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Works with your EHR.

Theracharts isn't here to replace your practice management system. It's the clinical intelligence layer that fills the gap your EHR was never designed to cover.

No integration setup. No data migration. Use both tools side by side.

Your EHR

Scheduling, billing, insurance, intake paperwork, client records, telehealth. The practice management backbone.

Theracharts

Outcome tracking, AI clinical insights, clinical updates for your EHR, 100+ validated assessments, alerts, trend analysis. The clinical intelligence layer.

Use them together. No conflicts, no data duplication, no "switching" required.

Your existing tools stay. Theracharts adds to them.

SimplePractice
EHR + Billing

SimplePractice handles your scheduling, billing, insurance claims, telehealth, and client records. Theracharts adds what it doesn't have: validated outcome tracking with clinical interpretation, AI clinical insights from assessment patterns, and clinical updates ready to paste into SimplePractice's note fields.

SimplePractice

Schedule session, bill insurance, run telehealth

Theracharts

Client completes PHQ-9 on their phone before session

After Session

Generate a clinical update — paste into SimplePractice's note field

  • Paste clinical updates into SP's note fields
  • 100+ assessments SP doesn't include natively
  • Clinical alerts for score changes between sessions
  • Outcome trend charts for treatment planning
  • Couples comparison tools (not in SP)
  • Client portal with progress visualization

How Theracharts works with SimplePractice →

TherapyNotes
EHR + Billing

TherapyNotes excels at structured documentation and insurance billing. But its built-in assessments are limited to a handful of measures, with no trend visualization or clinical interpretation. Theracharts adds 100+ validated instruments, auto-scoring with severity bands, and clinical updates you can paste right into TherapyNotes.

TherapyNotes

Manage schedule, submit claims, store records

Theracharts

Track outcomes session-over-session with auto-scored measures

Export

Generate clinical update — paste into TherapyNotes' chart fields

  • Clinical updates formatted for TN's chart fields
  • Broader assessment library than TN's built-in forms
  • AI clinical insights from assessment patterns
  • Score deltas + alerts surfaced for every chart entry
  • Supervisor read-only caseload access
  • Measurement-based care dashboards

How Theracharts works with TherapyNotes →

Keep your EHR. Add clinical intelligence.

Free plan includes unlimited clients, 100+ assessments, and outcome tracking. No credit card required.

Jane App
EHR + Scheduling

Jane App is a clean, modern EHR popular across Canada and growing in the US. It covers scheduling, charting, billing, and telehealth — but doesn't include validated clinical assessments or outcome tracking tools. Theracharts fills that gap with outcome-tracking capabilities Jane wasn't designed to provide.

Jane App

Book appointments, chart, bill, run video sessions

Theracharts

Assign assessments, track scores, get AI insights

Together

Paste clinical updates into your Jane chart entries

  • Validated assessments Jane doesn't offer
  • Outcome trend visualization over time
  • Clinical updates ready to paste into Jane charts
  • Client portal for between-session engagement
  • Clinical referral system with ROI consent
  • Genogram creator for family mapping

How Theracharts works with Jane App →

Alma
Insurance + Directory

Alma handles insurance credentialing, billing, and client matching. It helps you get on panels and get paid — but it's not a clinical tool. Theracharts adds the clinical layer: outcome tracking, AI insights, and evidence that your treatment is working (which also strengthens your Alma profile).

Alma

Get credentialed, find clients, bill insurance

Theracharts

Track outcomes, surface insights, generate clinical updates

Result

Better documentation, better outcomes, fewer audits

  • Measurement-based care (valued by insurers)
  • Outcome data your Alma chart notes can reference
  • Clinical updates with score deltas + trend context
  • Clinical alerts prevent missed deterioration
  • Outcome data strengthens your clinical profile
  • Therapist Directory listing with verified badges

How Theracharts works with Alma →

TheraNest
EHR + Practice Mgmt

TheraNest provides practice management, scheduling, billing, and note templates. Like most EHRs, it handles the business side well but lacks validated clinical assessment tools and outcome visualization. Theracharts adds the clinical intelligence layer that makes your TheraNest documentation evidence-informed.

TheraNest

Manage practice, schedule, bill, document

Theracharts

Auto-score assessments, surface AI insights, generate updates

Export

Paste clinical updates into TheraNest records

  • 100+ assessments beyond TheraNest's basics
  • Clinical updates ready to paste into TheraNest fields
  • AI clinical insights surfacing trends + alerts
  • Score trend charts for treatment planning
  • Practice-wide outcome reporting (auto-unlocked at 2+ seats)
  • Couples therapy comparison tools
Google Calendar
Scheduling

Many therapists use Google Calendar (or Apple/Outlook) as their primary scheduling tool — especially in private pay practices that don't need insurance billing software. Theracharts pairs naturally with calendar-based workflows: you schedule in your calendar, and Theracharts handles everything clinical.

Google Calendar

Schedule sessions, set reminders, manage availability

Theracharts

Assign forms, track outcomes, surface insights, alert on changes

Before Session

Review scores and trends from your dashboard

  • Calendar URL integration for session prep
  • Automated form reminders before appointments
  • Pre-session dashboard with latest scores
  • No EHR needed for private-pay practices
  • Full clinical toolset without practice mgmt overhead
  • Works with Google, Apple, or Outlook calendars

Add clinical intelligence. Keep everything else.

Free plan includes up to 10 active clients, 100+ assessments, and outcome trend charts. Upgrade for unlimited clients, AI clinical insights, and clinical updates for your EHR.