Goal-based session data, progress notes that come from the session, and home practice that families actually log. TherapyCRM keeps a pediatric SLP caseload — assessment, plan, sessions, parent updates and funding — on one client record.
Available to practices in Canada outside Quebec.
From the first intake form to the funder's progress report.
Record accuracy, prompt level and notes against each communication goal during the session, on a tablet, online or offline. Progress shows up on condition charts without re-entry.
SOAP-style notes start from the session record and move through review and publication. Reports can be e-signed in-house or by families with an audit hash.
Assign carryover activities with recurrence and reminders. Guardians log what they did in the portal, and engagement reporting shows who needs a nudge.
Assign assessments from the library, record scoring, and turn recommendations into draft goals for the treatment plan — with a licence gate for restricted instruments.
Branches, rooms and equipment, staff rotations, recurring appointments with conflict rules, a waitlist and email or SMS reminders.
Documentation-gated session billing, funding programs tracked to the minute, invoices and payment plans, and funder progress reports.
The work around the session — intake, scheduling, family communication, funding — lives in the same account as the clinical record.
Track enquiries through your own statuses, send intake and consent forms to families through the portal, and convert a lead into a client without retyping.
Recurring appointments with conflict rules across branches and rooms, a timezone-aware waitlist, and email or SMS reminders to families.
Track approved hours and amounts per funding program to the minute, gate invoices on documentation, and generate progress reports when a funder asks.
Something not covered? Email support@therapycrm.io.
It includes an assessment library with assignment, scoring and recommendations that become draft goals, and a licence gate for restricted instruments. It does not ship licensed item banks or standardized norms; you record results from the instruments your practice is licensed to use.
Yes. Therapy types, billing services, goals and plans are configured per discipline inside one practice, and reports can be filtered by clinician or branch.
TherapyCRM is available to practices in Canada outside Quebec. It provides role-based access, MFA, audit logging, short sessions, encryption and retention policies. Privacy obligations depend on your practice, province, configuration and contracts. Data may be processed outside Canada; review the published subprocessor list. No certification is claimed. Security documentation and vendor terms are available on request.
Yes. Every plan starts with a free trial; the exact trial length and terms are shown by the billing provider before you confirm checkout.
Start a trial, set up a branch and a goal library, and run one real session end to end before you decide.
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