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WORKFLOWS & AUTOMATIONS

Your Operations, Running Themselves.

Mental health practices have complex, multi-step processes — and most of them are running entirely in people's heads. Admirra replaces the mental load with structured, automated workflows built specifically for how therapy teams operate. Your team stops reinventing the wheel every week and starts executing with consistency.

Your Operations, Running Themselves.

Workflows, Automations & Task Management

Mental health workflow templates

Pre-built workflows for intake, onboarding, follow-up, and discharge — designed for the realities of a therapy practice, not a generic sales pipeline.

Task management

Assign tasks to specific team members, tied to specific clients and workflows. Everyone knows what they own, and nothing falls through the cracks.

Status automation

Clients move through your pipeline automatically based on the rules you set. Progress is always visible. Bottlenecks surface before they become problems.

Custom workflow builder

Every practice is different. Build and modify workflows that match how your team actually works, without needing a developer to do it.

Workflow automations

Set rules that trigger automatic actions — a follow-up email when a client reaches a certain stage, a task assigned when an intake form is submitted, a reminder when something hasn't moved in three days.

Related Features

REFERRAL & INTAKE

Stop Losing Referrals. Start Converting Them.

THERAPIST MATCHING

The Right Client. The Right Clinician. Every Time.

COMMUNICATIONS

One Inbox. One Team. Zero Dropped Balls.

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