Data & Reports
- Run income reports. Create monthly/quarterly/yearly reports for growth planning and forecasting.
- Optimize operations. Improve efficiency with detailed data reports for locations, providers, and session type.
- Advanced reporting tools. View financial, business, and client demographics from your dashboard.
- See real-time analytics. Sort data by office locations, individual staff member, and income.
- Track earnings. Create audit reports to identify what drives revenue and what can be improved.
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- View detailed insights. Easily compare age, gender, and zip code information.
- Understand your business. Track new and existing clients, treatment length, and lapsed clients.
TherapyAppointment has revolutionized my practice by allowing me to connect with clients across the state without the hassle of commuting. The platform's flexibility means my clients can attend sessions from the comfort of their car during a lunch break or from a quiet office space.
Take a look at the time-saving tools we offer
Our pricing includes access to every feature from day one.
AI Notes new
AI-generated draft session notes, treatment plans, and session summaries.
Client Portal
Automated intake, online client scheduling, and secure unlimited client messaging.
Billing & Insurance
Integrated payment processing, auto-billing, easy claim filing, and free ERA posting.
Clinical Notes
Free HIPAA and SOAP templates, customizable forms, and AI-generated therapy notes.
Scheduling
Automated reminders, customizable calendar settings, and view-only third party calendar sync.
Data & Reports
Run audit reports, track earnings, and view real-time practice analytics.
Conduct secure and reliable telehealth sessions directly from your dashboard.