For therapists & clinics

Fill open slots from your waitlist and caseload.

Waitlist management and caseload outreach in one. The moment a slot opens, reach the right person first — whether they're waiting to start or an existing client who wants a better or additional time.

nextchair.co/dashboard
NextChairDashboardManage openingsIntake pageAccountBright Path PsychologyWaitlist & existing patients$10/mo · 47 billableImport patientsCreate patientPatients47Openings3Retention23Overflow routing4Team312Waitlist35Existing3Referred2Declined1Opted outSearch name or email…All statusesAll insurersPATIENTINSURANCELOOKING FORJOINEDSTATUSMaya Chenmaya.chen@email.com · (415) 555-0182IndividualConfirmed 6d agoAetnaAnxiety, CBT, weeklyTodayExistingGrace Linglin@email.com · (408) 555-0163TeletherapyNot confirmedBlue Cross Blue ShieldOCD support2 days agoWaitlistOwen MurphyGuardian: Kate Murphy · child therapyAetnaADHD, in-person15 days agoReferred

Everything your waitlist should do

Stop juggling spreadsheets, voicemails, and sticky notes. One link, one dashboard, every patient accounted for.

Shareable intake & waitlist

One link captures every patient who wants in.

Share a branded intake link on your site and email signature. Patients add themselves in a minute — consent captured, preferences recorded, minors handled.

Public intake formDBDr. Dana BrightpathBright Path PsychologyJoin the waitlistThis is for meFor a minorFull nameEmailPhoneJoin the waitlist
Open-slot communications

A cancellation? Fill it before lunch.

Announce an opening to exactly the right people — filter by status, insurance, format, or name — and they request it in a tap. You choose who gets it; nobody's auto-booked.

Notify of an openingNotify of an openingInvite eligible patients to request the slot.Thursday Jan 16, 3:00 PMWho to notify2Waitlist & existingAetnaTeletherapyAdults onlyThis emails 12 patients an invitation.Send to 12
Overflow routing

Full? Send the right patients to colleagues you trust.

Rules match incoming intakes to trusted colleagues by insurance, type, or combinations. Every referral is review-gated, then onboards the colleague onto NextChair too.

Overflow routing11 patient waiting for your reviewMatched a routing rule — approve to refer.ROUTING RULESKaiser patients → Dr. AlvarezInsurance is Kaiser → Dr. AlvarezCouples + self-pay → Dr. ReyesType is Couples and Insurance is Self-payTRUSTED COLLEAGUESDr. Alvarezalvarez@baypsych.com
Retention notifications

Keep your waitlist honest and your caseload full.

Scheduled check-ins ask waitlisted patients if they're still waiting. Confirmers stay; anyone who opts out comes off automatically. Your list never goes stale.

Check-in campaignYOUR CHECK-IN CAMPAIGNHow oftenMonthlyNext check-in due Aug 14, 2026 (in 21 days).18Confirmed3Awaiting2Needs attentionRuby ThompsonNever confirmedStale

A shareable intake link

Give patients one link to join your waitlist. Mobile-friendly, consent-captured, and branded to your practice.

Pre-filtered eligibility

Screen new patients up front with rules for provider, age, therapy type, format, and insurance — So only the right fits ever reach your list.

Open-slot alerts

A cancellation frees up? Notify your waitlist and current patients who asked for a better time — First to reply gets it.

Import your whole roster

Bring your existing patients and current waitlist in one bulk CSV upload — Or add them one at a time. Live in minutes.

Retention notifications

Keep your caseload engaged — Offer existing clients a better or additional time the moment one opens, reducing churn and gaps.

Automated routing

When you're full, rules send the right patients to trusted colleagues automatically — Still approval-gated, so you stay in control.

How it works

Live in five minutes. No setup calls, no contracts.

1

Create your practice

Sign up, set your profile, and get your personal intake link.

2

Share your link

Add it to your website, email signature, and listings. Patients self-serve onto your waitlist.

3

Fill your chairs

Alert on openings, change statuses, and route overflow — all from one dashboard.

Simple, usage-based pricing

Pay only for the patients you're actively managing. No seats, no tiers, no surprises.

✨ First 5 patients free
$10per monthflat, per practice

Free while you have 5 or fewer waitlist or existing patients. Go over 5 and it's a flat $10/month, no matter how many. Referred, declined, and left patients never count.

Get started
  • Free with 5 or fewer billable patients
  • A flat $10/month once you go over 5
  • Patients stop counting the moment they're referred, declined, or leave
  • Unlimited open-slot alerts, routing rules, and check-ins
  • Unlimited team members and intake submissions
  • No setup fee, no contract, cancel anytime

Good to know

The questions practices ask before they switch.

Is it really HIPAA compliant?

Yes. Patient data is encrypted at rest and in transit, access-controlled, and audit-logged. We sign a Business Associate Agreement with every U.S. practice and a PHIPA agreement with Ontario practices.

What counts toward my bill?

Only patients on your waitlist or marked active. Referred, declined, and left patients never count — and your first 5 patients are always free.

Do my patients need an account?

No. They use a simple link to join your waitlist, request openings, or confirm interest — no passwords and nothing to download.

How do open-slot alerts work?

Announce an opening to exactly the right people — filter by status, insurance, format, or name. Interested patients request it in a tap, and you choose who gets it. Nobody is auto-booked.

Can I screen who joins my waitlist?

Yes. Set rules for age, therapy type, format, and insurance. Intakes that don't fit are routed away with your message instead of cluttering your list.

What happens when I'm full?

Overflow routing matches patients to trusted colleagues by rules you define. Every referral is approval-gated by you, then invites the colleague onto NextChair with the patient waiting in their dashboard.

Can I bring my existing patients?

Import your whole roster and current waitlist in one CSV, or add patients by hand in seconds. You're live in minutes — no migration project.

Is there a contract or setup fee?

No setup fee, no contract, cancel anytime. Usage-based pricing means you only ever pay for the patients you're actively managing.