Without a connected system: Availability lives in personal calendars, and booking happens over phone and email.
Scheduling
With Altis Therapy: Clients book against therapist availability, with admin calendars and reschedule flows in one place.
Therapy practice software
One platform for every session, from intake to payment.
Altis Therapy is therapy practice software delivered as your own branded platform. Clients, therapists, and staff work from one connected record (intake, matching, scheduling, telehealth, clinical notes, insurance, and payments), with AI that drafts notes and assists booking for your team to approve.
Day sheetTue
- 09:00A. RiveraIntake
- 10:30J. ChenVideo session
- 13:00M. OkaforFollow-up
AI note draft
Client reported ongoing work stress and continued poor sleep.
Awaiting clinician reviewSession readyDevice check passed
Join01Your practice’s platform
Your domain, logo, roles, forms, and portals. Clients and clinicians see your practice, not ours.
02One record per session
Intake, schedule, video visit, notes, eligibility, and payment status stay attached through billing.
03AI your clinicians approve
Note suggestions, care navigation, and scheduling help go to a person before they become part of the chart.
Who it’s for
Built for practices that deliver therapy online and in person.
If your clinicians see clients by video or in clinic, and your staff has to keep intake, schedules, notes, and payments aligned, Altis Therapy is designed for you.
Outpatient therapy clinics
Multi-clinician practices that need shared calendars, role-based access, and a single client record.
Telehealth-first practices
Teams that run most sessions by video and need device checks, waiting rooms, and dependable join links.
Behavioral health groups
Practices managing intakes, assignments, clinical documentation, and family or responsible-party access.
Growing practices outgrowing spreadsheets
Clinics leaving paper forms, inbox scheduling, and disconnected billing tools for one branded system.
What it replaces
Stop running the practice across five tools and a shared inbox.
Many clinics piece operations together from a calendar app, a video link, form builders, email, and a separate payment tool. Altis Therapy puts those workflows on one record.
Without a connected system: Someone pastes a new video link for every session and hopes devices work.
Telehealth
With Altis Therapy: Clients join a waiting room with connection checks, then move into a session with chat and note tools.
Without a connected system: Progress notes are typed from scratch after the call, often hours later.
Documentation
With Altis Therapy: AI-assisted note suggestions from the session transcript help clinicians draft faster, then review and sign.
Without a connected system: Paper packets and PDFs stall onboarding before the first appointment.
Intake
With Altis Therapy: Digital intake and assessment forms, including public links and optional voice-assisted completion.
Without a connected system: Eligibility and card-on-file live in separate systems from the appointment.
Insurance and payments
With Altis Therapy: Insurance capture, eligibility workflows, card-on-file payments, and payment plans stay on the client record.
Without a connected system: Reschedules, missing forms, and payment questions get lost in email threads.
Front-office follow-up
With Altis Therapy: Queues and role-based workspaces keep booking, forms, and billing follow-ups assigned with context.
How it works
Follow one client from intake to payment.
Every step writes to the same record, so the front desk never re-keys what happened in the session.
- Intake
Onboard the client
Capture demographics, agreements, insurance, payment methods, and assigned assessment forms.
Front desk and intake - Match
Assign the right clinician
Match by specialty, availability, state, session type, and practice rules.
Admin or care team - Schedule
Book the session
Clients or staff book against live availability, with reminders and reschedule paths.
Client or scheduler - Session
Meet by video or in clinic
Join with device checks, waiting room, session chat, whiteboard, and clinical note tools.
Therapist and client - Notes
Document and review
Draft progress notes with AI suggestions from transcription, then clinician review and sign-off.
Therapist - Bill
Collect and reconcile
Eligibility, charges, card-on-file payments, and payment plans stay linked to the session record.
Billing and back office
What each team gets
Every role gets a workspace built for its job.
Role-based access means each person sees the work they own, and nothing they shouldn’t.
Practice administratorsRun the clinic without chasing five systems.
- Dashboards for schedules, missing forms, open queues, and payment follow-ups.
- Staff, roles, permissions, forms, agreements, and branding controls.
- Audit and activity visibility across operational changes.
Front desk and schedulersFill the calendar and keep sessions ready.
