Data & Reports

Custom practice data and reports at your fingertips.
Drawing of a man sitting at his desk looking at his laptop reviewing financial data.

Income analysis

  • 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.

Customizable reports

  • 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.
TherapyAppointment's online practice summary dashboard.

Client demographics

  • 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.

Steve C.
Therapist in Queens, NY
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