Everything you need to know about TherapyAppointment.

TherapyAppointment costs $10 to $59 per month, with pricing based on how many sessions you book. The first 30 days are free.

Every plan includes scheduling, billing, documentation, client portal, secure messaging, and unlimited appointment reminders. Optional add-ons include Integrated Zoom for telehealth ($5/month per practitioner), electronic claims (from $0.15/claim), AI Notes, and integrated payment processing. See full pricing →

Yes. You can file claims, track their status, and post payments directly from your TherapyAppointment dashboard. No separate billing software needed.

Electronic claims are submitted through Office Ally for $0.15 per claim (after the discount form is approved). ERAs (electronic remittance advice) are processed and posted free of charge.

Yes. TherapyAppointment is HIPAA-aligned, executes a Business Associate Agreement (BAA) with every customer at no extra cost, and extends HIPAA standards to all third-party vendors that touch protected health information (PHI).

Security features include 256-bit AES encryption at rest, TLS 1.2+ encryption in transit, role-based access controls, two-factor authentication, automatic account timeouts, full audit logs, and 24/7 monitoring. See our security overview.

Yes. Every new TherapyAppointment account starts with a 30-day free trial with full access to the platform. A credit card is required at sign-up, but you won't be billed until the trial ends, and you can cancel anytime before then to avoid billing.

During the trial you can set up your practice, import client data, schedule sessions, create notes, and bill insurance. If you continue after 30 days, you start at the $10/month tier and move up only if your booked session volume increases.

Yes. TherapyAppointment offers AI Notes, which generates draft progress notes and treatment plans from your sessions. The clinician reviews, edits, and signs every note before it's saved.

AI Notes is HIPAA-aligned, optional, and disabled by default. See the AI Notes feature page for details, or jump to the AI Notes section below for more questions.

No. Switching takes some setup, but TherapyAppointment provides spreadsheet templates for importing client data (including insurance details), and our Support team helps with the migration.

If you are switching from SimplePractice, our Support team has a dedicated workflow to assist with the client import process. From there, you'll configure scheduling, billing, forms, reminders, and the client portal to match how your practice runs.

Yes. You can cancel TherapyAppointment at any time from your account settings: there is no contract, no cancellation fee, and no early-termination penalty.

If you cancel, your data remains accessible until the end of your billing period, and you can export client records and reports before your account closes.

TherapyAppointment is a HIPAA-aligned EMR and practice management platform built specifically for mental health therapists, supporting more than 40,000 practices since 2000.

The platform combines everything a therapy practice needs into one system: scheduling with automated reminders, clinical notes with AI-generated drafts, integrated billing and insurance claim filing, a secure client portal, telehealth, and reporting. Because it was created by a psychologist in private practice, the workflow matches how therapists actually work, not a general-purpose EMR retrofitted for mental health.

TherapyAppointment has been serving mental health professionals for more than 25 years, founded in 2000 by a psychologist in private practice.

The platform was built from the founder's own clinical workflow, which is why it remains one of the few EMRs designed specifically, not adapted, for mental health practices.

Our mission is to reduce the stigma around mental health and make therapy accessible to anyone who wants it, regardless of age, gender identity, sexual orientation, race, cultural background, or physical or mental ability.

We pursue this mission by building tools that make running a therapy practice easier, so clinicians can focus on care instead of admin.

TherapyAppointment is built for both solo therapists and group practices, including university training centers and educational settings.

Solo practitioners get a simple, no-fuss setup designed for one clinician. Group practices get the same tools plus admin accounts, supervisor workflows, multi-clinician scheduling, and centralized billing.

Yes. TherapyAppointment supports group practices of any size with tools for shared scheduling, multi-clinician calendars, centralized billing, supervisor note review, and role-based admin accounts.

Multiple clinicians, staff, and administrators work from the same system, making it easier to coordinate care without separate tools for each part of the practice. Learn more about group practice features →

You can schedule a demo two ways: watch our self-guided solo practice demo online anytime, or book a live demo with our Sales team if you run a group practice.

• Solo practitioners: Watch the on-demand demo to see how the platform handles scheduling, notes, and billing.
• Group practices: Book a call with Sales for a live walkthrough tailored to multi-clinician workflows.