- Booking, availability, and multi-calendar scheduling in one place.
- Intake status, pending forms, and insurance capture before the visit.
- Reschedule and reminder workflows without rebuilding the appointment.
TherapistsFocus on the session, not the admin pile.
- Assigned clients, availability editor, and today’s calendar.
- Telehealth room with chat, whiteboard, and clinical notes.
- AI-assisted note suggestions for clinician review before signing.
ClientsBook, join, and stay current without calling the office.
- Self-serve booking, reschedule, and next-session visibility.
- Intake forms, documents, insurance, and payment methods online.
- One join path for telehealth with connection checks.
Back officeClear queues with the appointment context attached.
- Permission-scoped workspaces for booking, clients, billing, and forms.
- Support queues for requests that used to live in shared inboxes.
- Reports and transaction history tied to the client record.
Responsible partiesHandle payments and paperwork for a dependent client.
- Payment methods and insurance details for the client you support.
- Access to the session documents and forms the practice shares.
- A clear path to keep care moving without sharing clinician logins.
Platform features
Everything you expect from therapy practice software, connected.
Grouped the way a clinic actually runs, so each capability feeds the next one.
Clients and family
- Client records
- Profiles, documents, assignments, dependents, and responsible-party relationships.
- Therapist profiles
- Specialties, credentials, languages, session types, and availability.
- Prospective clients
- Lead intake before someone becomes an active client on the schedule.
Scheduling and calendars
- Availability-based booking
- Clients and staff book against live therapist availability and practice rules.
- Admin and clinician calendars
- Day and week views for front desk, therapists, and back office.
- Reschedule and reminders
- Change requests, confirmations, and reminder policies without rebuilding the visit.
Telehealth sessions
- Waiting room and join flow
- Secure join links, guest access patterns, and clear session states.
- Connection readiness
- Device and connection checks before the appointment starts.
- In-session tools
- Chat, whiteboard, captions with consent, and clinical notes during the visit.
Intake and clinical docs
- Digital intake and assessments
- Configurable forms, public links, and assigned session documents.
- Clinical notes
- Progress notes, review workflows, and charge documentation on the session.
- Safety and release forms
- Safety plans, release of information, and wellness details on the client record.
Insurance and payments
- Insurance capture
- Client insurance details and subscriber information on the profile.
- Eligibility workflows
- Verification steps your staff can run before or around the appointment.
- Payments and plans
- Card on file, transactions, payment plans, and billing metrics for the practice.
Clinic operations
- Roles and permissions
- Admin, therapist, client, back office, and responsible-party access.
- Messaging and notifications
- Client–therapist chat plus email and notification policies.
- Ops queues and logs
- Back-office queues, activity history, and operational reporting.
AI, reviewed by people
AI that takes admin work off your staff and leaves clinical judgment with them.
Altis Therapy applies AI where practices lose the most time: drafting notes after sessions, helping clients book and reschedule, assisting therapists with schedule tasks, and speeding intake. AI suggestions are reviewed by a person before they become part of the clinical record, and automations follow rules your admins set.
Example: one session note, from transcript to signed chart
Raw session scrap
client talked about work stress sleep still bad tried the breathing thing once
AI suggestion, edited by the therapist
Client reported ongoing work stress and continued poor sleep. Tried the breathing exercise once since the last session.
Sleep concern highlighted for the clinician’s plan section
Therapist reviews the draft, adjusts the plan, and signs the note on the session record.
- SessionVisit is recorded with consent
When transcription is enabled, the session audio supports captions and note drafting.
- AI note assistantSuggests note sections
Draft language is proposed for the clinician to accept, edit, or discard.
- TherapistReviews clinical accuracy
The clinician keeps judgment, diagnoses, and plan decisions with the chart.
- Practice rulesApply configured sections
Only the note sections your admins enable for AI receive suggestions.
- TherapistSigns the note
The approved note stays on the session record for continuity and billing follow-up.
AI clinical note suggestions
Drafts progress-note sections from session transcription for clinician review.
Therapist accepts or editsAI care navigator
Helps clients book, cancel, reschedule, and find their next session in plain language.
