TheraPlatform is a flexible EHR system built for mental health, speech, occupational, and physical therapy providers. After hands-on testing, we rated it 4 out of 5 stars for its impressive telehealth features, insurance billing tools, and customizable documentation. While it has some usability quirks, it delivers strong value—especially for practices serving kids or using telehealth regularly. Plans range from $39 to $79 monthly with a 30-day free trial.
TheraPlatform At a Glance
Cost: $39 to $79+ monthly
Insurance Billing Features: Yes
Built-In Telehealth: Yes
Pros & Cons
Pros - Unique telehealth platform with live resource sharing
- Good billing features
- Wiley Treatment Planner available
- Features for occupational, physical, and speech therapists
Cons - Not as technically polished as some competitors
- Somewhat unintuitive design can cause frustration
- No electronic prescription features
Preview TheraPlatform
TheraPlatform is an electronic health records (EHR) system designed for mental health practitioners, as well as occupational, physical, and speech therapists. TheraPlatform provides various features, including client management, billing, practice management tools, and one of the most feature-rich telehealth platforms we’ve ever seen.
TheraPlatform’s one-of-a-kind telehealth system integrates a number of features, including therapy-relevant interactive games for keeping younger clients engaged. TheraPlatform costs $39 – $79+ monthly, with discounts on the first three months commonly available.
While TheraPlatform isn’t the overall best mental health EHR we’ve used, it does offer unique value to practices that lean heavily on telehealth. Plus, if you only need limited functionality, the Basic plan is pretty affordable compared to the competition and allows for unlimited clients. For the most value-packed EHR for most practices, we recommend My Best Practice. Meanwhile, SimplePractice offers a few business-building tools that TheraPlatform lacks.
Detailed Review of TheraPlatform
TheraPlatform is an electronic health records (EHR) system that is designed for mental health practitioners, as well as occupational, physical, and speech therapists. TheraPlatform provides various features including, client management, telehealth, billing, and practice management tools. Monthly costs for TheraPlatform range from $39 – $79+ monthly.
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Client Management
Client management in TheraPlatform has seen some improvements since the last time we used it, making it more streamlined and user-friendly. The system offers a clear and well-organized layout that makes it easy to manage caseloads of any size. When viewing a client chart, key information like demographics, upcoming sessions, notes, billing history, uploaded documents, and account settings are all accessible from individual tabs on a single page.
New clients can be added manually or in bulk through spreadsheet import. From a client’s page, it’s easy to send forms directly to the client portal, share documents or therapy resources, and manage consent paperwork. Built-in eFax functionality ($0.10/fax + $10 monthly) makes it simple to transmit important records without needing a third-party platform.
The main client list is fully searchable by name, assigned therapist, or insurance provider. You can also create custom client groups for classes or group therapy and personalize the client data table to show the exact fields you care about—like date of birth, client ID, or session status. Custom filters let you sort or segment your caseload with just a few clicks.
For auditing and security, TheraPlatform includes an activity log that tracks user actions across the platform. While it may not offer some of the deep automation tools of more advanced systems or any out-of-the-ordinary features, its clean layout and thoughtful feature set make everyday client management fast and reliable.
Because of recent system improvements, we’ve increased TheraPlatform’s score from 3 to 4 out of 5 stars in the “Client Management” category of our scoring criteria.
Client Forms & Intake
TheraPlatform offers a relatively solid approach to managing client forms and intake paperwork. Forms are divided into two categories: Consent Forms and Intake Forms. Consent forms come with two pre-built templates: Telehealth Consent and Notice of Privacy Practices. While both are useful, it’s a bit surprising that a standard Informed Consent for Treatment isn’t included out of the box—a staple in most EHRs.
The Intake Forms library is much more robust, with 56 pre-made templates available during this round of testing. Forms range from basic intake questionnaires to scored assessments like the PHQ-9, GAD-7, DASS, and even a few Spanish-language versions of some of the more common forms. All templates can be activated or deactivated depending on your practice’s preferences, which makes organizing your workflow fairly simple.
You can edit existing templates, duplicate them, or build custom forms from scratch using the built-in form builder. The builder supports common form elements, but it lacks some of the polish and ease-of-use found in platforms like TheraNest or My Best Practice for creating complex and interactive forms. There’s more back-and-forth involved in navigating between different parts of the form builder, and the layout could feel clunky for users expecting a more streamlined experience.
