Client Management Software for Therapists
For Solo Practice, Small, Mid-Sized, and Large Social Service Organizations
Managing a therapy practice can be demanding, but with the right tools, you can streamline every part of your workflow and focus on what matters most—your clients. Our therapist practice management software is designed to simplify client management, assessment, intake, scheduling, and documentation, making your day-to-day tasks more efficient.
Tailored for Therapists of All Sizes
Whether you’re a solo therapist, an independent therapist or part of a larger practice, our platform scales with your needs. From managing client sessions and maintaining treatment notes to processing payments and tracking outcomes, our best EHR for therapists guides, templates and tools allow you to run your practice smoothly while staying focused on delivering care.
- Small Teams: Ideal for solo practices, small practices, or nonprofits with a limited staff managing individual clients or small community programs.
- Mid-Sized Agencies: Perfect for organizations with 10-30 team members handling multiple clients, locations, and services.
- Large Organizations: Built to handle complex operations, from intake and assessments to referrals and program management across multiple offices or departments.
Customizable Forms and Client Assessments
Easily create and manage therapy treatment plans using our therapist client management software customized form builder. Monitor client progress and adjust plans accordingly using our built-in assessments and templates. Visualize data to better understand patterns and make informed decisions.
Below is a Screenshot of the Easy to Use Main Dashboard
(Your Command Center with Quick Action Buttons)
Stay Organized with Comprehensive Therapy Tools
Our platform includes everything from CBT worksheets therapist aid to a full suite of therapist organization tools, templates, and helpful guides. Use our templates and tools to track client progress, customize treatment plans, and ensure that your practice stays on top of every client’s needs.
Effortless Scheduling & Client Management
Simplify your appointment booking with our therapist scheduling interface. Clients can book appointment online on your calendar – based on your availability – directly from their client portal. When you create an account, easily invite your clients over. Plus, keep all client information, therapy notes, and progress data in one secure location with our best EMR for therapists.
HIPAA-Compliant & Secure
Your clients’ privacy is paramount. Our therapist EHR software ensures you stay compliant with HIPAA and other privacy regulations through end-to-end encryption. Safeguard your client data while maintaining flexibility for your practice.
Get Started Today!
No Credit Card Required.
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Are you part of a team, organization, non-profit, or special designation?
If so, get an instant quote on cost.
Your Practice, Your Way
Our platform is not just for large organizations—it’s perfect for individual practitioners and smaller practices as well. Whether you’re a private practice therapist or part of a larger clinic, our best practice management software for therapists provides flexibility and scalability.
Empower Your Team with Collaborative Tools
If you work with a team, our software enhances collaboration. Use our therapist notes software to securely share notes, assign staff to clients, manage staff, track treatment plans, and assessments.
Your team can stay connected and work together no matter where they are.
Data-Driven Insights for Growth
With our comprehensive reporting tools, you can track important metrics like client demographics, staff caseloads, and the success of treatment plans. These insights help you optimize your practice and improve outcomes for your clients.
Easy Onboarding & Continuous Support
Adopting new technology doesn’t have to be stressful. We provide free trials, onboarding videos, and continuous support to ensure a smooth transition. You’ll find everything you need to start managing your practice effectively, including guides for online booking system for therapists, therapist appointment scheduling software, and more.
Take Control of Your Therapy Practice Today
Our therapist practice software is designed to simplify your day-to-day operations and enhance client care. Whether you’re looking for the best EHR for therapists or an all-in-one solution to manage billing, scheduling, and client data, we’ve got you covered.
Get Started Today!
No Credit Card Required.
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Are you part of a team, organization, non-profit, or special designation?
If so, get an instant quote on cost.
Sign up now for a risk-free trial and see how our therapist management software can revolutionize your practice. Whether you’re a solo practitioner or part of a larger organization, our platform is designed to help you succeed.
All-in-One Case Management Software for Therapists, Counselors, Non-Profits, and Mental Health Professionals. | |
Introducing the Ultimate Case Management Software for Therapists, Non-Profits, Counselors, Psychologists, Psychiatrists, and Other Mental Health Practitioners
As a counselor, therapist, or any other mental health practitioner you know that managing multiple cases and clients can be overwhelming and time-consuming. With so many clients to keep track of, it’s easy to lose track of important client information and tasks. This is where Case Management Hub comes in to save the day!
Who is This Best and Affordable Case Management Software for?
Our Case Management toolbox is designed to help therapists, counselors, psychiatrists, non-profits, psychologists, psychotherapists, and other mental health practitioners such as yourself to manage clients’ cases more efficiently and effectively, so you can focus on what matters most: providing excellent care and support to your clients.
Whether you’re a solo practitioner or part of a larger practice, our therapy and counseling tools will help you streamline your processes, reduce administrative burdens, and provide better care for your clients. On top of that, this state-of-the-art mental health therapy software also includes an ever growing library of e-learning modules, helpful guides, and onboarding demos.
Free Trial - Case Management Hub
No credit card needed. Try our Case Management Hub for 21 days – Free. See if this fits your practice needs.
