Data & Reports

Easy and secure data and reports at your fingertips.

Income analysis

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.

Customizable reports

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.

Preview of TherapyAppointment platform

Client demographics

View detailed insights. Easily compare age, gender, and zip code information.

Understand your business. Track new and returning clients, treatment length, and lapsed clients.

All Features

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.

Steve C.
Therapist in Queens, NY