TherapyFlow CRM

The digital assistant that runs the clinic with you

TherapyFlow CRM keeps your whole clinic in one place: leads, patients, calendar, treatments and payments. Flow, the digital assistant inside it, shows what needs attention, connects everything to the patient or lead it belongs to, and helps you prepare the next step.

Flow prepares the next step. You decide, and you confirm.

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Illustration based on Flow's home screen in the product. Names and figures are examples.

Flow inside the product

From the clinic at a glance to a single patient file

Flow doesn't create another list to manage. It works from the data already in TherapyFlow, so everything it surfaces leads straight to the right record.

What needs attention, inside the record itself

Open a patient file or a lead file and Flow shows what's pending on that record: a payment still open, a treatment summary not yet written. No searching on another screen.

Illustration based on the patient file in the product. Names are examples.

The next step is ready. The approval is yours.

Flow can prepare supported actions: opening a task, changing a due date, completing a task or setting a lead follow-up. It shows exactly what will be saved, and nothing is saved until you confirm.

Illustration of an action confirmation in Flow.

What Flow surfaces

The information is already in your clinic. Flow shows what needs you now.

Leads, tasks, treatments and payments already live in TherapyFlow. Flow works across them and brings forward what's waiting, so you don't have to click through screen after screen to find it.

It's all in one place, ordered by what matters, so the day starts with a decision instead of a search.

How Flow works

  • Lead is waiting for a reply

    An enquiry that hasn't had a reply yet, with no follow-up open.

  • Lead follow-up is due

    A follow-up you planned has reached its time, or passed it.

  • Task is overdue

    An open task that's past its due time.

  • Outstanding payment

    A completed treatment with payment still pending or partial.

  • Missing treatment summaries

    Completed treatments that don't have a summary yet.

Flow shows operational clinic information and does not replace professional judgment.

Why it matters

You shouldn't have to keep the clinic in your head.

Between sessions, small things pile up: an enquiry waiting for an answer, a task that slipped, a payment still open, a summary not yet written. Spread across a calendar, WhatsApp, spreadsheets and notes, they live in your memory. TherapyFlow brings them into one connected place, and Flow surfaces what needs you.

  • An enquiry asking for a call back LeadOn the lead record, with a follow-up task opened automatically
  • A task that slipped to last week TasksIn your task list, and Flow surfaces it when it's overdueFlow
  • A payment still open PatientOn the patient file, and Flow surfaces it for reviewFlow
  • A treatment summary not yet written TreatmentOn the treatment itself, and Flow surfaces that it's missingFlow

So your head stays free for what matters most: the person in front of you.

The operational foundation

Underneath Flow: complete clinic management software

Flow can help only because the work is already connected. A lead becomes a patient, a treatment is booked in the calendar and linked to the file, and the package, payment and summary are kept in the same place.

Patients and treatments

  • Patient files with history, notes and files
  • A treatment calendar linked to every file
  • Treatment packages with session tracking
  • Payments and purchases

Leads and follow-up

  • Every enquiry saved as a lead, with source and status
  • A follow-up task opened automatically for new leads
  • Lead-to-patient conversion with full history
  • Tasks linked to a patient or lead

Your clinic and team

  • Unified, branded clinic page with self-booking Pro and up
  • Team management Enterprise
  • Work Mode for continuous work with a patient, without jumping between screens
Everything that's included Compare plans

Switching from another system

Already using another system? You don't start from scratch.

Move your clinic's data into TherapyFlow through a structured process, and carry on from where you left off, without rebuilding the clinic.

How switching works or walk through the move together in a personal demo
  • Leads
  • Patients and profiles
  • Upcoming appointments
  • Treatment history
  • Patient packages
  • Payment history

The switching page details exactly what moves and how.

Want to see how this looks in your clinic?

Start on your own with a 30-day free trial of Basic or Pro, with the plan you choose fully open for the whole period. Or book a personal demo and walk through your clinic together.

Start your 30-day free trial Book a personal demo
See the live demo Compare plans

Enterprise, for teams and clinics with several practitioners, is available through our sales team.