Considering all of this, we decided to retain TheraPlatform’s 3 out of 5 stars in the “Client Forms & Intake” category of our scoring criteria.
Calendar & Scheduling
TheraPlatform’s calendar and scheduling system has seen noticeable improvements since I last tested it, offering a much smoother and more intuitive experience overall. While it still doesn’t support drag-and-drop rescheduling—a common feature in other EHRs—it makes up for that with strong flexibility and thoughtful design upgrades.
You can filter the calendar by provider or session type, which makes it easy to manage a busy caseload or coordinate across a team. Each session can be customized with key attributes like service code, provider, location, and type of therapy. From the calendar entry, users can quickly start a telehealth session, create an invoice, or add internal notes—all without needing to switch screens.
TheraPlatform also includes built-in waitlist functionality, recurring appointment scheduling, and self-scheduling via the client portal. Setting provider availability is straightforward, and practices can integrate their calendar with Google Calendar or embed the scheduling widget on their website. Appointment reminders are free via email and cost $0.02 per SMS.
One small example of the occasional friction points in TheraPlatform: if you try to schedule an appointment for a new client who hasn’t been added yet, there’s no option to create their profile directly from the scheduling screen—you’ll need to back out, add them separately, then return to the calendar. It’s a minor inconvenience on its own, but emblematic of some of the small workflow quirks that can add up over time. Other platforms tend to smooth these edges out more cleanly.
These thoughtful updates and well-integrated features make scheduling in TheraPlatform easier than ever, earning it a revised score of 4 out of 5 stars in the “Calendar & Scheduling” category of our scoring criteria.
Treatment Planning & Notes
TheraPlatform offers a wide selection of prebuilt templates for both treatment planning and progress notes, including a solid variety tailored to mental health, as well as speech pathology, occupational therapy, and physical therapy. Templates can be activated, deactivated, duplicated, or customized, which gives clinicians a good amount of control over what appears in their documentation library.
That said, customizing or building new templates relies on the same form builder we saw for intake forms—which, while functional, isn’t as smooth or intuitive as we’ve seen in platforms like TheraNest or My Best Practice. It can feel a bit clunky at times and involves more back-and-forth than necessary.
There are a dozen or so progress note templates ready to go out of the box, covering popular formats like SOAP, DAP, and specific issues such as depression or anxiety. The interface doesn’t offer anything revolutionary like the flowchart-style documentation system in ICANotes, but it’s serviceable and gets the job done perfectly well for most use cases.
If you want to speed things up and create audit-ready treatment plans and notes with just a couple of clicks, the Wiley Practice Planner integration is available for $15/month per clinician. It’s not required, but it adds a powerful layer of automation for clinicians who prefer more structured documentation or need to meet specific insurer requirements.
Because of its range of specialty templates and ability to add on Wiley, TheraPlatform continues to earn 4 out of 5 stars in the “Treatment Planning & Notetaking” category of our scoring criteria.
Telehealth
TheraPlatform stands out from some of the other EHRs we’ve tested with its feature-rich telehealth experience. In addition to standard features we’ve come to expect like screen sharing, the platform supports real-time resource sharing and even lets you play educational videos during a session. You can also view your full client list and daily schedule right from the session screen—an incredibly useful touch for those days you’re running a bit behind.
One of the most unique offerings is the library of interactive games, available with the Pro Plus plan. While many are designed for speech-language pathology and occupational therapy—focusing on skills like articulation, auditory memory, or reasoning—there are several games relevant to mental health as well, including social-emotional learning and following directions. For therapists who work with children or teens via telehealth, these tools can be game-changing for client engagement. It’s also capable of HIPAA-compliant session recording for supervision.
The platform also excels at in-session collaboration. A collaborative whiteboard could be very useful for mapping out ideas. You can annotate shared resources directly on-screen, switch between shared materials easily, and send files to clients during or after the call with in-session chat. During my testing, the video and audio quality remained strong, and all tools functioned smoothly even with an active guest in-session.
Because of its depth, flexibility, and well-executed telehealth tools, TheraPlatform has earned a perfect score—5 out of 5 stars—in our “Telehealth Features” category.
Insurance Billing
TheraPlatform offers a clean, reliable experience when it comes to insurance billing. Submitting and tracking claims is straightforward, and the system includes all the functionality most practices need to manage insurance workflows efficiently. Insurance billing is available on Pro Plans ($69+ monthly) and up. Electronic claims are competitively priced at $0.25 per claim, and insurance eligibility checks cost $0.10 per verification.
