Occupational therapist working with a client on an everyday functional activity in a real home environment
Occupational Therapy Practice Management Software

Keep the whole client journey connected, wherever care happens.

CompanyOn connects assessments, goals, documentation, scheduling, billing and communication across clinic, home and community-based occupational therapy.

Book a Demo Start Your 14-Day Trial
Built for occupational therapists
SOAP charting Home and clinic visits HIPAA & PIPEDA secure
The complexity of OT

Different settings. Changing goals. One client story.

Occupational therapy rarely happens in one place or follows a simple path. CompanyOn gives you one record that moves with the client.

Occupational therapist working with a client in a home environment
Home
Occupational therapist working with a client in a clinic
Clinic
Occupational therapist in a community or school environment
Community
Connected workflow

Keep the path from assessment to outcome organized.

  1. Referral
  2. Assessment
  3. Goals
  4. Intervention
  5. Progress
  6. Report
Care beyond the clinic

One record wherever the work takes you.

Home. Clinic. School. Community. The client record moves with you, so assessments, goals and progress stay connected no matter where care happens.

Home care setting
Home
Clinic setting
Clinic
School setting
School
Community setting
Community
Coordination

Keep everyone around the client informed.

Maintain the documentation and communication needed when clients, caregivers and other professionals are involved.

  • Documentation that supports clients, caregivers and other professionals
  • Communication kept with the client record
  • Reports and updates ready when the care team needs them
OT home safety assessment documentation
Occupational therapist discussing care with a client and family caregiver in a home setting
Mobile documentation

Document where care happens.

Chart assessments and progress on a phone or tablet during or after a home visit, then let the office continue with coordination and billing.

  • Chart on a phone or tablet in the home, clinic or school
  • Works offline and syncs when you reconnect
  • The office picks up coordination and billing from the same record
Occupational therapist using CompanyOn on a tablet during a home visit

Occupational therapy resources

Guides and features for running an OT practice

Practical guides written for occupational therapists, plus the CompanyOn features that keep a mixed-setting caseload organized.

OT SOAP Note Template OT Intake Forms: What to Collect First Home Safety Assessment Documentation Digital Intake Forms for Allied Health Appointment Scheduling Billing & Online Payments Electronic Medical Records Patient Management

FAQ

Frequently asked questions

What is occupational therapy practice management software?
Occupational therapy practice management software brings intake, SOAP charting, assessments, scheduling, and billing into one platform built for care across clinics, homes, schools, and the community. CompanyOn is designed for occupational therapists across Canada and the US. For documentation, see our OT SOAP note template guide.
Does CompanyOn have SOAP note templates for OT?
Yes. CompanyOn includes SOAP templates suited to function, goals, and progression that you can complete on any device. See our OT SOAP note template guide.
Can I send intake and assessment forms before the first visit?
Yes. Digital intake and consent forms can be sent and signed ahead of time, then filed to the client profile automatically. See what to collect before the first visit.
Does it work for home and community visits?
Yes. CompanyOn is built for mixed-location caseloads, so you can schedule, chart, and bill for clinic, home, school, and community visits from one platform. See our guide to home safety assessment documentation.
Is it a good fit for a solo OT?
Yes. CompanyOn works for solo occupational therapists who want to reduce admin, and scales as you add team members or locations.
Can it handle scheduling and billing together?
Yes. Scheduling, documentation, and billing live in the same platform, so a completed visit flows to an invoice without manual handoffs.
Is CompanyOn HIPAA and PIPEDA compliant?
Yes. CompanyOn is built with HIPAA and PIPEDA compliance in mind, with SSL encrypted infrastructure and Canadian hosting to protect client data across Canada and the US.
What is the fastest way to see if it fits my practice?
Book a demo to see how CompanyOn fits your intake, charting, and mixed-location scheduling. You can also start a free 14-day trial with full access and no credit card.

One operational system for care that happens everywhere.

See how CompanyOn keeps assessments, goals, documentation and billing connected across every setting. Start a free 14-day trial or book a demo.

1,000+Healthcare Providers
1M+Visits Completed
40%Less Administrative Work
PIPEDA & HIPAACompliant
Start Free Trial Book a Demo
  • 14 Day Free Trial
  • Guided Onboarding
  • Setup in Minutes
Get 14 days freeClick here