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Therapy scheduling software with authorization tracking. Caseload-aware scheduling with authorization tracking, frequency targets, and missed-visit alerts. Recurring appointments and multi-provider views.
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Scheduling in a therapy practice sits at the intersection of clinical caseload, insurance authorization, session-limit tracking, and therapist availability. MyTherapyWizard's scheduling surfaces all of that without making the front desk guess.
Appointments link to the patient record, the therapist, the CPT code, and the active authorization. Visits-remaining counts update as sessions are delivered and billed. The POC card's 4 stat tiles, start date, end date with burn-down bar, sessions used/total, sessions remaining, are visible on the Therapy Record next to the appointment schedule.
If a patient is on a service stop, a hold, or has an insurance change pending, scheduling blocks or flags at the point of booking, not at the point of billing. Flagged patients (Hold, insurance alerts, COB flags) surface to the top of the caseload worklist regardless of sort, so front-desk staff can't accidentally schedule into a problem.
Product screens, workflow diagrams, and example outputs. Replace each slot with a real screenshot or illustration.
The technical architecture, API integration points, and data model that make this feature work the way it does.
Admin applies a stop from Billing → Needs Action; the flag writes to the patient record. Therapist worklist surfaces it on next load. Immutable timestamped record, new actions override but don't edit prior state.
4 stat tiles on the POC card: start date, end date with burn-down bar, sessions used/total, sessions remaining. Burn-down bar turns amber / red as the end date or session limit approaches.
Schedule writes an appointment record; the session note opens pre-linked to that appointment (DOS, therapist, client). No duplicate data entry. The note carries forward to the claim automatically.
Any patient with an active service stop, hold, COB flag, or insurance alert sorts to the top of the caseload worklist. Hover tooltip shows reason and date. No accidental booking into a blocked state.
Sessions used / total / remaining right there on the POC card. No cross-referencing the authorization sheet before every booking.
Hold, stop, or insurance change applied by admin propagates to the therapist worklist immediately, and the front desk can't book into a blocked patient without acknowledgement.
Schedule an appointment, deliver the session, open the note. The appointment links to the note; the note links to the claim. One chain.
Book a 30-minute walkthrough with our clinical team. We will show the exact workflow for your discipline and caseload.