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Run the practice, end to end.

HIPAA-compliant documentation, AI clinical insights, group-practice operations, and EHR-companion workflows — built around the work that fills a clinician's day.

The work behind the work

A therapy practice is never just the 50-minute hour. It's intake, documentation, scheduling, billing prep, supervision, referrals, audit-readiness, and a hundred small operational decisions that compound across a caseload.

Theracharts is built for clinicians who want to spend more of that time on the clinical work. HIPAA-aware architecture, AI clinical insights, EHR-ready clinical updates, supervision tooling, and a public directory — wired together so the operational side stops eating the clinical side.

HIPAA Compliance & Security

For solo therapists and group practices

Theracharts is HIPAA-aware from the database up — AES-256 encryption at rest and in transit, role-based access, full audit logging, and signed Business Associate Agreements with every PHI-touching vendor (Neon, Render, OpenAI, AWS). Solo therapists and group admins get the same security posture without the enterprise bill.

What's included

Signed BAAs AES-256 Encryption Audit Logging 2FA / Passkeys Session Timeouts PHI-free Emails
BAAs are signed by default on every paid plan — no separate enterprise contract needed.

Clinical Updates for Your EHR

Generated from your data · Ready to paste

Theracharts is the outcomes layer next to your EHR — not a replacement for it. One button per client generates a data-grounded clinical update covering everything measured since your last export: score deltas, alerts triggered, completion patterns, goal progress. Copy it, paste into your EHR's note or chart field, done. Nothing speculative — only what was measured.

What's included

AI Generation (GPT-4.1-mini) Score Deltas + Alerts Since-Last-Export Default Plain Text or Markdown EHR-paste Optimized Nothing Persists
The generated text isn't stored in Theracharts — your EHR is the system of record. Theracharts produces the text on demand.

Works Alongside Your EHR

SimplePractice · TherapyNotes · Jane · Headway

Theracharts is not an EHR replacement. Keep your scheduling, billing, and insurance workflow where it is. Theracharts adds the layer most EHRs don't have well — outcome tracking, AI clinical insights, validated assessments — and exports cleanly back to your EHR via PDF or copy-paste-optimized formatting.

How the handoff works

EHR-formatted Note Export Copy-Paste Optimized No Migration Required Zero Lock-In
EHR-companion blog posts shipping July 2026 — SimplePractice and TherapyNotes integration walkthroughs.

Group Practice Operations

$25 / therapist / month · team features auto-unlock at 2+ seats

Multi-clinician practices need shared infrastructure without sacrificing per-therapist autonomy. Theracharts supports practice admins, supervisor-supervisee relationships with review and approval workflows, aggregate outcome reporting, and a digital BAA flow — without flattening the clinical work into a corporate dashboard.

What's included

Practice Admin Roles Supervision Approval BAA & IRB Flow MBC Dashboard Departed Therapist Reassignment
One paid plan, $25 per therapist per month. Team features (admin, supervision, BAA flow, IRB, anonymized export, bulk import) unlock automatically when you add a second seat.

Going Paperless & Client Engagement

Client portal · Mobile PWA · Push notifications

Clients install the Theracharts portal as a Progressive Web App on their phone — no app store, no friction. They complete assigned forms between sessions, see their own trajectory, and get reminders when something's overdue. Therapists assign once and the cadence runs itself.

What's included

Mobile PWA Between-Session Forms Push Notifications Client-facing Charts Reminder Cadences
iOS Capacitor app (TestFlight) and native push are in active development.

Validated Assessments & Diary Cards

100+ instruments · Configurable behavioral tracking

Theracharts ships with 100+ validated instruments — PHQ-9, GAD-7, PCL-5, DASS-21, and the rest of the standard library — auto-scored with severity bands. Alongside them, a configurable Diary Card captures the day-to-day between sessions: emotions, urges, behaviors, sleep, medication, and skill use. Need something neither covers? A custom form builder is available as an advanced option.

What's included

100+ Validated Instruments Configurable Diary Cards Auto-Scoring & Severity Bands Behavioral Tracking
The Diary Card is modality-agnostic — DBT supplied the bone structure, but every section toggles on or off for CBT, ACT, or your own framework.

Clinical Referrals & Care Coordination

ROI consent · AI summaries · Provider transfer

Send a client to another provider with a structured AI-generated treatment summary attached — assessment scores, trend data, alert history, safety plan, treatment summary — all opt-in via per-referral consent. The receiving provider can accept, decline, or fully take over the case if they're also a Theracharts user.

What's included

Per-Referral ROI Consent AI Treatment Summary Token-Based Provider View Cross-Practice Transfer Directory Integration
All referral activity is audit-logged. Clients control which data fields are shared per referral.

Insurance & Reimbursement

Reauths · Trend reports · Outcome-backed appeals

Outcome data is one of the strongest tools a therapist has in a reauthorization or appeal. Theracharts surfaces clean trend exports — "PHQ-9 dropped from 22 to 14 over 8 sessions, GAD-7 from 18 to 12" — that drop directly into payer documentation. Generate clinical updates with score deltas + alerts that strengthen your medical-necessity narrative inside your EHR.

What's included

Trend Charts (PDF + JSON) Severity Band Reports Clinical Updates with Score Deltas Outcome Reports
Trend exports are designed to drop straight into reauthorization request forms.

Run a tighter practice. Stronger clinical work.

HIPAA-aware. EHR-companion. Built by a therapist. Free plan with up to 10 active clients and the full 100+ assessment library.

No credit card required.