CX · Customer experience
The moments clients feel.
The moments a psychotherapy practice client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Allied Health & Therapy
What should stay human at a psychotherapy practice, what an agent can take on, and the roles that make it run.
CX · Customer experience
The moments a psychotherapy practice client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
SX · Staff experience
Less admin for the people who work at a psychotherapy practice, so they can stay present in the work that needs them.
BX · Business experience
Leads, bookings and the numbers behind a psychotherapy practice. Agents can surface the gaps; the owner still decides.
The people a psychotherapy practice usually employs. Each card is written for this business, then links out to the full role page.
Role
Provides talk therapy sessions, maintains client notes, develops care plans, and manages ongoing therapeutic relationships.
Role
Coordinates practitioner calendars, rooms, billing processes, policies, and the smooth running of the therapy practice.
Role
Welcomes clients, books appointments, handles cancellations, takes payments, and responds to general therapy service enquiries.
Role
Prepares intake packs, files consent forms, follows up documentation, and keeps records and correspondence organised.
Specialists a psychotherapy practice often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Helps with inbox management, appointment confirmations, document formatting, and basic admin during busy periods.
Freelancer
Maintains the practice website, booking forms, therapist profile pages, and privacy related website updates.
Agency
Handles tax, year end accounts, and financial compliance for the therapy business.
If you would like someone to build these flows for a psychotherapy practice, tell us a little and we can match you with an agency. We don’t list agencies on this site.
Other business types in Allied Health & Therapy.