Bidirectional Calendar Sync
Appointments booked by AI appear instantly in SimplePractice. Changes in SimplePractice update CallSphere's availability in real-time.
EHR workflow integration
CallSphere
Every patient call, handled — and already in SimplePractice.
Answer every patient call and keep your SimplePractice workflow in sync.CallSphere answers, schedules, verifies insurance, and completes intake around the clock—then keeps your SimplePractice workflow in sync.
HIPAA compliant with a signed BAAClinical notes stay private
Example patient journey
EncryptedNew patient
02:18 · inbound
“I’m looking for an anxiety therapist who accepts Aetna.”
“I found a match with availability Wednesday at 10:30.”
Intent understood · fields captured
Write-backNew appointment
Ava C. · Initial consultation
When
Wed · 10:30 AM
Clinician
Anika M.
Insurance verified
Aetna · $25 copay
Intake created
3 fields completed
Confirmation sent
SMS delivered
24/7
Calls answered
Real time
Calendar availability
Signed BAA
HIPAA safeguards
24 hours
Typical go-live
The short answer
How does CallSphere integrate with SimplePractice?
CallSphere connects to your SimplePractice account through a secure API link and acts as an AI receptionist on top of it. The agent reads your live calendar so it only offers genuinely open slots, books or reschedules appointments that sync back instantly, and verifies insurance coverage, copays, and session limits before the first session — attaching results to the patient record. It accesses only scheduling, insurance, and demographic data under a signed BAA, never clinical notes, so intake and after-hours coverage are automated without touching protected documentation.
One connected workflow
From first ring to confirmed appointment.
Your caller gets a natural conversation. Your team gets a clean, complete record without another task in the queue.
CallSphere AI
Patient-facing conversation
I need help finding someone who works with anxiety and accepts my insurance.
I can help with that. May I confirm your plan and preferred days?
IntentInsuranceAvailability
Write-backAppointment
Wednesday · 10:30 AM
Clinician
Matched by specialty + panel
Eligibility
Active coverage confirmed
Intake
Patient record prepared
Built around the system your team already uses. SimplePractice is a leading practice management platform for therapy and counseling practices. It handles scheduling, billing, documentation, and telehealth in one platform. CallSphere adds an AI voice layer on top — answering calls, verifying insurance, and booking appointments that sync directly to SimplePractice.
Front-office automation
Six workflows. One seamless patient experience.
Give every caller a fast, thoughtful response while the administrative work happens quietly in the background.
Insurance Verification
AI verifies coverage, copays, and session limits before booking. Results attach to the patient record in SimplePractice.
New Patient Intake
Collect demographics, insurance information, and presenting concerns by phone. Data populates SimplePractice's intake forms.
Therapist Matching
AI matches new patients to therapists based on specialty, insurance panel, and availability — pulling directly from your SimplePractice provider list.
Appointment Reminders
Automated voice and SMS reminders using your SimplePractice appointment data. Reduce no-shows by up to 40%.
After-Hours Coverage
When your office is closed, CallSphere answers calls, books appointments, and sends you a morning summary — all synced to SimplePractice.
A thoughtful rollout
From connected to confidently live.
We configure the agent around your practice—not the other way around—then test every path before a patient reaches it.
Connect Your Account
Link your SimplePractice account to CallSphere in under 5 minutes using our secure API connection. No IT team needed.
Configure Your AI Agent
Tell CallSphere your services, therapist specialties, insurance panels, and scheduling preferences. We train the AI on your practice.
Go Live
Forward your practice phone number to CallSphere. The AI answers every call, books appointments in SimplePractice, and verifies insurance.
Monitor & Optimize
View call transcripts, appointment conversions, and insurance verification results in your CallSphere dashboard.
Privacy by design
Automation where it helps. Boundaries where they matter.
CallSphere is limited to the scheduling, insurance, and demographic information required to complete the front-office workflow. Clinical notes, treatment plans, and session documentation remain outside the agent’s scope.
Business Associate Agreement available
Trusted operations
Built for the standards your practice depends on.
Built for SimplePractice Users
Any SimplePractice practice can automate its phone line with AI — no coding or IT setup required.
HIPAA Compliant
Full HIPAA compliance with a signed Business Associate Agreement. Your patient data is protected end-to-end.
Fast Deployment
Go live in 24 hours. Most practices connect their SimplePractice account in under 5 minutes.
Works with any SimplePractice practice — no coding or IT setup requiredHIPAA compliant with BAA24-hour deploymentPlans from $149/month
Frequently asked
Everything you need to know before connecting.
Questions about SimplePractice availability, telehealth, patient records, and rollout—answered clearly.
Have another question? Talk to usDoes CallSphere work with SimplePractice's telehealth feature?
Yes. The AI can schedule both in-person and telehealth appointments, and send the SimplePractice telehealth link to patients via SMS.
Will the AI know my SimplePractice availability?
Yes. CallSphere reads your SimplePractice calendar in real-time and only books available slots. If a therapist blocks time off, the AI knows immediately.
Can the AI access patient records in SimplePractice?
CallSphere accesses only scheduling and insurance data — never clinical notes, treatment plans, or session documentation. All access is HIPAA compliant.
How long does the SimplePractice integration take to set up?
Most practices connect in under 5 minutes. Full deployment (training the AI on your services and insurance panels) takes 24 hours.
What if I switch from SimplePractice to another EHR?
CallSphere integrates with all major therapy EHRs. Switching your EHR connection takes about 24 hours.
CallSphere+Supercharge Your SimplePractice with AI
Connect your SimplePractice account and stop missing patient calls — book a demo to see it live.
Personalized walkthrough · No commitment
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