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What is TherapyCRM?

TherapyCRM manages pediatric therapy practice records from appointments through documentation and invoicing. ABA staff can record trial data for prepared sessions during interrupted connectivity, then sync when the connection returns. Treatment plans and SOAP-style progress notes sit alongside client records. Branch and clinician calendars support scheduling across locations, while funding records track approved, used and remaining hours or amounts. Invited families can view upcoming visits, messages, forms and invoices through a separate portal and Family app. The Kiosk iPad app supports front-desk check-in. Built 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.

What is Portia?

Portia offers a groundbreaking therapy-driven ABA software tailored for ABA clinics, merging practice management, electronic medical records, insurance billing, curriculum creation, and data collection into a singular, integrated solution. Alongside this, the PortiaPro mobile application is available for both Apple and Android platforms, featuring complete offline capabilities. This means that even users lacking a cellular connection or Wi-Fi at a client's location can preload sessions to maintain service continuity. Furthermore, the app captures GPS data and updates the Portia server with new information every thirty seconds, enabling Board Certified Behavior Analysts to monitor incoming data almost in real-time. Each data entry is time-stamped, ensuring accurate tracking of when the information was gathered. Users benefit from the ability to adjust both scheduled and actual session times, which enhances the overall management process's flexibility and precision. Such a comprehensive system guarantees that ABA clinics function efficiently and uphold the highest standards of care for their clients, thereby fostering a more effective therapeutic environment. This innovative approach ultimately aims to improve outcomes for both practitioners and clients 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

$30/month

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

Data Inn Inc.

Date Founded

2020

Company Location

Canada

Company Website

therapycrm.io

Company Facts

Organization Name

Portia International

Company Location

Canada

Company Website

www.portiapro.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

Applied Behavior Analysis (ABA)

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

Clinic Management

Not specified

Insurance Billing

Not specified

Medical Practice Management

Claims Management
HIPAA Compliant
Patient Records
Patient Scheduling
Physician Scheduling

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