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Description
Ascend consolidates five essential workflows that agencies engage in weekly—forms, databases, pages, time tracking, and invoicing—into a single workspace. Rather than relying on multiple platforms like Notion, Tally, Calendly, Toggl, and FreshBooks, you can manage the entire client lifecycle within one unified system that maintains consistent data throughout.
When a client fills out an intake form, the information is directly entered into your database. Each entry is accessible as a comprehensive page containing notes, files, sub-tasks, and a built-in timer for tracking purposes. Hours logged seamlessly contribute to an invoice created from that same entry, eliminating the need for CSV exports or the hassle of copy-pasting between different applications.
This platform caters specifically to independent consultants and small agency studios that charge on an hourly basis or a retainer model. You can begin with a free tier, and then choose between the Solo plan at $19 per month or the Studio plan at $49 per month, both of which come with no additional fees for extra users. Additionally, there’s a 30-day free trial available for paid plans, requiring no credit card for sign-up, allowing you to explore its features risk-free.
Description
ClinicSense is designed for independent massage businesses, physical therapists, & occupational therapists. We believe that with the right tools, you can take on the big franchises and win!
ClinicSense offers health and wellness professionals with all of the tools they need to run their business, including: industry best SOAP notes, customizable intake forms, online booking, appointment reminders, invoicing & payments, and integrated marketing tools designed to grow your business.
API Access
Has API
API Access
Has API
Integrations
Gmail
Facebook
Microsoft SMTP Service
Notion
Square Payments
Integrations
Gmail
Facebook
Microsoft SMTP Service
Notion
Square Payments
Pricing Details
$19/month
Ascend uses flat pricing — no per-seat cost for solo operators.
Forms Free — $0
Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support.
Solo — $19/month ($190/year, two months free)
Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support.
Studio — $49/month ($490/year, two months free)
Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support.
Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Forms Free — $0
Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support.
Solo — $19/month ($190/year, two months free)
Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support.
Studio — $49/month ($490/year, two months free)
Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support.
Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Free Trial
Free Version
Pricing Details
$39 per month
ClinicSense offers flexible subscription tiers built for practices of different sizes, from part-time solo providers to multi-practitioner clinics. Every plan includes a 14-day free trial with no credit card required, so clinics can test features before committing.
💰 Subscription Plans
1. Lite Plan – $39/month
Ideal for part-time practitioners and small clinics. Includes:
- Online booking & calendar management
- Email appointment reminders
- SOAP notes & intake forms
- Basic reporting
- Up to 20 appointments per month, depending on plan structure
2. Standard Plan – ~$69/month
Best for full-time practices. Includes everything in Lite plus:
- Up to ~200 appointments/month
- SMS reminders
- No-Show Guard to reduce late cancellations
- Waitlist & block list tools
- Marketing features
- Automated client follow up tools
Additional practitioners supported ($20/mo add-on)
3. Premium Plan – ~$99/month
Designed for growing clinics and wellness centers. Includes:
- Unlimited appointments
- VIP/priority support
Support for additional staff and practitioners ($20/mo add-on)
💰 Subscription Plans
1. Lite Plan – $39/month
Ideal for part-time practitioners and small clinics. Includes:
- Online booking & calendar management
- Email appointment reminders
- SOAP notes & intake forms
- Basic reporting
- Up to 20 appointments per month, depending on plan structure
2. Standard Plan – ~$69/month
Best for full-time practices. Includes everything in Lite plus:
- Up to ~200 appointments/month
- SMS reminders
- No-Show Guard to reduce late cancellations
- Waitlist & block list tools
- Marketing features
- Automated client follow up tools
Additional practitioners supported ($20/mo add-on)
3. Premium Plan – ~$99/month
Designed for growing clinics and wellness centers. Includes:
- Unlimited appointments
- VIP/priority support
Support for additional staff and practitioners ($20/mo add-on)
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Optivation
Country
New Zealand
Website
www.optivation.io
Vendor Details
Company Name
ClinicSense
Founded
2012
Country
Canada
Website
clinicsense.com
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Product Features
Massage Therapy
Appointment Management
Billing & Invoicing
Client Management
Email Marketing
Employee Management
Gift Card Management
Multi-Location
Point of Sale (POS)
Practice Management
SOAP Notes
Occupational Therapy
Assessment Management
Billing & Invoicing
Care Plan Management
Insurance Management
Patient Records
Patient Registration
Patient Scheduling
Practice Management
Progress Tracking
Physical Therapy
Activity Monitoring
Appointment Management
Assessments
Billing & Invoicing
Exercise Management
Insurance Management
Multi-Location
Patient Records
Practice Management
Progress Notes
Treatment Plans
Speech Therapy
Assessment Management
Billing & Invoicing
Care Plan Management
Insurance Management
Patient Scheduling
Progress Tracking
SOAP Notes