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What is TherapyCRM?

TherapyCRM is therapy billing and invoicing software for Canadian clinics that bill in Canadian dollars. Invoices are created from completed sessions that have an approved note and a service code, and staff can also write manual invoices. Practices can offer payment plans and session packages, link invoices to a child's funding period, and produce an Ontario Autism Program expense summary PDF for families. Where a practice turns on online payments, families pay invoices by card through Stripe, and refunds made in Stripe update TherapyCRM. Invoices can show the practice's GST/HST registration, and numbered receipts record each payment. Parents see their invoices in the TherapyCRM Family app. Attendance comes from TherapyCRM Kiosk check-in, and clinicians close sessions in TherapyCRM Therapist on iPhone or iPad. TherapyCRM is for clinics in Canada outside Quebec, in English. It does not submit insurance or OAP claims and does not provide telehealth.

What is Office Puzzle?

Office Puzzle is an all-encompassing, cloud-driven practice management and electronic health record platform aimed at boosting the productivity of behavioral health and care agencies by consolidating every component of their operations, including client intake, scheduling, documentation, billing, compliance, and payroll, into one accessible system. By centralizing advanced scheduling features, automated documentation with pre-filled templates, and AI-driven text assistance, this platform simplifies processes while ensuring the safe storage of client records for convenient organization and retrieval of session data, treatment plans, authorizations, and outcomes. Additionally, the system incorporates real-time scheduling to effectively avoid conflicts and comply with authorization guidelines, along with electronic visit verification to meet Medicaid requirements, and includes integrated billing tools that leverage session data to reduce errors and accelerate reimbursement times. Furthermore, Office Puzzle significantly boosts operational efficiency through secure document storage, e-signature options, role-based access controls, and comprehensive team management tools that track credentials and training needs. This integrated strategy not only enhances workflow efficiency but also promotes greater collaboration among team members, ultimately contributing to better outcomes for clients, as well as overall satisfaction for both staff and patients alike.

Media

Media

Integrations Supported

Google Calendar
Stripe

Integrations Supported

API Availability

API Availability

Pricing Information

$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 Trial Offered?

Pricing Information

$19.99 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Data Inn Inc.

Date Founded

2020

Company Location

Canada

Company Website

therapycrm.io

Company Facts

Organization Name

Office Puzzle

Date Founded

2019

Company Location

United States

Company Website

officepuzzle.com

Categories and Features

Applied Behavior Analysis (ABA)

ABA Data Collection
Appointment Management
Assessments
Billing & Invoicing
Document Management
Mobile Access
Practice Management
Program Management
Progress Tracking
Reporting / Analytics

Occupational Therapy

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

Speech Therapy

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

Therapy

Not specified

Categories and Features

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