TherapyNotesEHR Integration
AI agents for TherapyNotes
Caesar Health’s autonomous AI agents work alongside TherapyNotes so behavioral-health practices keep the EHR built for their documentation while the administrative work runs itself. The agents handle calls, intake, scheduling, and billing follow-through, and write results back into TherapyNotes.
About TherapyNotes
TherapyNotes is a behavioral-health EHR and practice-management platform used by therapy, psychology, and psychiatry practices.
TherapyNotes is one of the most widely used EHRs in outpatient behavioral health — a specialty where small teams juggle high appointment volume, intake paperwork, and insurance billing without dedicated administrative staff. That profile matches Caesar Health’s behavioral-health focus: autonomous agents that answer every call, complete intake, and keep claims moving while clinicians stay in session.
How Caesar Health connects to TherapyNotes
TherapyNotes is API-forward, so Caesar Health connects through its FHIR and API surface — reading patient, scheduling, and billing context and writing every result back. TherapyNotes stays the system of record. No rip-and-replace, no migration — the agents run alongside the system your clinicians already use.
FHIR API
Modern, standards-based read/write where the EMR exposes FHIR.
HL7 v2 messaging
The interface standard most EMRs already speak for orders, results, and ADT.
Direct database
Secure direct access where APIs don’t reach the data.
Interface-level layer
For legacy or no-API systems — connects at the screen level, no vendor cooperation required.
Every Caesar Health agent, on TherapyNotes
All 17 agents read from and write back to TherapyNotes. Here’s what each one does inside your workflow.
Communication
Answers and places patient calls and books, reschedules, and cancels appointments directly in TherapyNotes.
Reads inbound faxes, classifies each one, and files it to the right chart in TherapyNotes.
Triages patient and provider email, drafts replies, and logs the thread against the patient in TherapyNotes.
Runs two-way patient texting — reminders, confirmations, and rescheduling — synced to the TherapyNotes schedule.
Answers questions on your website and books visits straight into the TherapyNotes schedule, 24/7.
Clinical
Patient Experience
Collects intake and insurance, verifies eligibility, and writes the new patient and visit into TherapyNotes.
Sends diagnosis- and medication-specific education based on the encounter recorded in TherapyNotes.
Optimizes scheduling, fills cancellations from the waitlist, and keeps the TherapyNotes calendar full.
Revenue Cycle
Codes the encounter, scrubs the claim, and posts charges to TherapyNotes for a clean first-pass submission.
Detects when a PA is required, pulls the clinical detail from TherapyNotes, submits it, and tracks it to approval.
Catches denials, finds the root cause, corrects the claim in TherapyNotes, and files the appeal.
Auto-posts EDI 835 remits and patient payments against the right claims in TherapyNotes, and flags underpayments.
Care Coordination
Reads TherapyNotes data to find open quality-measure gaps and runs the outreach to close them.
Sends and tracks referrals end to end and closes the loop with results back in TherapyNotes.
Runs chronic-care and remote-monitoring check-ins and keeps the care plan and readings updated in TherapyNotes.
Built for healthcare
- HIPAA-compliant, BAA available
- SOC 2 Type II
- End-to-end encryption, in transit and at rest
- Full audit log of every AI action
- Human-in-the-loop review where you want it
- TherapyNotes remains the system of record
TherapyNotes + Caesar Health — FAQ
Does Caesar Health work with TherapyNotes?+
Yes. Caesar Health’s AI agents run alongside TherapyNotes, executing administrative workflows — calls, intake, scheduling, billing follow-through — and writing the results back into it.
Is Caesar Health a fit for therapy practices?+
Yes. Behavioral health is a core Caesar Health specialty. The agents cover the front office and revenue cycle so small practices don’t need dedicated administrative staff.
Is TherapyNotes replaced?+
No. TherapyNotes stays your EHR and system of record; Caesar Health adds an autonomous administrative layer on top.
See Caesar Health run alongside TherapyNotes
Book a live demo on your own TherapyNotes workflows and watch the agents execute real administrative work end to end.
TherapyNotes and all other product names, logos, and brands are trademarks of their respective owners, shown here to indicate compatibility. Their use does not imply endorsement or an official partnership unless explicitly stated.