TherapyAppointment

What TherapyAppointment does

TherapyAppointment, legally Psych Select Software, LLC, is a HIPAA-aligned mental health electronic medical record (EMR) and practice management software company headquartered in Raleigh, North Carolina. Founded in 2005 by a therapist and currently led by founder and CEO Bill Whitehead, the company operates as a bootstrapped, privately held business with 11-50 employees. TherapyAppointment serves individual therapists, group practices, university training centers, and educational institutions across the United States, supporting a base of more than 40,000 practices with cumulative volume of $1.3 billion in therapist income processed, $659 million in insurance payments processed, and 14 million therapy minutes facilitated.

The platform is a single integrated suite combining client scheduling and reminders, clinical documentation with built-in SOAP/HIPAA templates, client portal with intake and secure messaging, integrated billing and insurance claims, HIPAA-compliant telehealth supporting up to 49 participants, electronic prescribing via DoseSpot, and a standardized assessment library (PHQ-9, GAD-7, PCL-5, and others). The core technology stack runs on North American AWS data centers with 256-bit AES encryption and TLSv1.2 transmission. Recent product additions include AI Notes, an opt-in add-on that transcribes session audio into editable draft progress notes in multiple clinical formats with immediate audio deletion, and integrated payment processing through Finix and claims submission through Office Ally.

TherapyAppointment generates revenue primarily through tiered monthly subscriptions ($10-$59 for solo practices; $59 base plus $39 per additional clinician for group practices) layered with usage-based add-ons: $0.59 per AI-generated note, $0.15 per insurance claim, $0.07 per eligibility check, $65 per month plus $110 one-time setup for ePrescribe, and $15 per month for integrated telehealth. Payment processing through Finix (2.9% plus $0.30 per transaction) and insurance claims through Office Ally are billed separately by those partners. The go-to-market is product-led with a 30-day free trial, self-serve signup, and sales-assisted demos for larger groups; marketing emphasizes 25+ years of continuous operation, transparent pricing, US-based customer support with a stated 30-minute average email response time, and free onboarding for practices switching EMRs.

Name

TherapyAppointment

Legal name

Psych Select Software, LLC

Website

https://therapyappointment.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

TherapyAppointment is a HIPAA-aligned mental health EMR and practice management software company founded in 2005, serving over 40,000 solo and group therapy practices across the United States with integrated scheduling, clinical notes, billing, telehealth, ePrescribe, and AI-assisted documentation.

Ownership category

akta.pro rank

Product category

Mental Health Practice Management Software

NAICS

Offices of Mental Health Practitioners (except Physicians) (621330), Offices of Other Health Practitioners (6213)

SIC

Services-Prepackaged Software (7372), Services-Misc Health & Allied Services, Nec (8090)

akta.pro primary industry

General Mental Health Therapy Platforms (Talk Therapy) (HLALAEAA)

akta.pro secondary industries

Couples & Family Therapy Teletherapy Platforms (HLALAEAG), Neurodevelopmental & Behavioral Therapy Platforms (ADHD/Autism/Behavioral Coaching) (HLALAEAJ)

Keywords

• Mental health EMR software
• Practice management software
• HIPAA-compliant telehealth
• Therapy billing software
• Clinical documentation software

Headquarters

HQ city

Asheville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Operations, Marketing or Sales

Revenue model

1. Software Subscription: Monthly subscription tiers based on number of booked sessions per month. Solo plans range from $10 to $59/month depending on session volume. Group practice base fee of $59/month plus $39/month per additional clinician.
2. AI Notes Add-on: Usage-based pricing at $0.59 per generated AI note. Free unlimited edits to generated notes.
3. Insurance Billing Add-on: Electronic claims processing at $0.15 per claim through Office Ally partnership.
4. Real-time Eligibility Checks: Usage-based add-on at $0.07 per eligibility check for insurance verification.
5. Integrated Payment Processing: Transaction-based payment processing through Finix at 2.9% plus $0.30 per transaction. No monthly fees. Billed separately from software subscription.
6. Telehealth Add-on: TA Integrated Telehealth at $15/month or Zoom for Healthcare connection at $5/month per clinician.
7. ePrescribe Add-on: Electronic prescribing at $65/month plus $110 one-time setup fee per NPI. Covers controlled and non-controlled medications.
8. HIE Connection: Health Information Exchange connection at $10/month for CT, NC, and OK.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

TherapyAppointment is a HIPAA-aligned, all-in-one mental health EMR and practice management SaaS platform sold by monthly subscription to solo therapists and group practices in the United States. The core platform bundles scheduling, clinical notes, billing and insurance claims, telehealth, a client portal and practice analytics into one system, with optional paid add-ons for AI-generated progress notes, ePrescribe, telehealth capacity, payment processing, claims processing, eligibility checks and HIE connectivity.

Product overview

TherapyAppointment is a single unified HIPAA-compliant mental health EMR and practice management platform built by therapists for therapists since 2005. The core platform bundles scheduling, clinical notes (with SOAP and HIPAA templates), billing and insurance claims, telehealth, client portal, and practice analytics into one system. The portfolio is structured as a tiered subscription (Solo Practice at $10-59/month or Group Practice at $59 base plus $39/clinician) with optional paid add-ons including AI Notes ($0.59/note), integrated payment processing via Finix (2.9% + $0.30), insurance billing via Office Ally ($0.15/claim), real-time eligibility checks ($0.07/check), integrated telehealth ($15/month or Zoom for Healthcare at $5/month), ePrescribe via DoseSpot ($65/month), and HIE Connection ($10/month for CT, NC, OK). Self-Reported Assessments (PHQ-9, GAD-7, EPDS, PCL-5, etc.) are available through the online forms module. The platform supports over 40,000 practices with 25+ years of operation.

