Quick Overview
- 1#1: WebPT - Cloud-based EMR software providing documentation, scheduling, billing, and analytics for occupational therapy practices.
- 2#2: ClinicSource - All-in-one pediatric therapy EMR with integrated documentation, progress tracking, and billing tailored for occupational therapists.
- 3#3: Fusion Web Clinic - Comprehensive cloud platform for pediatric OT clinics handling scheduling, IEP compliance, billing, and family portals.
- 4#4: SimplePractice - User-friendly practice management tool with telehealth, customizable notes, billing, and client portals for OTs.
- 5#5: TheraPlatform - HIPAA-compliant teletherapy platform with video sessions, activity libraries, progress tracking, and billing for occupational therapists.
- 6#6: MedBridge - Education and patient engagement platform offering CEUs, home exercise programs, and outcome tracking for OT professionals.
- 7#7: Casamba - Rehab therapy software focused on documentation, compliance, and revenue cycle management for occupational therapy providers.
- 8#8: Jane App - Practice management app with online booking, charting, invoicing, and telehealth designed for occupational therapists.
- 9#9: Practice Better - Wellness practice platform providing client charts, programs, payments, and video calls for occupational therapy sessions.
- 10#10: Kareo - Billing and EHR solution with claims management, patient records, and scheduling support for occupational therapy practices.
We selected and ranked these tools by evaluating feature breadth (including documentation, scheduling, and billing), quality standards (such as HIPAA compliance), user-friendliness, and overall value, ensuring a balanced reflection of the best options for occupational therapists.
Comparison Table
This comparison table assists occupational therapy practices in evaluating software options, including tools like WebPT, ClinicSource, Fusion Web Clinic, SimplePractice, and TheraPlatform. It highlights key features and functionalities to help readers identify the best fit for their practice's workflow and needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | WebPT Cloud-based EMR software providing documentation, scheduling, billing, and analytics for occupational therapy practices. | enterprise | 9.4/10 | 9.6/10 | 8.7/10 | 9.2/10 |
| 2 | ClinicSource All-in-one pediatric therapy EMR with integrated documentation, progress tracking, and billing tailored for occupational therapists. | specialized | 9.2/10 | 9.5/10 | 8.7/10 | 8.9/10 |
| 3 | Fusion Web Clinic Comprehensive cloud platform for pediatric OT clinics handling scheduling, IEP compliance, billing, and family portals. | specialized | 8.6/10 | 8.8/10 | 8.5/10 | 8.3/10 |
| 4 | SimplePractice User-friendly practice management tool with telehealth, customizable notes, billing, and client portals for OTs. | enterprise | 8.6/10 | 8.4/10 | 9.1/10 | 8.0/10 |
| 5 | TheraPlatform HIPAA-compliant teletherapy platform with video sessions, activity libraries, progress tracking, and billing for occupational therapists. | specialized | 8.4/10 | 8.7/10 | 8.2/10 | 8.0/10 |
| 6 | MedBridge Education and patient engagement platform offering CEUs, home exercise programs, and outcome tracking for OT professionals. | specialized | 8.1/10 | 8.7/10 | 9.2/10 | 7.5/10 |
| 7 | Casamba Rehab therapy software focused on documentation, compliance, and revenue cycle management for occupational therapy providers. | enterprise | 8.1/10 | 8.4/10 | 7.6/10 | 7.9/10 |
| 8 | Jane App Practice management app with online booking, charting, invoicing, and telehealth designed for occupational therapists. | specialized | 8.1/10 | 7.9/10 | 9.2/10 | 7.6/10 |
| 9 | Practice Better Wellness practice platform providing client charts, programs, payments, and video calls for occupational therapy sessions. | other | 7.9/10 | 7.6/10 | 8.7/10 | 7.8/10 |
| 10 | Kareo Billing and EHR solution with claims management, patient records, and scheduling support for occupational therapy practices. | enterprise | 7.4/10 | 7.2/10 | 8.1/10 | 7.0/10 |
Cloud-based EMR software providing documentation, scheduling, billing, and analytics for occupational therapy practices.
All-in-one pediatric therapy EMR with integrated documentation, progress tracking, and billing tailored for occupational therapists.
Comprehensive cloud platform for pediatric OT clinics handling scheduling, IEP compliance, billing, and family portals.
User-friendly practice management tool with telehealth, customizable notes, billing, and client portals for OTs.
