Theracharts — Data

Data collection
and analysis.

Collect clinical data through forms, assessments, and trackers. Analyze it through trend charts, severity scoring, AI insights, and clinical alerts. All in one place.

Part One

Data Collection

Three libraries of ready-made templates, plus the tools to build anything else yourself. Collect the right data, from the right clients, at the right time.

Pick from ours. Share with your team.
Borrow from the community.

All Plans

Clinical Assessments

80+ validated instruments across 12 categories. Auto-scored with clinical severity bands. PHQ-9, GAD-7, PCL-5, AUDIT, and dozens more.

  • Auto-scored with severity classifications
  • Trend tracking and clinical alerts built in
  • Covers depression, anxiety, PTSD, substance use, ADHD, bipolar, OCD, sleep, stress, and more
All Plans

Community Library

Forms, assessments, and trackers created and shared by the Theracharts community. Diary cards, DBT worksheets, specialized screeners, and more.

  • Community-contributed templates
  • Browse by category or search by keyword
  • One-click import into your account
Practice Plan

Practice Library

Shared templates within your group practice. One therapist builds a form, the whole team can use it. Standardize intake flows, trackers, and assessments across your practice.

  • Shared across all therapists in the practice
  • Admin controls who can publish
  • Custom intake forms, trackers, and check-ins

Don't see what you need?
Build it. Or let AI build it.

Custom Form Builder

Full control over every field, section, and rule.

  • 8 field types: text, number, scale, multiple choice, checkbox, date, dropdown, and long text
  • Conditional logic — show or hide questions based on previous answers
  • Publish to your personal library or share with your practice

AI Form Generation

Describe what you need in plain language. AI builds the form.

  • "Create a weekly DBT diary card with mood, urges, and skills used"
  • AI generates the complete structure with appropriate field types
  • Review, edit, and refine before publishing

80+ instruments across
12 clinical categories.

Validated assessments covering the conditions you treat most, ready to assign from day one.

Depression
8 instruments
Anxiety
4 instruments
PTSD & Trauma
4 instruments
Substance Use
4 instruments
ADHD
2 instruments
Bipolar & Mood
2 instruments
Stress & Wellbeing
3 instruments
Sleep
1 instrument
OCD
1 instrument
Childhood
2 instruments
Personality
1 instrument
Burnout
1 instrument
Part Two

Data Analysis

Collecting data is only half the job. The other half is making sense of it — seeing patterns, catching risk, and knowing what to focus on before the session starts.

Longitudinal Trend Charts

Every scored form feeds into charts that show how scores change over time — with clinical severity bands overlaid so you can spot movement at a glance.

Clinical Alerts

Automatic notifications when a score crosses a severity threshold or flags risk. You'll know something changed before your next session, not during it.

AI Clinical Insights

AI reads your client's assessment history and surfaces patterns, anomalies, and changes worth paying attention to — in plain language, before the session starts.

Natural Language Queries

Ask your data questions in plain English. "Which clients have worsening PHQ-9 scores?" "Who hasn't completed an assessment this month?"

Couples Comparison

Overlaid trend charts, perception gap analysis, and date-aligned diary card comparison — built for the unique data demands of relationship work.

Completion Heatmaps

A visual map of your entire caseload showing who's completing assessments and who's going quiet — so you can follow up before clients disengage.

Practice-Wide Reporting

Aggregate outcome data across your entire group practice. See how the team is performing, not just individual caseloads.

Export Anything

Pull data out as PDF or CSV whenever you need it — client summaries, raw scores, supervision logs, or full assessment histories.

Auto-Scoring

Every validated assessment is scored automatically with clinical severity classifications. No manual math. No lookup tables.

Collect it. Analyze it.
Act on it.

The clinical data platform built for how therapists actually work.

No credit card. No commitment. No kidding.