Features - Everything you need to connect, schedule, and care
Engage with your clients, collaborate securely, and manage your practice in one place with therapyCRM.
Discover & Connect
Helps clients find you and get in touch fast.
Search
Your profile, for clients seeking your specialties and services .
Contact Me
Visitors can message you directly without knowing your email address.
Click to Call
Allows visitors to connect with you or your office, no dialing required.
Workflows & Care Delivery
Coordinate care, keep conversations organized, and meet virtually.
Messaging System
Closed system messaging that keeps professional conversations in one place.
Calendar
Create and manage meetings with system and external users.
Video Sessions
Create one‑off video meetings or schedule them via the calendar. Invite internal or external users.
Ease of Access
Calendar meetings are simple to join. Each link is specific to the user and does not require a portal login.
Invitation System
Invite Clients and request access to their required and additional shared information.
Session Notes
Templates for SOAP, BIRP, DAP, Progress, Intake, Discharge, Group Session, and Crisis Intervention.
Insurance Eligibility Check
Create and manage insurance eligibility checks and easily understand a client's coverage.
- View the client's insurance card, coverages, co-pays, more...
- See payer contact numbers
File Manager
Store all important documents related to running your practice and share only what you want.
Notifications & Security
Stay informed and keep data protected.
SMS / Email Notifications
System alerts for logins, password changes, calendar events, and new messages.
Control notifications in settings and choose timing: immediately, hourly, daily, or weekly digests.
Security
- AES‑256 Encryption: Sensitive information encrypted at rest and in transit.
- AWS Hosting: Reliable, scalable infrastructure.
- Spam Prevention: Rate‑limiting, reCAPTCHA, and CSRF protection.
- Login Restrictions: Time‑of‑day and IP‑based controls with email token bypass when required.
See therapyCRM in action
We’re onboarding a limited number of practices. Let’s see if we’re a fit.
Request a Demo