One file per client
A client file holds the name, phone, e-mail, date of birth and your own notes, and it lists that person's session notes and documents. Before the next meeting you open one screen instead of three notebooks.
Client files with contact details and session history, a calendar for therapists and appointments, and session notes in plain text.
Therapy work needs three things in order: who the client is, when you meet, and what was said last time. 4therapy keeps those on one screen instead of across a diary, a spreadsheet and a folder of notes.
A client file holds the name, phone, e-mail, date of birth and your own notes, and it lists that person's session notes and documents. Before the next meeting you open one screen instead of three notebooks.
Each session has a date and time, a duration and a short reason, plus a therapist and a room if you enter them. A practice with several people can see who is booked when.
When a new session overlaps another one with the same therapist or in the same room, the platform tells you which one and asks you to pick another time. The check runs when a therapist or a room is filled in. You can still schedule it anyway when the overlap is intentional.
The day agenda splits today's sessions into scheduled, waiting and completed. You press check-in when the client arrives and complete when the session ends.
After a session you write what the client reported, your assessment, the plan and the date of the next meeting. The note stays attached to that client and to that date, in plain text.
Record consent forms, assessments, reports and letters against a client, with a title, a type and your own reference. It is a register of what exists; the files themselves are not stored in 4therapy.
A session can carry a fee, and you mark it paid when the money arrives. Payment itself happens outside the platform.
Overview figures show clients, sessions today, upcoming sessions and sessions this month, and the reports page breaks the numbers down in charts and in a table.
Add the therapists and rooms in the settings; the length is entered per session. Specialisations such as individual therapy or couples work are a list you edit yourself.
Create a file for each client with the contact details and any notes you want to keep.
Pick the client, the therapist, the time and the room. If the slot clashes, the platform shows you with whom.
Check clients in, complete the session, and write the note while it is fresh. Next week's sessions and the client's history are already in place.
Start with a basic plan and scale as your practice grows. Client files, a booking calendar and session notes in plain text.