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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Optivation brings the five jobs agencies run every week into one workspace: forms, databases, pages, time tracking and invoicing. You run the whole client lifecycle in one system, working from the same data at every step, not across five separate tools. When a client fills in your intake form, their answers land straight in your database as a record. Each record opens into a full page, where the notes, files and sub-tasks for that client sit alongside a built-in timer. The hours you log there go onto an invoice generated from that same record, so the work and the billing stay in one place from first contact to payment. The same records show up however you need them: a table for scanning, a board for tracking progress, a calendar for deadlines. Clients can book time with you through a booking page in the same workspace, and pages can be shared with a client when they need to see where things are at. AI Advisor opens against any record and draws out a summary and the action items, so a long brief turns into a list you can work from. Optivation is made for independent consultants and small agency studios who bill hourly or on retainer. You can start on the free plan and move up when you need to. Solo is $19 a month. Studio is $49 a month and covers up to 3 seats, with each extra seat at $19 a month. Paid plans include a 30-day free trial, so you can set up a real client and run it end to end before you decide.

Description

TheraPro360 is a comprehensive cloud-based platform tailored for management in various therapy practices, including physical, occupational, speech-language, behavioral, and mental health services, as well as for multidisciplinary therapy centers. This innovative system integrates appointment scheduling and therapist calendars with essential features like patient records, digital intake forms, clinical documentation, billing, invoicing, and payment tracking. For those opting for higher-tier plans, the platform includes a patient portal that facilitates access to forms, appointment bookings, messaging, resources, and payment options, in addition to offering video sessions, reminders, staff permissions, and detailed practice reporting. The specifics of insurance billing, claims processing, telehealth capabilities, storage limits, therapist account management, and available support options vary across different plans. The Essentials plan caters specifically to solo practitioners and small clinics, while the more advanced tiers are designed to accommodate the needs of expanding and multi-provider practices. Therapists can conveniently access TheraPro360 through cloud-based login, and the vendor provides comprehensive onboarding support, along with tutorials, training videos, and webinars to ensure users are well-equipped to utilize the platform effectively. By streamlining administrative tasks, TheraPro360 allows therapists to focus more on patient care and improving outcomes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Microsoft SMTP Service Yes 
Notion Yes 

Integrations

Gmail No 
Microsoft SMTP Service No 
Notion No 

Pricing Details

$19/month
Optivation 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.
Free Trial Yes 
Free Version Yes 

Pricing Details

$179.98/month
Essentials is $89.99/month for the first 3 months, then $179.98/month. Billed monthly; cancel anytime. Includes up to 40 clients and up to 3 therapist profiles. Insurance integration and automated claims are not included in Essentials. Higher plans have different pricing and features; Enterprise pricing is custom.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Optivation

Country

New Zealand

Website

www.optivation.io

Vendor Details

Company Name

TheraPro360

Country

United States

Website

therapro360.com

Product Features

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts No 
Idea Management No 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Product Features

Occupational Therapy

Assessment Management No 
Billing & Invoicing No 
Care Plan Management No 
Insurance Management No 
Patient Records No 
Patient Registration No 
Patient Scheduling No 
Practice Management No 
Progress Tracking No 

Physical Therapy

Activity Monitoring No 
Appointment Management No 
Assessments No 
Billing & Invoicing No 
Exercise Management No 
Insurance Management No 
Multi-Location No 
Patient Records No 
Practice Management No 
Progress Notes No 
Treatment Plans No 

Speech Therapy

Assessment Management No 
Billing & Invoicing No 
Care Plan Management No 
Insurance Management No 
Patient Scheduling No 
Progress Tracking No 
SOAP Notes No 

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