TherapyCRM features from first booking to paid invoice

A therapy CRM helps staff follow enquiries and intake.

• Practice management covers the appointments, resources and invoices around care.
• Clinical records connect treatment plans, session observations and reviewed progress notes.
• TherapyCRM brings these workflows onto one client record for multidisciplinary pediatric clinics.

Choose software by the workflow you need to demonstrate: an enquiry becoming a client, a recurring appointment with shared equipment, a recorded session, a reviewed note and an invoice. Confirm separate requirements such as electronic insurance claims during your evaluation.

TherapyCRM serves pediatric and autism therapy practices in Canada outside Quebec, in English.

• Teams can coordinate branches, rooms, clinicians and client records across locations.
• It keeps a clinical record for plans, sessions and notes, but it is not a physician EMR and has no EMR certification.
• A clinic that needs physician charting or hospital workflows should assess tools designed for those settings.

The features connect the work around a visit: scheduling, intake, versioned treatment plans, ABA trial recording, reviewed progress notes, family access, funding records and invoices from completed sessions.

• Staff can trace a fictional client from an enquiry through a booked appointment and a documented session.
• Families see only information the practice shares.
• The sections below explain where each workflow starts and which decisions stay with clinicians or administrators.

Schedule recurring visits across branches, staff, rooms and equipment with conflict checks, a waitlist and email or SMS reminders. Families can request times through the client portal for coordinator review.

Versioned treatment plans connect goals to ABA trial data, SOAP-style notes and clinician review. Session Runner keeps an encrypted draft when connectivity drops and synchronizes it later.

Staff track enquiries, send online client intake forms and digital consent forms through the client portal, and convert a lead into a client record.

• Families complete forms in a browser, and clinical documents can be e-signed by staff or families.
• The practice chooses which forms to send and who can view the answers, and the client record stays the main place for forms, plans and visits.

In TherapyCRM, invoices generated from completed sessions require approved documentation and a service code; manual invoices skip that check. Families can view invoices and payment plans in the portal. TherapyCRM does not submit insurance or government claims, including Ontario Autism Program claims, and it has no telehealth or video visits.