
- Faster notes. Pull in last session's details and update for current session, then securely sign and complete with one click.
- Better organization. Stay organized with integrated session notes, treatment plans, and private therapy notes.
- Easy records release. Merge documents, PHI release logs, and statements to create a single PDF of a client's treatment record.
- Free templates library. Save time with our free SOAP and HIPAA templates or make your own.
- Customizable form fields. Add fields for providers and supervisors to complete sections and sign.
- Delete old forms. Remove client forms you don't use. We'll add them to your client record report.


- Automatic review notifications. Supervisors are notified automatically when session notes are ready for review.
- Fax referral source. Send fax notifications to thank referring doctors and share a client's diagnosis and treatment plan.
This electronic medical record system is incredibly user-friendly and designed by a psychologist for therapists, perfectly meeting our needs. TherapyAppointment is always innovating and values feedback. Their customer service is excellent, with quick responses. Training new staff is easy, and clients can manage their info and payments effortlessly. Highly recommended!
Dr. C
Trustpilot review on 3/11/25
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