Clinical workflow

Prepare for sessions, take your own notes, and sign with confidence.

Therapy Companion brings session prep, clinician-typed notes, draft review, and signing into one clear workflow. Nothing records or listens to the session.

Illustrative sessionTuesday · 10:00 AM
JR
Client A.Session 10 of 16
Session not recorded
Session prepReady to review
  • Reflection shared this week
  • Homework 3 of 4 complete
  • Safety plan flagged for review
Your typed notesSaved

Client discussed progress, current stressors, and the plan for next week…

Generate draftReview draft

Before, during, and after

One clinical record across the whole session.

The clinician stays in control at every step: decide what matters, type the notes, review the draft, then sign.

  1. Before the session

    Session prep is ready

    What the client chose to share

    • Ask about the pause that workedShared
    • Check-ins · steadier week5 of 7 days
    • Sleep protocol4 of 7 nights
    • Values worksheetOpened
    • Body intelligenceOptional · client-chosen
  2. During the session

    The room stays private

    Session guide · from the shared record

    • Start with the pause that worked
    • Check in on the sleep protocol
    • Values worksheet opened

    The clinician chooses what to use.

    No recording · no listening · no transcript

  3. After the session

    Review, edit, and sign

    Progress note draftReady to review
    Client reflection
    The pause helped during conflict
    Practice reviewed
    Sleep protocol · 4 of 7 nights
    Plan
    Continue the practice and revisit next session
    Released only after the clinician signs
Clinical control stays with the clinician.

Therapy Companion never records or listens to sessions. Documentation is drafted only from the clinician's own typed notes. Clinical judgment is never automated and never inferred. The signature is the only step that releases downstream work.

Telehealth, built in

The session happens inside the platform.

Therapy Companion’s own HIPAA-compliant video, in the same place as the record. No separate subscription, no second login, and nothing for the client to download.

No second app, no second website

The video room opens inside Therapy Companion, from the same appointment the note is attached to.

Built here, not resold

The video platform is built in-house. It is not a third-party room bolted onto the record with a link.

HIPAA-compliant, and never recorded

Sessions are not recorded. The client joins from a link; nothing is installed on either side.

What the signature releases

Signing the note is the last thing you do by hand.

The signature is the only step that releases downstream work. After it, the claim, the invoice, and the follow-up move without being re-entered anywhere.

The claim is built

Codes and required fields come from the session you already documented.

The invoice follows

Billing runs from the signed record rather than a second entry of it.

The next session is prepared

What the client shares between now and then arrives attached to their record.