The ability to automate claim submission is a notable feature—TheraPlatform can be configured to automatically generate and send claims after a session is completed. You can customize the frequency, batching, and conditions, which helps reduce manual effort and streamline the process. Creating superbills is equally simple, with options to generate them manually or have them created automatically for each client.
While not particularly flashy, the insurance billing tools are robust, dependable, and easy to use—earning TheraPlatform a well-deserved 5 out of 5 stars in the “Insurance Billing” category of our scoring criteria.
Client Payment Methods, Collection, & Processing
TheraPlatform makes it easy to manage client payments with a straightforward and flexible billing system. Practices can generate invoices manually or set up automated invoicing and recurring charges, helping to streamline billing and reduce the chances of missed payments.
Clients can log into the portal at any time to view and pay invoices, update their payment methods, or review their billing history—freeing up admin time and giving clients a more modern, self-service experience.
For payment processing, TheraPlatform integrates with Stripe, with current rates listed at 2.9% plus $0.30 per transaction. All processing fees are handled through Stripe directly, with no additional charges from TheraPlatform itself.
While the billing tools aren’t radically different from most other EHRs, they’re thoughtfully designed and work well out of the box. Because of its reliable design and strong client-facing tools, TheraPlatform earns 5 out of 5 stars in the “Client Payment Methods, Collection, & Processing” category of our scoring criteria.
Practice Management & Reports
TheraPlatform includes a well-rounded set of tools to help manage both the clinical and administrative sides of a practice. You can assign custom roles and permissions to each staff member, from front office schedulers to billing staff to supervisors, making it easy to protect client data and streamline operations. For practices that supervise interns or students, TheraPlatform includes an observer role within the telehealth platform, which allows for real-time session observation without disruption.
The internal messaging system supports communication between team members and with clients directly, and attachments can be easily shared and saved to the client’s chart. This keeps important context and documentation in one place, improving collaboration and continuity of care.
When it comes to reporting, TheraPlatform offers built-in analytics and customizable reports that can track billing, documentation status, caseload trends, and more. These reports can be filtered by provider or other variables, which makes it easier to keep tabs on performance and compliance across the board.
For practices that need to send documentation externally, electronic faxing is available as a $10/month add-on, with a per-fax fee of $0.10.
Because of its solid practice tools and flexible permissions, TheraPlatform earns 4 out of 5 stars in the “Practice Management & Reports” category of our scoring criteria.
Customer Service & Training
TheraPlatform features a good deal of onboarding assistance, as well as ongoing support. Customer service is responsive and helpful, while the self-guided FAQ and help center is full of useful written and video content.
Over the course of testing, little support was needed, as the platform is intuitive to use. Overall, the support on offer should be more than enough to get any practice up and running on TheraPlatform. Webinars and live demos can also be scheduled to help practices learn the ropes.
Because of its strong customer support, TheraPlatform has been awarded 5 out of 5 stars in the “Customer Service & Training” category of our scoring criteria.
Cost & Pricing
TheraPlatform offers three pricing tiers, each designed to scale with your practice’s needs. All plans include unlimited clients, unlimited documentation, and access to a secure client portal. A 30-day free trial is available for new users.
- Basic Plan – $39 monthly
Best for solo providers or small practices just getting started, the Basic plan includes core EHR features such as customizable notes and treatment plans, HIPAA-compliant telehealth, Stripe integration for payments, and full client portal access. Though, this plan lacks insurance billing and the signature telehealth tools that set TheraPlatform apart. - Pro Plan – $69 monthly
This plan adds several time-saving and automation tools to the mix, as well as TheraPlatform’s more advanced telehealth features. You’ll get features like Google Calendar sync, automatic invoicing, insurance claim filing, appointment reminders (via email or SMS), and a website booking widget. - Pro Plus Plan – $79 monthly
At just $10 more than the Pro plan, Pro Plus includes everything above as well as access to TheraPlatform’s unique interactive apps and games, designed to enhance telehealth sessions—especially useful for therapists working with children in telehealth settings.
