Outcome Tracking, AI Insights,
Client Portals.Assessments.Updates.Referrals.Client Portals.
Built for how therapists actually work — not how EHR companies think you should. Every feature traces back to one goal: better sessions, less busywork.
Data Collection & Analysis
Collect clinical data, track outcomes, and surface insights.
120+ Clinical Assessments
Validated instruments across 13 categories — auto-scored with clinical severity bands. PHQ-9, GAD-7, PCL-5, AUDIT, and dozens more.
Three Template Libraries
Prebuilt clinical assessments, shared practice templates, and community-contributed forms. Browse, import, or build your own.
Custom Form Builder
8 field types, conditional logic, and show/hide rules. Build any form your practice needs — manually or with AI generation.
Longitudinal Trend Charts
Score-over-time visualizations with clinical severity bands overlaid. See how clients are changing, session over session.
Clinical Alerts
Automatic notifications when scores cross severity thresholds or flag risk. Know before the session, not during it.
Completion Heatmaps
A visual map of your caseload showing who's completing assessments and who's going quiet.
SmartViz & AI
The marquee feature: Theracharts looks at your data and picks the right chart — trends, heatmaps, rings, distributions — so the clinical signal jumps out. AI drafts and summaries come along for the ride.
What SmartViz does
Adaptive chart selection
Every client page and dashboard picks the right visualization for the data — trends, heatmaps, rings, distributions. No dashboard-tuning required.
Severity bands & cutoffs
Clinical thresholds (PHQ-9, GAD-7, DASS-21…) render as banded backgrounds so remission and risk are visible at a glance.
Pattern detection
Heatmaps surface weekday effects, streaks, and stalls in diary data that flat summary stats hide.
Side-by-side couples view
Perception-gap chart shows both partners' scores on the same template on the same timeline, with divergence flagged.
Export-ready
Every chart exports to PDF and PNG for session prep, supervision, and referral packets — preserving bands and annotations.
Natural-language queries
Ask in plain English — "which clients have worsening scores?" — and SmartViz answers with the right chart and a client list.
AI along for the ride
AI Clinical Insights
Narrative summaries of client trends and score patterns. Anomaly detection flags unexpected changes automatically.
Clinical Updates
Generate a data-grounded update for any client — score deltas, alerts, completion patterns since your last export. Copy, paste into your EHR, done.
AI Form Generation
Describe what you need — AI builds the form. Fields, logic, structure. From idea to assigned form in under a minute.
AI Referral Summaries
Auto-generated treatment summaries for clinical referral packets. AI pulls from scores, notes, and goals.
You stay in the loop
Nothing sends, saves, or signs without your review. AI drafts; clinicians decide. Every generation is logged.
Clinical Updates
Generated from your data, ready to paste into your EHR.
Theracharts is the outcomes layer next to your EHR — not a replacement for it. Notes, scheduling, billing, and the legal medical record stay where they already work. Theracharts gives you one button per client that generates a data-grounded clinical update covering everything measured since your last export. Copy it, paste it into the EHR's note or chart field, done.
Generated From Real Data
Score deltas (PHQ-9 14 → 10), alerts triggered, completion patterns, goal progress, skill use changes since your last export. Nothing speculative — only what was measured.
"Since Last Export" Default
Tracks the timestamp of your last update per client. The next update naturally covers the inter-session window. No date pickers, no "wait, what range did I use last time?"
Plain Text or Markdown
Default plain text pastes cleanly into SimplePractice, TherapyNotes, Jane, TheraNest. Toggle markdown for the few EHRs that render it nicely.
Nothing Persists
The generated text isn't stored in Theracharts. Your EHR is the system of record. Theracharts just produces the text on demand.
Track outcomes. Generate clinical updates. All in one place.
120+ validated assessments, AI-powered insights, automatic scoring. Free forever for solo therapists.
Client Experience
A portal your clients will actually use — on their phone, between sessions.
Client Portal (PWA)
Installable from the browser on iPhone and Android. Feels like a native app — no app store required.
Assessment Completion
Clients complete assigned forms on their phone between sessions. Push notifications and email reminders keep them on track.
Progress & Safety Planning
Clients view their own progress charts and scores. Treatment goals they can see and engage with. Stanley-Brown safety plans with crisis contacts — always accessible on their phone.
Clinical Referrals
End-to-end referral workflow with consent, data control, and secure delivery.
Client Consent (ROI)
HIPAA-compliant Release of Information. The client approves exactly what data gets shared before anything leaves.
Granular Data Scope
Choose which scores, notes, safety plans, and goals to include. You control the referral packet, not the system.
Secure Provider Delivery
The receiving provider gets a tokenized link with the treatment summary. No Theracharts account required. Accept or decline with reason.
Couples Therapy
Comparison tools built for the unique demands of relationship work.
