SimplePractice and Intermountain Healthcare Integration for Patient Data Exchange and Billing Coordination
Automate patient information sharing and billing workflows in seconds with Magical's AI agent platform
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How to Integrate SimplePractice with Intermountain Healthcare: A Step-by-Step Guide
For mental health providers and billing coordinators managing patient data exchange and billing between SimplePractice and Intermountain Healthcare systems, Magical streamlines patient check-ins, clinical documentation sharing, and billing coordination through intelligent automation that eliminates duplicate data entry and improves care coordination – no coding or complex integrations required.
More SimplePractice integrations with Magical
What SimplePractice Data Can You Transfer
Magical enables you to transfer a wide array of data from SimplePractice to Intermountain Healthcare. Here are some examples of the information you can extract:
Patient First Name
Patient Last Name
Date of Birth
Patient ID
And move more types of information by creating your own custom labels.
How to integrate SimplePractice and Intermountain Healthcare for patient data exchange and billing coordination
Connect your systems: Your AI Deployment Engineer collaborates with your practice team to understand how patient information and billing data flows between SimplePractice's mental health platform and Intermountain Healthcare's integrated care network, mapping essential fields including patient demographics, referral information, clinical notes, and billing details. Define the workflow: Configure when and how data should synchronize—whether it's automated patient registration when receiving referrals from Intermountain providers, clinical documentation sharing for coordinated care, or billing information exchange for accurate claims processing. AI Employees take over: Once configured, AI Employees autonomously manage data exchange workflows, updating patient records when receiving Intermountain referrals, sharing relevant clinical documentation for care coordination, and synchronizing billing information to ensure accurate reimbursement—intelligently handling data format differences and privacy requirements. Monitor performance transparently: AI Judges continuously evaluate every data exchange transaction, tracking patient registration accuracy, clinical documentation completeness, and billing synchronization rates, providing your team with full visibility into care coordination processes and flagging discrepancies that need attention. Scale to more workflows: After establishing value with patient data exchange and billing coordination, expand automation to referral management, treatment authorization workflows, outcomes reporting, and other collaborative care processes with Intermountain Healthcare.
About SimplePractice and Intermountain Healthcare
Efficient healthcare operations are crucial to maintaining smooth workflows. SimplePractice is a comprehensive EHR/Practice Management platform and Intermountain Healthcare is a robust Integrated Healthcare System. By leveraging Magical, you can easily move information from SimplePractice to Intermountain Healthcare, allowing you to focus on improving patient care and operational efficiency.
Other ways to connect SimplePractice and Intermountain Healthcare
Using Integration Platforms like Redox or Mulesoft for automatic data transfer
Using APIs by directly utilizing their respective APIs for real-time insights
Using HL7 Interface for automated workflows between healthcare systems
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.





