For Canadian practices outside Quebec
Therapy CRM or practice management software for a pediatric clinic?
Clinic buyers use several names for the systems they need: therapy CRM, appointment scheduling software, therapy EMR and practice management software. Compare the work each system can demonstrate before choosing by its label. TherapyCRM publishes this workflow comparison for Canadian pediatric therapy practices outside Quebec; it is not an independent vendor ranking.
Comparison prepared October 3, 2026
This comparison describes buying questions and TherapyCRM’s documented product scope as reviewed on October 3, 2026. It compares categories and workflows, without ranking vendors or assuming that every product in a category has the same features. Check current capabilities, availability and written terms during your evaluation.
Keep a record of the demonstration date, the requirements you tested and any unresolved questions. Software capabilities and plan details can change; a dated comparison is a starting point for your shortlist, not a substitute for that review.
A therapy CRM: enquiries and intake
Start by testing an enquiry becoming an active client. Can staff follow its status, find the next action, send the appropriate intake forms and retain the information when the client is created? Ask how duplicate enquiries, guardian relationships and staff permissions are handled. Products using the CRM label may also include clinical or billing tools, so check those requirements separately.
TherapyCRM supports enquiries with practice-defined statuses, intake and consent forms, and conversion from a lead to a client. Its shared client record also connects scheduling, treatment plans, session documentation, family access and billing. OT and speech therapy buyers can review those workflows on the discipline pages below.
A scheduling system: visits, availability and resources
A booking demonstration should show more than an empty calendar. Test recurring visits, staff leave, rooms, equipment and a family request that conflicts with an existing booking. Ask whether a requested time is immediately confirmed or requires staff review, and how reminders are delivered.
TherapyCRM supports branch, clinician, room and equipment coordination, rotations, recurring appointments and waitlists. Parent appointment requests enter a coordinator-reviewed queue. The multidisciplinary scheduling guide provides a fictional shared-resource example you can repeat in a demo.
Clinical records or therapy EMR: plans and documentation
If you are searching for therapy EMR software, define the record workflow your clinicians need to see. Ask for a treatment plan, a session observation, a draft note, review, an amendment and controlled family sharing. Evaluate how a reviewer traces a summary back to its source records. A category label alone does not establish certification, privacy compliance or support for an assessment instrument.
TherapyCRM includes versioned treatment plans, goals and targets, session data collection and SOAP-style notes with review and publication. Clinicians retain responsibility for interpretation and clinical decisions. Review the security information, service terms and subprocessors with your practice’s privacy requirements; processing may occur outside Canada and no privacy or security certification is claimed.
Practice management: the handoffs around care
A practice management evaluation joins the separate demonstrations: intake, a booked visit, session documentation, a family update, funding review and an invoice. Follow one fictional client through every handoff. Record what is shared between steps, what staff re-enter and which tasks require another product or a manual decision.
TherapyCRM keeps these workflows on one client record. Staff enter approved funding hours and amounts and maintain used and remaining balances. Manual funding adjustments require a reason and are audited. Invoicing is a separate workflow. The product does not determine OAP eligibility, submit electronic claims or include province-specific billing rule packs.
Compare a spreadsheet, separate tools and a connected system
A spreadsheet and calendar can be adapted to a small practice’s process. Separate products can meet different specialist requirements. A connected practice system can bring records and handoffs together. For each approach, demonstrate how your team checks staff access, avoids resource conflicts, reconciles changes and retrieves the right version of a record. Do not assume those controls from the name of the tool.
Compare the full monthly cost alongside onboarding, training, configuration and the recurring work needed to keep records consistent. Ask about exports and migration using fictional records. Choose the approach that demonstrates your essential requirements, and document any gaps before moving real clinical information.