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Calendar, sessions & billing

Plan the week. Finish the session. Keep billing clear.

Use the calendar for appointments, Sessions for visit documentation and next steps, and Billing for invoices and superbills.

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Weekly calendar

See your appointments across the week.

Add sessions to the weekly calendar and open a scheduled visit to review or edit it. Team assignments help keep each clinician’s calendar organized.

  • Weekly appointment view
  • New-session and edit controls
  • Team member filtering

Weekly calendar

Weekly calendar in OT Thinking
Session management

Keep the visit and its next steps together.

Find sessions by child, family or invoice, and filter the list by status, dates and payments. Add notes, generate invoices, take payments and share with parents.

  • Session notes and AI note assistance
  • Invoice and payment actions
  • Parent sharing and session export

Session management

Session management in OT Thinking
Billing

Review invoices, payments and superbills.

Use Billing to search and filter invoices, follow up on outstanding amounts and prepare insurance superbills. Invoice status and payment actions are visible beside each record.

  • Invoice and superbill tabs
  • Filters for family, child, status and date
  • Invoice previews, sending and payment actions

Billing

Billing in OT Thinking

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