Add-On Fees
TheraPlatform also offers several optional add-ons:
- Electronic insurance claims – $0.25 per claim
- Insurance verification – $0.10 per check
- SMS appointment reminders – $0.02 per message
- Electronic faxing – $10/month + $0.10 per fax
- HIPAA-compliant session recording – $0.03 per minute
- Wiley Treatment Planner integration – $15 monthly per clinician
- Stripe credit card processing – 2.9% + $0.30 per transaction (standard Stripe rate)
User Reviews
Overall, available user sentiment around TheraPlatform is mixed, but leans positive—especially in more recent feedback. That said, the total number of reviews available is quite limited. With fewer than 150 reviews across major platforms—and many of them more than two years old—it’s difficult to draw broad conclusions about current user satisfaction. Still, the recurring praise for telehealth tools and overall workflow suggests that TheraPlatform continues to serve its niche well. Many users find it to be a good value, particularly those in solo or more specialized practices.
Trustpilot | 3.1 out of 5 Stars | 50 reviews
Users often praise TheraPlatform’s layout and workflows, particularly for speech therapists and mental health counselors. Several note that the system fits their practice perfectly and highlight positive experiences with customer service.
Most negative reviews are older and point to outdated design elements or support frustrations. A few users also expressed concern about Stripe being the required payment processor.
Capterra | 4.2 out of 5 Stars | 58 reviews
Many reviewers highlight the strong value-for-cost and the depth of TheraPlatform’s telehealth tools. The platform’s specialization and flexibility seem to resonate well with solo practitioners and small teams.
Some users report isolated frustrations with insurance billing or account management. However, these concerns don’t appear to be widespread and may reflect case-by-case scenarios rather than platform-wide issues.
Alternatives & Competitors
While TheraPlatform offers a well-rounded and highly customizable experience, it’s not the only EHR worth considering. To help you decide if it’s the right fit, we’ve compared it directly with two of our favorite mental health EHRs: SimplePractice and TherapyAppointment. Each platform brings its own strengths and trade-offs in areas like design, telehealth, billing, and specialty support.
SimplePractice - More Business Tools
Cost: $49–$99 monthly
Insurance Billing: Yes
Telehealth: Yes
TheraPlatform and SimplePractice offer similar functionality for mental health practices, but with a few important differences. While SimplePractice focuses solely on mental health, TheraPlatform includes features designed for speech, occupational, and physical therapists as well—making it a more versatile option for multi-specialty practices.
TheraPlatform’s telehealth system is more robust and interactive, while SimplePractice keeps things simpler with a more stripped-down approach. On the other hand, SimplePractice is a larger company, and some users may find its support systems and billing workflows to be more refined and reliable.
Pricing is another key difference: SimplePractice ranges from $49 to $99+ monthly, while TheraPlatform runs $39 to $79+ monthly—even with add-ons. That can make TheraPlatform a better value, particularly for smaller or more budget-conscious practices.
For more information on our thoughts, take a look at our review of SimplePractice.
Pros & Cons
Pros - Beautiful, modern interface
- Helpful automation features
- Offers Wiley Treatment Planner
- Intuitive calendar
- Good onboarding support
- Professional website builder
- Mobile app for practitioners and clients
Cons - Relatively expensive, compared to competitors
- May not be customizable enough for large practices
TherapyAppointment - Better for Budget-Conscious Practices
Cost: $10–$59+ monthly
Insurance Billing: Yes
Telehealth: Yes
TherapyAppointment offers a more polished and intuitive user experience, with a cleaner interface and streamlined workflows. It’s built specifically for mental health providers, which makes it a great fit for solo and group therapy practices that don’t need broader specialty support.
TheraPlatform, on the other hand, supports a wider range of disciplines—including speech, occupational, and physical therapy—and offers more customization options throughout the platform. Its telehealth features are more robust and interactive, particularly for providers working with children or using in-session visual tools.
TherapyAppointment tends to be more reliable when it comes to billing workflows and is generally quicker to learn and set up. TheraPlatform offers more flexibility, but at the cost of occasional clunky design quirks.
Pricing is comparable, with TheraPlatform ranging from $39–$79 per month and TherapyAppointment ranging from $10–$59+, depending on session volume.
For a more detailed look at our thoughts, take a look at our comprehensive review of TherapyAppointment.
Pros & Cons
Pros - Pricing is based on client volume and doesn’t restrict features
- Automated insurance claims
- Automated client intakes and client self-scheduling
- Very affordable compared to alternatives
Cons - Free trial requires credit card
- Few options for customizing treatment plan and note templates
- Telehealth platform requires extra fee
- Doesn’t support electronic prescriptions
Why You Can Trust My Review
“I’ve spent extensive hands-on time testing TheraPlatform—exploring every feature across multiple workflows to understand how it would hold up in real-world use. From customizing forms and managing sessions to running a full telehealth appointment, this review is based entirely on direct experience, not just press releases or marketing copy.
