Workflow tour

Follow the work through TherapyAlly.

Walk one connected care journey from client readiness through scheduling, documentation, payment, and team review.

TherapyAlly scheduling workflow
01

Intake & client readiness

Start with a reusable universal intake, add practice-specific forms, and see what remains incomplete.

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Intake template assignment and completion workflow
02

Scheduling & resources

Coordinate provider, client, service, location, and room availability in one booking workflow.

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Provider, client, service, and room scheduling workflow
03

Clinical documentation

Move from session evidence to reviewable notes, plans of care, progress, signature, and sharing.

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Clinical session and progress-note workflow
04

Billing & payment

Check eligibility, prepare claims, understand rejections, post remittances, and collect private pay.

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Eligibility, claims, and remittance workflow
05

Workforce & supervision

Review payable work, policy exceptions, approvals, and direct or indirect supervision hours.

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Workforce and practice setup workflow

Across the workflow

Allie helps today. Channel extends care next.

Allie is included with every Practice plan. Channel adds secure messaging and telehealth through Practice Complete during early access.

Included

Allie by TherapyAlly

Find client, scheduling, eligibility, claims, remittance, and billing information, with human review before consequential action.

Complete · Early access

Channel by TherapyAlly

Connect persistent messaging, virtual waiting rooms, voice, video, and reviewable session artifacts.

See TherapyAlly in context

Ready for a tour built around your team?

Book a conversation and we will use the workflows that matter to your practice.