Everything you need.
Nothing you don't.
Built for how therapists actually work — not how EHR companies think you should. Every feature traces back to one goal: better sessions, less busywork.
Data Collection & Analysis
Collect clinical data, track outcomes, and surface insights.
80+ Clinical Assessments
Validated instruments across 12 categories — auto-scored with clinical severity bands. PHQ-9, GAD-7, PCL-5, AUDIT, and dozens more.
Three Template Libraries
Prebuilt clinical assessments, shared practice templates, and community-contributed forms. Browse, import, or build your own.
Custom Form Builder
8 field types, conditional logic, and show/hide rules. Build any form your practice needs — manually or with AI generation.
Longitudinal Trend Charts
Score-over-time visualizations with clinical severity bands overlaid. See how clients are changing, session over session.
Clinical Alerts
Automatic notifications when scores cross severity thresholds or flag risk. Know before the session, not during it.
Completion Heatmaps
A visual map of your caseload showing who's completing assessments and who's going quiet.
AI-Powered
AI that drafts, summarizes, and surfaces insights — with you in the loop.
AI Session Notes
Draft SOAP, DAP, BIRP, GIRP, and DBT notes from session context. Review and approve before anything saves.
Voice Dictation
Speak it. Whisper transcribes it. AI structures it into your chosen note format. Review, approve, done.
AI Clinical Insights
Narrative summaries of client trends and score patterns. Anomaly detection flags unexpected changes automatically.
Natural Language Queries
Ask your data questions in plain English. "Which clients have worsening scores?" "Who hasn't completed a form this month?"
AI Form Generation
Describe what you need — AI builds the form. Fields, logic, structure. From idea to assigned form in under a minute.
AI Referral Summaries
Auto-generated treatment summaries for clinical referral packets. AI pulls from scores, notes, and goals.
Session Notes & Documentation
Six note formats, auto-populated context, and full history per client.
Six Note Formats
SOAP, DAP, BIRP, GIRP, DBT Progress Note, and Free-form. Choose the format that fits your workflow.
Auto-Populated Context
Notes pre-filled with recent assessment scores, trends, goals, and active alerts. Less copying, more focus.
Full Note History
Every session note for every client, searchable and exportable. PDF export for individual notes or full histories.
Client Experience
A portal your clients will actually use — on their phone, between sessions.
Client Portal (PWA)
Installable from the browser on iPhone and Android. Feels like a native app — no app store required.
Assessment Completion
Clients complete assigned forms on their phone between sessions. Push notifications and email reminders keep them on track.
Progress Visibility
Clients view their own progress charts and scores. Treatment goals they can see and engage with. Safety plans with crisis contacts.
Clinical Referrals
End-to-end referral workflow with consent, data control, and secure delivery.
Client Consent (ROI)
HIPAA-compliant Release of Information. The client approves exactly what data gets shared before anything leaves.
Granular Data Scope
Choose which scores, notes, safety plans, and goals to include. You control the referral packet, not the system.
Secure Provider Delivery
The receiving provider gets a tokenized link with the treatment summary. No Theracharts account required. Accept or decline with reason.
Couples Therapy
Comparison tools built for the unique demands of relationship work.
Perception Gap Analysis
Flags when partners score the same assessment very differently. See where they agree and where they diverge.
Overlaid Trend Charts
Both partners' scores on one chart. Watch convergence or divergence over time.
Diary Card Comparison
Date-aligned, side-by-side diary entries. See how both partners are tracking between sessions.
Supervision & Practice Management
Tools for trainees, supervisors, and group practice admins.
Supervision Logs
Supervisees submit log entries. Supervisors review, approve, or reject with feedback. Export to CSV or PDF.
Practice Admin
Manage therapist seats, billing, and practice profile. Invite and remove team members. One subscription for the group.
Practice-Wide Reporting
Aggregate outcome data across your entire team. See how the practice is performing, not just individual caseloads.
Security & Compliance
Built for HIPAA compliance from day one — not bolted on after the fact.
HIPAA-Compliant Infrastructure
BAAs signed with all infrastructure providers. End-to-end encryption with AES-256-GCM at rest.
Mandatory 2FA
Every therapist account requires two-factor authentication. Email OTP by default, authenticator app optional.
Full Audit Logging
Every PHI access logged — user, action, resource, IP, timestamp. 6-year retention with automated archival.
Session Timeout
Automatic timeout with warning modal. Rate limiting on all API endpoints. Security by default, not by configuration.
Public Status Page
Live health checks for database, AI, storage, and email at theracharts.com/status. Transparency when it matters.
700+ Automated Tests
Continuous integration with comprehensive test coverage. Error monitoring via Sentry. We catch it before you do.
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