Here are just a few of the features that make the Social Work Portal Therapy & Counseling Tools the perfect solution for your practice
| Secure and Confidential Our counselor and therapist tool ensures that all client information is kept secure and confidential. We understand that privacy is of utmost importance, and our client management therapists and counselors toolbox has been designed with this in mind. With our robust security features, you can rest assured that all client data is safe, secure, and fully HIPAA, PIPEDA, and GDPR compliant. |  |
 | Client Management With our therapy & counselling tools, you can easily manage all your clients’ information, including contact details, couples/groups, and session notes while collaborating with your staff. Our counselor and therapist tools make it easy to keep track of important information and ensure that you stay on top of your cases. No credit card needed. Try our Case Management Hub for 21 days – FREE. See if this fits your practice needs. |
| Intakes and Assessments Social Work Portal therapists tool includes a wide range of pre-made intakes and assessments for therapists, counselors, psychotherapists, psychologists, and other mental health practitioners – making it easy to gather and organize the necessary information for each client. You can create customized forms and use the data to inform treatment decisions. |  |
 | Correspondence Templates Our online case management system also comes with pre-made correspondence templates that you can edit and customize with your own branding. Our letter templates for therapists, counselors, psychiatrists, psychologists, and private practices will save you a lot of time and effort, ensuring that your communication with clients is professional and consistent. |
| Case Notes and Tasks SWP online case management system allows you to create, assign, and track case notes and tasks, so you can easily collaborate with other professionals and ensure that nothing falls through the cracks. Ready to give it a go today? No credit card needed. Try our Case Management Hub for 21 days – FREE. See if this fits your practice needs. |  |
 | Easy Reporting Our case management platform makes it easy to generate reports on your clients and staff members which can be useful for tracking outcomes and providing insights into how your practice is doing. |
Social Work Portal’s therapist toolbox is also incredibly user-friendly and easy to use. You don’t need to be a tech-savvy person to use this online case management system. We designed it to be user-friendly, intuitive, and efficient.
Say goodbye to the chaos and confusion of managing cases on paper or in a spreadsheet.
SWP online Case Management System for therapists and counselors is the solution you’ve been looking for.
Our online therapy tools will save you time and energy, allowing you to focus on what matters most: providing the best care possible to your clients.
Get Started Today!
No Credit Card Required: Try risk-free.
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Multiple Users? Non-Profit? Student? 1st Responders? Military?
Request a quote for additional discount.
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No credit card needed. Try our Case Management Hub for 21 days for FREE. See if this fits your practice needs. | |
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Do you have any questions about Social Work Portal case management software? Contact Us.
See What’s Included with Our Client and Case Management Online Therapy Tools
Stay in control with our DASHBOARD – the command center for your counseling and therapy practice
SWP Client and Case Management toolbox comes equipped with a dashboard that provides you with a quick and easy overview of all therapy tools and functionalities. Regardless of what you need to work on, it’s just a click away!
Streamline your intake process and get to know your clients better with our
INTAKE TEMPLATES
Streamline your intake process with our customizable intake templates for therapists, counselors, psychologists, psychiatrists, and other mental health practitioners. SWP therapy tools come with 10+ pre-made therapy and counseling intake form templates that you can modify to fit your specific needs or create a new one from scratch. Easily send them to your clients or fill them out yourself, saving you time and hassle.
Empower your clients and enhance your mental health & therapy practice with our
CASE MANAGEMENT ASSESSMENT TEMPLATES
Access a variety of case management assessment templates at your fingertips right within our therapy & counseling tools! Effortlessly send case management assessment templates to your clients with just one click and save time. Alternatively, fill them out yourself with ease or create a new one from scratch!
Our therapy and counseling assessment template comes equipped with 30+ pre-made mental health assessment templates that you can adjust to your needs. Below you can see some of the many mental health assessment templates that come with our counseling and therapy tool.
See Our Top Features in Action
Watch our video that follows A Day in the Life of a Mental Health Professional who is streamlining her work thanks to the Case Management Hub platform.
No credit card needed. Try our Case Management Hub for 21 days for FREE. See if this fits your practice needs.
Do you have any questions about our therapy and counselling case management platform? Contact Us.
Say goodbye to time-consuming letter and email drafting with our customizable CORRESPONDENCE TEMPLATES
With our customizable letter templates for mental health practitioners, you can quickly and easily communicate with your clients in a professional and efficient manner. These pre-built templates can be modified to suit your needs and can save you a significant amount of time and effort in crafting individualized messages.
Our therapy and counselling tool comes with 30+ pre-made letter templates that you can customize and adjust to your needs.
Here are some of the correspondence letter templates you will find in our case management platform for therapists, counselors, and other mental health practitioners:
| ⋅ Emotional Support Animal (ESA) Letters ⋅ Letter for Accessing Specialized Services ⋅ Jury Duty Exemption Letter ⋅ Letter for SSA Disability Benefits ⋅ Letter for School Accommodation ⋅ Reasonable Accommodation Request Letters ⋅ Referral Letter to Other Healthcare Providers ⋅ Letter for Legal Proceedings | ⋅ Letter of Medical Necessity for Insurance Purpose ⋅ Private Practice Letters ⋅ Family and Medical Leave of Absence (FMLA) Letter ⋅ Court-ordered Summary of Treatment and Progress Letter ⋅ Letter of Support for Immigration Cases ⋅ Letter for Transitioning Care to a New Provider ⋅ And Many More… |
Stay organized and on top of your clients’ needs with our CASE NOTES and TASKS
Keeping track of case notes and tasks is essential for efficient case management. With our case management tool for psychologists, psychiatrists, counselors, therapists, and other mental health practitioners you can easily create and track case notes. Additionally, you can also create tasks and stay on top of your to-dos. Tasks feature allows you to collaborate with your staff and ensures that nothing falls through the cracks.
No credit card needed. Try our Case Management Hub for 21 days for FREE. See if this fits your practice needs.
Get valuable insights into your clients’ and staff’s progress with ease using our REPORTING
Our reporting feature provides you with valuable insights into the effectiveness of your services. With our case management tools reporting feature for mental health practitioners, you’ll have the data you need to make informed decisions and optimize your services for better outcomes.
Try out SWP Case Management Tools today!
No credit card needed. Try our Case Management Hub for 21 days for FREE. See if this fits your practice needs.
Do you have any questions about Social Work Portal’s best case management software? Get in touch with us!