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Every tool in the directory, grouped by the admin job it covers and listed A–Z. Each listing shows published pricing and BAA status with its source and check date.

Directory updated 2026-10-21 · 121 tools

Phones & Scheduling · Patient Intake · Documentation & AI Scribes · Billing & Prior Auths · Inbox & Email · Marketing · EHR & Practice Management

Phones & Scheduling (21)

  • Assort Health – Voice AI for specialty and multi-location groups that writes bookings into EHRs such as athenahealth, eClinicalWorks, ModMed and NextGen.
  • Central – AI receptionist that answers calls and books on Cal.com, Calendly or Google Calendar.
  • Clinivocx – AI receptionist for independent US practices (about 1–10 clinicians) that answers 24/7, books/reschedules against practice rules, escalates urgent red-flag calls, and delivers transcripts and action items.
  • DeskMD – AI virtual receptionist that answers calls, identifies the requested provider, captures structured intake and sends a record to your inbox.
  • Echo – AI receptionist that answers inbound and outbound calls 24/7, books into your EHR under your scheduling rules, and can add texting, online booking and chat on Pro.
  • ElevenAgents (ElevenLabs) – Build-your-own voice and chat agent platform with templates for mental health and medical practices (intake, scheduling, reminders, after-hours triage).
  • Emitrr – Patient communication platform for small practices: VoIP phones with IVR and missed-call auto-text, two-way texting, an AI agent that books, confirms and reschedules, online scheduling, intake forms, reviews and fax in one account.
  • Hello Patient – AI agent ("Mia") that answers patient calls, texts and web chat: scheduling, directions and hours, routine questions, recalls and follow-up outreach, with escalation to staff for anything clinical and every interaction logged for review.
  • Luma Health – Patient engagement platform with scheduling, waitlists and AI; better suited to multi-location groups.
  • mdhub (Sarah AI admissions) – Behavioral health AI workers built on ElevenAgents: Sarah answers calls, texts and forms 24/7, verifies insurance and schedules into mdhub's own EHR or athenahealth, Tebra and others; mdhub configures it for you.
  • Medman (Agentman) – Suite of Medman agents for eligibility, prior auth, inbox triage and phones.
  • MedReception AI – Physician-built AI medical receptionist that answers calls, books visits in supported EMRs, and leaves staff call summaries.
  • NexHealth – Online booking, reminders and patient messaging with real-time EHR/PMS sync.
  • Phone Stack – AI phone answering for practices with published Growth/Scale plans.
  • Quo (formerly OpenPhone) – Business phone and texting app with shared numbers, AI call summaries and transcripts.
  • Retell AI – Build-your-own voice agent platform with a medical answering template; connects to your schedule and knowledge base.
  • RingCentral AI Receptionist – AI receptionist that answers calls, books appointments and syncs to CRM; sold standalone or as an add-on to RingCentral phones.
  • Smith.ai – AI receptionist with optional live North America agents: answers calls, qualifies leads, books appointments, and escalates complex calls.
  • Talkie.ai – Voice AI for patient calls, integrated with athenahealth, ModMed and Elation.
  • VCare Health – AI receptionist for independent practices that answers inbound (and on higher plans outbound) calls 24/7, books and updates appointments via EHR API sync, and sends SMS confirmations and reminders.
  • Weave – Unified patient communication platform (phone, text, payments, scheduling) built for healthcare practices.

Patient Intake (11)

