Notes & Charting

Choose from our free library of SOAP and custom templates.

Efficient documentation

  • 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.

Online forms

  • 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.

Clinical supervision sign-off

  • Supervisor 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
All Features

Take a look at the time-saving tools we offer

Client Portal

One place for scheduling, billing, and secure, HIPAA-compliant messaging.

Billing & Claims

Integrated credit card processing, automated billing, and paperless payments.

Notes & Charting

Choose from our free library of SOAP and custom templates.

Scheduling & Reminders

Effortlessly book and track appointments with ease.

Data & Reports

Import existing client info, consolidate practice data, and generate income reports.

Insurance

Simplify claims with eligibility verification, easy filing, and automated tracking.

Telehealth

Conduct HIPAA-compliant telehealth sessions directly from your dashboard.

ePrescribe New

Simplify prescriptions for both controlled and non-controlled substances.