A Software as a Service (SaaS) application designed to help therapists effectively manage their schedules and business operations in a more organized manner.
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Therapists
- Centralizes information about therapists associated with the business.
- Contact details
- System login credentials
- Access roles (e.g., scheduling, accounting, patient information)
- Financial details (e.g., payment agreements, rates for services)
- History of appointments
- Centralizes information about therapists associated with the business.
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Clients and Payers
- Manages client and payer information (clients are individuals attending therapy sessions; payers may include independent entities such as a child with a parent).
- Contact information
- Financial records
- Appointment history
- Secure encryption for sensitive data (e.g., session notes, diagnoses)
- Goals - setting goals for clients to monitor client/therapy progress
- Manages client and payer information (clients are individuals attending therapy sessions; payers may include independent entities such as a child with a parent).
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Services (Appointment Types, other services)
- Defines different types of appointments offered.
- Basic details
- Pricing information
- Default scheduling parameters
- Assignment of therapists to specific services
- Creates new appointments
- Manage slots for each therapist and place
- Sending notifications to different groups, based on executed function
- Allowing to reschedule appointments - Option to make appointments for single client and for group (collect all clients for one date)
- Defines different types of appointments offered.
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Accounting
- Handles invoicing tasks, including integration with external accounting systems.
- Automated calculations for each Client
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Calendar
- Facilitates schedule planning and session management.
- Session assignment to therapists
- Detailed session information
- Summary of scheduled appointments
- Printable calendar view
- Identification of available time slots
- Facilitates schedule planning and session management.
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Reports
- Basic reports to make management easier
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Notifications
- Automated notifications with reminders, custom messages, etc.
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Widget
- Widget that will allow to automate signups for selected services
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Day appointments
- Presentation of daily calendar for logged user. Presenting incoming appointments for all day with clients details and history.