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What is ClinicSense?

ClinicSense caters specifically to independent massage practitioners, physical therapists, and occupational therapists, empowering them to compete successfully against larger franchises. We are confident that with the appropriate resources at hand, you can outperform the industry giants! The platform provides health and wellness professionals with a comprehensive suite of essential tools for managing their businesses effectively, which includes top-notch SOAP notes, personalized intake forms, convenient online booking options, appointment reminders, invoicing and payment capabilities, as well as integrated marketing solutions that are tailored to help expand your business reach and impact. Moreover, ClinicSense ensures that you have everything necessary to thrive in a competitive market.

What is Ascend?

Ascend integrates five crucial workflows that agencies typically utilize on a weekly basis—forms, databases, pages, time tracking, and invoicing—into one cohesive workspace. Instead of juggling various tools like Notion, Tally, Calendly, Toggl, and FreshBooks, you can oversee the entire client journey within a single streamlined system that ensures data consistency across all functions. When a client submits an intake form, their details are automatically integrated into your database. Each entry can be viewed as a detailed page that includes notes, files, sub-tasks, and a built-in timer for tracking hours. The time logged is instantly reflected in an invoice generated from that same entry, removing the need for cumbersome CSV exports or the repetitive task of copying and pasting between different software. This innovative platform is designed specifically for independent consultants and small agency studios that operate on an hourly billing or retainer basis. You can start with a free tier, then opt for the Solo plan priced at $19 per month or the Studio plan at $49 monthly, both of which come without extra user fees. There is also a 30-day free trial for the paid plans, which does not require a credit card to sign up, providing an excellent opportunity to test the platform's capabilities without any financial commitment. The ease of consolidating these workflows can significantly streamline your business operations, allowing you to focus more on serving your clients effectively.

Media

Media

Integrations Supported

Gmail
Facebook
Microsoft SMTP Service
Notion
Square Payments

Integrations Supported

Gmail
Facebook
Microsoft SMTP Service
Notion
Square Payments

API Availability

Has API

API Availability

Has API

Pricing Information

$39 per month
ClinicSense offers flexible subscription tiers built for practices of different sizes, from part-time solo providers to multi-practitioner clinics. Every plan includes a 14-day free trial with no credit card required, so clinics can test features before committing.

💰 Subscription Plans

1. Lite Plan – $39/month
Ideal for part-time practitioners and small clinics. Includes:
- Online booking & calendar management
- Email appointment reminders
- SOAP notes & intake forms
- Basic reporting
- Up to 20 appointments per month, depending on plan structure

2. Standard Plan – ~$69/month
Best for full-time practices. Includes everything in Lite plus:

- Up to ~200 appointments/month
- SMS reminders
- No-Show Guard to reduce late cancellations
- Waitlist & block list tools
- Marketing features
- Automated client follow up tools

Additional practitioners supported ($20/mo add-on)

3. Premium Plan – ~$99/month
Designed for growing clinics and wellness centers. Includes:
- Unlimited appointments
- VIP/priority support


Support for additional staff and practitioners ($20/mo add-on)
Free Trial Offered?
Free Version

Pricing Information

$19/month
Ascend 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 Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ClinicSense

Date Founded

2012

Company Location

Canada

Company Website

clinicsense.com

Company Facts

Organization Name

Optivation

Company Location

New Zealand

Company Website

www.optivation.io

Categories and Features

Massage Therapy

Appointment Management
Billing & Invoicing
Client Management
Email Marketing
Employee Management
Gift Card Management
Multi-Location
Point of Sale (POS)
Practice Management
SOAP Notes

Occupational Therapy

Assessment Management
Billing & Invoicing
Care Plan Management
Insurance Management
Patient Records
Patient Registration
Patient Scheduling
Practice Management
Progress Tracking

Physical Therapy

Activity Monitoring
Appointment Management
Assessments
Billing & Invoicing
Exercise Management
Insurance Management
Multi-Location
Patient Records
Practice Management
Progress Notes
Treatment Plans

Speech Therapy

Assessment Management
Billing & Invoicing
Care Plan Management
Insurance Management
Patient Scheduling
Progress Tracking
SOAP Notes

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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