Everything your therapy team needs
One place for client records, clinical notes, team collaboration, and secure sharing - built specifically for therapy services.
Client Records
A searchable directory for every client. Store contact details, custom fields, and relationships - all structured so your team can find what they need instantly.
- Full client directory with search and filters
- Contact details and relationships between people
- Custom fields tailored to your service
- Client statuses (active, discharged, waiting list, etc.)
- Relationship mapping (parent, school, referrer)
- Secure file storage per client
Clinical Notes
Write session notes, assessments, and reports in a rich editor. See everything in a timeline view, attach files or videos, and find anything with instant search.
- Rich text editor with formatting
- Chronological timeline view per client
- Configurable note types (session, assessment, report, etc.)
- File, image, and video attachments
- Full-text search across all notes
Selective Sharing
Control exactly who sees what. Share individual notes with specific people, or set default rules that apply automatically. Granular without being complicated.
- Per-note sharing controls
- Default sharing rules by note type or team
- Portal user access for parents, schools, or referrers
- Granular visibility without complexity
Teams & Roles
Organise by team, discipline, or location. Assign therapists to clients, oversee caseloads, and make sure everyone sees exactly what they need.
- Team management and structure
- Role-based visibility and permissions
- Member assignment to clients
- Caseload oversight for managers
Forms
Build referral forms, intake questionnaires, or outcome measures with a drag-and-drop builder. Share via link, track submissions, and route notifications to the right people.
- Visual drag-and-drop form builder
- Public form links (no login required)
- Submission tracking and management
- Notification routing to team members
Tasks & Reminders
Keep on top of follow-ups, reports, and deadlines. Assign tasks to team members, set reminders, and see overdue items highlighted at a glance.
- Assign tasks to specific team members
- Set alarm times and due dates
- Overdue highlighting
- Link tasks to clients
Notifications
Notifications are routed based on your role and preferences, so you see what matters to you.
- System notifications for key events
- Configurable notification routing
- Role-based notification defaults
Settings & Customisation
Customise fields, statuses, note types, and relationship types to match how your service actually works.
- Custom client fields
- Configurable client statuses
- Custom note types
- Custom relationship types
Admin, Import & Export
Manage users, export your data at any time, and see everything happening across your organisation. Switching from another system? We'll help you import your existing data.
- Data export (CSV, JSON)
- User management and invitations
- Organisation-level administration
- Assisted data import from other systems
- Hands-on migration support - we'll help you move
What We Don't Do (Yet)
Therapy Plaza is for clinical records and team collaboration. We don't currently offer appointment scheduling or invoicing. If you need those, Therapy Plaza sits alongside tools that do.