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.
+
Use them together. No conflicts, no data duplication, no "switching" required.
Theracharts
Outcome tracking, AI session notes, 120+ validated assessments, clinical alerts, trend analysis. The clinical intelligence layer.
Your existing tools stay.
Theracharts adds to them.
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-powered session notes in SOAP/DAP/BIRP formats, and trend analysis that shows whether your interventions are working.
SimplePractice
Schedule session, bill insurance, run telehealth
Theracharts
Client completes PHQ-9 on their phone before session
After Session
AI drafts your note, copy to SimplePractice in one click
- Copy AI notes to SP's documentation section
- 120+ 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
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 120+ validated instruments, auto-scoring with severity bands, and AI that drafts notes you can paste right into TherapyNotes.
TherapyNotes
Manage schedule, submit claims, store records
Theracharts
Track outcomes session-over-session with auto-scored measures
Export
EHR-optimized note format — paste into TherapyNotes
- EHR-ready note export (formatted for TN's fields)
- Broader assessment library than TN's built-in forms
- AI clinical insights from assessment patterns
- Voice dictation → structured notes
- Supervision tools for trainees
- Measurement-based care dashboards
Keep your EHR. Add clinical intelligence.
Free plan includes unlimited clients, 120+ assessments, and outcome tracking. No credit card required.
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 measurement-based care 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
Clinical data informs your Jane chart notes
- Validated assessments Jane doesn't offer
- Outcome trend visualization over time
- AI session notes exportable to Jane charts
- Client portal for between-session engagement
- Clinical referral system with ROI consent
- Genogram creator for family mapping
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 documentation, and evidence that your treatment is working (which also strengthens your Alma profile).
Alma
Get credentialed, find clients, bill insurance
Theracharts
Track outcomes, prove efficacy, write better notes
Result
Better documentation, better outcomes, fewer audits
- Measurement-based care (valued by insurers)
- Documentation that satisfies audit requirements
- AI notes with CPT code suggestions
- Clinical alerts prevent missed deterioration
- Outcome data strengthens your clinical profile
- Therapist Directory listing with verified badges
TheraNest provides practice management, scheduling, billing, and basic 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, generate AI notes
Export
Copy structured notes into TheraNest records
- 120+ assessments beyond TheraNest's basics
- AI drafts in SOAP, DAP, BIRP, GIRP, DBT formats
- Voice dictation for faster documentation
- Score trend charts for treatment planning
- Practice-wide outcome reporting (Practice tier)
- Couples therapy comparison tools
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, draft notes, 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 unlimited clients, 120+ assessments, and outcome trend charts. Upgrade for AI notes and voice dictation.