Group Practice

Total Practice Management

A unified system that simplifies the management of patient information at every stage of their visit.

Users of TherapyAppointment platform

Synchronize your practice’s workflow

Our platform is designed to cater to both small teams and large clinics, ensuring seamless operations, fostering teamwork, and enhancing patient care.

Employee access settings

Easily set and adjust access and permissions for your staff.

Secure record sharing

Allow granular patient record sharing among clinical team members.

Super-notifications

Automatically notify supervisors when session notes are ready for review.

Super-feedback

Supervisors can review and request edits before approving notes.

Super-templates

Create practice-wide or provider-specific templates.

Providers

Schedule your own clients
Document assessments and patient progress
Add addendums or redact records for assigned clients
Manage new client intake
View income and accounting reports
Supervise/sign-off on other providers
Records custodian for all or limited providers

Admins

Scheduler

Efficiently schedule appointments

Biller

Process payments and claims

Manager

Send client portal invite and assign intake documents

Reports

View and manage reporting

Client triage

Allow a ‘parking spot’ for new or prospective clients until they’re assigned to a provider.

One-click to sign and lock

Track new clients visually by provider, upcoming first appointment, or date added.

Customizable tags

Match new clients therapists using 'therapist tagging' and 'next available appointment'.

Digital signatures

Enable clients and providers to securely e-sign and co-sign documents.

One-click access

Select if a provider manages their billing/has access to accounting tools.

Flexible claims creation

Customized claims for specific providers and insurance companies.

Get a 360 degree view

Run reports and manage billing for active and inactive providers.

Provider settings

Set up custom services and fee schedules  by provider.

View multiple schedules

View providers weekly/daily schedules side by side.

Customizable settings

Track session progress with automatic color-coding.

Shared calendar

Allow providers to have a ‘free/busy’ view of each other’s schedules.

Simplified scheduling

View calendars and schedule appointments for providers in different time zones.

Optimize operations

Create detailed reports based on location, provider, and session type.

See real-time analytics

Sort data by office location, individual staff performance, and income.

Track client retention

Get notified when a client doesn't have future appointments scheduled.

Manage payroll

Easily calculate income per therapist and set percentage rates.

Therapy Appointment has truly transformed my practice. The platform is intuitive, packed with features, and user-friendly. My clients often express their satisfaction with the self-scheduling option, which enhances their experience. The live customer support is exceptional, always ready to assist.

Jennifer S.
Therapist in Seatle, WA
Notes & Charting

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All Features

Take a look at all the powerful 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.

Group Practice

Streamline operations, enhance collaboration, and improve client success.

Insurance

Simplify claims with eligibility verification, easy filing, and automated tracking.

Telehealth

Conduct HIPAA-compliant telehealth sessions directly from your dashboard.

Get started in three easy steps

1
Enter your details
2
Start your free month
3
Watch your practice thrive