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Occupational Therapy Software with Referral Tracking (2026)

Last updated: April 2026

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Occupational Therapy Software Key Features

    Based on 933 user opinions, we identified 6 features that are important for any product in Occupational Therapy Software

  • HIPAA Compliant

    Compliant with HIPAA, which sets standards for sensitive patient data protection

    Average user rating

    4.7

  • SOAP notes

    Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)

    Average user rating

    4.6

  • Charting

    Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

    Average user rating

    4.4

  • Appointment Management

    Manage various aspects of appointments including booking, rescheduling, canceling

    Average user rating

    4.5

  • Patient Records Management

    Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

    Average user rating

    4.4

  • Calendar Management

    Track and manage schedules and meetings via an integrated calendar

    Average user rating

    4.5
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User rating

32 software options

Raintree Systems logo

Raintree Systems

The All-in-One EMR Exclusively for Therapy and Rehab.

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Raintree is Therapy's Most Flexible and Powerful EMR for 60% of the ten largest practices in the United States. An All-in-One EMR Exclusively for Therapy and Rehab. Our electronic medical records solution is the most complete and user-friendly EHR in the United States.

Read more about Raintree Systems

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Noteable logo

Noteable

Behavioral health practice management platform

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Noteable is an all-in-one EHR platform designed specifically for ABA and behavioral health providers. The system integrates scheduling, documentation, billing, and data collection functions into a single interface, allowing for real-time data capture and analysis. Providers can access HIPAA-compliant telehealth features, customizable clinical templates, and mobile data collection tools that work even offline.

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SimplePractice logo

SimplePractice

Appointment scheduling and reminder solution

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SimplePractice is an all-in-one practice management solution that helps businesses simplify administrative tasks, such as scheduling, billing, and documentation, allowing health and wellness professionals to focus on providing excellent client care. The platform offers a robust set of features designed to help practitioners thrive.

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Zanda logo

Zanda

Practice management software for allied health professionals

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Zanda is a practice management platform designed to help allied health professionals run clinic operations with calendar management tools, automated appointment reminders, treatment note templates, invoicing, online bookings, 2-way SMS chat, telehealth, secure AI-powered session transcription & more

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Ambiki logo

Ambiki

Cloud-based medical practice management platform

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Ambiki is an all-in-one EMR, teletherapy, and therapy tool platform created for pediatric occupational therapy practices.

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ClinicSource logo

ClinicSource

Therapy practice management software

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A complete occupational therapy EMR and practice management software system that integrates all of your therapy documentation, scheduling and billing.

Read more about ClinicSource

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TherapyPM logo

TherapyPM

Therapy-Based Practice Management Software for ABA/ST/OT/PT

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TherapyPM a practice management software designed to therapy-based providers and clinics streamline practice and daily operations, allowing them to focus more on the patients.

Read more about TherapyPM

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EmbarkEMR logo

EmbarkEMR

Physical therapy and electronic medical records software

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Embark EMR software is a cloud-based EMR and mental health platform. It targets physical, speech, massage, and occupational therapy practitioners. Key features include scheduling, charting, and referral tracking. It also provides a client portal, progress reports, live chat, and electronic payments.

Read more about EmbarkEMR

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PtEverywhere logo

PtEverywhere

All-in-one growth Solution for physical therapy clinics

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PtEverywhere is an all-in-one growth solution designed for physical therapy practices.

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Practice Pro logo

Practice Pro

The Total Practice Solution, For Success.

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Practice Pro is an all-in-one, fully integrated, web-based EMR and Practice Management solution for your rehab therapy practice including Physical Therapy, Occupational Therapy, Speech-Language Pathology, Pediatric Therapy, ABA, and Chiropractic.

Read more about Practice Pro

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My Best Practice logo

My Best Practice

Software for managing healthcare operations and records

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My Best Practice, the EHR for evidence-based clinicians, simplifies creating and maintaining client accounts, scheduling appointments, managing client information, billing, and more.

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Cliniko logo

Cliniko

Medical practice management for healthcare practices

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Cliniko is a medical practice management system that allows healthcare practices of any size to manage patients & practitioners across multiple locations. Features include multi-platform online booking, scheduling, billing & invoicing, patient histories, real time alerts, and statistical reporting.

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TheraOffice logo

TheraOffice

The Leading Physical Therapy EMR Software

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Reduce your documentation time by up to 80% with TheraOffice, the leading physical therapy EMR software.

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AgileEMR logo

AgileEMR

Customizable practice management software for therapists

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AgileEMR is an Electronic Medical Records (EMRs) software specifically designed to meet the needs of physical, occupational, and speech therapy practices. Key features of the software include documentation, task management, scheduling, reporting, and customizable templates.

Read more about AgileEMR

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Pabau logo

Pabau

Practice management system for healthcare

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Pabau is an all-in-one practice management software designed for healthcare businesses. The system offers digital patient records, online booking capabilities, calendar management, and integrated payment processing to streamline administrative workflows. Pabau also includes marketing tools, inventory management, and reporting features that help medical practices operate efficiently while maintaining secure patient data.

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OptimisPT logo

OptimisPT

Rehab-specific EMR solution with embedded clinical support

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OptimisPT is an on-premise and cloud-based rehab-specific electronic medical records (EMR) solution with embedded clinical decision support and patterns.

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Clinicea logo

Clinicea

The best Clinics across the world trust only Clinicea.

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We're the best all-in-one, cloud-based, clinic management platform for growing, ambitious clinics.

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ClinicSense logo

ClinicSense

All-in-one clinic management tool for wellness centers

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ClinicSense is a practice management solution designed to help occupational therapists manage appointment scheduling, email reminders, invoicing, and other administrative tasks on a unified interface.

ClinicSense also features industry best SOAP notes, marketing tools and more.

Read more about ClinicSense

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HENO logo

HENO

Practice management for physical therapists

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HENO is an all-in-one cloud-based practice management solution with integrated EMR, scheduling, billing, sales, reporting, and marketing tools. It is intended for use by occupational, massage, physical, and speech therapists and aids users in streamlining daily practice operations.

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InsightEMR logo

InsightEMR

EMR and practice management solution

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Web-based EMR and practice management software for outpatient rehabilitation practices and physical therapy clinics of all sizes within North America

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splose logo

splose

AI Practice Management Software for Allied Health

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splose is the most powerful AI practice management software, hands down. It harnesses the power of automation and AI to put time back into the hands of healthcare professionals around the globe so they can focus on what they do best – caring for people.

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ReadySetConnect logo

ReadySetConnect

Friendly Therapy Platform

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ReadySetConnect is a practice management software. It is designed to be a complete support tool for clinicians and educators so they can perform their work efficiently and dependably. This easy-to-set-up software solution is HIPPA-compliant.

Read more about ReadySetConnect

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Therabyte logo

Therabyte

Electronic medical records (EMR) platform for OTs and SLPs

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Therabyte is an electronic medical records (EMR) platform designed for occupational therapists (OTs) and speech-language pathologists (SLPs) that helps streamline scheduling, documentation, billing, and client management.

Read more about Therabyte

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vcita logo

vcita

Appointment scheduling and reminder solution

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vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

Read more about vcita

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Planetrehab logo

Planetrehab

Web-based practice management software and service

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Planetrehab is a web-based practice management software designed specifically for physical therapists, occupational therapists and speech therapists

Read more about Planetrehab

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