  • Availity Essentials – Multi-payer portal for eligibility and medical authorizations.
  • Doxy.me – Browser-based telehealth with a virtual waiting room and patient check-in (no patient download); Premium adds intake and consent workflows, assessments, patient routing, clinic management and a Scribe app for transcription and draft notes.
  • FormDoctor – intake layer for your existing EHR: online form packets, e-signatures, insurance/ID uploads, reminders and optional two-way texting, with EHR filing.
  • Formsort – Low-code patient intake and eligibility routing forms with conditional logic, brand theming, and webhooks to systems like Healthie.
  • IntakeQ – Online patient intake forms with e-sign, reminders and payments.
  • Jotform (HIPAA) – Online forms with HIPAA features that an admin switches on for a Gold or Enterprise account.
  • Keragon – No-code workflow automation and AI agents for healthcare: connects your EHR, scheduling, forms and messaging tools (400+ connectors) to automate appointment, intake, eligibility, reminder and patient-communication steps, with optional human approval before sensitive agent actions.
  • Klara – two-way patient messaging and triage, with scheduling and reminders.
  • Medman eligibility agent – AI eligibility and benefits checks across 1,300+ payers.
  • Phreesia – Patient intake platform with forms, consents and EHR write-back.
  • Spruce Health – Phone, text, video and fax in one shared inbox for care teams.

Documentation & AI Scribes (27)

  • Abridge – Enterprise ambient documentation with deep Epic integration.
  • AutoNotes – AI progress-note generator for therapists that turns typed or dictated session summaries into structured notes.
  • Berries – Mental health AI scribe for clinicians: session notes, treatment plans, ICD-10 suggestions, patient instructions and pre-session summaries.
  • Blueprint – AI documentation (notes, treatment plans, client letters), clinical support, billing and insurance help, marketing help and client-communication drafts.
  • Clinical Notes AI (Clinically AI) – Behavioral-health AI documentation that drafts progress notes and other clinical documents from live sessions or dictation for clinician review, with customizable templates, EHR-integrated workflows and an optional chart-auditing tool (Comply) for larger organizations.
  • Commure Scribe – Ambient AI scribe from Commure (which acquired Augmedix in 2024) with psychiatry and behavioral health templates, ICD-10/CPT suggestions, iOS and Android apps and a Chrome extension.
  • DeepCura – AI medical scribe.
  • DeepScribe – Enterprise ambient AI scribe with specialty customization and EHR write-back; strong oncology focus, also used across other specialties.
  • Doximity Scribe – Free AI scribe for eligible verified Doximity members: US physicians, NPs, PAs, CRNAs and students.
  • Freed – Ambient AI scribe for solo and small practices, with specialty templates, ICD-10/CPT coding help and one-click push to browser-based EHRs on Premier.
  • HealOS (formerly ScribeHealth) – Low-cost AI medical scribe with ICD-10 coding and a Chrome extension; the Plus plan syncs appointments and sends notes to select EHRs such as athenahealth, AdvancedMD, DrChrono and eClinicalWorks.
  • Heidi Health – Ambient AI scribe with free and paid tiers.
  • JotPsych – Psychiatry-trained AI scribe that can grow into a full behavioral health platform, with e-prescribing (EPCS), telehealth, documentation audits and billing as add-ons or bundled.
  • Mentalyc – AI therapy notes for mental health clinicians, with treatment plans, progress tracking and note transfer into your existing EHR, such as SimplePractice or TherapyNotes.
  • Microsoft Dragon Copilot – Ambient documentation and dictation from Microsoft.
  • Nabla – Ambient AI scribe with broad EHR integrations.
  • PatientNotes – AI medical scribe for solo and small practices that records visits on iPhone or web, drafts SOAP/H&P/progress notes with ICD-10 and CPT suggestions, and copies into any EHR.
  • PMHScribe – AI scribe built for psychiatry and mental health: turns session audio into structured psychiatric notes (initial evaluations, medication management, psychotherapy add-ons, SOAP, DAP and BIRP), letters and orders, with ICD-10 and CPT suggestions.
  • Scribeberry – Canadian-built AI medical scribe that turns live visits and dictation into structured notes for clinician review, with custom templates, form auto-fill, pre-intake AI agents, 40+ languages and smart pull/push into web EMRs such as Jane App.
  • SimplePractice Note Taker – AI note-taker add-on inside SimplePractice EHR.
  • Suki – AI assistant for notes and voice commands, integrated with major EHRs.
  • Sunoh.ai – Ambient AI scribe often paired with eClinicalWorks.
  • Supanote – AI therapy note-taker that drafts progress notes and treatment-plan-aware documentation from recorded or dictated sessions.
  • Twofold Health – AI therapy notes.
  • Upheal – AI therapy notes plus an EHR for scheduling and billing.
  • VoiceboxMD – Ambient scribe with no note cap; higher tiers add billing codes.
  • YUNG Sidekick – AI therapy-notes assistant that turns session audio or a short dictated recap into SOAP, DAP, BIRP and EMDR notes, treatment plans and progress reports for therapists.