Differentiator

Problem solved

Functional benefit

Products and services

• TherapyAppointment Core Platform All-in-one HIPAA-aligned mental health EMR and practice management SaaS platform for solo and group mental health practices in the United States. Bundles scheduling, clinical notes with SOAP/HIPAA templates, insurance billing, payment processing, telehealth, client portal and practice analytics in a single subscription. Sold as monthly tiers of $10, $39 or $59 for solo practices by session volume and $59 base plus $39 per additional clinician for group practices.
• AI Notes Optional paid add-on to the TherapyAppointment core platform that uses speech-to-text to convert therapy session audio or voice recaps into editable draft progress notes, treatment plans and session summaries in multiple clinical formats. Priced at $0.59 per generated note with unlimited free edits and no separate HIPAA BAA required; customer session data is not used to train AI models.
• ePrescribe Optional paid add-on that lets licensed clinicians send, manage and track electronic prescriptions for controlled and non-controlled substances directly from the TherapyAppointment platform, with real-time insurance formulary checks and medication management. Integrated via DoseSpot and priced at $65/month plus a $110 one-time setup fee per NPI.
• TA Integrated Telehealth Proprietary integrated telehealth module embedded in the TherapyAppointment dashboard that supports secure video sessions for up to 49 participants with screen sharing, recording and breakout rooms, sold as an optional monthly add-on at $15 per clinician.
• HIE Connection Optional paid add-on providing Health Information Exchange connectivity in supported US states (CT, NC and OK) at $10 per month, allowing practices to exchange clinical data with regional HIE networks.

Quantifiable outcome

• Therapists report 95% increased efficiency after using the platform
• +4 more outcomes

Named customers9 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability5 records

Feature8 records

Partnerships

Four partnerships are on record, tiered core.

• FinixcoreTechnology or IntegrationIntegrated payment processing partner through TherapyAppointment's billing module. Finix processes card payments at 2.9% plus $0.30 per transaction with no monthly fees. Billed separately from TA software subscription.
• Office AllycoreTechnology or IntegrationElectronic claims submission partner for insurance billing. Offers electronic claims at $0.15 per claim, ERA automatic posting (free), and real-time eligibility checks. Claims billed separately by Office Ally.
• DoseSpotcoreTechnology or IntegrationePrescribe integration through DoseSpot enabling electronic prescriptions for controlled and non-controlled substances with real-time insurance formulary checks and medication management.
• Amazon Web Services (AWS)coreTechnology or IntegrationCloud infrastructure provider for data storage and processing. All customer data stored in North American AWS data centers with 256-bit AES encryption and TLSv1.2 for network traffic. Nightly backups to Amazon-managed storage with point-in-time restore capability.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• SimplePractice: Leading all-in-one practice management software for private health and wellness practitioners, with strong penetration in solo and small group mental health practices. Directly comparable to TherapyAppointment in target customer, feature set (scheduling, notes, billing, telehealth), and pricing model.
• TherapyNotes: Mental health-specific EHR and practice management platform serving solo and group behavioral health practices. Competes head-to-head with TherapyAppointment in clinical notes, scheduling, and billing for therapists and counselors.
• Jane (Jane App): Cloud-based practice management platform for health and wellness practitioners, including mental health clinicians. Offers similar all-in-one functionality (scheduling, charting, billing, telehealth) and is a frequent head-to-head competitor.
• Power Diary: Practice management software for health practitioners including mental health clinicians, offering scheduling, clinical notes, billing, and telehealth. Targets a similar practitioner profile with similar subscription pricing tiers.
• Valant: Behavioral health EHR and practice management platform for mental health clinicians and behavioral health agencies. Directly comparable in clinical documentation, scheduling, and billing for therapy practices.
• TheraNest: Practice management software purpose-built for mental health and applied behavior analysis (ABA) practices, including therapy notes, scheduling, and billing. Targets the same solo and small group practice segment as TherapyAppointment.
• CounSol.com: Web-based practice management software designed specifically for licensed counselors and therapists. Competes in solo and small group mental health practice segment with comparable scheduling, notes, and billing features.

Broad incumbents

• athenahealth: Large-scale healthcare IT platform offering EHR, practice management, and patient engagement across multiple specialties including behavioral health. Operates in adjacent space with significantly broader portfolio than TherapyAppointment.
• Tebra (Kareo): Cloud-based practice management and EHR platform originally focused on medical practices, now expanding into mental health. Offers broader clinical and billing capabilities than TherapyAppointment but less mental-health-specific workflow tailoring.
• DrChrono: Cloud-based EHR and practice management platform serving medical practices, with some behavioral health adoption. Comparable in software-delivery model (cloud-based subscription) but broader in clinical scope than TherapyAppointment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/TherapyAppt
• Facebookfacebook.com/TherapyAppointment

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TherapyAppointment