MyTherapyConnection CRM unifies client care, scheduling, documentation, billing, and communication — so you can focus entirely on your clients.
500+
Active clients
12K+
Sessions logged
99.9%
Uptime
From the first client intake to the final invoice, every workflow is built into a single, intuitive system designed specifically for therapy practices.
Complete client profiles with contact info, insurance details, diagnosis history, and full session timelines in one place.
Weekly calendar view with drag-and-drop booking, multi-location support, and instant reschedule or cancellation.
Structured SOAP note templates, progress notes, and treatment plans. All documentation stays linked to the client record.
Paste bullet points or speak your session highlights — the AI drafts a complete, structured clinical note in seconds.
Generate invoices and superbills, track payments, manage insurance claims, and get a real-time revenue overview.
Send paperless intake forms to new clients before their first session. Responses auto-populate their client profile.
HIPAA-compliant two-way messaging between therapists and clients. All conversations are encrypted and audit-logged.
Generate and share secure video session links directly from the appointment. No third-party app required.
Securely store consent forms, treatment plans, session recordings, and any client documents with HIPAA-compliant cloud storage.
Reduce no-shows with configurable email and SMS appointment reminders sent automatically before each session.
Manage therapist profiles, specialties, schedules, and client assignments across all three office locations.
Track appointment volume, revenue trends, client retention, and therapist utilization with visual dashboards.
Every step of the client journey is connected, so nothing falls through the cracks and your team spends less time on administration.
Send a digital intake form before the first session. The client completes it on any device and their information auto-populates their profile — no paperwork, no manual entry.
Book the appointment from the calendar, assign it to the right therapist and location, and let automated reminders handle the confirmation and follow-up.
Use structured SOAP templates or let the AI assistant draft your note from bullet points. Notes are saved, signed, and linked to the client record instantly.
Generate an invoice or superbill with one click, track insurance claims, and monitor your practice revenue — all from the billing dashboard.
The AI Note Assistant transforms your bullet points or voice recording into a complete, structured clinical note — SOAP format, progress notes, or treatment plan updates. Review, edit, and sign in one click.
Your input
"Client reported improved sleep, still anxious at work, practiced breathing exercises, discussed CBT reframing for negative thoughts, homework: thought journal"
Generated SOAP Note
Subjective
Client reports improved sleep quality this week. Continues to experience anxiety in workplace settings. Reports practicing diaphragmatic breathing exercises as assigned.
Objective
Client appeared engaged and motivated. Affect was appropriate. Demonstrated understanding of CBT cognitive reframing techniques during session.
Assessment
GAD symptoms showing moderate improvement. Client demonstrating increased coping skill utilization. Negative thought patterns remain a primary treatment focus.
Plan
Continue CBT-based interventions. Assigned thought journal homework to track and reframe automatic negative thoughts. Follow-up in one week.
The CRM is built for multi-location practices — each office has its own scheduling, staff assignments, and location-specific reporting, all managed from one dashboard.
Our flagship location serving the Swedesboro and Woolwich Township communities with a full team of licensed therapists.
Serving the Vineland area with specialized services in trauma-informed care, anxiety, and family therapy.
Our Woodstown office provides accessible mental health care to the Salem County community.
Patient privacy is not an afterthought. Every module — from messaging to document storage to billing — was designed with HIPAA requirements as a first principle, not a checkbox.
All client data, messages, and documents are encrypted in transit and at rest using AES-256 encryption.
Built from the ground up to meet HIPAA requirements for protected health information (PHI) handling and storage.
Documents and session recordings are stored in HIPAA-compliant cloud infrastructure with access controls and audit logs.
Granular permissions ensure therapists only access their own clients, and admins control what each staff member can see.
Hear from the therapists and staff who use the platform every day.
"The AI note assistant alone saves me at least an hour every day. I can focus on my clients instead of documentation."
Dr. Sarah Chen
Licensed Clinical Psychologist · Swedesboro
"Managing three locations used to be a scheduling nightmare. Now everything is in one place and our no-show rate dropped significantly."
Marcus Williams
Practice Administrator · Vineland
"The billing module is incredibly intuitive. Generating superbills and tracking insurance claims takes minutes instead of hours."
Dr. Priya Patel
Licensed Marriage & Family Therapist · Woodstown
Sign in to your MyTherapyConnection dashboard and experience a practice management platform built specifically for your team.
Demo account: [email protected] · Demo123$