For ABA, speech, OT and physiotherapy practicesPlan goals, collect session data in the room, keep families in the loop and bill against funding — one client record from treatment plan to funded invoice, for ABA, speech-language, OT and physiotherapy practices.
Every feature hangs off the same client record, so the session you ran this morning is already the note, the parent update and the billable line.
Record trial data, prompt levels and notes in the room — offline-capable, with drafts encrypted on the device
Role-based access by practice and branch, MFA, 15-minute sessions, private files and audit trails
Branches, rooms, equipment and rotations, recurring appointments with conflict rules, waitlist and reminders
A shared goal library, plan activation and amendments, and clinician-confirmed mastery tracking
Documentation-gated session billing, funding programs tracked to the minute, and funder progress reports
Guardians see documents, complete forms, request bookings and log home practice; email and SMS under your branding
See how TherapyCRM fits the way your team works.
TherapyCRM is designed with Canadian health-privacy law and HIPAA business-associate obligations in mind. Compliance depends on configuration, contracts, policies, training, and your own risk assessment.
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 — with review, publication and e-signing built in.
Leads and intake, multi-branch scheduling, staff rotations, waitlists and reminders, plus a parent portal whose booking requests land in a conflict-checked queue.
Session billing that requires documentation first, funding-program enrollments with an exact-minute utilization ledger, invoices and payment plans, and funder progress reports.
Prices come straight from the billing provider. Trial terms are shown before you confirm, and checkout is disabled if pricing cannot be verified.
The current checkout configuration uses a 14-day trial; final terms are shown by the billing provider.
Something not covered? Email support@therapycrm.io.
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.
Yes. Session Runner keeps an encrypted draft on the device and syncs when a connection returns, using replay-safe receipts so a session is never lost or recorded twice.
TherapyCRM tracks funding programs generically: enrollments, approved hours and amounts, an exact-minute utilization ledger and adjustments. It also produces a funder progress report with an Ontario Autism Program profile. It does not currently 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 includes the technical controls those frameworks expect — role-based access, MFA, audit logging, short sessions, encryption and retention policies. Compliance ultimately depends on your configuration, contracts, policies and training, and no certification is claimed without current supporting evidence. Security documentation and vendor terms are available on request.
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 trial, set up a branch and a goal library, and run one real session end to end before you decide. Security documentation and service terms are available to review first.
Questions about fit, funding workflows or security? Email support@therapycrm.io and we will route it to the right person.
Ask about verified capabilities, availability, and pricing
Questions about privacy controls, hosting, and security documentation
Technical support and account assistance