Total Practice Management
A unified system that simplifies the management of patient information at every stage of their visit.
Synchronize your practice’s workflow
Our platform is designed to cater to both small teams and large clinics, ensuring seamless operations, fostering teamwork, and enhancing patient care.
Easily set and adjust access and permissions for your staff.
Allow granular patient record sharing among clinical team members.
Automatically notify supervisors when session notes are ready for review.
Supervisors can review and request edits before approving notes.
Create practice-wide or provider-specific templates.
Providers
Admins
Allow a ‘parking spot’ for new or prospective clients until they’re assigned to a provider.
Track new clients visually by provider, upcoming first appointment, or date added.
Match new clients therapists using 'therapist tagging' and 'next available appointment'.
Enable clients and providers to securely e-sign and co-sign documents.
Select if a provider manages their billing/has access to accounting tools.
Customized claims for specific providers and insurance companies.
Run reports and manage billing for active and inactive providers.
Set up custom services and fee schedules by provider.
View providers weekly/daily schedules side by side.
Track session progress with automatic color-coding.
Allow providers to have a ‘free/busy’ view of each other’s schedules.
View calendars and schedule appointments for providers in different time zones.
Create detailed reports based on location, provider, and session type.
Sort data by office location, individual staff performance, and income.
Get notified when a client doesn't have future appointments scheduled.
Easily calculate income per therapist and set percentage rates.
Therapy Appointment has truly transformed my practice. The platform is intuitive, packed with features, and user-friendly. My clients often express their satisfaction with the self-scheduling option, which enhances their experience. The live customer support is exceptional, always ready to assist.
Take a look at the time-saving tools we offer
AI Notes new
Transcribe sessions and generate notes, plans, and summaries while you maintain control.
Client Portal
Engage with clients through secure client portals, HIPAA-aligned messages, and offer online self-scheduling.
Billing & Insurance
Easily manage your schedule, process payments, and file insurance claims from one secure platform.
Clinical Notes
Save time with our free HIPAA, SOAP, and custom template library, and secure AI scribe.
Scheduling
Minimize no-shows with automated reminders, manage availability with flexible calendar settings, and enable client self-scheduling.
Data & Reports
Create comprehensive income and data reports using real-time analytics.
Conduct HIPAA-aligned telehealth sessions directly from your dashboard.
Get started in three easy steps