TherapyAppointment costs $10 to $59 per month, with pricing based on how many sessions you book. The first 30 days are free.

Every plan includes scheduling, billing, documentation, client portal, secure messaging, and unlimited appointment reminders. Optional add-ons include Integrated Zoom for telehealth ($5/month per practitioner), electronic claims (from $0.15/claim), AI Notes, and integrated payment processing. See full pricing →

Yes. Every new TherapyAppointment account starts with a 30-day free trial with full access to the platform. A credit card is required at sign-up, but you won't be billed until the trial ends, and you can cancel anytime before then to avoid billing.

During the trial you can set up your practice, import client data, schedule sessions, create notes, and bill insurance. If you continue after 30 days, you start at the $10/month tier and move up only if your booked session volume increases.

No. TherapyAppointment is billed monthly with no annual contract and no long-term commitment. You can cancel anytime from your account settings.

We do not currently offer annual pricing because our tiered monthly model is designed to scale with your practice as it grows.

Yes. You can cancel TherapyAppointment at any time from your account settings: there is no contract, no cancellation fee, and no early-termination penalty.

If you cancel, your data remains accessible until the end of your billing period, and you can export client records and reports before your account closes.

Pricing tiers do not move down automatically, but our Support team can review your account and adjust your tier if your usage has stayed lower for an extended period or you have a planned sabbatical.

Contact Support with your situation and we'll work with you to make sure your plan still fits your practice.

No. Unlimited appointment reminders, unlimited secure client messaging, free ERA posting, faxes, document storage, and e-signatures are all included in every monthly plan.

The only paid add-ons are Integrated Zoom for telehealth ($5/month per practitioner), electronic insurance claim submissions (from $0.15 per claim through Office Ally), integrated payment processing through Finix, and AI Notes.

Yes. All technical support is included: phone, email, and our online help library, at no extra cost. There are no setup fees, no onboarding fees, and no charges for support tickets.

Most emails are answered within 30 minutes, and 75% are answered in under 15 minutes by our U.S.-based team.

AI Notes is a paid add-on (separate from your base subscription). Pricing is listed on the pricing page and varies by usage tier.

It is completely optional, disabled by default, and only becomes active if your practice enables it in role permissions.

You can sign up for a free 30-day trial directly from our website. A credit card is required at sign-up, but you won't be billed until the trial ends. Account setup takes about 10 minutes.

After signing up, you'll set up your practice profile, services, calendar, and forms. Our Support team is available to walk you through onboarding at no cost.

Most solo practices are fully onboarded within a few days; group practices typically take one to two weeks depending on size and migration complexity.

Onboarding includes practice setup, calendar and reminder configuration, intake form customization, client import (if migrating), and billing/insurance setup. There is no charge for onboarding assistance from our U.S.-based Support team.

No. Switching takes some setup, but TherapyAppointment provides spreadsheet templates for importing client data (including insurance details), and our Support team helps with the migration.

If you are switching from SimplePractice, our Support team has a dedicated workflow to assist with the client import process. From there, you'll configure scheduling, billing, forms, reminders, and the client portal to match how your practice runs.

Yes. You can import client information using our spreadsheet templates, including an option for insurance details.

If you're migrating from SimplePractice, our Support team can help with the import. For other platforms, we'll work with whatever export format you can produce.

Yes. Add the past sessions to your schedule on their original dates, then submit the claims as you would for any new session.

This is useful when transitioning from another platform mid-month or backfilling sessions that weren't billed in your previous system.

Every TherapyAppointment plan includes scheduling with automated reminders, clinical notes with customizable templates, the secure client portal, integrated billing and insurance claims, free ERA processing, telehealth (with paid Zoom integration option), reporting, and unlimited secure messaging.

Paid add-ons include AI Notes (draft progress notes and treatment plans), integrated payment processing through Finix, Integrated Zoom telehealth, and ePrescribe for controlled and non-controlled substances. See the full feature list.

Yes. TherapyAppointment offers AI Notes, which generates draft progress notes and treatment plans from your sessions. The clinician reviews, edits, and signs every note before it's saved.

