Upheal Reviews & Ratings

Upheal

5.0 out of 5 stars
TherapyCRM Reviews & Ratings

TherapyCRM

5.0 out of 5 stars

Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 2 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is Upheal?

We present an advanced AI assistant that features automated note-taking, video conferencing, and integrated analytics for a seamless experience. Imagine effortlessly generating your therapy notes and tracking progress after each session, which allows you to dedicate your attention entirely to your clients. You have the option to customize the notes according to your preferences, whether you want to make significant changes or just minor adjustments. As you converse with your client, our platform transcribes the entire discussion and conducts real-time analyses, ensuring that vital information is always at your fingertips. We will efficiently highlight and categorize the key insights, individuals, and noteworthy elements of each client’s life for your ease of reference. Our smart system captures every detail unobtrusively, enabling you to focus on non-verbal cues without worrying about missing critical points in the conversation. Moreover, we can generate DAP-informed progress notes on your behalf, allowing you to effortlessly adjust the content or add your reflections during or after the call with just a few clicks. You can also share therapy notes with your colleagues for peer feedback or to refresh your memory about each client's past sessions and insights before your next meetings, bolstering your preparation and efficiency. This all-encompassing tool is thoughtfully engineered to enhance your workflow and elevate the quality of interactions with your clients, making your practice more effective and organized. With this innovative solution, you can reclaim valuable time and improve your overall service delivery.

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.

Media

Media

Integrations Supported

Integrations Supported

Google Calendar
Stripe

API Availability

API Availability

Pricing Information

Pricing not provided

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?

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Upheal

Company Location

Czech Republic

Company Website

www.upheal.io

Company Facts

Organization Name

Data Inn Inc.

Date Founded

2020

Company Location

Canada

Company Website

therapycrm.io

Categories and Features

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

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