Speech Therapy Clinic Software & Practice Management for Canada
Manage a pediatric speech caseload with speech therapy software and practice management built for Canadian clinics: intake through recurring visits, communication goals, reviewed notes, home practice and invoices. TherapyCRM keeps those workflows on one client record for speech-language pathology clinics in Canada outside Quebec, including teams that also offer OT or ABA.
Built for a Pediatric SLP Caseload
From the first intake form to the funder's progress report.
Goal-Based Session Data
Record accuracy, prompt level and notes against each communication goal in Session Runner, online or offline. Confirm synchronization before clearing the device; goal charts summarize saved values for clinician review.
Progress Notes from the Session
SOAP-style notes start from the session record and move through review and publication. Clinical documents can be e-signed in-house or by families with an audit hash.
Home Practice Families Complete
Assign carryover activities with recurrence and reminders. Guardians log what they did in the portal, and engagement reporting shows who needs a nudge.
Assessments to Draft Goals
Assign assessments from the library, record scoring, and turn recommendations into draft goals for the treatment plan — with a licence gate for restricted instruments.
Multi-Location Scheduling
Branches, rooms and equipment, staff rotations, recurring appointments with conflict rules, a waitlist and email or SMS reminders.
Invoices from Completed Sessions
Create invoices from completed sessions with approved documentation and a service code, or prepare a manual invoice. Track approved funding amounts and hours. TherapyCRM does not submit insurance or government claims, including Ontario Autism Program claims.
From Enquiry to Ongoing Care
The work around the session — intake, scheduling, family communication, funding — lives in the same account as the clinical record.
| Stage and focus | Workflow |
|---|---|
| IntakeLeads to clients | Track enquiries through your own statuses, send intake and consent forms to families through the portal, and convert a lead into a client without retyping. |
| SessionsRooms, rotations and reminders | Recurring appointments with conflict rules across branches and rooms, a timezone-aware waitlist, and email or SMS reminders to families. |
| FundingUtilization and invoices | Record approved hours and amounts per funding program, with used and remaining balances, and generate funder progress reports. Invoices generated from completed sessions require approved documentation and a service code. Manual invoices skip this documentation check. |
Goals and Reviewed Documentation
Record observations against communication goals beside the current versioned treatment plan, then review SOAP-style notes before publication.
- Assessment recommendations can become draft goals for clinician review.
- Your practice supplies any licensed assessment instruments it uses; TherapyCRM does not provide licensed item banks or standardized norms.
- Clinicians interpret results and make clinical decisions.
Recurring Visits Across Rooms and Locations
Check clinician, room and equipment availability for each date in a recurring series. A waitlist and email or SMS reminders support changes between visits. Families can request a time through the portal; the coordinator reviews the request before booking.
Patient Intake and Home Practice
Track an enquiry, send intake and consent forms through the portal, and convert the lead into a client without retyping.
- Invited guardians with clinical access can complete forms, view shared documents and log assigned home practice.
- Clinical documents can be e-signed through the document workflow.
Progress Families Can See
The Family app and browser portal show family-facing plan goals and trends from published session documents to guardians with clinical access.
- Staff-only notes and unapproved new draft goals are excluded from this progress view.
- Clinicians decide what the recorded values mean and discuss them with families.
Review and Share Session Invoices
Prepare CAD invoices from completed sessions with approved documentation and a service code, or create a manual invoice without that documentation check.
- Review invoice status beside the client record and share published invoices with guardians who have billing access.
- TherapyCRM does not submit insurance or government claims, including Ontario Autism Program claims, and has no telehealth or video visits.
- Confirm any separate claim-submission workflow your clinic needs.
Funding Records for Ontario Clinics
Ontario Autism Program guidance includes speech-language pathology among core clinical services. Staff record approved hours and amounts, check used and remaining balances and prepare funder progress reports in TherapyCRM’s own format. The product does not determine eligibility or submit claims.
Test a Speech Therapy Visit in a Demo
Use a fictional child with a communication goal.
- Ask to see the plan, a recurring appointment, session observations, a reviewed SOAP-style note, guardian access and an invoice.
- If your clinic also offers OT or ABA, check discipline-specific goals, clinician permissions and branch reporting in the same account.
Common questions
Something not covered? Email support@therapycrm.io.
Is TherapyCRM an SLP EMR?
TherapyCRM keeps a clinical record for speech therapy, with goals, session data and SOAP-style notes. If you are comparing a speech therapy EMR or a speech therapy EHR, note that it is not a physician EMR and has no EMR certification. It does not submit insurance or government claims or offer telehealth or video visits.
How do I choose the best EMR for speech therapy?
Decide whether the clinic needs a physician EMR or a therapy record with goals, notes, scheduling and invoices. Compare note review, record export, family access and how each product handles claims. Test a fictional speech therapy visit from booking through documentation. TherapyCRM is practice management software with a clinical record, not a physician EMR, and has no EMR certification. It does not submit insurance or government claims.
What tools do speech therapists use?
Clinicians may use assessment instruments, therapy materials and documentation tools. For clinic administration, clinic software can coordinate scheduling, notes, goal data, family messages and invoices. TherapyCRM covers those clinic workflows for pediatric speech teams; the practice supplies any licensed assessment instruments it uses.
Can families use a client portal for speech therapy?
Yes. Invited guardians can use the browser portal or TherapyCRM Family to see information their practice shares, complete forms and review visits.
Does TherapyCRM include standardized speech and language assessments?
It includes an assessment library with assignment, scoring and recommendations that become draft goals, and a licence gate for restricted instruments. It does not ship licensed item banks or standardized norms; you record results from the instruments your practice is licensed to use.
Can one practice run SLP alongside OT or ABA?
Yes. Therapy types, billing services, goals and plans are configured per discipline inside one practice, and reports can be filtered by clinician or branch.
Where is TherapyCRM available, and how does it support privacy?
TherapyCRM is available to practices in Canada outside Quebec. It provides role-based access, MFA, audit logging, short sessions, encryption and retention policies. 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. Privacy obligations depend on your practice, province, configuration and contracts. No certification is claimed. Security documentation and vendor terms are available on request.
What service limits should a clinic check?
TherapyCRM serves English-language practices in Canada outside Quebec. It does not submit insurance or government claims, including Ontario Autism Program claims, and has no telehealth or video visits. It keeps a clinical record but is not a physician EMR and holds no EMR certification.
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.
Connect a guide, a resource and a clinic workflow
Read the explanation, try a fictional example, and review the corresponding product workflow. Browser tools and sheets do not send your entries to TherapyCRM.
Run your next session in TherapyCRM
Start a free trial and explore the workflow with a fictional client before deciding.