Clients & intake
Client records, guardians, contacts, insurance, provider assignments, universal intake, practice-customized forms, and completion tracking.
TherapyAlly Practice
Start with Essentials for core practice operations, add Insurance for revenue-cycle workflows, and choose Complete for telehealth and workforce operations.
The whole practice workflow
TherapyAlly keeps client, schedule, clinical, financial, and workforce context together while letting each practice choose the operating depth it needs.
Client records, guardians, contacts, insurance, provider assignments, universal intake, practice-customized forms, and completion tracking.
Provider and room scheduling, recurring bookings, self-scheduling boundaries, location context, availability, confirmations, and changes.
Sessions, plans of care, goals, session notes, progress notes, templates, clinician signatures, and controlled sharing.
Payer enrollments, eligibility, fee schedules, claims, ERA remittances, private-pay invoices, Stripe payments, and claim follow-up.
Payable activity, actual-time review, policy limits, employee confirmation, exceptions, approvals, frozen periods, and Square Payroll integration.
Supervisor assignments, direct and indirect hours, requirements, supporting activity, approvals, and an auditable history.
Designed for real practice operations
Start with a universal intake workflow, then customize forms, policies, templates, payer settings, and supervision rules by practice. Shared structure makes operations measurable without forcing every discipline into the same clinical process.
See who TherapyAlly servesSee TherapyAlly in context
Walk through the exact workflows your team uses today and identify what TherapyAlly can consolidate.
Common questions
TherapyAlly Practice covers client intake, scheduling and rooms, clinical documentation, insurance and private-pay billing, workforce time review, payroll export, and supervision tracking—sharing one client, provider, and practice context across the workflow.
Many practices use TherapyAlly to consolidate practice management and EMR/EHR-style documentation with scheduling and revenue-cycle work so teams spend less time reconciling separate systems. Final fit depends on your disciplines, payer mix, and team structure.