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Description

The STEPs method serves as a systematic approach for documenting progress notes effectively. By using STEPnotes™, counselors can articulate their therapy sessions and organize their notes in a clear and professional way. The second edition of Dr. Rhonda Sutton's essential guide to progress notes offers enhanced examples, additional information, and refined clinical language that builds upon the foundation established in the first edition. Furthermore, Dr. Sutton and her team have developed an intuitive online resource (as detailed in the highlights below) that simplifies the STEPs process for counselors, available for a one-time fee of $129.00 per counselor, which includes all necessary forms. This innovative tool features progress note formats that include dropdown menus, checkbox options, and text fields, enabling counselors to tailor their documentation to fit each client's specific needs. The formats are versatile and can be utilized in various settings, such as mental health practices, educational institutions, career counseling, and coaching environments, ensuring that counselors can maintain comprehensive and personalized records for every client they serve.

Description

TherapyCRM is a web-based practice management platform for Canadian pediatric and autism therapy teams outside Quebec. Its ABA workflow supports recording trial data for prepared sessions during interrupted connectivity, then syncing when the connection returns, alongside treatment plans and progress tracking. Speech-language pathology, occupational therapy and physiotherapy teams can manage their appointments and records in the same practice. Clinician and branch calendars, SOAP-style notes, documentation review and invoicing cover the administrative path from a scheduled visit to a completed session. A family portal handles upcoming visits, messages, forms and invoices, with companion iPhone and iPad apps for families and check-in. Data Inn Inc. builds TherapyCRM in Mississauga. The software works in English and does not provide telehealth or submit insurance or OAP claims.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar No 
Stripe No 

Integrations

Google Calendar Yes 
Stripe Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$49.99 CAD/month
Two plans, billed in Canadian dollars: Essential CA$49.99 per month or CA$499.99 per year; Growth CA$149.99 per month or CA$1,499.99 per year. A free trial is available.
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

Business Hours No 
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

STEPnotes

Founded

2022

Website

www.stepnotesinc.com

Vendor Details

Company Name

Data Inn Inc.

Founded

2020

Country

Canada

Website

therapycrm.io

Product Features

Mental Health

Appointment Reminders No 
Appointment Scheduling No 
Assessment & Treatment Plans No 
Billing & Invoicing No 
Claims Management No 
E-Prescribing No 
EDI No 
EMR / EHR No 
HIPAA Compliant No 
Inpatient / Residential No 
Multi-Provider Practice No 
Patient Portal No 
Personnel Management No 
Progress Notes No 
Single Provider Practice No 

Product Features

Applied Behavior Analysis (ABA)

ABA Data Collection Yes 
Appointment Management Yes 
Assessments Yes 
Billing & Invoicing Yes 
Document Management Yes 
Insurance Management No 
Learning Management No 
Mobile Access Yes 
Practice Management Yes 
Program Management Yes 
Progress Tracking Yes 
Reporting / Analytics Yes 

Occupational Therapy

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

Speech Therapy

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

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