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Claude — SimplePractice
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What You Can Do

Manage your entire practice from Claude

👥

Client Management

Search, create, and update client records. Track referral sources, contact info, and insurance details.

📅

Session Scheduling

View your calendar, book appointments, manage recurring sessions, and handle cancellations.

💰

Insurance Billing

Track claims, check outstanding balances, process copays, and monitor insurance verification status.

📝

Clinical Notes

Create session notes, review treatment plans, and manage clinical documentation securely.

📱

Client Portal

Send intake forms, share documents, and manage client portal access and communications.

📹

Telehealth Integration

Manage telehealth sessions, send video links, and track virtual appointment attendance.

How It Works

We build it, you use it

1
Tell us what you needShare your SimplePractice workflows and what you want Claude to handle
2
We build and test itWe develop your custom MCP server and verify it against your account
3
Install in Claude DesktopDrop in the config file and start talking to your practice — done
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We scope, build, and deliver — usually within 2 weeks

Need SimplePractice in Claude?

We build custom SimplePractice integrations for your team.

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