We need an adolescent therapist who offers in-person appointments after school.”
“I can check clinicians who match those practice criteria and show the available consultation times.”
1Care pathAdolescent therapy
2Team availability2 matching openings
3Staff contextInquiry summary ready
Built for coordinated access
Route the routine clearly. Give staff the exceptions with context.
As a therapy group grows, access becomes a matching problem across services, clinicians, schedules and practice rules—not simply an answering problem.
Work across the team instead of one calendar
Use configured clinician services and availability to narrow the next step while respecting who and what the practice allows the AI to book.
Give coordinators a useful handoff
Route a conversation summary and next-action context when a request is sensitive, ambiguous or outside the configured workflow.
Built-in AI front desk workflow
A shared access workflow that scales with the clinical team.
The AI front desk is built into the group’s service map, practitioner calendars and staff queues so routine access work moves inside the same platform.
Receive
Support routine phone and website inquiries using approved group-practice information.
Phone · web voice · chat
Organize
Capture administrative criteria such as service, age range, format, timing and location preference.
Service · preference · location
Coordinate
Check relevant team availability and support an allowed appointment or consultation path.
Clinicians · calendars · booking rules
Route
Send the right queue a concise summary when staff judgment or manual follow-up is needed.
Summary · owner · next action
Complete practice-management platform
Connect access to the clinical and operational system behind it.
CallSphere is the group’s practice-management system, not a phone bot. Scheduling, client records, team roles, documentation and revenue workflows stay aligned before and after every inquiry.
Team schedules and resources
Coordinate practitioner availability, appointment types, recurring sessions, rooms, reminders and waitlist workflows.
Roles and supervision
Give clinicians, supervisors and operations staff role-appropriate views, including review and co-sign workflows where configured.
Behavioral health documentation
Keep SOAP, DAP, BIRP, treatment plans, outcome measures and clinician-reviewed AI drafts connected to the client journey.
Group revenue workflows
Coordinate eligibility, reviewed claims, ERAs, invoices, superbills and payments with the appointment and client record.
Autonomy with boundaries
Central standards, explicit handoffs and people in charge.
Define a shared knowledge base, bookable services, team-specific rules and escalation contacts. The AI supports administrative access; staff and clinicians retain judgment over exceptions and care.
Group-approved knowledge
Clinician and service rules
Team-specific work queues
Human review and escalation
Map your complete group-practice workflow—with AI built in.
Show us how access, scheduling, clinical work and billing operate today, and we will walk through the connected platform and AI front desk.