Caseload

I'm a licensed clinician. In my experience, filling a new private practice takes six to eight months, and most of the advice is ads and Instagram. Ads stop when you stop paying. What lasts is relationships: the physicians, practice owners, other mental health clinicians, nonprofits and community health programs who know to send people your way. Building them means finding the right people, calling, writing, meeting for coffee and following up. Nobody has time for that between sessions, so it doesn't happen. Aeon, the AI co-owner in Practice-OS, does that legwork with her. It remembers her practice and her rules, finds people who fit who she serves, and keeps a steady referral pipeline moving, not a one-time push. Our goal is to help a new practice start filling from referrals in about three months instead of six to eight. In the Referrals CRM she enters her ZIP and sees real local partners from public data: the NPI Registry (NPPES), Medicare's Provider Data Catalog for hospice and home health agencies, and OpenStreetMap for places like funeral homes and places of worship. Every partner shows where the information came from and why it ranks where it does for her niche. Partners live on a map, a board and a table. Find email reads a practice's own website, only where robots.txt allows. Each partner has a call script for the front desk, the provider or a voicemail. Aeon drafts intro letters and plans coffees onto a Referrals calendar. After a coffee she talks for a couple of minutes, and the debrief turns it into the partner's profile, people to meet next and a follow-up email. Ask Aeon sits under every tab. Safety is part of the design: - Nothing goes out without her approval. Aeon never sends email; she copies the letter and sends it from her own account. - A plain-code crisis check runs before the model sees anything she types or says. - A privacy guard that runs on her computer refuses client names and details before they reach the model. - No fees, gifts or anything of value for referrals. Letters and scripts are checked for it. - It's free, open source and runs on her own computer. Aeon also runs the admin side: license, CE, CAQH and tax deadlines from rules that each link to an official source, credentialing checklists, Good Faith Estimates, superbills and client forms. Aeon prepares; she reviews, signs and submits.