HIPAA-compliant teletherapy platform with video sessions, activity libraries, progress tracking, and billing for occupational therapists.
Education and patient engagement platform offering CEUs, home exercise programs, and outcome tracking for OT professionals.
Rehab therapy software focused on documentation, compliance, and revenue cycle management for occupational therapy providers.
Practice management app with online booking, charting, invoicing, and telehealth designed for occupational therapists.
Wellness practice platform providing client charts, programs, payments, and video calls for occupational therapy sessions.
Billing and EHR solution with claims management, patient records, and scheduling support for occupational therapy practices.
WebPT
enterpriseCloud-based EMR software providing documentation, scheduling, billing, and analytics for occupational therapy practices.
WebPT Outcomes for real-time patient-reported outcomes and evidence-based benchmarking unique to rehab therapies like OT
WebPT is a comprehensive cloud-based EMR and practice management platform designed specifically for rehabilitation therapies, including occupational therapy, offering streamlined documentation, scheduling, billing, and compliance tools. It features OT-specific templates for SOAP notes, goal tracking, and functional assessments, alongside telehealth capabilities and outcomes measurement via WebPT Outcomes. The software integrates seamlessly with payer systems to maximize reimbursements and supports multi-location practices with robust analytics for business insights.
Pros
- All-in-one solution covering documentation, billing, scheduling, and telehealth tailored for OT
- Excellent compliance tools and MIPS reporting for regulatory adherence
- Data-driven outcomes tracking to demonstrate OT value and improve care
Cons
- Steep learning curve for new users despite intuitive interface
- Pricing scales with practice size, potentially high for solo practitioners
- Limited customization in some reporting templates
Best For
Mid-sized to large occupational therapy practices seeking a scalable, feature-rich EMR with strong billing integration.
Pricing
Custom quotes starting at ~$125-$200 per provider/month, plus setup fees; scales by users and features.
ClinicSource
specializedAll-in-one pediatric therapy EMR with integrated documentation, progress tracking, and billing tailored for occupational therapists.
Documentation wizards with OT-specific goal banks and progress tracking that cut note-writing time significantly
ClinicSource is a comprehensive web-based EHR and practice management software designed for outpatient therapy clinics, including occupational therapy practices. It streamlines scheduling, customizable documentation with OT-specific templates, billing with high clean claims rates, and HIPAA-compliant compliance tools. The platform also supports telehealth, outcomes tracking via tools like CareConnections, and reporting for regulatory requirements like MIPS.
Pros
- All-in-one solution covering documentation, billing, and scheduling
- Strong OT-specific templates and outcomes measurement
- Reliable billing with automated claims scrubbing
Cons
- Higher pricing for smaller practices
- Steep learning curve during onboarding
- Limited native mobile app functionality
Best For
Mid-sized occupational therapy clinics needing integrated EHR, billing, and compliance tools.
Pricing
Custom quotes based on users and modules; typically starts at $350/month for small practices with per-user fees around $49+.
Fusion Web Clinic
specializedComprehensive cloud platform for pediatric OT clinics handling scheduling, IEP compliance, billing, and family portals.
Integrated Recovery Platform with video-based home exercise libraries and patient progress tracking tailored for OT rehab plans
Fusion Web Clinic is a cloud-based EHR and practice management software tailored for rehabilitation therapies, including occupational therapy, offering scheduling, documentation, billing, and telehealth capabilities. It features customizable SOAP notes, progress tracking templates specific to OT interventions, and an integrated patient portal for engagement. The platform supports HIPAA compliance and streamlines workflows for solo practitioners to mid-sized clinics with tools like automated reminders and insurance claims processing.
Pros
- Comprehensive OT-specific documentation with customizable forms and templates
- Seamless integration of scheduling, billing, and telehealth in one platform
- Strong patient engagement tools including a self-service portal and home exercise programs
Cons
- Limited native mobile app; primarily web-based which may hinder on-the-go access
- Steeper learning curve for customizing advanced reporting features
- Pricing scales up quickly for multi-provider practices with add-ons
Best For
Mid-sized occupational therapy clinics seeking an all-in-one web-based EHR with robust billing and patient recovery tools.
Pricing
Starts at $125 per provider per month (billed annually), with add-ons for telehealth and premium support.
SimplePractice
enterpriseUser-friendly practice management tool with telehealth, customizable notes, billing, and client portals for OTs.
