Everything your OT clinic needs, in one platform
Terapiq runs your whole workflow — leads and intake, scheduling, live session notes, goals, authorizations, billing, and family communication — so your team stops juggling tools and your clinic runs on one system.
Click through the whole workflow
From the first inquiry to the final invoice — here's what your clinic runs on.
Turn inquiries into clients
Capture leads from your site, send digital intake and consent packets, and move every prospect through a simple pipeline — no spreadsheets, no dropped follow-ups.
- Web-to-lead capture & contact logging
- Digital intake & consent forms
- Email & call history on every client
- Pipeline stages with reminders
Calendars that fit clinic life
Book recurring sessions, manage multiple therapists and rooms, and cut no-shows with automatic reminders.
- Recurring appointments & series
- Multi-therapist and room views
- Automated text/email reminders
- Waitlist & cancellation handling
Document in the room, not at midnight
Track goals and minutes live, and let the SOAP note draft itself for a quick review and sign-off.
- Live session timer & goal capture
- Auto-drafted SOAP notes
- Templates for OT documentation
- Supervisor co-sign
Progress everyone can see
OT-specific evaluations plus goal tracking that turns sessions into clear progress for families and payers.
- Evaluations built for OT
- Goal banks & progress over time
- Charts families understand
- Re-assessment reminders
Stay covered, get paid
Track authorized units and expirations, then generate CPT-coded superbills and claims straight from your notes.
- Authorization & unit tracking
- Expiration & low-unit alerts
- CPT-coded superbills
- Claims & invoices
A window in for families
A secure, token-based portal where clients and caregivers view evaluations, follow goals, and message your team — with no logins for you to manage.
- Evaluation & progress viewing
- Home-program sharing
- Secure two-way messaging
- Passwordless token access
Nothing bolted on, nothing missing
Grow & intake
- Lead capture & pipelineFrom your site straight into a tracked pipeline.
- Digital intake & consentPaperless forms clients complete before day one.
- Email & call loggingEvery touchpoint on the client record.
- Reports & dashboardsSee what's driving new clients and revenue.
Care & documentation
- SchedulingRecurring sessions, reminders, multi-therapist views.
- Live sessions & SOAP notesDocument as you go; the note drafts itself.
- Goals & evaluationsOT-specific tracking with clear progress.
- Supervision & co-signReview and sign off with an audit trail.
Operations & clients
- AuthorizationsUnits, date ranges, and expiration alerts.
- Superbills & billingCPT-coded, generated from your notes.
- Family portalEvaluations, home programs, and messaging.
- HIPAA-ready securityEncryption and role-based access.
Starting with OT — growing from there
Terapiq launches for occupational therapy, with more specialties on the way. Want yours next? Tell us in a demo.
Occupational therapy
Live sessions, goals, authorizations, and a family portal — built for OT clinics.
Coming soonPhysical therapy
Function-focused documentation, plans of care, and billing. Request early access.
Coming soonSpeech therapy
Goal tracking and progress notes tuned for SLP caseloads. Request early access.
Intake, notes, billing, and communication in a single login.
Automation and auto-drafted notes hand time back to your team.
Encryption and role-based access from day one.
Designed around how OT clinics actually work — then broadening.
See the whole platform in action
Book a free, personalized walkthrough and we'll tailor it to your clinic's workflow.
Book a demo