For ABA, speech, OT and physiotherapy practices

Therapy practice management software for pediatric and autism teams in Canada

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.

See a clinic week in TherapyCRM

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.

TherapyCRM weekly appointment calendar with fictional demo appointments and branch selection
Plan your clinic's week in the TherapyCRM calendar. Demo data.

ABA data collection, treatment plans and billing in one record

The client record connects session data, reviewed notes, family updates and invoices from completed sessions.

Session data collection

Record trial data, prompt levels and notes in the room — offline-capable, with drafts encrypted on the device

Explore ABA data collection

Privacy-focused controls

Role-based access by practice and branch, MFA, 15-minute sessions, private files and audit trails

Review security and privacy

Multi-location scheduling

Branches, rooms, equipment and rotations, recurring appointments with conflict rules, waitlist and reminders

Explore therapy scheduling

Versioned treatment plans

A shared goal library, plan activation and amendments, and clinician-confirmed mastery tracking

Explore therapy progress tracking

Funding and invoices

Invoices 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 guide

Client portal and messaging

Guardians see documents, complete forms, request bookings and log home practice; email and SMS under your branding

Explore the TherapyCRM Family portal app

Clinic Management Software for Pediatric Teams

TherapyCRM serves pediatric and autism clinics in Canada outside Quebec.

  • ABA, speech and OT teams share one client record while keeping separate goals, plans and notes.
  • Coordinators book each visit with its clinician, room and equipment, and invited guardians see only what the practice shares.
  • Physiotherapy can use the same workflows as a supporting service.

What TherapyCRM Does Not Do

TherapyCRM does not submit insurance or government claims, including Ontario Autism Program claims, and has no telehealth or video visits.

  • It serves English-language practices in Canada outside Quebec.
  • It keeps a clinical record for plans, session data and notes, but it is not a physician EMR and holds no EMR certification.
Security & privacy

Controls you can verify

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.

Role-based access by practice and branch
Multi-factor authentication with recovery codes
TLS in transit and provider-managed encryption at rest
Audit trail of record access and changes
Records retention policies and legal holds
No certification claimed without current evidence

Privacy program support

Security documentation and vendor terms available for review

Data protection

TLS in transit, private file access, and provider-managed encryption at rest

Assurance transparency

No certification is claimed without current supporting evidence

Clinical, scheduling and billing workflows for therapy clinics

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.

Clinical workflows

Plans, sessions, notes and documents

Leads and intake, multi-branch scheduling, staff rotations, waitlists and reminders, plus a parent portal whose booking requests land in a conflict-checked queue.

Practice operations

Scheduling, intake and the parent portal

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.

Financial workflows

Funding, billing and invoices

Plans for your therapy practice

Choose a plan for your practice in Canada outside Quebec. Review current prices and trial terms before confirming checkout.

Essential

Lean toolkit for solo therapists and small practices—launch fast.
$49.99 CAD/month
$499.99 CAD/year if paid annually

Growth

Power suite for multi-disciplinary therapy practices—scale smarter.
$149.99 CAD/month
$1499.99 CAD/year if paid annually

The current checkout configuration uses a 14-day trial; final terms are shown by the billing provider.

✓ Current plan prices✓ Terms shown before checkout✓ Checkout disabled on pricing errors

Questions practices ask before switching

Something not covered? Email support@therapycrm.io.

Is TherapyCRM an EMR or EHR?

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.

Is TherapyCRM only for ABA practices?

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.

What should a multidisciplinary clinic look for in clinic software?

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.

Does session data collection work offline?

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.

Can it track Ontario Autism Program funding?

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.

Is there a parent or guardian portal?

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.

Where is TherapyCRM available?

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.

Is there a free trial?

Yes. Every plan starts with a free trial; the exact trial length and terms are shown by the billing provider before you confirm checkout.

Run your next session in TherapyCRM

Start a free trial and explore a fictional session before deciding. Security documentation and service terms are available for review.

Get in touch

Questions about fit, funding workflows or security? Email support@therapycrm.io and we will route it to the right person.

Sales & product questions

Ask about verified capabilities, availability, and pricing

Request a demo

Security & compliance

Questions about privacy controls, hosting, and security documentation

Customer support

Technical support and account assistance

Explore your practice workflow