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Business-type guide

Therapy & counselling practice guide

Psychologists, counsellors and speech or occupational therapists: the sessions, the notes, the measures and the plan between them.

Day one

Installed on day one

What a therapy practice cannot open without: sign-up installs these with the practice. Setup then recommends more, and you choose.

Patient RegistryRegister patients and find their recordsFirst step: Register in under a minuteSlotGridBook and manage appointmentsFirst step: Book into a real diaryBillDeskMake bills, take payments, give refundsFirst step: The bill builds itselfCarePingsSend visit reminders and messages to patientsFirst step: Consent comes firstPulseBoardSee visits, revenue and wait times in one reportFirst step: Open Reports for todayTalkTrackCounselling session notes with progress scoresFirst step: Find the patientPsychMetricsPsychological tests: administered, scored, trendedFirst step: Load the instrument you are licensed to useTherapyPlannerTherapy courses with goals and homeworkFirst step: Start the course
First week

A first week, day by day

  1. Day 1 — sign up as this businessChoose “Therapy & counselling practice” when you sign up. 8 essentials are installed for you on day one: Patient Registry, SlotGrid, BillDesk, CarePings, PulseBoard, TalkTrack, PsychMetrics, TherapyPlanner.
  2. Day 1 — finish setupSign-up lands you in Setup: specialties, apps, team, where and when, what you do and paperwork. Type it, or press Talk me through it and Rain asks the questions.
  3. Day 2 — bring your records inPatients first, then money owed, appointments, stock and prices, from CSV files through the import desk — each one read as a dry run before anything is written.
  4. Day 3 — invite your teamInvite each person from Team with the role they do. The roles this business’s own apps are built around: doctor, care coordinator, front desk, quality officer, finance manager, business development.
  5. Days 4–5 — run a real day on Patient RegistryRegister in under a minute, then Find anyone from anywhere, then Open the one record.
The store

Everything else it sees

The store shows a therapy practice 138 live apps, back office included. These 64 are its own; install any of them when you need it.

Front office
Clinical
Revenue cycle
Engagement
Operations
Compliance
Analytics
Business

Your specialty adds its own apps

Tell setup your specialties and the store also shows the apps built for them — an orthopaedic clinic sees the orthopaedic apps. Browse by specialty →

The team

Role guides for this business

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Other business types