The Rosie platform is positioned where mental health practices lose the most revenue.

EHRs excel at managing patients, but not the intake process before an inquiry becomes a patient.

Rosie is an EHR extension that engages every new inquiry, follows up, and moves it forward; never losing a potential patient.

Then integrates directly with your EHR* to push clean patient data.

HIPAA-compliant infrastructure. BAA included. Human-reviewed outreach by default.
*SimplePractice, TherapyNotes, TheraNest, etc.

app.rosie.curlybraces.ai · Dashboard

Rosie dashboard — urgent follow-ups and patient outreach at a glance

Rosie isn't an expense, she's a revenue recovery tool.

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 extension continues running alongside your EHR, giving you full analysis into how your practice attracts, matches, and retains patients, from the first inquiry to long-term engagement.

The Problem

Your practice is losing patients before they ever see a therapist. Here's where.

EHRs manage your patient's ongoing journey. They're not a dedicated CRM 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 cracks

Your therapists are busy doing what they should be doing, seeing patients, plus squeezing in a new lead follow-up call when they can.
So promising inquiries go cold, and you only notice when the pipeline looks thin.

No visibility across your team

With 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 willpower

You're juggling new leads, making sure clinicians actually follow up, and checking the waitlist, on top of everything else running the practice.
When you'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 it

Word 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 — burst view of follow-ups, calls, and messages for each inquiry

ROSIE IS TRAINED TO CARE

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

Other AI tools

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

What that looks like in practice:

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 Cares

Psychotherapy is different. When someone reaches out, they're doing something hard. That first contact isn't a transaction, it's a moment of trust.

For your practice, Rosie makes sure nothing slips:
every inquiry tracked, every follow-up on schedule, every clinician accountable, so you always know where things stand.

For your patients, Rosie has been trained to make sure it feels right. Here's what that looks like in practice:
"Hi Sarah, I wanted to check in and see how you're doing. Whenever you're ready, we're here, there's no rush. If it would help to talk before booking, just let me know and I can arrange a quick call."
No forced urgency. No assumption that silence means a lead's gone cold. Every message is empathic by default, and yours to review before it ever goes out.

For your clinicians, Rosie understands this isn't sales. Every drafted message is a therapist reaching out, not someone chasing a close.

When it's their turn to act, they don't have to log into a dashboard between sessions — a link by text or email opens Rosie in their phone's browser. They review the draft and send with one tap, then get back to their day.

That matters for early-career therapists who push back on yet another platform: familiar phone, familiar flow, same clinical care. Rosie never makes clinical judgments — that's your job.

This isn't a one-time conversion; it's a relationship, and Rosie treats it that way.

Rosie sign-in screen over a botanical foxglove illustration

THE ANSWER

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.

Lead arrives

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

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.

AI drafts outreach

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

Automated follow-up

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

Hand off

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

Mobile web for clinicians

Follow-up that fits between sessions — no new app, no extra dashboard

Rosie is built mobile-first to cut through dashboard fatigue. When a new inquiry needs a human touch, your clinician gets a link that opens Rosie in their phone browser — the same tap-and-reply rhythm they already use, not another inbox to check.

They review a professional, compassionate draft and send with a single tap. That keeps vulnerable new patients from waiting days while your team is in session — and from moving on to the next practice on the list.

Opens in the mobile browser — nothing to install
One tap to review and send; Rosie logs it to the timeline
Faster responses without asking therapists to "live in the CRM"
Click to call from the Rosie platform when a conversation beats a text — tied to the same patient record

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 FREE access, then let Rosie grow alongside your practice. Activate what you need, when you need it.

Rosie is built for group practices — with a dedicated onboarding account manager and the infrastructure to grow.

MonthlyAnnual Save 20%

LIMITED TIME: Try Rosie free for 3 months — full Pro access.
No credit card required.

FREEFor solo practitioners looking to become a group practiceAdditional clinicians not available on Free

$0/month

Track all your Patient Leads in one place

✓

Manual lead tracking

✓

Basic lead data saved*

✓

Automated Welcome emails

✓

Click-to-call and click-to-text

✓

Progress Activity Timeline

✓

Mobile web access only

✓

Single clinician

*Free does not inc. HIPAA/BAA

Get Started

SoloFor solo practitioners with 1 clinicianAdditional clinicians $50/month each

$65/month$50/month

Billed $600/year

✓

Everything in FREE

✓

Full AI onboarding automation

✓

Full AI follow-up sequences

✓

RosieAI assistant

✓

Inbound email onboarding

✓

Autonomous onboarding planning

✓

Calendar sync (Google & Outlook)

✓

In-app click-to-call

✓

Full Practice Intelligence Suite (see below)

✓

Multi-location dashboard

✓

Custom integrations

✓

Dedicated account manager

✓

SLA & compliance documentation

Calls, SMS and WhatsApp charged per use.

Get Started

ProFor group practices with up to
5 cliniciansAdditional clinicians $50/month each

$185/month$150/month

Billed $1,800/year

✓

Everything in Solo

Calls, SMS and WhatsApp charged per use.

Get Started

Get the full picture of how your practice attracts, converts, and engages patients; from first inquiry to long-term engagement.

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

Rosie is an EHR extension that engages every new inquiry, follows up, and moves it forward; never losing a potential patient.

Your practice is losing patients before they ever see a therapist. Here's where.

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