Run the practice. Not just the records.
HIPAA-compliant documentation, AI-assisted notes, group-practice operations, and EHR-companion workflows — built around the work that actually 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 documentation, voice dictation, supervision tooling, and a public directory — wired together so the operational side stops eating the clinical side.
HIPAA Compliance & Security
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.
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Session Notes & AI Documentation
AI drafts your session notes from a few key bullets — you review and edit before anything is saved. No AI writes directly to the clinical record. Templates auto-populate with assessment scores, score trends, alerts, milestones, goal progress, and completion stats so the historical context is already in the note when you start.
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Works Alongside Your EHR
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 documentation, validated assessments — and exports cleanly back to your EHR via PDF or copy-paste-optimized formatting.
How the handoff works
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Group Practice Operations
Multi-clinician practices need shared infrastructure without sacrificing per-therapist autonomy. Theracharts supports practice admins, supervisor-supervisee relationships with note approval workflows, shared template libraries, and aggregate outcome reporting — without flattening the clinical work into a corporate dashboard.
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Going Paperless & Client Engagement
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.
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Custom Forms & Assessments
Theracharts ships with 120+ validated instruments — PHQ-9, GAD-7, PCL-5, DASS-21, and the rest of the standard library — auto-scored with severity bands. For everything else, the custom form builder lets you author your own intake forms, between-session check-ins, and practice-specific instruments with conditional logic and custom scoring.
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Clinical Referrals & Care Coordination
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.
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Insurance & Reimbursement
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. CPT code suggestions in session notes match session length to the appropriate code automatically.
What's included
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Run a tighter practice. Without flattening the clinical work.
HIPAA-aware. EHR-companion. Built by a therapist. Free Starter plan with up to 10 active clients and the full 120+ assessment library.
No credit card required.