Billing & Prior Auths (14)

  • AuthPilot – AI drafts insurer-specific prior auth requests and appeal letters for clinic review; tracks open auths and can verify eligibility via CSV import from any EHR.
  • Chalya – AI back-office agents for billing, denials and prior auth at independent practices.
  • Claim.MD – Low-cost medical claims clearinghouse: enter CMS-1500 and UB-04 claims in a web portal or upload them from billing software, check eligibility in real time, download ERA/835 remittance, get rejected claims back for correction, and file electronic appeals.
  • CoverMyMeds – Free prior-authorization portal funded by plans/PBMs.
  • EasyPA – Prior-auth automation for clinics.
  • MedBridge Ops – Prior authorization automation for specialty clinics: submits and tracks PAs, predicts denials and drafts appeal letters, with EHR integration.
  • Medman prior auth agent – AI prior-authorization drafting with staff approval before submit.
  • Mentaya – Out-of-network claim filing for private-pay therapists: checks a client's OON benefits, submits claims to insurance after each confirmed session and handles denials and resubmissions, so you keep your cash rate and clients get reimbursed.
  • Myndshft – Prior authorization automation for specialty and procedural care.
  • Pabau – Practice management and billing that tracks authorizations on appointments and claims.
  • Reimbursify – Out-of-network claim filing for private-pay practices: clients file claims from a mobile app, or the practice files courtesy claims and runs benefits checks from a portal.
  • Thrizer – Payments and out-of-network billing for private-pay therapists: checks benefits, files OON claims for clients and tracks reimbursement.
  • Undeny – AI denial-management agent for therapy and outpatient practices that reads remits (ERA/EOB), drafts payer-specific appeals or corrected claims, and follows up after human approval.
  • Waystar – Revenue cycle platform with Auth Accelerate for prior auth.

Inbox & Email (15)

  • BastionGPT – Private AI assistant and scribe for healthcare that offers GPT, Claude and Gemini models in one workspace.
  • Chat Data – No-code AI chatbot for small practices: patient FAQs, appointment requests, intake collection, and live-chat escalation across website and messaging channels.
  • ChatGPT for Clinicians (OpenAI) – OpenAI's free individual ChatGPT workspace for verified US clinicians, for drafting letters, templates and admin text.
  • ChatGPT for Healthcare / Enterprise – OpenAI's ChatGPT workspaces for drafting and admin tasks.
  • Claude Enterprise (Anthropic)
  • CompliantChatGPT – medical AI chat with PHI anonymizer.
  • Google Workspace + Gemini – Google Workspace productivity suite with Gemini AI.
  • Hushmail for Healthcare – Encrypted email for healthcare practices, with secure forms and e-signatures on higher plans.
  • iFax – Online fax for referrals, records and prior-auth paperwork: send and receive faxes from web, desktop, mobile or email, with smart routing, audit logs, AI OCR that turns faxes into searchable text, data extraction, and EHR, Google Workspace and Microsoft 365 integrations.
  • Lindy – General-purpose AI assistant for admin work: manages your inbox and drafts replies in your voice, schedules meetings, takes meeting notes, runs scheduled routines and connects to 1,500+ apps, with approvals built in.
  • Medman inbox triage – AI inbox triage routing patient messages for staff review.
  • Medsender – AI fax, referral and call automation for independent specialty practices: reads, titles, categorizes and files incoming faxes to the right patient chart, tracks referrals through scheduling, recaptures lapsed patients, and answers routine patient calls 24/7, with EHR integrations.
  • Microsoft 365 Copilot – Copilot AI across Microsoft 365 apps.
  • OhMD – patient messaging and unified inbox with two-way SMS, voice/video, optional AI call automation, and one-click EHR documentation push.
  • Paubox – Encrypted email for healthcare.

