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Practice management

Your clients, team and practice in one place.

Keep family records organized, coordinate your team and give your practice a home online.

Start 14-day Pro trial

No credit card. After 14 days, your account moves to Free unless you choose and purchase a paid plan.

My Clients

Find clients and patients in your actual roster.

Search by parent name, parent email or child name. Switch between active, archived and all clients, then open a family to see their records.

  • Parent contact details and linked children
  • Client status visible in the list
  • Search clients or patients

My Clients

My Clients in OT Thinking
Patient records

Goals, SOAP notes and home activities together.

Open a patient page to review the child and parent information, therapy goals, SOAP notes and assigned activities.

  • Add goals and log progress
  • Review SOAP notes and assigned activities
  • Create an activity, story or reward board from the patient page

Patient records

Patient records in OT Thinking
Team & payroll · Pro

Coordinate your team from the same workspace.

Set session rates, assign visits to team calendars and give team members their own portal. Review their session notes and prepare payroll reports and pay stubs.

  • Team member access and session assignments
  • Session rates and payroll reporting
  • Access to team session notes

Team & payroll · Pro

Team & payroll · Pro in OT Thinking
Practice website · Pro

Build a website with your own practice branding.

Introduce your practice, describe your services and give families a way to contact you. Manage your website content and branding inside OT Thinking.

  • Home, about, services and contact content
  • Your practice name, images and branding
  • Contact inquiries and an inbox

Practice website · Pro

Practice website · Pro in OT Thinking

Find the right plan for your practice.

Compare features and limits for Free, Solo and Pro.

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