TherapyCRM Support Center

Help for the TherapyCRM web application and the attendance check-in app

Web Platform

Tablet Preview

Phone Preview

Deployment Review Required

Web Platform

Practice management for pediatric and autism therapy teams: clinical records, scheduling, parent portal, funding and billing

• Treatment plans & session data

• Multi-branch scheduling

• Parent portal & documents

• Funding, billing & reports

Tablet Workflow Preview

Front-desk check-in on a tablet; attendance lands on the appointment record. Availability is confirmed per deployment.

• Session Attendance

• Client Check-in

• Syncs to appointments

• Ask support about availability

Phone Workflow Preview

The same check-in workflow on a phone. Availability is confirmed per deployment.

• Mobile Attendance

• Quick Check-in

• Syncs to appointments

• Ask support about availability

Help & Support Categories

Getting Started

New to TherapyCRM? Start here for setup guides and tutorials.

• Account setup and configuration
• Practice and branch setup
• Staff user management
• Therapy types, rooms and billing services
• Initial data import

Web Platform

Complete practice management features and functionality.

• Client intake and management
• Appointment scheduling
• Staff and therapist management
• Billing and payment processing
• Reports and analytics

Mobile Apps

Attendance workflow preview and mobile API guidance.

• Distribution availability
• Session attendance tracking
• Client check-in processes
• Sync behavior and limitations
• Multi-therapist workflows

Account & Billing

Subscription management and account settings.

• Subscription plans and pricing
• Payment method updates
• Account settings and preferences
• User permissions and roles
• Data export and backup

Technical Support

Technical issues and troubleshooting assistance.

• Login and authentication issues
• Mobile app connectivity problems
• Data synchronization troubleshooting
• Security and privacy configuration
• Integration with EHR systems

Documentation

Comprehensive guides and API documentation.

• User guides and tutorials
• Mobile API documentation
• Integration guidelines
• Best practices and workflows
• Release notes and updates

Mobile App Availability

The attendance app is rolled out per deployment; there is no public app-store listing yet. Ask us whether it is available for your practice.

Ask about availability

Contact Support

Email us about the web application, the attendance app, billing or security. Include your practice name and a summary without client health information.

Email Support

Help with setup, scheduling, clinical records, the parent portal, funding and billing, and account access

Email support@therapycrm.io

Response times

Response times and service levels are set out in your service agreement. Include your practice name and a problem summary without client health information.

TherapyCRM Support

Optional website analytics

Allow Google Analytics to measure visits and actions on these public pages? It stays off in clinical, portal and checkout screens. Google may process analytics outside Canada. Details