TherapyCRMFunding programs · Ontario Autism ProgramTrackOntario Autism ProgramFunding to the Minute
Know exactly how much of a child's approved OAP funding has been used, stop invoices going out before the session is documented, and produce the progress report the funder asks for — from the same record the clinicians already use.
How Funding Tracking Works
Generic funding-program tracking with an Ontario Autism Program profile for the progress report.
Per-Client Enrollments
Enrol a client in a funding program with the approved amount, approved hours and the funding period, alongside any other programs or private pay.
Exact-Minute Utilization Ledger
Every billed session draws down hours and dollars to the minute. Adjustments are recorded, not overwritten, so the ledger reconciles.
Documentation Gate
An invoice cannot be drafted for a session until its documentation is complete, which keeps billed time and clinical records aligned.
Funder Progress Report with OAP Profile
Generate a progress report from goals, session data and plan history using the Ontario Autism Program profile, then review, publish and e-sign it.
Reports
Attendance, goal and plan analytics, funding utilization and home-practice engagement, filtered by branch and clinician.
Privacy-Focused Controls
Role-based access by practice and branch, MFA, 15-minute sessions, audit trails and records-retention policies.
Where Funding Meets the Clinical Record
Funding is not a separate spreadsheet — it is attached to the plan, the sessions and the invoices.
Versioned treatment plans with goal revisions mean the progress report reflects what was actually worked on during the funding period.
Session Runner records the session; billing services map it to a billable line; the ledger draws down the approved funding to the minute.
Families see invoices and payment plans in the portal. When the funder asks, the progress report is generated from the record rather than rewritten.
Common Questions
Something not covered? Email support@therapycrm.io.
Does TherapyCRM submit claims to AccessOAP or the Ministry?
No. TherapyCRM tracks enrollments, utilization and invoices and produces the funder progress report. It does not include province-specific billing rule packs or electronic claims submission, so we do not advertise them.
Can we track other programs alongside OAP?
Yes. Funding programs are generic — a client can be enrolled in several (for example OAP, private pay and an insurer) and each is tracked separately.
Is the OAP profile a government-approved form?
It is TherapyCRM's report profile shaped to the information Ontario Autism Program funders typically ask for. Review it against your funder's current requirements before sending.
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.