Customizable therapy note templates with built-in outcome tracking for occupational therapy progress monitoring
SimplePractice is a comprehensive practice management platform tailored for health professionals, including occupational therapists, offering tools for scheduling, billing, documentation, and telehealth. It enables OTs to create customizable session notes, track client progress with outcome measures, and handle insurance claims efficiently. The software streamlines administrative tasks, allowing therapists to focus more on patient care.
Pros
- User-friendly interface with intuitive navigation
- Robust billing and insurance claims processing
- Integrated telehealth and mobile app for on-the-go access
Cons
- Pricing can be steep for solo practitioners
- Limited out-of-the-box OT-specific templates requiring customization
- Occasional glitches in reporting features
Best For
Solo or small occupational therapy practices seeking an all-in-one HIPAA-compliant solution for streamlined operations.
Pricing
Starts at $29/user/month (Essentials), $69 (Professional), $99 (Plus); 30-day free trial available.
TheraPlatform
specializedHIPAA-compliant teletherapy platform with video sessions, activity libraries, progress tracking, and billing for occupational therapists.
Extensive pre-built library of therapeutic exercises and activities assignable via client portal for home practice
TheraPlatform is an all-in-one practice management software tailored for therapists, including occupational therapists, offering HIPAA-compliant telehealth, scheduling, billing, and documentation tools. It supports OT-specific needs with customizable session notes, goal tracking, progress monitoring, and a library of therapeutic exercises and activities for client homework. The platform streamlines administrative tasks while enabling virtual sessions and client portals for better engagement.
Pros
- Comprehensive all-in-one platform reduces need for multiple tools
- Robust telehealth with screen sharing and recording
- Extensive library of OT exercises and customizable forms
Cons
- Limited advanced OT-specific analytics compared to niche tools
- Steeper learning curve for advanced billing features
- Customer support response times can vary
Best For
Small to medium occupational therapy practices seeking integrated telehealth and practice management without specialized OT depth.
Pricing
Starts at $39/user/month (billed annually) for Essentials plan; Professional at $59/user/month; Enterprise custom pricing.
MedBridge
specializedEducation and patient engagement platform offering CEUs, home exercise programs, and outcome tracking for OT professionals.
Comprehensive, evidence-based video library for HEP and CEUs with synchronized patient-facing mobile apps
MedBridge is a digital platform designed for rehabilitation professionals, including occupational therapists, offering a vast library of continuing education courses, customizable home exercise programs (HEP) with video demonstrations, and patient engagement tools. It supports OTs in creating tailored exercise plans, tracking patient adherence, and accessing evidence-based content for professional development and documentation. While it excels in education and HEP delivery, it lacks comprehensive practice management features like billing or scheduling, positioning it as a complementary tool rather than a full OT EMR solution.
Pros
- Extensive video library for CEUs and patient education with unlimited access
- User-friendly HEP builder with compliance tracking and mobile app integration
- Seamless integrations with major EMRs like WebPT and Epic
Cons
- No built-in billing, scheduling, or full EMR capabilities
- Pricing can be steep for solo practitioners or small clinics
- Limited customization for advanced OT-specific outcome measures
Best For
Occupational therapists prioritizing continuing education, home exercise programs, and patient engagement alongside an existing EMR system.
Pricing
Starts at $99/user/month for core HEP and education; enterprise plans with full features range from $200-$400/user/month, with annual contracts and custom quotes available.
Casamba
enterpriseRehab therapy software focused on documentation, compliance, and revenue cycle management for occupational therapy providers.
Automated OASIS/MDS compliance with therapy-specific workflows and defensible documentation tools
Casamba is a cloud-based software platform tailored for post-acute care providers, including occupational therapy practices in home health, outpatient, and skilled nursing settings. It streamlines clinical documentation, billing, compliance (like OASIS and MDS), and revenue cycle management with mobile point-of-care tools and automated workflows. The system supports OT-specific assessments, care planning, and analytics to improve efficiency and regulatory adherence.
Pros
- Integrated documentation, billing, and compliance in one platform
- Mobile app enables point-of-care charting and voice dictation
- Robust analytics for outcomes tracking and reimbursement optimization
Cons
- Steep learning curve, especially for non-enterprise users
- Pricing favors larger agencies over solo or small OT practices
- Limited customization for specialized OT tools or integrations
Best For
Mid-sized home health agencies and outpatient OT clinics needing comprehensive compliance and billing automation.
