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About

Optivation is one workspace for the five jobs agencies run every week: forms, databases, pages, time tracking and invoicing. The whole client lifecycle runs in one system on shared data, not across five separate tools. A client intake form writes straight into your database as a record. Every record opens into a full page with notes, files, sub-tasks and a built-in timer. The hours you log there become the line items on an invoice, generated from that same record. It's built for solo consultants and small studios billing hourly or on retainer. You can start on the free plan. Solo is $19 a month. Studio is $49 a month for up to 3 seats, then $19 for each extra seat. Paid plans come with a 30-day free trial.

About

TheraPro360 is a cloud-based practice management platform for physical, occupational, speech-language, behavioral and mental health providers, as well as multidisciplinary therapy clinics. It combines appointment scheduling and therapist calendars with patient records, digital intake forms, clinical documentation, billing, invoices and payment tracking. Higher-tier plans add a patient portal for forms, appointments, messaging, resources and payments, along with video sessions, reminders, staff permissions and practice reporting. Insurance billing, claims, telehealth, storage limits, therapist accounts and support options vary by plan. The Essentials plan is designed for solo providers and small practices, while higher tiers support growing and multi-provider clinics. Therapists can access the service through cloud-based logins, and the vendor offers onboarding, tutorials, training videos and webinars.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Solo consultants, freelancers, and small agency studios in design, marketing, and consulting that bill hourly or on retainer, have outgrown single-purpose freelancer tools, and find enterprise PSA platforms overkill.

Audience

Physical therapists, occupational therapists, speech-language pathologists, mental health providers, solo practitioners, therapy clinics and group practices.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$19/month
Optivation uses flat pricing — no per-seat cost for solo operators.

Forms Free — $0
Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support.

Solo — $19/month ($190/year, two months free)
Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support.

Studio — $49/month ($490/year, two months free)
Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support.

Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Free Version Supported
Free Trial Supported

Pricing

$179.98/month
Essentials is $89.99/month for the first 3 months, then $179.98/month. Billed monthly; cancel anytime. Includes up to 40 clients and up to 3 therapist profiles. Insurance integration and automated claims are not included in Essentials. Higher plans have different pricing and features; Enterprise pricing is custom.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Optivation
New Zealand
www.optivation.io

Company Information

TheraPro360
United States
therapro360.com

Alternatives

Alternatives

Zanda

Zanda

Zanda Health
EosLog

EosLog

StroBi LLC
TherapyPM

TherapyPM

Amromed

Categories

Project Management Supported

Categories

Physical Therapy Supported
Speech Therapy Supported
Therapy Supported

Project Management Features

Agile Methodologies Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Not Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Supported
Gantt Charts Not Supported
Idea Management Not Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Not Supported
Resource Management Not Supported
Time & Expense Tracking Supported
Traditional Methodologies Not Supported

Integrations

Gmail Supported
Microsoft SMTP Service Supported
Notion Supported

Integrations

Gmail Not Supported
Microsoft SMTP Service Not Supported
Notion Not Supported
Claim Optivation and update features and information
Claim Optivation and update features and information
Claim TheraPro360 and update features and information
Claim TheraPro360 and update features and information