Product workflow guides

Know how the work gets done.

Follow the steps, check the result, and understand the boundaries. These guides connect the product overview to the decisions you make in a working practice.

Published by Therapy Companion · Updated October 4, 2026 · Product documentation, not clinical guidance.

Workflow 01

Draft therapy notes from typed input, without recording the session

Therapists who want AI-assisted documentation inside their practice record, without an ambient session recorder.

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Workflow 02

Track a denied therapy claim and its next action

Solo therapists and practice teams that handle insurance follow-up and need to understand what the software does versus what their biller or an appeals service does.

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Workflow 03

Connect appointments, notes, billing, and client homework

Therapists evaluating an EHR and between-session client work together, including practices considering replacing multiple tools.

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Workflow 04

Find unfinished practice work in the Action Center

Clinicians and practice owners who want to see supported outstanding work without reconstructing it from separate screens.

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Comparing practice software?

Use the same fictional scenario with every vendor. Check the saved result, the responsibilities that remain with your team, and the complete price for the setup you need.

Use the software evaluation guide →