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Average Ratings 0 Ratings

Total
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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

WinFactor is an all-in-one accounts receivable factoring platform meticulously crafted to oversee and automate the entire lifecycle of invoice financing processes. This solution empowers factoring firms to enhance their workflows from the moment of submission right through to funding, all within a cohesive system. It accommodates various types of receivables, covering both general and transportation factoring, and offers a suite of tools for tasks such as invoice verification, the delivery of notices of assignment, tracking of missing documentation, and management of funding. Additionally, it features automated processes for receipt posting and invoice settlement, delivering accurate calculations for fees, reserves, and rebates. With robust document management functionalities, WinFactor facilitates invoice submissions via multiple channels and employs OCR and artificial intelligence for real-time data extraction and validation. Furthermore, the platform keeps users informed by providing alerts regarding credit limits and outstanding accounts receivable, ensuring comprehensive oversight and management of financial operations. This makes WinFactor an indispensable tool for factoring companies aiming to optimize their efficiency and accuracy.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alvys No 
Amazon Web Services (AWS) No 
Google Calendar Yes 
Microsoft Dynamics 365 No 
Microsoft Excel No 
PCS No 
Peruse Lease No 
ProTransport No 
QuickBooks Online No 
Stripe Yes 
Triumph ERP No 
Zepto No 

Integrations

Alvys Yes 
Amazon Web Services (AWS) Yes 
Google Calendar No 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
PCS Yes 
Peruse Lease Yes 
ProTransport Yes 
QuickBooks Online Yes 
Stripe No 
Triumph ERP Yes 
Zepto Yes 

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 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) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Data Inn Inc.

Founded

2020

Country

Canada

Website

therapycrm.io

Vendor Details

Company Name

WinFactor

Founded

1995

Country

United States

Website

www.winfactor.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 

Product Features

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