Everything you need to measure, interpret, and act.
Collect client data with validated assessments and configurable Diary Cards. Analyze and visualize with AI. Adapt with clinical tools and EHR-ready clinical updates.
Measure
Three things you need to collect clinical data: validated instruments, a configurable Diary Card for daily behavioral tracking, and a client surface that makes completion easy.
Validated assessments
100+ instruments across 13 categories. Auto-scored with clinical severity bands. PHQ-9, GAD-7, PCL-5, AUDIT, DASS-21, and dozens more — all free to use, all in one library. Need to collect something the library doesn't cover? A custom form builder is available as an advanced option in Settings.
Diary Cards for behavioral tracking
A configurable daily-tracking card — emotions, urges, behaviors, sleep, medication, exercise, and skill use. Every section toggleable. DBT supplied the bone structure, but it's modality-agnostic. See behavioral tracking →
Client portal that gets data back
Installable on iPhone and Android — feels like a native app, no app store. Clients complete assigned forms between sessions with push and email reminders. Completion tracking shows you who submitted and who went quiet.
Interpret
Theracharts picks the right chart for the data: trends, heatmaps, rings, distributions. The clinical signal jumps out. Then AI interprets what's on it.
Adaptive visualization
Every client page and dashboard picks the right chart for the data: trends for scores over time, heatmaps for diary cards, rings for goal progress, bars for completion patterns. No dashboard-tuning required.
Clinical alerts and severity bands
Clinical thresholds (PHQ-9, GAD-7, DASS-21, and the rest of the validated set) render as banded backgrounds so remission and risk are visible at a glance. Automatic alerts fire when scores cross a threshold or flag risk, so you know before the session.
AI insights and natural-language queries
AI Clinical Insights produces narrative summaries of client trends and score patterns. Ask the dashboard in plain language — "which clients have worsening scores this month?" — and Theracharts answers with the right chart and a client list. How AI fits into therapy documentation →
Adapt
Collected and analyzed, your clients’ data becomes a paste-ready Clinical Update for the next step of treatment — every score change, every alert, every pattern informing the decision. And it works for you, alongside your EHR: Theracharts watches your caseload and keeps each update ready to review. Adapt, improve, get outcomes.
Clinical Update Autopilot
Opt in (Settings → Advanced) and Theracharts watches your caseload for you. A nightly sweep flags the clients and couples with meaningful new measured data — a reliable change, a new alert, a session with fresh data — into your Updates worklist. Open one and it drafts a data-grounded narrative (score deltas, alerts, completion patterns, goal progress, skill-use changes); thin-data or generic drafts get a “needs your eyes” flag. You review, edit, and click Copy to paste into SimplePractice, TherapyNotes, Jane, or TheraNest. Nothing is auto-sent, and nothing persists in Theracharts.
Clinical referrals
HIPAA-compliant referral workflow with client consent (ROI), granular data scope (choose which scores, summaries, and safety plans to include), and tokenized secure delivery to the receiving provider — no Theracharts account required. AI generates the treatment summary from your data.
Safety planning
Build the plan with the client in-session: warning signs, coping strategies, social and professional contacts, means restriction. It lives on the client's phone for crisis access. Updates sync instantly.
Track outcomes. Generate clinical updates. All in one place.
100+ validated assessments, AI-powered insights, automatic scoring. Free forever for solo therapists.
Session tools
Clinical interventions for use in session. 25+ across DBT, ACT, CBT, MI, trauma, and more.
DBT diary cards
Daily ratings for urges, emotion, skills, sleep, and self-harm — auto-rendered as a 14-day heatmap so weekday effects, streaks, and stalls jump out before the session starts. See the DBT Diary Card →
Clinical genograms
Map multigenerational family systems with standard symbols, relationship lines, and per-member medical and mental-health flags. Drag, zoom, and pan on an infinite canvas. Export as SVG for documentation.
DBT skills flowchart
The "need a skill right now?" flow — a state machine that routes the client through a question, a splitter, and lands on the right DBT skill. Wise-mind streak tracking, failure-routing for "didn't help," and a public PWA at theracharts.com/skills for between-session use.
Couples comparison
Both partners on the same assessment, side by side — perception gaps flagged when scores diverge, overlaid trend charts to watch convergence over time, date-aligned diary card comparison.
See how it works for your caseload.
Solo or group practice — Theracharts scales with you. Compare plans and start free today.
Practice
Group-practice tools to manage and support your team.
Supervisor caseload oversight
A practice owner assigns a supervisor to a supervisee, and the supervisor gets a read-only mirror of that supervisee's full caseload — every client, assessment, diary card, and outcome trend — without a separate tool or a manual hour-logging step. Write actions stay with the treating clinician. Supervisees also take a monthly ProQOL 5 — burnout, compassion satisfaction, secondary traumatic stress — and trends are visible to the supervisor when the supervisee opts in.
Compliance and research tools
At 2+ seats: a digital BAA signing flow, IRB protocol management with consent tracking, HIPAA Safe Harbor anonymized data export, and bulk client import via CSV. The infrastructure a multi-clinician or research practice needs — unlocked automatically, no separate tier.
Team management and admin
Invite and remove therapists, manage seats and billing on one practice subscription, set the practice profile. Active vs invited state, per-member client counts, seat usage at a glance.
Practice-wide MBC dashboard
See who's improving, stable, or declining across the entire team, not just individual caseloads. Response rates, outcome distributions, and per-measure breakdowns. Exportable to CSV for board meetings, payor reporting, or year-over-year review.
Trust
HIPAA compliant. Privacy and security prioritized.
HIPAA
Data encrypted at rest with AES-256-GCM and in transit over TLS 1.3. Six-year audit log retention.
Security
Mandatory 2FA on every therapist account: email OTP by default, authenticator app or passkey (Face ID, Touch ID, hardware key) optional. Automatic session timeout. IP whitelisting for group practices.
Privacy
Sensitive data kept as de-identified as possible. No PHI touches email.
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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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, supervisor read-only caseload oversight, and practice-wide outcome analytics. Same $25 per therapist per month price.
No. DBT supplied the structure, but the Diary Card is modality-agnostic — every section toggles on or off, so you can configure it for DBT, CBT, ACT, or your own framework. It captures emotions, urges, behaviors, sleep, medication, and skill use between sessions, and it's free on every plan.