For Canadian practices outside Quebec
Therapy progress tracking from the plan to the family update
Keep goals, session records and progress reviews connected across ABA, speech-language pathology, occupational therapy and physiotherapy. TherapyCRM serves practices in Canada outside Quebec.
Keep the treatment plan in context
Versioned plans help the team see which goals and targets were in use when a session took place. Goal and plan analytics support review of recorded progress. Progress notes provide the narrative context that a measurement alone cannot explain.
Choose measurements that suit the discipline and individual plan. Software can organize observations; it cannot establish clinical improvement from an incomplete record or replace professional judgment.
Review observations and documentation together
A practical review starts with the plan, then the observations and notes from the relevant sessions. Use branch and clinician filters in reporting to focus your review. Check missing or unsynchronized records before drawing conclusions from a trend.
Illustrative example: a team reviews a fictional target over several sessions, checks the prompts recorded with the observations, reads the related notes and decides whether to revise the next plan version. No result is implied by this example.
Include families through controlled sharing
The parent and guardian portal supports shared documents, forms and home-practice logging. Select what is shared through your practice workflow; a staff record is not automatically a family-facing report.
Home-practice engagement and attendance can add context to a review. Keep clinical observations, family-reported practice and administrative attendance distinct when interpreting progress.
Prepare funding reviews without promising claims automation
Funding utilization and funder progress reports help practices connect service delivery with recorded allocations. Ontario Autism Program reporting has a programme profile; eligibility decisions and claims submission remain outside the current product scope.
Ask for a demo using a fictional treatment plan, a session record, a progress review and a family-sharing example. Review your privacy requirements and the subprocessor list before using real client information.