CompanyOn is practice management software for occupational therapists: intake, SOAP charting, home safety assessments, scheduling, and billing in one HIPAA and PIPEDA compliant platform, built for care delivered in clinics, homes, schools, and the community across Canada and the US.
Occupational therapy moves between clinics, homes, schools, and community settings, with intake, assessments, and progress to document at every stop. CompanyOn keeps intake, charting, scheduling, and billing connected wherever care happens.
A strong first session starts with good intake. CompanyOn lets occupational therapists send digital intake forms and assessments ahead of time, so the information you need is collected and filed before you walk in, whether the visit is in a clinic or a client's home.
OT documentation has to capture function, goals, and progression clearly. CompanyOn gives you SOAP note templates you can complete on a phone or tablet, in the clinic or at the kitchen table, so notes stay structured and done on the spot.
OT caseloads mix clinic sessions, home assessments, and community visits. CompanyOn handles recurring appointments and mixed-location scheduling in one calendar, with reminders that keep clients and families on track.
Client history, assessments, consent forms, and notes belong in one secure profile. CompanyOn keeps everything linked per client, protected with HIPAA and PIPEDA aligned security and SSL encryption on Canadian servers.
Live in your dashboard
Today's visits across clinic and home, clients with pending intake, assessments due, and outstanding invoices, all on one screen you can check from anywhere.
How it works in real life
Before a home safety visit, you send intake and consent forms, review the client's goals on your tablet, and arrive ready to document the assessment on the spot.
You see one client in the clinic and the next at home. Both notes are captured in the same SOAP template on your phone, filed to the right profile, no transcription later.
Recurring visits and reminders keep clients and caregivers on track, so pediatric and community caseloads stay organized without constant phone calls.
Why CompanyOn
Occupational therapy resources
Practical guides written for occupational therapists, plus the CompanyOn features that keep a mixed-setting caseload organized.
FAQ
Join healthcare providers who use CompanyOn to keep every client's story in one place, get paid faster, and spend more time on care.
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