TherapyCRM

TherapyCRM

Data Inn Inc.
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About

Pull from our library of different note templates and treatment plans, customize what’s there and use our form builder to put together entirely new templates from scratch. Own your workflow, you can enter notes and document findings on your terms from the calendar, the client's chart, or even in-session. The client portal makes it simple for your clients to keep up with their scheduled appointments, join video sessions, access homework assignments and submit payment. Satisfied clients progressing with their therapy are much more likely to refer new clients. Make it an easy decision to refer a friend, with the TheraPlatform client portal.

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 professionals and providers, psychologists, social workers, doctors, speech therapists, occupational therapists, behavioral therapists

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

$29.00 per month
Free Version Not Supported
Free Trial 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 1.0 / 5
ease 1.0 / 5
features 3.5 / 5
design 1.5 / 5
support 1.0 / 5

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

  • Not much, the scheduler. Ability to show patients' medication information. Email senders, and that is it.
  • Marketed features were ideal for therapists. (Those features actually working were rare.) Professional sounding name.

Cons

  • The technical issues are absurd and the amount of troubleshooting is not worth it stick with free Doxy.me. I wish I did that to start but had to move fast because of crisis and made an error. Will not continue after the year and yes forget customer support does not exist.
  • Minimal customer support or accountability, particularly when all users in professional online groups are reporting the same bugs and constant issues. No refunds or pro-rating, despite realizing within the first day of user traffic that TheraPlatform is unable to perform properly, and also, that customer service will not offer support nor acknowledge their issues with their own system.

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 Supported
Live Online Supported
In Person Supported

Training

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

Company Information

TheraPlatform
Founded: 2011
United States
www.theraplatform.com

Company Information

Data Inn Inc.
Founded: 2020
Canada
therapycrm.io

Alternatives

Alternatives

TherapyPM

TherapyPM

Amromed
HIPAA Video

HIPAA Video

VideoNet Holding
TotalTherapy

TotalTherapy

Rethink
Zanda

Zanda

Zanda Health

Categories

Categories

Occupational Therapy Features

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

Speech Therapy Features

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

Electronic Medical Records (EMR) Features

Appointment Management Supported
Charting Supported
Compliance Tracking Not Supported
E-Prescribing Not Supported
E/M Coding Not Supported
Handwriting Recognition Not Supported
HIPAA Compliant Not Supported
Integrated Telehealth Not Supported
Meaningful Use Certified Not Supported
MIPS Certified Not Supported
ONC-ATCB Certified Not Supported
Patient Portal Not Supported
Self Service Portal Supported
Voice Recognition Not Supported

Medical Practice Management Features

Claims Management Supported
E-Prescribing Not Supported
EMR / EHR Supported
HIPAA Compliant Supported
Insurance Eligibility Verification Not Supported
Inventory Management Not Supported
Multi-Office Supported
Multi-Physician Supported
Patient Billing Supported
Patient Portal Supported
Patient Records Supported
Patient Registration Not Supported
Patient Scheduling Supported
Physician Scheduling Supported

Mental Health Features

Appointment Reminders Supported
Appointment Scheduling Supported
Assessment & Treatment Plans Not Supported
Billing & Invoicing Supported
Claims Management Supported
E-Prescribing Not Supported
EDI Supported
EMR / EHR Supported
HIPAA Compliant Supported
Inpatient / Residential Not Supported
Multi-Provider Practice Supported
Patient Portal Not Supported
Personnel Management Not Supported
Progress Notes Supported
Single Provider Practice Supported

Nutritionist Features

Appointment Scheduling Supported
Billing & Invoicing Supported
Dietary Analysis Not Supported
Goal Setting / Tracking Supported
Meal Planning Not Supported
Nutrient Database Not Supported
Patient Management Supported
Patient Portal Supported

Physical Therapy Features

Activity Monitoring Not Supported
Appointment Management Supported
Assessments Not Supported
Billing & Invoicing Supported
Exercise Management Not Supported
Insurance Management Supported
Multi-Location Not Supported
Patient Records Supported
Practice Management Supported
Progress Notes Supported
Treatment Plans Supported

Social Work Case Management Features

Case Notes Supported
Client Management Supported
Document Management Supported
Forms Management Supported
Goal Setting / Tracking Supported
Program Management Not Supported
Referral Management Not Supported
Reporting & Statistics Not Supported
Scheduling Supported
Volunteer Management Not Supported

Telemedicine Features

Appointment Reminders Supported
Appointment Scheduling Not Supported
Chat / Messaging Supported
E-Prescribing Not Supported
For Medical Purposes Not Supported
HIPAA Compliant Supported
Multi-Provider Practice Supported
Online Forms Not Supported
Patient Queue Management Not Supported
Practice Management Supported
Remote Treatment Plans Not Supported
Teleradiology Not Supported
Video Conferencing 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

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

Integrations

Google Calendar Not Supported
Stripe Not Supported

Integrations

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