Group Practice
One solution to efficiently manage patient information before, during, and after appointments.
Synchronize your practice’s workflow
Whether you're a small team or a large clinic, our group practice features streamline operations, enhance collaboration, and improve client outcomes.
Easily set and adjust access and permissions for your staff.
Allow granular patient record sharing among clinical team members.
Automatically notify supervisors when session notes are ready for review.
Supervisors can review and request edits before approving notes.
Create practice-wide or provider-specific templates.
Providers
Admins
Optional
Add records custodian privileges for all or select staff
Allow a ‘parking spot’ for new or prospective clients until they’re assigned to a provider.
Track new clients visually by provider, upcoming first appointment, or date added.
Match new clients therapists using 'therapist tagging' and 'next available appointment'.
Enable clients and providers to securely e-sign and co-sign documents.
Select if a provider manages their billing/has access to accounting tools.
Customize claims for specific providers and insurance companies.
Run reports and manage billing for active and inactive providers.
Set up custom services and fee schedules by provider.
View providers weekly/daily schedules side by side.
Track session progress with automatic color-coding.
Allow providers to have a ‘free/busy’ view of each other’s schedules.
View calendars and schedule for providers in different locations
Create detailed reports based on location, provider, and session type.
Sort data by office location, individual staff performance, and income.
Get notified when a client doesn't have future appointments scheduled.
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.
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