Client confirms the actionAI practice assistant
Helps therapists manage availability and scheduling tasks for their caseload.
Therapist confirmsVoice-assisted intake
Lets clients complete intake questions by speaking, with staff review of the responses.
Staff reviews the formConfigurable AI note sections
Admins choose which clinical form sections can use AI drafts versus manual entry.
Rules set by adminsSession transcription support
Captures consented session audio to power captions and note suggestions.
Consent required firstCPT code suggestions
Rule-based procedure code suggestions that speed charge prep without inventing codes.
Billing reviewsOperational follow-through
Turns booking changes, missing forms, and payment gaps into assigned work with context.
Staff closes the loop
- Clinicians accept or edit every note suggestion before it is signed.
- Client navigator actions still require confirmation for booking changes.
- Transcription and captions require consent before use.
- AI note sections are configured by your admins, with human review in the loop.
Session to payment
A session is payment-ready when the work behind it is complete.
Instead of rebuilding charges from memory, your billing team works from sessions that already carry documentation, eligibility context, and payment status.
- Needs review
- Note signed
- Ready to bill
- Paid
Session record
A. Rivera · Video session · Tue 9:00 AM- Insurance details and eligibility steps stay on the client and appointment record.
- Card-on-file payments, transactions, and payment plans are visible to the right roles.
- Charge documentation and session status help billing see what is ready versus blocked.
Need a specific clearinghouse, payer workflow, or accounting export? Bring it to the demo and we’ll confirm what’s supported for your practice.
- ScheduleClient, therapist, modality, and planned time
- AttendanceJoin status, waiting room, and session completion
- Clinical noteDrafted, reviewed, and signed documentation
- InsuranceCoverage details and eligibility workflow status
- ChargesCharge documentation linked to the visit
- PaymentCard on file, transaction, or payment-plan status
Why Altis Therapy
Therapy practice software, configured around how your clinic works.
Your brand, not ours
Each practice gets its own branded deployment: domain, logo, terminology, roles, and portals. To your clients and clinicians, it is your practice’s system.
Configured, not forced
Forms, scheduling rules, AI note sections, notification policies, and permissions are set up around your operating model.
One record, intake to payment
Scheduling, telehealth, documentation, and payments stay connected, so billing isn’t a separate reconstruction project.
AI with a reviewer
AI drafts notes and assists navigation. Your clinicians and staff make the call.
Implementation included
Workflow setup, training, and ongoing support come with the deployment.
How onboarding works
- Discovery
We map your services, roles, forms, telehealth, and billing process.
- Configuration
We set up your branded platform, workflows, and access.
- Training
Front desk, clinicians, and back office learn the workflows they’ll use.
- Go-live support
We stay close through your first scheduling, session, and payment cycles.
Questions buyers ask
Frequently asked questions
Don’t see your question? Ask us during the demo.
What is Altis Therapy?
Therapy practice software from Altis Software. It covers client intake, scheduling, telehealth, clinical documentation, insurance workflows, payments, and role-based portals, delivered as a branded platform for each practice.
Can it carry our practice’s branding?
Yes. Each deployment can use your domain, logo, terminology, and role structure, so clients and staff see your practice.
Does the AI write notes without clinician review?
No. AI note suggestions are drafted for clinician review. Therapists accept, edit, or discard suggestions before a note is signed.
Does it support telehealth?
Yes. Clients can complete connection checks, join a waiting room, and meet therapists in a video session with chat and clinical tools.
Can family members or guardians participate?
Responsible-party access can be configured so a parent or guardian can manage payments, insurance, and shared documents for a dependent client.
Which integrations are supported?
Practices often need payments, eligibility, and charting connections. Bring your current stack to the demo and we’ll confirm what is supported for your clinic.
What does onboarding include?
Discovery, configuration of your branded platform and workflows, training for staff and clinicians, and support through go-live.
Book a demo
See Altis Therapy running your practice’s workflows.
Tell us a little about your clinic and we’ll tailor the demo to your services, team size, and current tools.
- A walkthrough built around your roles and session flow.
- A look at telehealth, clinical notes, and payment workflows.
- Straight answers on integrations and fit.