Marketing (10)

  • beehiiv – Newsletter and audience growth platform for creators.
  • Birdeye – Review and reputation management.
  • Brighter Vision – Done-for-you websites for therapists and psychologists, built by a design team, with hosting, a pre-written content library and homepage content generator, a social media tool on higher plans, and optional SEO content and managed paid ads.
  • Canva – Design tool for social graphics, flyers and presentations.
  • Google Business Profile – Free local listing that appears in Google Search and Maps.
  • Google Search Console – Free tool for monitoring how your practice website performs in Google Search.
  • Klarity Health – Pay-per-booking telehealth marketplace that routes new patients to independent psychiatric prescribers (MD/DO, PMHNP, PA, NP), psychologists and therapists.
  • Podium – Review requests and customer messaging.
  • Psychology Today Directory – Public therapist/psychiatrist directory listings for patient discovery.
  • Zocdoc – Patient marketplace and booking tools: list your practice on Zocdoc.com and the app to get new-patient bookings, plus free tools for your whole patient base – a Book Online button for your website, booking from Google, intake and reminders, and video visits.

EHR & Practice Management (23)

  • AdvancedMD – EHR, practice management and billing suite for independent practices.
  • athenaOne (athenahealth) – Cloud EHR, practice management and patient self-service with an app marketplace.
  • Canvas Medical – Developer-friendly, customizable EHR platform.
  • Carepatron – All-in-one practice management and EHR popular with therapists and solo mental health practices, with a free plan that includes an AI scribe and telehealth.
  • CharmHealth – Cloud EHR and practice management with a free plan and a per-encounter plan.
  • DrChrono – Cloud EHR and practice management with mobile apps, specialty templates and claim management.
  • eClinicalWorks – Ambulatory EHR and practice management used across many specialties.
  • Elation Health – Primary-care-focused cloud EHR for independent practices.
  • Healthie – EHR and client engagement platform popular with nutrition, wellness and virtual-first practices.
  • ICANotes – Behavioral health and psychiatry EHR with menu-driven psychiatric evaluations, med-management notes and automated E&M coding.
  • Jane – Clinic management software with online booking, charting, telehealth and payments, popular with therapists and allied health clinics.
  • Ona Health – AI-native behavioral health EHR with an AI receptionist and built-in scribe.
  • Osmind – Psychiatry EHR built around measurement-based care and interventional treatment (Spravato, ketamine, TMS).
  • Practice Better – Practice management and EHR for wellness, nutrition and integrative practitioners, with programs, client portal and telehealth.
  • Practice Fusion – Cloud ambulatory EHR for small independent practices.
  • PracticeQ (IntakeQ) – Practice management built on IntakeQ: scheduling, billing, claims and intake.
  • Sessions Health – Simple EHR and practice management built for insurance-based therapists, with a free plan for your first few clients.
  • SimplePractice – Popular all-in-one EHR for therapists and mental health practices; added psychiatric features via its Luminello acquisition.
  • Tebra – Cloud EHR, practice management, billing and patient-experience tools for independent practices (formerly Kareo + PatientPop).
  • TheraNest (Ensora Mental Health) – Mental health EHR from Ensora Health with scheduling, notes, client portal and insurance billing, priced per therapist.
  • TherapyAppointment – Low-cost all-in-one practice management for therapists, with every feature included and pricing that scales with session volume.
  • TherapyNotes – Practice management and EHR for behavioral health with notes, scheduling, billing and client portal.
  • Valant – Behavioral-health EHR founded by psychiatrists, with structured psychiatric documentation and PMHNP content.

Disclaimer: This site covers administrative and operational workflows only. It is not clinical, legal, or compliance advice. Pricing and plan details come from vendor sites or third-party reviews as of the date shown and can change – confirm directly with each vendor and your compliance advisor before using any tool with protected health information.