TherapyCRMFor occupational therapy practicesPractice Management forPediatric Occupational Therapy
Plans that know which equipment a goal needs, rooms and equipment that schedule without conflicts, and home programs families can follow. TherapyCRM keeps an OT caseload on one record from assessment to funded invoice.
Built for How OT Clinics Run
Sensory gyms, shared equipment and families who need clear home programs.
Room & Equipment Scheduling
Book the treatment room and the equipment together. Conflict rules stop double-booking the swing or the gym across clinicians and branches.
Plans with Equipment Links
Goals in the library carry interventions and linked equipment, so a plan shows what each session needs and the schedule can check for it.
Goal-Based Session Data
Record performance, prompt level and notes against each goal during the session on a tablet — online or offline — and see progress on condition charts.
Home Programs in the Portal
Assign home-program activities with recurrence and reminders. Guardians log completion, and the clinician sees engagement before the next session.
Clinical Documents & E-Signing
117+ templates across 15 categories, a typed form builder, review and publication workflow, and internal or family e-signing with an audit hash.
Funding & Billing
Documentation-gated session billing, funding programs tracked to the minute, invoices and payment plans, and funder progress reports.
From Assessment to Invoice
Each step produces the record the next one needs.
Assign assessments, record scoring and turn recommendations into draft goals. Plans are versioned, so amendments never lose history.
Session data flows into SOAP-style progress notes with review and publication, and reports can be e-signed by the clinician or family.
Funding programs track approved hours and dollars to the minute; invoices are gated on documentation; funder progress reports come from the record.
Common Questions
Something not covered? Email support@therapycrm.io.
Can we schedule equipment as well as rooms?
Yes. Rooms and equipment are first-class resources per branch, and appointment conflict rules apply to both.
Do families need an app for home programs?
No. The parent portal runs in a web browser on a phone or computer. Guardians receive reminders by email or SMS and log activities in the portal.
Is TherapyCRM HIPAA or PHIPA compliant?
TherapyCRM includes the technical controls those frameworks expect — role-based access, MFA, audit logging, short sessions, encryption and retention policies. Compliance 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.
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 trial, set up a branch and a goal library, and run one real session end to end before you decide.