Mental health

Mental health automation templates

13 ready-made workflows for Mental health. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Gmail and Google Sheets.

Mental health
All categories
Automated Unsigned Notes Reminders
WebRun reads each clinician's To-Do list in TherapyNotes each morning, logs every unsigned or overdue progress note to a Google Sheet, and posts a private Slack nudge so therapists clear their own documentation before it piles up.
TherapyNotesGoogle SheetsSlack
Automated Treatment Plan Review Alerts
WebRun checks TheraNest each week for clients whose treatment plan is due for review soon, logs them to a Google Sheet per clinician, and posts each therapist a private Slack heads-up so no plan lapses out of date.
TheraNestGoogle SheetsSlack
Automated Jane Telehealth Session Prep
Each evening WebRun reads tomorrow's Jane schedule, drafts a reminder with the secure video link for every telehealth client in Gmail, and sends you a Telegram run-down so the day is set and no one is missing a link.
JaneGmailTelegram
Automated Supervision Hours Tracking
WebRun tallies each associate clinician's logged client and supervision hours in TherapyNotes each week, updates a Google Sheet running toward their licensure target, and posts a private Slack summary so no one falls behind on hours.
TherapyNotesGoogle SheetsSlack
Automated Sliding-Scale Fee Reviews
WebRun checks SimplePractice each month for clients whose reduced sliding-scale fee is a year old, drafts a gentle review request to each in Gmail, and posts your front desk a Slack list of fees due for their annual check-in.
SimplePracticeGmailSlack
Automated ROI Expiry Reminders
WebRun checks TheraNest each week for release-of-information authorizations nearing their expiry, drafts a renewal request to each client in Gmail, and pings you on Telegram with which ROIs lapse soon so coordinated care never stalls.
TheraNestGmailTelegram
Automated Therapy Balance Reminders
WebRun finds clients with an overdue balance in SimplePractice each week, checks Stripe for any payment that already cleared, drafts a polite reminder with a pay link in Gmail, and leaves each one for the front desk to review and send.
SimplePracticeStripeGmail
Automated Therapy No-Show Follow-Up
WebRun reviews yesterday's TherapyNotes schedule each morning for no-shows and late cancellations, drafts a caring re-book message to each client in Gmail, and pings you on Telegram with who missed and who to rebook.
TherapyNotesGmailTelegram
Automated Headway Referral Routing
WebRun checks Headway for new client referrals each morning, matches each to the best-fit clinician by specialty and open availability, drafts a warm welcome reply in Gmail, and pings your intake team in Slack with the suggested match.
HeadwayGmailSlack
Automated SimplePractice Superbill Drafts
At month end WebRun pulls each self-pay client's sessions from SimplePractice, drafts a superbill email to every client in Gmail with the statement attached, and posts your billing team a Slack list of superbills ready to review and send.
SimplePracticeGmailSlack
Automated SimplePractice Intake Chasing
WebRun checks SimplePractice each morning for new clients whose intake forms are still pending, drafts a warm reminder to each one in Gmail, and posts your front desk a Slack list of paperwork still outstanding before the first session.
SimplePracticeGmailSlack
Automated Therapy Claim Status Worklist
WebRun reviews your TherapyNotes claims each morning, pulls every claim still outstanding, denied, or rejected into a Google Sheet worklist, and posts your billing team a Slack digest of what needs working today.
TherapyNotesGoogle SheetsSlack
Automated Therapy Caseload Balance Report
WebRun reviews active clients per clinician in SimplePractice each week, builds a caseload-balance report in a Google Sheet, and posts a Slack digest showing who is at capacity and who has room, so the team stays evenly loaded.
SimplePracticeGoogle SheetsSlack

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