This isn’t the first time I’ve reviewed TheraPlatform. Revisiting the platform for this update gave me a clear view of how TheraPlatform has improved and responded to user feedback in the last couple of years. I’ve tested it alongside other top EHRs like TherapyAppointment, ICANotes, and SimplePractice to offer a meaningful, side-by-side perspective.
In my opinion, TheraPlatform is best suited for providers who prioritize a powerful telehealth experience, particularly those in pediatric mental health, speech therapy, or OT/PT. It’s a solid platform with a few quirky edges—but for the right practice, especially one working with kids or using interactive tools, it can be a perfect fit.”
History & News
- Year Founded: 2011
- Founders: Beata Klarowska, Bartosz Marcinkowski
- Headquarters: Burbank, California
According to their website, TheraPlatform was initially released in 2011 and has undergone many updates and changes since then. It continues to be a small organization, with the TheraPlatform LinkedIn profile listing it as having between five and eleven employees.
Sometime in early 2025, TheraPlatform unveiled a new redesign and “beautification” project to modernize the platform.1, 2
Frequently Asked Questions
How Do I Cancel My TheraPlatform Subscription?
To cancel your TheraPlatform subscription, simply log into your account on the TheraPlatform website, navigate to account settings, and click cancel.
Does TheraPlatform Offer Refunds?
No. TheraPlatform does not offer any refunds.
Please visit TheraPlatform Terms of Service and Privacy Policy for more information.
Does TheraPlatform Have an App?
TheraPlatform does not have a dedicated mobile app, however, the EHR platform is fully functional on mobile browsers.
Is TheraPlatform Cloud-Based?
Yes, TheraPlatform is cloud-based. This means that all of your practice’s data is securely stored off-site and can be accessed from wherever you are located.
Is TheraPlatform HIPAA-Compliant?
Yes. TheraPlatform is certified as HIPAA-compliant for data storage, as well as for telehealth.
Choosing Therapy strives to provide our readers with mental health content that is accurate and actionable. We have high standards for what can be cited within our articles. Acceptable sources include government agencies, universities and colleges, scholarly journals, industry and professional associations, and other high-integrity sources of mental health journalism. Learn more by reviewing our full editorial policy.
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TheraPlatform. (n.d.). Release notes. Retrieved from: https://theraplatform.releasenotes.io/
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TheraPlatform. (n.d.). See TheraPlatform’s new redesign. Retrieved from: https://www.theraplatform.com/landing/1465/see-theraplatform-s-new-redesign
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TheraPlatform. (n.d.). TheraPlatform Pricing. Retrieved from: https://www.theraplatform.com/pricing
We regularly update the articles on ChoosingTherapy.com to ensure we continue to reflect scientific consensus on the topics we cover, to incorporate new research into our articles, and to better answer our audience’s questions. When our content undergoes a significant revision, we summarize the changes that were made and the date on which they occurred. We also record the authors and medical reviewers who contributed to previous versions of the article. Read more about our editorial policies here.
Author: Matthew Church, M.S. (No change)
Medical Reviewer: Melissa Boudin, PsyD. (No change)
Primary Changes: Used and reevaluated TheraPlatform, assessing all features and comparing to our scoring criteria. Retained TheraPlatform’s 4 out of 5 star rating. Added new insights and experience, as well as screenshots of our time using TheraPlatform. Updated pricing structure to reflect current features offered under each plan. Revised and rewrote most of article to enhance readability and clarity.
Author: Matthew Church, MS (No change)
Medical Reviewer: Melissa Boudin, PsyD (No change)
Primary Changes: Added article summary block, new format for star rating breakdown, and all related page features.
Author: Matthew Church, MS (No change)
Medical Reviewer: Melissa Boudin, PsyD (No change)
Primary Changes: Updated pricing per new TheraPlatform plan costs.
Author: Matthew Church, MS (No change)
Medical Reviewer: Melissa Boudin, PsyD (No change)
Primary Changes: Added key takeaways, fact-checked pricing and features, revised for clarity.
Author: Matthew Church, MS
Reviewer: Melissa Boudin, PsyD
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