AI Notes is HIPAA-aligned, optional, and disabled by default. See the AI Notes feature page for details, or jump to the AI Notes section below for more questions.

Yes. You can fax notifications, thank-you letters to referring providers, and shareable diagnosis or treatment plan documents directly from the platform. No fax machine or third-party service needed.

Yes. Supervisors are automatically notified inside the platform when a supervisee's session notes are ready for review and co-signature.

This works for group practices, training centers, and university programs where supervisor sign-off is required for compliance.

TherapyAppointment works on any device with a modern web browser: Mac, PC, iPad, Android tablets, and smartphones. There is nothing to download or install.

The platform uses responsive design, so it automatically adjusts to your screen size. For best experience on phones, the platform optimizes which features are surfaced first.

Yes. Unlimited appointment reminders are included in every TherapyAppointment plan, including text, email, and phone reminders.

This applies at every pricing tier, with no per-reminder fees and no monthly add-on.

Yes. You can configure multiple reminders per appointment in any combination of formats (text, email, phone) at different time intervals.

For example: an email reminder three days before the appointment, plus a text reminder one day before.

Yes. Clients can book, reschedule, complete intake forms, and pay their balance through the secure client portal.

You control which appointment types and time slots are available, so clients only see what you want them to see.

No. Online client scheduling is fully optional and configurable.

You can keep scheduling entirely managed by you or your staff, allow limited online booking for specific session types, or open up full self-scheduling: whatever fits your practice.

AI Notes listens to your session (or your dictated summary), generates a draft progress note in the format you've selected, and presents it for you to review, edit, and sign.

The clinician is always in control: you decide when to start and end recording, what format the draft uses, and whether to accept, edit, or rewrite the draft entirely.

Yes. AI Notes is a paid, optional add-on. It is disabled by default and never active unless your practice explicitly enables it in role permissions.

If you've previously enabled AI Notes and want to opt out, simply remove those role permissions. No session data is sent or processed once the role is disabled.

No. AI Notes only records when you deliberately start a session recording in TherapyAppointment. It never listens passively or activates on its own.

Yes. You can record a summary description of the session, and AI Notes will turn your dictation into a structured note in your chosen format (SOAP, DAP, BIRP, GIRP, PIRP, SIRP, PIE, or intake).

The result is not a word-for-word transcription: it's a clean, formatted note based on the content you dictated.

Yes. Every AI-generated draft is fully editable. You can make changes, rewrite sections, or rewrite the entire note before signing.

It is the clinician's responsibility to review every draft for accuracy before signing. AI Notes produces drafts, not final notes.

Session audio recordings are stored only temporarily, just long enough to generate the clinical transcript, and are automatically deleted as soon as transcription is complete.

This applies to AI Notes audio specifically. If you separately record your telehealth session through Integrated Zoom, that recording is automatically deleted after six months (or sooner if you choose).

Yes. AI Notes works during Integrated Zoom telehealth sessions. It listens, generates a draft note, and deletes the audio after transcription.

If you also record the Zoom session itself, the video/audio recording is deleted automatically after six months unless you delete it sooner.

No. Your existing BAA with TherapyAppointment already covers AI Notes. No separate agreement is needed.

All AI Notes processing operates under TherapyAppointment's HIPAA obligations and is fully covered by our standard BAA.

Yes. You should obtain client consent before using AI Notes, either verbally (documented in the chart) or in writing.

We offer a pre-built AI Notes consent form in our online forms templates that lets clients opt in or opt out.

No. Neither TherapyAppointment nor our AI partners use customer session recordings to train AI models.

Any AI model improvements are limited to de-identified, non-reidentifiable data under our BAA and applicable agreements.

AI Notes supports the most common therapy note formats, including SOAP, DAP, BIRP, GIRP, SIRP, PIRP, PIE, and intake assessments.

See Blueprint's reference guides for each format: SOAP/DAP/BIRP, GIRP, SIRP, PIRP, PIE, and Intake.

Yes. You can file claims, track their status, and post payments directly from your TherapyAppointment dashboard. No separate billing software needed.

