Average Ratings 2 Ratings

Total
ease
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support

Average Ratings 0 Ratings

Total
ease
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design
support

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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.

Description

Trusted Family is a secure, cloud-based platform termed as a "family operating system," tailored for family businesses and family offices to streamline governance, collaboration, and communication. The system provides modular "Spaces" that facilitate specific project or committee work, as well as private vaults featuring end-to-end encryption and role-based permissions for safe document sharing. It also boasts a visual family tree to preserve legacy and lineage, along with integrated functionalities for newsfeeds, surveys, events, calendars, and newsletters. Users benefit from intelligent workflows that include signature requests, automated reminders, and task assignments, along with insights and analytics that reveal real-time activity. To guarantee top-notch security, Trusted Family implements multi-factor authentication, encryption that meets SOC 2/SOC 3 standards, GDPR compliance, virus and malware screening, daily backups, and a private key architecture. Furthermore, the platform's robust security measures ensure that sensitive family information remains protected while fostering enhanced communication and collaboration among family members.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dropbox No 
Google Calendar Yes 
Google Drive No 
Microsoft OneDrive No 
Stripe Yes 

Integrations

Dropbox Yes 
Google Calendar No 
Google Drive Yes 
Microsoft OneDrive Yes 
Stripe 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 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
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 Yes 
Windows No 
Mac Yes 
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) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Data Inn Inc.

Founded

2020

Country

Canada

Website

therapycrm.io

Vendor Details

Company Name

Trusted Family

Founded

2007

Country

United States

Website

www.trustedfamily.com

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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