Pricing
Custom quotes based on agency size and modules; typically $200-$500 per user/month for full suite.
Jane App
specializedPractice management app with online booking, charting, invoicing, and telehealth designed for occupational therapists.
Highly customizable form builder for tailored OT treatment plans and progress notes
Jane App is an all-in-one practice management platform designed for health practitioners, including occupational therapists, offering scheduling, secure telehealth, customizable charting, billing, and client communication tools. It streamlines administrative tasks with automated reminders, online booking, and insurance billing support, allowing OTs to focus more on patient care. While versatile for general therapy practices, it provides flexible SOAP note templates and forms that can be adapted for OT treatment plans and progress tracking.
Pros
- Intuitive and modern interface that's quick to learn
- Robust scheduling with drag-and-drop calendar and automated reminders
- Customizable charting and telehealth integration for seamless virtual sessions
Cons
- Lacks built-in OT-specific assessment tools or outcome measures
- Pricing scales per provider, which can get expensive for larger teams
- Limited advanced analytics for therapy progress tracking
Best For
Solo occupational therapists or small clinics seeking an user-friendly all-in-one solution for scheduling, billing, and basic documentation.
Pricing
Starts at $74 CAD/month for solo providers; group plans from $149 CAD/month plus $49 CAD per additional provider, with add-ons for SMS and superbills.
Practice Better
otherWellness practice platform providing client charts, programs, payments, and video calls for occupational therapy sessions.
Highly customizable form builder for tailored OT session notes, goals, and progress tracking
Practice Better is an all-in-one practice management platform tailored for health and wellness practitioners, including occupational therapists, offering EHR, scheduling, billing, telehealth, and client portals. It enables OTs to create customizable intake forms, session notes, progress tracking, and goal-setting templates to document therapy sessions efficiently. The software streamlines administrative tasks, allowing therapists to focus more on client care while handling payments and compliance.
Pros
- Intuitive, modern interface that's easy to navigate
- Integrated billing with superbills and insurance claims support
- Robust client portal for homework assignments and self-scheduling
Cons
- Lacks specialized OT outcome measures and standardized assessments
- Telehealth is functional but lacks advanced OT-specific integrations
- Customization requires time and higher-tier plans for full features
Best For
Solo occupational therapists or small practices needing a user-friendly, general-purpose platform for documentation and admin without deep OT-specific tools.
Pricing
Starts at $25/user/month (Starter), $49/user/month (Pro), $79+/user/month (Clinic); telehealth and SMS add extra fees.
Kareo
enterpriseBilling and EHR solution with claims management, patient records, and scheduling support for occupational therapy practices.
Intelligent Revenue Cycle Management that automates claims scrubbing, denial management, and payment posting to maximize reimbursements
Kareo is a cloud-based platform providing practice management, electronic health records (EHR), medical billing, and patient engagement tools primarily for independent healthcare practices. For occupational therapy (OT), it supports scheduling appointments, generating superbills and claims for therapy CPT codes, and basic documentation through customizable templates. While versatile for administrative tasks, it lacks deep OT-specific features like outcome tracking or specialized goal banks compared to therapy-focused software.
Pros
- Robust billing and revenue cycle management with high claim acceptance rates
- Intuitive cloud-based interface with mobile app access
- Integrated telehealth and patient portal for efficient communication
Cons
- Limited specialized OT documentation tools and templates
- Pricing can be steep for small solo practices
- Customization requires time and support assistance
Best For
Small OT practices or solo therapists who need strong billing automation and general practice management over niche therapy-specific workflows.
Pricing
Starts at $110/user/month for Billing Only; $160-$300+/user/month for EHR + Practice Management bundles; volume discounts and custom quotes available.
Conclusion
Evaluating tools across diverse occupational therapy needs reveals WebPT as the top choice, combining robust documentation, scheduling, billing, and analytics. ClinicSource and Fusion Web Clinic stand out as strong alternatives—ClinicSource for its pediatric focus, Fusion for IEP compliance and comprehensive features—each aligning with specific practice priorities.
Explore WebPT to streamline your practice, or consider ClinicSource or Fusion Web Clinic based on your unique needs—these tools are designed to enhance efficiency and support your work.
Tools Reviewed
All tools were independently evaluated for this comparison