Electronic claims are submitted through Office Ally for $0.15 per claim (after the discount form is approved). ERAs (electronic remittance advice) are processed and posted free of charge.

Nothing. ERA processing and posting are free for every customer, with no per-ERA fees and no monthly fees.

This includes automatic posting to client accounts when payments come back from insurance.

You can bill electronically with any payer supported by Office Ally, which covers most major and regional insurance carriers in the U.S.

Setup takes a few minutes: connect your Office Ally account through TherapyAppointment, complete the discount form, and start submitting claims at $0.15 each.

Yes. TherapyAppointment supports online card payments through Finix (our integrated processor) or your existing third-party processor.

You can store cards on file, auto-bill after each session, and send digital invoices. No separate card terminal needed.

No, TherapyAppointment does not sync directly with QuickBooks. The platform includes its own internal accounting tools for tracking patient accounts and therapist income.

For taxes, you can run an income statement in TherapyAppointment and enter the totals into QuickBooks manually. You can also generate paper and digital billing statements directly from the platform.

TherapyAppointment supports electronic claims through Office Ally, which covers most major insurance carriers including Aetna, Anthem, Blue Cross Blue Shield, Cigna, Humana, Medicare, Medicaid (varies by state), Optum/UnitedHealthcare, Tricare, and most regional and commercial payers.

The complete payer list is maintained by Office Ally and accessible from your TherapyAppointment dashboard.

Finix is TherapyAppointment's integrated payment processor: a third-party service that lets you accept credit and debit card payments directly inside your TherapyAppointment account.

Finix is one of multiple processor options; you can also use an external processor if you prefer. See billing features.

Finix's rates are 2.9% plus $0.30 per transaction for both card-present and card-not-present transactions.

There is no monthly fee, no PCI compliance fee, and no annual fee.

No, Finix's rates are not negotiable.

We chose Finix in part because their rates are competitive without requiring negotiation, contracts, or volume commitments.

There are no rate increases currently planned. If rates ever change, you will be notified in advance.

No. You can keep your existing third-party processor. Finix is an additional integrated option, not a replacement.

We offer Finix because it's tightly integrated with TherapyAppointment for simpler reconciliation, but it's never required.

No, and a BAA is not required. Credit card processing services are explicitly excluded from HIPAA's BAA requirements.

However, both TherapyAppointment's contract with Finix and your contract with Finix include shared-responsibility data protection terms that cover the security and privacy of payment data.

Sign up directly from your TherapyAppointment dashboard. Most practices are approved within one to two business days.

See our Finix setup help article for step-by-step instructions, or contact Support for help.

Finix deposits typically arrive in your bank account within two business days of the transaction settling.

If the transaction settles before 4 PM Pacific:

We chose Finix because they share our focus on secure, seamless, and efficient payments for healthcare practices.

The partnership lets our users manage payments with a provider that supports the privacy, reliability, and simplicity that mental health practices need.

PCI compliance is handled through a short pre-filled attestation form inside your TherapyAppointment dashboard. You can e-sign and submit your annual PCI attestation in under 10 seconds.

Yes. TherapyAppointment is HIPAA-aligned, executes a Business Associate Agreement (BAA) with every customer at no extra cost, and extends HIPAA standards to all third-party vendors that touch protected health information (PHI).

Security features include 256-bit AES encryption at rest, TLS 1.2+ encryption in transit, role-based access controls, two-factor authentication, automatic account timeouts, full audit logs, and 24/7 monitoring. See our security overview.

All customer data is protected by at least one layer of 256-bit AES encryption at rest, with additional encryption layers applied to particularly sensitive data inside the application before storage.

Network traffic uses TLS 1.2 as the primary protocol, with SSH and other industry-standard protocols for administrative access. Encryption keys are controlled by TherapyAppointment, not outsourced.

TherapyAppointment data is stored and processed in North America, in U.S.-based Amazon Web Services (AWS) data centers.

Core staff are based in the U.S. and Canada, and any third-party vendors that integrate with TherapyAppointment are also based in the U.S. or Canada.

TherapyAppointment backs up customer data nightly to Amazon-managed storage in the same region. Backups are retained for at least 35 days.