Perception Gap Analysis
Flags when partners score the same assessment very differently. See where they agree and where they diverge.
Overlaid Trend Charts
Both partners' scores on one chart. Watch convergence or divergence over time.
Diary Card Comparison
Date-aligned, side-by-side diary entries. See how both partners are tracking between sessions.
See how it works for your caseload.
Solo or group practice — Theracharts scales with you. Compare plans and start free today.
Practice Management
Tools for group practices and session work.
Practice Admin
Manage therapist seats, billing, and practice profile. Invite and remove team members. One subscription for the group.
Practice-Wide Reporting
Aggregate outcome data across your entire team. See how the practice is performing, not just individual caseloads.
25+ Session Tools
Grounding exercises, coping strategies, safety plans, and more — organized across 7 categories. Ready to use in session, right from the app.
Burnout Tracking
Monthly ProQOL 5 for compassion satisfaction, burnout, and secondary traumatic stress. Trend chart over time. Optional supervisor visibility for clinically relevant context.
Measurement-Based Care Dashboard
See who's improving, stable, or declining across your entire caseload or practice. Response rates, outcome distributions, and per-measure breakdowns — exportable to CSV.
Clinical Genogram Builder
Map multigenerational family systems with a full clinical genogram tool — right inside Theracharts. Standard symbols, relationship types, and medical/mental health flags.
- Standard male, female, and non-binary symbols with identified patient marking
- Relationship lines: married, divorced, separated, and emotional overlays (close, conflictual, enmeshed)
- Medical and mental health flags per family member
- Drag, zoom, and pan on an infinite SVG canvas
- Export as SVG image for documentation
Supervision &
Trainee Management
A complete supervision workflow — from invite to approval to hour tracking. Built for supervisors managing pre-licensed therapists.
- Invite supervisees via email — works even if they don't have an account yet
- Review, approve, or reject log entries with written feedback
- Track supervision hours with progress bars toward licensure goals
- Export supervision logs as CSV or PDF for licensing boards
- Supervisor dashboard with pending reviews, history, and hours summary
Security & Compliance
Built for HIPAA compliance from day one — not bolted on after the fact.
HIPAA-Compliant Infrastructure
BAAs signed with all infrastructure providers. End-to-end encryption with AES-256-GCM at rest.
Mandatory 2FA
Every therapist account requires two-factor authentication. Email OTP by default, authenticator app optional.
Full Audit Logging
Every PHI access logged — user, action, resource, IP, timestamp. 6-year retention with automated archival.
Session Security
Automatic timeout with warning modal. Rate limiting on all API endpoints. IP allowlisting. Security by default, not by configuration.
Role-Based Access
Therapists see only their own clients’ data. Practice owners get team-wide aggregates without ever seeing individual session content. Clients see only their own progress. Clean separation, audit-logged.
PHI-Free Emails
Every notification — invites, reminders, referrals — is stripped of client names and clinical details before leaving the server.
Passkey & Biometric Login
Sign in with Face ID, Touch ID, Windows Hello, or a hardware key. WebAuthn/FIDO2 — no password required, no 2FA prompt needed.
Your Workspace, Your Way
Light mode. Dark mode.
You choose.
Every screen in Theracharts supports both themes. Pick what feels right — or let your device decide.
Practice Overview
Practice Overview
PHQ-9 Trend
PHQ-9 Trend
Therapist Directory
Stand out with outcomes data
Free listing on the Free plan. Permanent Founding Member badge for the first 250 therapists. Earn the auto-evaluated Outcomes-Driven badge, verify credentials with AI-assisted review, and attract clients who value measurable progress.
The paid Theracharts plan unlocks badges, embeddable site widget, and in-app referrals.
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sessions have been missing?
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Frequently Asked Questions
Theracharts uses GPT-4.1-mini to generate clinical insights from assessment data, draft clinical updates ready to paste into your EHR, summarize treatment histories for referrals, and power natural language queries on your dashboard. Notes themselves stay in your EHR — Theracharts is the outcomes layer.
Assign validated assessments to clients, who complete them through the client portal. Theracharts automatically scores responses, tracks trends over time with visual charts, flags clinical alerts when scores change significantly, and generates AI-powered clinical insights.
The client portal is a mobile-friendly Progressive Web App where your clients complete assigned assessments, view their progress charts, consent to referrals, and receive push notification reminders. It's designed to increase engagement between sessions.
Yes. Team features unlock automatically when you add a second seat — no upgrade button. You get team management, shared template libraries, supervision tracking with approval workflows, and practice-wide outcome analytics. Same $25 per therapist per month price.
Yes. The form builder supports custom fields, conditional logic, scoring formulas, and multiple response types. You can also use the AI form generator to create assessments from a natural language description.