Transform Your Practice with Advanced Reporting Solutions
Access real-time practice data with intuitive dashboards and detailed reports. TherapyPM's reporting solutions help you track appointments, billing, payroll, and authorizations — all in one place.
Therapy Reporting Software — Efficient Solutions
Comprehensive Insights
Generate reports for billing, payroll, sessions, authorizations, and more — providing practices with instant operational clarity.
Specialized Reports
Use therapy-specific reporting templates for financial analysis, provider productivity, and authorization tracking.
Data-Driven Growth
Access visual dashboards that highlight trends and key metrics to support smarter business and clinical decisions.
See what's inside
Real-Time Authorization Insights
Ensure uninterrupted client care with real-time authorization tracking. Monitor approved units, used hours, and remaining balances directly in the authorization management software. Gain instant visibility into upcoming expirations and authorization limits, helping your practice avoid denials, prevent revenue loss, and stay compliant.
- Monitor approved units and remaining balances
- Upcoming expiration visibility
- Prevent claim denials proactively
- Real-time compliance tracking
Financial Analytics for Smarter Decisions
Gain complete financial control with comprehensive reporting tools. Track AR ledgers, profit and loss trends, billed versus collected amounts, and key billing metrics. Compare expected reimbursements with actual collections to identify payment gaps, strengthen revenue forecasting, and improve cash-flow management across your practice.
- AR ledger and P&L trend tracking
- Billed vs. collected comparison
- Revenue forecasting tools
- Cash-flow management insights
Accurate Payroll & Provider Compensation
Streamline payroll with automated time and service-based reporting. Generate detailed payroll summaries based on provider rates, session types, and approved hours. Export data directly to payroll platforms such as Gusto and Paycom to ensure accurate, timely compensation. Reduce administrative time, errors, and compliance risks.
- Provider rate and session-type reports
- Export to Gusto and Paycom
- Approved hours and timesheet summaries
- Reduced payroll errors and admin time
Comprehensive Scheduling & Appointment Reports
Gain a complete snapshot of your daily operations. Review appointment summaries, client attendance, services rendered, telehealth participation, billing status, and service outcomes in one centralized reporting dashboard. Enhance visibility across providers and locations, improve scheduling efficiency, and make informed staffing decisions.
- Daily appointment and attendance summaries
- Telehealth participation tracking
- Billing status per session
- Cross-provider and multi-location visibility
Plus, additional features are always included at no extra cost
Every TherapyPM subscription includes enterprise-grade security, compliance, and support at no additional cost.
Complete Security
All reporting data and analytics are protected with end-to-end encryption and strict role-based access controls.
HIPAA-Compliant
Every report generated within TherapyPM meets HIPAA privacy and security standards for protected health data.
Live Support
Our team helps you configure reports, interpret data, and export insights for your accountants and leadership.
Explore the Other Key Features of TherapyPM
Dive into our comprehensive suite of essential tools designed to streamline practice management for therapists.
Have a Question? We Have the Answer!
Commonly asked questions about TherapyPM reporting and analytics.
TherapyPM offers a wide range of reports including authorization utilization, financial analytics (AR, P&L, billed vs. collected), payroll summaries, scheduling and attendance reports, billing status, telehealth participation, and provider productivity reports.
Yes! TherapyPM allows you to export reports to Excel, CSV, or PDF formats. You can also export payroll data directly to third-party platforms such as Gusto and Paycom for seamless integration with your existing payroll workflow.
Yes. TherapyPM's reporting dashboards reflect real-time data across authorizations, billing, scheduling, and payroll. This means you always have an up-to-date view of your practice performance without waiting for manual data refreshes.
Absolutely. TherapyPM's financial analytics tools support multi-provider and multi-location reporting. You can compare revenue, session volume, and billing KPIs across your entire practice to make informed staffing and business decisions.
With real-time authorization tracking, TherapyPM gives you instant visibility into approved units, used hours, and upcoming expirations. Automated alerts help you renew authorizations on time and avoid providing services against expired or exceeded authorizations.
Yes. All reports in TherapyPM are generated and stored within a HIPAA-compliant environment. Role-based access controls ensure only authorized users can view sensitive financial and clinical data, keeping your practice fully compliant.
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