A secondary copy is stored in a geographically separate location and updated in real time for disaster recovery. Our team can perform point-in-time restores from any moment within the past 35 days for most data types.

TherapyAppointment is designed for high availability: all servers and networks are distributed across at least two AWS availability zones, and file/database content is replicated automatically across three availability zones.

You can check real-time platform status anytime at therapyappointment.status.io.

Every third-party vendor that stores, processes, accesses, or manages PHI on TherapyAppointment's behalf must sign a HIPAA Business Associate Agreement (BAA).

We also review every vendor for compliance, security posture, and data protection practices before approving them as a processor.

No. Your data is backed up across multiple geographically separated locations in compliance with HIPAA disaster recovery requirements.

The platform also includes comprehensive audit trails so you can detect unauthorized access, plus 24/7 monitoring and regular integrity testing.

Practice owners can configure and enforce security settings for their team from the admin dashboard, including:

• Automatic sign-out after up to one hour of inactivity
• Required two-factor authentication for all users
• Automatic account deactivation after 90 days of inactivity
• Role-based permissions for clinical, billing, and admin access

No. TherapyAppointment does not use customer data, session recordings, or PHI to train AI models.

Any AI model improvements use only de-identified, non-reidentifiable data under our BAA and applicable agreements.

Yes. You can export your client records, notes, and reports before closing your account. Common export formats include CSV for client lists and PDF for clinical notes.

Contact our Support team for help with bulk exports or specific formats. We'll make sure you leave with everything you need.

We recommend every practice keep a "practice will" with TherapyAppointment account credentials and the name of a designated successor therapist. If this is in place, the records can be transferred immediately.

If no will is in place, a records custodian can provide notarized documentation asserting legal rights to the records, and we will then provide access.

Record ownership is determined by the agreement between the clinician and the group practice. When a clinician separates from a group, TherapyAppointment contacts both the clinician and the account-paying party.

If the group director certifies that the individual clinician owns the records, the clinician can export and take their records when they leave. Otherwise, records remain with the group practice.

Yes. TherapyAppointment offers view-only one-way calendar sync to Google Calendar, Outlook, Apple Calendar, and any other calendar that supports iCal subscriptions.

Synced events display in your external calendar for reference. To make changes to a TherapyAppointment appointment, you must edit it in TherapyAppointment.

No. The calendar sync is view-only. To change a TherapyAppointment session, you must edit it in TherapyAppointment.

Likewise, events created in Google Calendar or Outlook that appear in TherapyAppointment must be edited in their original calendar.

Yes. Integrated Zoom is available as a paid add-on ($5/month per practitioner) and runs HIPAA-aligned telehealth sessions directly from your dashboard.

You can host sessions with up to 49 participants, and recordings (if used) are automatically deleted after six months. You can also use your own Zoom Healthcare account if you already have one.

No, TherapyAppointment does not currently offer direct sync with QuickBooks, Stripe, or general-purpose accounting tools.

The platform includes its own accounting tools for patient accounts and therapist income. For tax purposes, you can export income statements and enter totals into your accounting software manually.

Yes. TherapyAppointment works on any device with a modern web browser: Mac, PC, iPad, Android tablets, iPhone, and Android phones.

The platform is 100% web-based with no software to install. Responsive design adjusts the interface to your screen size automatically.

TherapyAppointment and SimplePractice are both EMRs built for mental health, but they differ in pricing structure, history, and support.

If you're considering switching, our Support team has a dedicated SimplePractice import workflow.

Both platforms support mental health practices, but TherapyAppointment was founded earlier (2000 vs. 2013), is built exclusively for mental health, and offers a lower entry price ($10/month vs. TheraNest's plans starting higher).

For a detailed comparison, book a demo and we'll show you how the platforms differ for your specific workflow.

TherapyAppointment was founded in 2000 by a psychologist in private practice, making it one of the longest-standing EMRs built specifically for mental health.

Three things consistently set us apart in customer reviews: U.S.-based support that's free at every tier (95% of users report increased efficiency), transparent pricing with no hidden fees, and a feature set built around how therapists actually work rather than adapted from general medical software.