Occupational Therapy Software

Manage your private practice in less time and streamline your admin tasks with one intuitive occupational therapy software and EMR

The all-in-one occupational therapy EMR  software

Everything you need to manage your occupational therapy private practice in one practice management software with EMR, client portal, scheduling, therapy notes, billing, insurance, telehealth and more.

Features like batching, automation, note duplication, transcription, and integrated, two-way efax help you save time on private practice administrative tasks.

See how you can save time in your practice with a 30-day, free trial with no credit card required. Cancel anytime.

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Exclusive therapy apps and games
Increase efficiency

Streamline and automate administrative tasks, therapy notes, intake and billing. Never miss a task with our To Dos feature.

Exclusive therapy apps and games
Maximize revenue

Speed up payments with online credit card processing, payment batching or auto-card charging, and ERA payment posting.

Exclusive therapy apps and games
Scale your practice

Add unlimited clients, avoid extra fees for teletherapy, and easily add occupational therapists and staff to your team.

SimplifyScheduling

Effortless scheduling

Easily manage your schedule with TheraPlatform’s customizable calendaring features. Set your calendar availability and empower clients to self-schedule with your own online booking widget. Visually navigate your schedule with color-coded views and sync your appointments with Google calendar.

Quickly add clients to your waitlist and set up automated reminders to reduce no-shows and cancellations with your occupational therapy software.

Increase efficiency at your practice with:
RECURRING APPOINTMENTSGROUP SESSIONSHOURS OF AVAILABILITYEMAIL AND TEXT REMINDERS

Flexible and fast occupational therapy documentation software

Note taking is simple with TheraPlatform’s occupational therapy documentation software and its built-in library of customizable templates created with occupational therapists in mind. Use the templates as-is or build them from scratch to suit your needs. 

Fax notes and request client signatures directly from your occupational therapy EMR. Copy notes from previous sessions and edit them to reflect current client interactions.

Build custom templates with:
SIGNATURE FIELDSYES/NO CHECKBOXESTEXT FIELDS REQUIRED FIELDS PICKLISTS DATE/TIME FIELDS
DocumenationYourWay
reconciliation-and-payment-highlight

Smooth insurance claims

Claim batching, claim automation and our auto claim validation feature catches missing data and mistakes in real time and will help you get paid faster.

Our occupational therapy software saves you time with easy claim tracking, EOB and ERA payment posting and reporting.

Modernize your claims process with:
AUTO CLAIMSREAL-TIME TRACKINGREAL-TIME VALIDATIONCLAIM BATCHINGAUTOMATED EOBS & ERAS

Enhance the client experience

Stay connected with clients throughout their treatment with TheraPlatform’s secure client portal that features secure chat, self scheduling, automated appointment reminders, online forms, file sharing, homework, invoices, payments and more.


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Client Experience

Enhance your private practice with engaging telehealth

Add telehealth services to your private practice to fill gaps in your schedule and reduce no-shows when clients cannot get to your office.

Make your telehealth sessions fun and engaging with built-in tools such as a whiteboard, apps, screen sharing, videos and more all from a single occupational therapy software. Bookmark all activities and have everything at your fingertips well ahead of meeting time.

Make your virtual sessions better with:
PRE-ORGANIZED RESOURCESBUILT-IN WHITEBOARDTHERAPY GAMES AND APPS TWO-WAY SCREEN SHARINGIN-SESSION CHATVIDEO PLAYTIME

Measure your practice’s success with detailed reports

Track, analyze and optimize the health of your business with our reporting features that provide a holistic picture on appointments, revenue, services, therapists, payers and clients and more.

Understand your telehealth activities with our telehealth session reporting that shows you exactly when clinicians and clients entered and left video calls. Print and export all reports as needed


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MeasureReport
Payment Billing Software

Flexible and powerful occupational therapy billing software

Our integrated occupational therapy billing software is flexible and powerful. Save time on administrative tasks like invoices and superbills by automating and batching part or all of your billing. 

Get paid faster with an auto card charge option or automated payment reminders. Request payments from clients at the time of booking reducing no-shows and lost revenue.

Speed up your revenue cycle with:
CREDIT CARD PROCESSINGINVOICE BATCHINGTEXT FIELDS REPORTING EMAIL PAYMENT REMINDERS

FAQ about TheraPlatform’s occupational therapy software

What is TheraPlatform's occupational therapy EMR software and practice management?

TheraPlatform's occupational therapy EMR software and practice management system is a comprehensive, HIPAA-compliant platform designed for occupational and related therapy practices. It streamlines electronic medical records, scheduling, billing, telehealth, and overall practice management in one easy-to-use solution—helping therapists focus more on patient care and less on administrative tasks.

What documentation tools are available, and can you customize templates?

TheraPlatform offers a comprehensive set of documentation tools, including customizable templates for intake forms, assessments, treatment plans, SOAP notes, progress notes, and discharge summaries. You can duplicate notes, request electronic signatures, and even use built-in audio and video transcription for accurate documentation.

Does TheraPlatform offer AI tools for occupational therapy notes and documentation?

Yes. TheraPlatform provides optional AI-powered tools to help generate progress notes from keywords, transcribe telehealth sessions, and convert voice dictation into structured notes. These HIPAA-compliant AI features save time while maintaining clinical accuracy and therapist control.

Does TheraPlatform's occupational therapy software offer 2-way e-fax?

Yes, TheraPlatform offers built-in 2-way e-fax as an add-on, allowing your practice to easily receive faxed MD orders directly into the system. You can also securely send faxes such as reports, referrals, and other important documents—all integrated seamlessly within the platform to streamline your workflow and reduce paperwork.

How does TheraPlatform handle insurance billing for occupational therapy?

TheraPlatform simplifies insurance billing for occupational therapy practices with both manual and automated options—giving you full control over how your practice manages claims and payments.You can choose to bill manually using batch processing, allowing you to review and submit multiple claims together for greater flexibility and oversight. Or, for a more hands-off approach, you can enable auto-billing, where TheraPlatform handles everything—from electronic claim submission and real-time claim validation to ERA (Electronic Remittance Advice) posting and payment reconciliation.With built-in automated payment reminders and detailed billing reports, our system reduces billing errors, speeds up reimbursement cycles, and minimizes administrative workload—so you can spend more time with clients and less time on paperwork.

Can I track authorizations on TheraPlatform?

Yes, TheraPlatform allows you to add authorizations and their expiration dates. The system tracks the number of authorized sessions used and displays how many are left right on your calendar. Additionally, you can monitor authorizations in detail through reports. You’ll also receive notifications about expiring authorizations so you can act promptly and re-apply as needed, ensuring uninterrupted patient care.

Can I verify insurance coverage on TheraPlatform?

Yes, you can verify insurance coverage manually or set up automated verification within TheraPlatform. The system can automatically check patient benefits and notify you, helping streamline your billing process and reduce delays.

Can other disciplines use TheraPlatform if I have a multidisciplinary clinic?

Yes, TheraPlatform was designed to support multidisciplinary clinics, allowing physical therapists, occupational therapists, speech-language pathologists, and behavioral health providers to collaborate seamlessly within one secure system.

How much does TheraPlatform cost and are there setup fees or contracts?

Plans start at $39 per month for solo providers with no setup fees or contracts. Optional add-ons like billing and AI tools are available. Discounts are offered for group practices, making it scalable and affordable for providers of all sizes. There are no setup fees, and you are not required to sign a yearly contract. You can cancel your subscription at any time through your account settings.

Customer Spotlight: Danny Zander

"TheraPlatform for my business has been a game changer. It has made me more efficient. It has made my practice be as successful as it is"

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