Harbor Office

Harbor Office provides templated therapy notes and AI-drafted SOAP notes based on a post-session brief. Clinicians can review the generated content, make changes, and sign and lock the completed note. This workflow lets therapists document sessions without relying on ambient recording or having the software listen during client sessions.

The software supports two-way Google Calendar synchronization, allowing practice schedules to stay aligned across systems. The scheduling tools also accommodate recurring appointments and group sessions. When an appointment is canceled, Harbor Office can automatically work through the waitlist and offer the available slot to matching clients one person at a time.

Harbor Office lets practices configure appointment reminders to keep clients informed about upcoming visits. The system also provides visibility into cancellations, helping practices monitor changes to their schedules. These workflows are designed to reduce the administrative effort associated with appointment follow-up and help practices manage their schedules without requiring therapists to handle every routine update manually.

The platform provides a branded patient portal where clients can complete intake paperwork, sign consents, send secure messages, and view appointments. The portal also supports other patient-facing workflows, including telehealth, check-ins, mood logging, homework, and payments. Practices can use the portal to move routine administrative tasks away from the therapist.

Harbor Office can automatically screen supported messages and screening responses for potential safety concerns. Call transcripts are analyzed after calls end, and Ellie is instructed to provide crisis resources when concerning language is recognized. Harbor notes that detection, transfer, alert delivery, and response are not guaranteed, and the feature is not an emergency service.

Harbor Office streamlines insurance and billing by checking eligibility before visits, submitting insurance claims, and posting payment remittances. Its pre-flight checks help identify issues before submission, while denial explanations and drafted appeals support follow-up. By bringing these workflows together, the platform helps behavioral health practices manage billing tasks in one place.

Ellie is Harbor Office’s AI receptionist, answering calls 24/7, including when therapists are in sessions or unavailable after hours. She can screen new patients, book appointments using the practice calendar, and send call summaries into the chart. Harbor Office identifies Ellie as an AI receptionist at the beginning of calls rather than presenting her as a human.