AI by industry · Therapy practices
An inquiry and caseload dashboard for therapists
A dashboard for a therapy practice shows inquiries and their status, consultations booked, open slots and who needs a reply. It deliberately holds no session content. It reads from your existing tools and is private to you and your staff. Westward builds it to fit how you work.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your therapy practice to hand to AI first, what we would build, and roughly how long it takes.
Track the front door, not the therapy
The business side of a practice is its inquiries, consultations and openings. A dashboard that tracks these tells you how many people reached out and where they dropped off.
Private by design
The dashboard should hold only what the business needs, such as a name, contact and status. Clinical content stays in your records system. Access is limited to people who need it.
For group practices
Group practices can see which clinicians have openings and which inquiries are waiting, so no one waits long for a reply.
It can also show which referral sources send the people who stay, so you know where to put your time.
Picture this
Examples of what it can look like. Illustrations, not clients.
On Monday you see who inquired last week and who still needs a reply.
You notice that most inquiries come from one directory and focus your effort there.
A group practice owner sees open slots across clinicians and routes inquiries to the best fit.
The rules that apply, in their own words
“A covered entity or business associate may not use or disclose protected health information, except as permitted or required by this subpart”
“intended for voluntary use and to improve the ability to incorporate trustworthiness considerations into the design, development, use, and evaluation of AI products, services, and systems.”
Sources
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- 45 CFR § 164.502 (HIPAA Privacy Rule): When patient information may be used or shared, including by vendors.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your therapy practice to hand to AI first, what we would build, and roughly how long it takes.
Questions
Does it store session notes?
No. We would keep clinical content out of it.
Who owns it?
You do. The accounts stay yours, and the price is fixed and in writing.
Can it show outcomes?
We would not track clinical outcomes in it. It is for the business side only.
More jobs AI can take on
What Westward builds for this
A dashboard that runs itself: the same job in similar businesses