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Workflow Automation for therapy practices
TheraFocus Feature

Workflow Automation

Automated reminders, form workflows, and smart notifications that reclaim hours of admin time weekly.

HIPAA-compliant - 14-day free trial

Why Therapists Love Workflow Automation

Stop doing repetitive tasks manually. Set up automations once and let TheraFocus handle the rest.

01

Appointment Reminders

Automatic email and SMS reminders at customizable intervals. Reduce no-shows without manual outreach.

02

Form Workflows

Trigger intake forms, assessments, and consents automatically based on appointment type or client status.

03

Payment Reminders

Send automatic payment reminders for outstanding balances. Reduce collections effort.

04

Birthday & Check-ins

Automated birthday messages and periodic check-ins for discharged clients. Stay connected without extra work.

05

Billing Triggers

Auto-generate superbills and claims after appointments. Reduce billing backlog.

06

Custom Automations

Build your own automation rules based on client actions, dates, or status changes.

Everything You Need,
Nothing You Don't

Save 5+ hours weekly on repetitive tasks
Reduce no-shows with automated reminders
Send intake forms automatically
Collect payments without chasing clients
Generate billing documents on schedule
Stay connected with former clients
Create custom automation rules
Focus on clinical work, not admin
Workflow Automation interface

5+ hrs

Saved weekly with AI

Built for Modern Therapists

The only practice management platform with AI built into every feature

From intelligent scheduling to automated documentation, TheraFocus uses AI to handle the administrative work so you can focus on what matters—your clients.

Ready to Transform Your Practice?

See why therapists are switching to AI-powered practice management. Start your free 14-day trial today—no credit card required.

No credit card required - 14-day free trial - Cancel anytime