Meet Rosie: Your Intake Management and Patient Engagement Assistantfor Growing Psychotherapy PracticesNo more leads going cold, no more follow-ups missed, no more patients slipping away.

Built for the gap your EHR doesn't cover — from first inquiry through each step of the patient journey.

Every inquiry tracked, every follow-up timed with care, and your team always understands exactly what to do next — HIPAA-compliant from your very first inquiry.

app.rosie.curlybraces.ai · Dashboard
RosieAI dashboard — full onboarding pipeline view

The average practice loses 3–5 inquiries a month to slow follow-up.One recovered patient covers six months of Rosie Care.Do the math →

85% less admin time, with 3–5 hrs recovered per therapist, per week

The Problem

You've built something worth growing. Your patient acquisition process hasn't kept up.

EHRs manage your patients ongoing journey, they were not built to convert new inquiries into booked sessions — consistently, across a growing team. Every inquiry is precious — a business opportunity, yes, but also a clinical one: a chance to help someone who needs it.

Inquiries are slipping through the cracksYour therapists are busy doing what they should be doing — seeing patients. Nobody's job is to chase new leads. So promising inquiries go cold, and you only notice when the pipeline looks thin.
No visibility across your teamWith multiple clinicians, it's almost impossible to know who's following up on what, where each inquiry stands, and which new patients are close to booking. The spreadsheet stopped working the day you hired your second therapist.
Your admin is holding it together with willpowerOne person, too many inboxes, no consistent system. When they're out, things stall. When it's busy, things fall through. It's not a people problem — it's a process problem.
Growth is happening — but you can't see what's driving itWord of mouth, Psychology Today, Zocdoc, GP referrals — all arriving in the same inbox. No idea which channels are worth your time and money.
Rosie activity timeline — chronological onboarding log showing all outreach events
ROSIE CARES

Psychotherapy isn't transactional. Your CRM shouldn't be either.

Other AI tools

A lot of AI tools promise to fill your calendar. They're built for high-volume, transactional practices where speed is everything — book the appointment, move on.

The aesthetics playbook:

  • A medspa inquiry is transactional — “I want Botox, when can I come in?” Speed wins.
  • Instant AI calls, aggressive follow-up sequences, bulk reactivation blasts.
  • Fill the slot. Move on. Next patient.
  • It works great — for medspas.
Rosie Care

Psychotherapy is different. When someone reaches out to your practice, they're doing something hard. That first contact isn't a transaction — it's a moment of trust that needs nurturing.

Therapists aren't worried about missed Botox calls.
They're asking:

  • Did that anxious new patient feel safe enough to show up? Every follow-up is timed with care and empathy.
  • Did they get the right clinician match? Every message is drafted with clinical sensitivity.
  • Did the process feel human? Every patient arrives at their first session feeling like someone was already looking out for them.

Rosie never makes clinical judgments — that's your job. Rosie's job is to make sure they show up. Every suggested message is empathic by default — and yours to customize before it ever goes out.
That's what we mean when we say Rosie Cares. This isn't a one-time conversion — it's a live relationship, and Rosie treats it that way.

How it works

First contact to first session, on autopilot

Rosie captures every inquiry, builds context immediately, drafts outreach with clinical care, and keeps each journey on schedule — so nothing goes cold and your team always knows exactly what to do next.

1

Lead arrives

Via email, phone, or web form — captured automatically, no manual entry, and the onboarding record is created instantly.

2

Rosie gets to work

Reads emails and intake details, triaging urgency and surfacing the right clinician match as she builds context around each new lead.

3

AI drafts outreach

Stage-appropriate email, SMS, and WhatsApp — reviewed and sent in one click. No writing from scratch, no generic templates.

4

Automated follow-up

24hr, 48hr, 72hr sequences run automatically. Rosie flags anything that needs a human touch before it goes cold.

5

Hand off

First session booked. Pass cleanly to your EHR or practice management system with a complete record already built.

Call directly from within the platform, transcribed automatically

Make calls from the Rosie platform. Every conversation is logged to the onboarding timeline instantly.

Pro+ feature
app.rosie.curlybraces.ai · Onboarding · Andy Collectot · Stages
Rosie 7-step onboarding stages — Welcome through Consultation

Seven structured stages, each unlocking only when the last is complete — no skipped steps, no dropped leads

Timeline & follow-up

The right action, at the right moment

When human input is needed, Rosie stops, flags it, and offers structured guidance on what to do next.

  • Urgent cases surface automatically, before they go cold
  • Every email, call, note, and status change logged in a single timeline
  • AI drafts the next message — you approve in one click and move on
  • Each stage unlocks only when the previous one is complete — no skipped steps
Rosie activity timeline with stage alert
Onboarding details form — urgency, insurance, session type
Patient detail — info, onboarding context, and AI-logged notes
Patient records

Everything your clinician needs, before the first session

By the time a patient walks in, Rosie has already built their profile — referral source, urgency, insurance, availability, and the full interaction history, all in one place.

