Web app
Scheduling
Plan clinicians, rooms and recurring visits in one shared schedule.
Check availability across branches, review family appointment requests and work through waitlist openings before confirming a visit.
TherapyCRM is practice management software and CRM for therapists in Canada: scheduling, treatment plans, session data, a parent portal and app, funding records and invoices from completed sessions. It is built for ABA, speech-language pathology and occupational therapy teams in Canada, and every plan includes every feature and unlimited users.
Web app
Scheduling
Plan clinicians, rooms and recurring visits in one shared schedule.
Check availability across branches, review family appointment requests and work through waitlist openings before confirming a visit.
Actual product screens · demo data
Start with the work around a visit. A coordinator schedules the clinician and shared resources, clinicians record the session and review its documentation, and billing staff prepare an invoice from eligible completed sessions.
Use a fictional client in your demo to check each step, including what invited guardians can see and which tasks stay outside the product.

The client record connects session data, reviewed notes, family updates and invoices from completed sessions.
Record trial data, prompt levels and notes in the room — offline-capable, with drafts encrypted on the device
Explore ABA data collectionRole-based access by practice and branch, MFA, 15-minute sessions, private files and audit trails
Review security and privacyBranches, rooms, equipment and rotations, recurring appointments with conflict rules, waitlist and reminders
Explore therapy schedulingA shared goal library, plan activation and amendments, and clinician-confirmed mastery tracking
Explore therapy progress trackingInvoices from completed sessions, funding records with approved amounts and hours, and funder progress reports. TherapyCRM does not submit insurance or government claims, including Ontario Autism Program claims.
Explore OAP funding trackingOntario Autism Program funding guideGuardians see documents, complete forms, request bookings and log home practice; email and SMS under your branding
Explore the TherapyCRM Family portal appSee how TherapyCRM fits the way your team works.
TherapyCRM serves pediatric and autism clinics in Canada outside Quebec.
TherapyCRM does not submit insurance or government claims, including Ontario Autism Program claims, and has no telehealth or video visits.
TherapyCRM is built for Canadian practices outside Quebec and designed to support practices subject to Canada's federal private-sector privacy law and provincial health-privacy statutes such as PHIPA. Compliance depends on configuration, contracts, policies, training, and your own risk assessment. TherapyCRM holds no privacy or security certification.
Security documentation and vendor terms available for review
TLS in transit, private file access, and provider-managed encryption at rest
No certification is claimed without current supporting evidence
Clinical, operational and financial workflows share one client record — no re-keying between tools.
Treatment plans, session data, SOAP-style progress notes, assessments and 117+ document templates all live on one client record. Notes go through review and publication. Clinical documents can be e-signed in-house or by families with an audit hash.
Leads and intake, multi-branch scheduling, staff rotations, waitlists and reminders, plus a parent portal whose booking requests land in a conflict-checked queue.
Invoices from completed sessions, funding programs with approved amounts and hours, payment plans and funder progress reports. TherapyCRM does not submit insurance or government claims, including Ontario Autism Program claims.
Choose a plan for your practice in Canada outside Quebec. Review current prices and trial terms before confirming checkout.
The current checkout configuration uses a 14-day trial; final terms are shown by the billing provider.
Something not covered? Email support@therapycrm.io.
TherapyCRM is practice management software with a clinical record for plans, session data and notes. It is not a physician EMR and holds no EMR certification. It does not submit insurance or government claims, including Ontario Autism Program claims, and has no telehealth or video visits.
No. It is built for pediatric therapy teams broadly — applied behaviour analysis, speech-language pathology, occupational therapy and physiotherapy — and many practices run more than one discipline in the same account.
Check the whole workflow: enquiries and intake, recurring appointments with shared rooms and equipment, treatment plans, session documentation, guardian access and billing. TherapyCRM connects these on one client record for pediatric and autism clinics in Canada outside Quebec. Use the clinic software buyer checklist to prepare a demo with a fictional client.
Yes. Session runner keeps an encrypted draft on the device and syncs when a connection returns. Replay-safe receipts prevent duplicate submissions; confirm successful sync before clearing the device or ending its use.
Yes. Staff record each child's approved hours and amounts and keep used and remaining balances current. Manual adjustments require a reason and are audited. TherapyCRM produces funder progress reports with its own Ontario Autism Program profile and label, not a government form. Review the report against the funder's current requirements before sending. It does not include province-specific billing rule packs or claims submission.
Yes. Guardians can view shared documents, complete forms, request appointments into a coordinator-reviewed queue, see invoices and payment plans, and log home-practice assignments.
TherapyCRM is available in Canada outside Quebec. Privacy controls include role-based access, MFA, audit logging and short sessions. TherapyCRM data is stored in Canada. Named exceptions: providers for email and text messages, payments, optional AI features, app notifications, bot checks, optional website analytics and video, and calendars a practice connects process limited data outside Canada, and rollback and testing copies are held in the United States and Germany. The subprocessor list names each provider and location. Compliance depends on your practice, configuration and contracts; no certification is claimed.
Yes. Every plan starts with a free trial; the exact trial length and terms are shown by the billing provider before you confirm checkout.
Start a free trial and explore a fictional session before deciding. Security documentation and service terms are available for review.
Questions about fit, funding workflows or security? Email support@therapycrm.io and we will route it to the right person.
Questions about privacy controls, hosting, and security documentation
Technical support and account assistance