Easy and secure data and reports at your fingertips.

Run income reports. Create monthly/quarterly/yearly reports for growth planning and forecasting.
Optimize operations. Improve efficiency with detailed data reports for locations, providers, and session type.
Get detailed data. Use our advanced reporting tools to view financial, business, and client demographics from your dashboard.
See real-time analytics. Sort data by office locations, individual staff member, and income.
Track earnings. Create audit reports identify what drives revenue and what can be improved.


View detailed insights. Easily compare age, gender, and zip code information.
Understand your business. Track new and returning clients, treatment length, and lapsed clients.
Take a look at the time-saving tools we offer
Client Portal
One place for scheduling, billing, and secure, HIPAA-compliant messaging.
Billing & Claims
Integrated credit card processing, automated billing, and paperless payments.
Notes & Charting
Choose from our free library of SOAP and custom templates.
Scheduling & Reminders
Import existing client info, consolidate practice data, and generate income reports.
Data & Reports
Import existing client info, consolidate practice data, and generate income reports.
Insurance
Simplify claims with eligibility verification, easy filing, and automated tracking.
Telehealth
Conduct HIPAA-compliant telehealth sessions directly from your dashboard.
TherapyAppointment has revolutionized my practice by allowing me to connect with clients across the state without the hassle of commuting. The platform's flexibility means my clients can attend sessions from the comfort of their car during a lunch break or from a quiet office space.
