TherapyCRM

TherapyCRM

Data Inn Inc.
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About

The STEPs method for progress notes provides a structured method for taking progress notes. With STEPnotes™, counselors are able to conceptualize their counseling sessions and take their notes in a professional and organized manner. Dr. Rhonda Sutton's second edition of the straightforward guide to progress notes includes additional examples, information, documentation, and clinical language that expands on the utility and readability of the first book. Dr. Sutton and her team have created an online tool (see highlights below) that provides the STEPs in an easy to use format for taking and maintaining progress notes, all for the one-time cost of $129.00, per counselor, all of the forms. Progress note formats that provide drop down menus, check box options and text areas so that counselors can customize their notes to the level of client care. Progress note formats for mental health/private practice settings; school environments; career counseling sessions; and coaching sessions.

About

TherapyCRM connects session records, scheduling and billing for pediatric therapy practices. Staff can collect trial-by-trial data for prepared ABA sessions during interrupted connectivity, then sync when the connection returns. Treatment plans, SOAP-style progress notes and review workflows keep documentation attached to the practice record, and completed sessions with approved notes can be used for invoices. The web application includes branch and clinician calendar views, funding-balance tracking, role-based permissions, multi-factor authentication and audit trails. Companion Family and Kiosk apps support invited families and front-desk check-in. Made by Data Inn Inc., TherapyCRM serves ABA, speech-language pathology, occupational therapy and physiotherapy practices in Canada outside Quebec, in English. It does not submit insurance or OAP claims or offer telehealth.

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

Platforms Supported

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

Audience

Mental health providers and therapists looking for a solution to manage their operations

Audience

English-language pediatric and autism therapy practices in Canada outside Quebec: ABA, speech-language pathology, occupational therapy and physiotherapy.

Support

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

Support

Phone Support Not 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

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$49.99 CAD/month
Two plans, billed in Canadian dollars: Essential CA$49.99 per month or CA$499.99 per year; Growth CA$149.99 per month or CA$1,499.99 per year. A free trial is available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Our team has used TherapyCRM for about 7 months on desktops and tablets, for client intake, scheduling, documentation, attendance and reports. We're an ABA practice of two, and it matters that it works the same on any device and browser. It does. Saves have been reliable, and we haven't lost a single session note. Intake forms collect what we need up front, which means fewer phone calls chasing missing details. Attendance tracking and reports have made our scheduling and billing reporting much quicker than our old spreadsheets. The system checks entries in the right places, so mistakes get caught early. It's clear the people who built it understand how therapy practices actually run, from consent handling to separate access for families.
  • Seven months in, TherapyCRM has been a very solid practice-management system for our ABA practice of two. We use it for scheduling, session notes, intake and reports, and it replaced our spreadsheets. Access is properly separated between staff, families and clients, so everyone sees only what they should, which matters for privacy in therapy work. The input checks catch mistakes in the right places without getting in the way. Pages load quickly, and the screen never freezes while it's saving or loading, even on our busiest days. We've scheduled dozens of sessions through it without a single lost record. Our front desk spends less time fixing errors, and we spend less time on paperwork.

Cons

  • A few advanced settings took some exploring, but that's minor. I'd recommend it to any practice outgrowing spreadsheets or juggling several tools.
  • If I had to pick one improvement, it would be making the deeper admin settings easier to find. Overall, it's well built and reliable.

Training

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

Training

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

Company Information

STEPnotes
Founded: 2022
www.stepnotesinc.com

Company Information

Data Inn Inc.
Founded: 2020
Canada
therapycrm.io

Alternatives

Alternatives

TherapyPM

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Ziji (咨记)

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TotalTherapy

TotalTherapy

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ReliaTrax

ReliaTrax

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Categories

Mental Health Supported
Therapy Supported

Categories

Applied Behavior Analysis (ABA) Features

ABA Data Collection Supported
Appointment Management Supported
Assessments Supported
Billing & Invoicing Supported
Document Management Supported
Insurance Management Not Supported
Learning Management Not Supported
Mobile Access Supported
Practice Management Supported
Program Management Supported
Progress Tracking Supported
Reporting / Analytics Supported

Occupational Therapy Features

Assessment Management Supported
Billing & Invoicing Supported
Care Plan Management Supported
Insurance Management Not Supported
Patient Records Supported
Patient Registration Supported
Patient Scheduling Supported
Practice Management Supported
Progress Tracking Supported

Speech Therapy Features

Assessment Management Supported
Billing & Invoicing Supported
Care Plan Management Supported
Insurance Management Not Supported
Patient Scheduling Supported
Progress Tracking Supported
SOAP Notes Supported

Integrations

Google Calendar Not Supported
Stripe Not Supported

Integrations

Google Calendar Supported
Stripe Supported
Claim STEPnotes and update features and information
Claim STEPnotes and update features and information
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Claim TherapyCRM and update features and information