  • Referral source tracked from first inquiry — so you know which channels work
  • AI logs call notes automatically — no manual write-up after every interaction
  • Patient notes stored in a HIPAA-secure environment — searchable, never scattered across inboxes.
  • Availability captured upfront — schedule with confidence, not guesswork
  • One click to Book Consultation or Promote to Patient when the time is right

Meet Rosie, your AI

Not just automation. An AI that understands what's at stake.

Rosie doesn't just tell you what to do next — she tells you why, considers the person behind the inquiry, and flags when something needs a human touch.

Rosie· Active now
Rosie
Sarah reached out three days ago and expressed that she is going through a difficult time. I've held back on the automated follow-up — this one feels like it warrants a personal call rather than an email. I've drafted a gentle voicemail script for your review. Urgency: Attention.
You
Good call. What about Marcus?
Rosie
Marcus is at Stage 3 — he responded yesterday, briefly. He mentioned Tuesday afternoons work best. I'd suggest a warm acknowledgment rather than jumping straight to scheduling — I've drafted something that matches his tone. Want to review before sending?
You
Yes. Who on the team has availability?
Rosie
Two therapists have Tuesday afternoon slots open. Based on their current caseloads and specialisms, both could be a good fit for Marcus — I've flagged the details in his profile for you to review. Final call is yours.
app.rosie.curlybraces.ai · RosieAI Assistant · Analyze
RosieAI recommendation — Pause Follow-ups with 85% confidence and full reasoning

Rosie surfaces the right action at the right time — with her reasoning visible, so you stay in control


Pricing

Grow with Rosie, at your own pace.

Start with full Pro access, then let Rosie grow alongside your practice. Activate what you need, when you need it. No bloated all-in-one you'll never use.

Rosie is built for group practices — every team gets a proper setup, dedicated onboarding account manager, and the infrastructure to grow.

Try Rosie free for 30 days — full Pro access. No credit card required.
ProUp to 5 usersAdditional users $35/month each
$175/month$150/month

Billed $1,800/year

Full AI onboarding automation
Full AI follow-up sequences
RosieAI assistant
Inbound email onboarding
Autonomous onboarding planning
Calendar sync (Google & Outlook)
In-app calling with transcription
Full Practice Intelligence Suite (see below)

Calls, SMS and WhatsApp charged per use.

Get Started
Pro+Up to 10 usersAdditional users $35/month each
$355/month$300/month

Billed $3,600/year

Full AI onboarding automation
Full AI follow-up sequences
RosieAI assistant
Inbound email onboarding
Autonomous onboarding planning
Calendar sync (Google & Outlook)
In-app calling with transcription
Full Practice Intelligence Suite (see below)

Calls, SMS and WhatsApp charged per use.

Get Started
Practice+Up to 20 usersAdditional users $35/month each
$695/month$600/month

Billed $7,200/year

Full AI onboarding automation
Full AI follow-up sequences
RosieAI assistant
Inbound email onboarding
Autonomous onboarding planning
Calendar sync (Google & Outlook)
In-app calling with transcription
Full Practice Intelligence Suite (see below)

Calls, SMS and WhatsApp charged per use.

Get Started
Enterprise20+ users
Custom pricing
Everything in Practice+
Multi-location dashboard
Custom integrations
Dedicated account manager
SLA & compliance documentation
Talk to us →

Every paid plan includes the full Rosie Practice Intelligence Suite

EHR data pull & analysis
Full funnel attribution — inquiry to revenue
Competitive intelligence (Psychology Today, Zocdoc, Google)
Profile performance vs. similar practices
Re-engagement campaigns for lapsed patients
Marketing spend recommendations
Practice growth dashboard
Referral source tracking & channel ROI

Trust & compliance

Built for healthcare from the ground up

HIPAA
Compliant infrastructure
AES-256
Encryption at rest & in transit
100%
Human-in-the-loop by default
AWS
Enterprise-grade infrastructure
HIPAA-compliantSecure infrastructure, certified
Engineered specifically for therapyPsychotherapy & wellness practices
Works with most EHRSeamless handoff at session one
Secure messagingEncrypted email, SMS & WhatsApp, end to end
Business Associate AgreementSigned BAA included with every practice.
Patient NotesStored in HIPAA compliant environment
“Before Rosie, we were tracking everything in a spreadsheet. Leads would go cold and we wouldn't even know. Now every onboarding journey has a clear next step.”
Sean, The Flatiron Center for Psychotherapy · Beta customer
Get in touch

We'd love to hear from you

Questions about Rosie, beta access, or your practice? Reach out — we respond fast.

Talk to the team
Got questions? We pick up. Speak directly to someone who knows Rosie inside out.
Call 917-342-2080 →
Email us directly
Send us anything — pricing questions, HIPAA concerns, onboarding help. We reply same day.
support@curlybraces.ai →
Send an inquiry
Prefer to write it out? Tell us about your practice and we'll get back to you quickly.
Open inquiry form →
Beta: limited spots available

Start with onboarding.
Grow with intelligence.

Free for 30 days — full Pro access. No credit card required. 5-seat minimum. HIPPA-compliant from day one.

Get Started Free →

Pro features available — apply for beta access inside your account

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*Average new patient value: $1,200–1,800 (8–12 sessions at $150/session). Rosie Pro: $150/month. Six months = $900. One recovered onboarding more than covers it.