● Template

🧠Therapist Private Practice

For solo and small-practice therapists, counselors, LCSWs, and LMFTs. Track every inquiry, intake, active client, and discharge - so leads in crisis don't wait, and returning clients don't slip through the cracks. Pairs with your EHR for clinical work.

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4.8(14 reviews)50 installs
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Therapist Private Practice

For solo and small-practice therapists, counselors, LCSWs, and LMFTs. Track every inquiry, intake, active client, and discharge - so leads in crisis don't wait, and returning clients don't slip through the cracks. Pairs with your EHR for clinical work.

1Inquiry
2Intake Scheduled
3Intake Complete
4Active Client
5On Hold
6Discharged
Won

+1 more stage

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Pipeline stages (7)

Inquiry
Intake Scheduled
Intake Complete
Active Client
On Hold
Discharged
Returning Client

Included modules

Scheduling

Custom fields (5)

Specialty Focus

select

Insurance Provider

text

Sliding Scale

select

Telehealth Preference

select

Session Frequency

select

Terminology

Client / ClientsPractice / PracticesPipeline: Caseload

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