Occupational therapy practice management software
Track goals and milestones across months of treatment. Documentation templates, progress tracking, and scheduling that keeps up with complex, evolving caseloads.
See the whole journey, not just the last session.
Treatment plans
Goal-based plans that evolve as your clients progress, with milestones that carry across sessions.
Progress tracking
Visual outcome measurement that shows where a client started and how far they’ve come.
Clinical notes
AI scribe, voice-to-text, and OT-specific templates that keep documentation fast and consistent.
Scheduling
Clients book themselves and get reminders. Your calendar syncs with Google and Outlook.
AI Scribe
You focus, we write
AI scribe transcribes the audio, then transforms it into your chosen clinical template. SOAP, DAP, BIRP, or your own format. Choose the writing perspective, the verbosity, even the output language. Review, edit, sign. Done.
- Transcription during sessions and dictation between them
- One-click formatting into any clinical note template
- Customizable language, perspective, and level of detail
Protect
RCM without the admin
Most billing delays aren't payer problems. They're slow submissions and missed follow-ups. Carepatron submits RCM claims daily, reviews them for errors before they go out, and chases what comes back.
- Claims submitted daily, not batched at month-end
- Coding review before every submission
- Primary and secondary claims handled
Credentialing
Get credentialed faster
Carepatron handles credentialing end to end, from initial applications through renewals, so nothing slips through the cracks.
- Get hands-on support from credentialing and enrollment specialists who do this every day
- Submit payer applications in minutes, not weeks
- Track licenses, CAQH, and expirations from one place
All in one
Everything in one place
Scheduling, notes, billing, telehealth, messaging, and client records, all connected. Carepatron is free practice management software built for clinicians who want simplicity without compromise.
- Scheduling, documentation, billing, and telehealth in one platform
- Client records connected to every appointment, note, and invoice
- Free to start with unlimited clients
Countries where clinicians trust Carepatron with patient data.
Clinicians running HIPAA-compliant practices on Carepatron.
Saved per week on average by removing manual scheduling from your workflow.
Frequently asked questions
Yes. Free with unlimited clients, telehealth, client billing, and AI note-taking.
Yes. Carepatron is used by over 100 different clinician types spanning behavioural health, allied health, medical, and wellness practices in over 120 countries, including thousands of occupational therapists.
Yes. Share portal access with carers or guardians as appropriate.
Yes. Import from CSV, XLS, or XLSX. Carepatron also has guided import workflows for platforms like SimplePractice, Cliniko, and others that auto-map your data fields.
Yes. Free with unlimited clients, telehealth, client billing, and AI note-taking.