Clients & intake
Client records, guardians, contacts, insurance, provider assignments, universal intake, practice-customized forms, and completion tracking.
Features
Explore TherapyAlly by the work your practice completes—not by a collection of disconnected software modules.
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.
Intelligence and accountability
Use AI-assisted drafts and Allie to reduce repetitive work. Keep clinician review, billing confirmation, role-based access, and an auditable event history around consequential actions.
Learn about AllieSee TherapyAlly in context
We will tailor the demo to your disciplines, payer mix, team structure, and facilities.
Common questions
Yes. TherapyAlly supports payer setup, eligibility checks, fee schedules, claims, ERA remittances, claim follow-up, private-pay invoices, and Stripe payments alongside clinical and scheduling context.
Sessions, plans of care, goals, session notes, progress notes, templates, clinician signatures, and controlled client sharing—with optional AI-assisted drafts that clinicians review before use.