Works alongside your practice
Bring Citt.ai into your workflow without making an all-or-nothing move. See what connects, how information moves and where to start.
Find your connectionBring relevant information into Citt.ai while keeping your existing system of record.
Browser-assisted connection
Keep SimplePractice while bringing supported client information and historical clinical records into Citt.ai. Connect your account and choose the clinicians whose records you want to import.
Connect SimplePracticeConfigured import workflows
Bring supported records from the tools you already use into Citt.ai. Choose your connection, assign clinicians and review imported information in your practice workflow.
Set up your connectionKeep appointments and meeting details connected to the way you already see clients.
Account connection
Connect your Google account for calendar synchronisation. Choose the calendar and sync settings during setup.
Explore schedulingAccount connection
Connect your Microsoft calendar to support appointment synchronisation alongside your existing schedule.
Explore schedulingBooking import
Bring Calendly bookings into your scheduling workflow. This connection imports bookings rather than replacing Calendly.
Discuss calendar setupMeeting connection
Create Zoom meeting links for appointments through your connected account. Your account’s permissions and plan still apply.
Explore session workflowsKeep practice administration connected without rebuilding your accounting workflow.
Invoice export after setup
Connect QuickBooks for invoice export. Company selection and account mapping are part of setup; review any export exceptions in Citt.ai.
Discuss QuickBooks setupConnections depend on account permissions and provider access. Provider names identify compatible workflows and do not imply endorsement or an official partnership. Read our trust and data-handling information.
No. You can use Citt.ai alongside existing practice software. The connection method and data available depend on the provider, so agree the workflow before changing your practice’s system of record.
Connect SimplePractice through Citt.ai’s browser-assisted import workflow, then choose the clinicians whose supported records you want to bring across. Review the import in Citt.ai while keeping SimplePractice as your existing system. This connection imports records into Citt.ai; it does not provide general two-way sync.
The information available depends on the connection. Practice-software imports and calendar connections have different scopes. During setup, review the supported record types and choose the workflow that fits your practice.
Contact us with the software name and the information you want to connect. We’ll help you explore a suitable workflow.
Tell us what you use today and what you want to keep connected.
