Scheduling & Sessions
Organize evaluations, follow-ups, and recurring visits with a calendar built for healthcare workflows.
For Occupational Therapists
Built for OT practices in Canada & the US
More time for functional outcomes. Less time on admin.
CompanyOn helps occupational therapists manage scheduling, documentation, billing, and client communication in one place—so you can focus more on functional outcomes and less on paperwork.
1K+ Clinicians
99.9% Uptime
Care plan progress saved
Family update sent
1K+ Healthcare practices
99.9% Uptime
24/7 Real human support
HIPAA Compliant
PIPEDA Compliant
SSL Encrypted
The hidden cost of admin overload
The challenge of running
an OT practice.
Occupational therapy involves detailed documentation, individualized treatment plans, and ongoing communication with clients, caregivers, and families. When those workflows run on disconnected tools, small inefficiencies create big problems.
Detailed docs take forever
Assessments, progress notes, and care plans get fragmented across paper files, Word docs, and email threads.
Coordination chaos
Communicating with caregivers, schools, or family members about progress requires constant manual follow-up.
Billing complexity
Pediatric OT, adult rehab, and community OT all have different billing rules. Tracking what's been billed gets messy fast.
Forms everywhere
Intake, consents, evaluations, and progress reports live in different places—and getting signatures takes too long.
What CompanyOn does for you
One platform to manage your
occupational therapy practice.
CompanyOn gives occupational therapists the tools to manage the full client journey in one place—from first booking to ongoing care, billing, and follow-up communication.
Digital Documentation
Treatment notes, assessments, care plans, and progress updates—all organized in one secure digital system.
Billing & Payments
Create invoices, track payments, and simplify the financial side of your practice without adding admin.
Forms & E-Consents
Store intake forms, signed consents, documentation, and client history in one centralized record.
Client Communication
Reduce missed appointments and support a better client experience with reminders and follow-up tools.
HIPAA & PIPEDA Compliant
Built-in security and compliance so you can focus on care without worrying about data protection.
How it works
Designed for the way OTs actually work
Occupational therapy is highly personalized. Care spans multiple visits, different functional goals, and close coordination with caregivers. CompanyOn supports that reality.
- 01
Book and assess
Schedule evaluations and follow-ups easily, with intake forms collected before the first visit.
- 02
Document and adapt
Capture progress, update care plans, and adjust interventions—all in one connected client record.
- 03
Bill and follow up
Move from completed sessions to invoices and payments without manual handoffs or duplicate entry.
Built for the full range of OT practice models
Whether you provide pediatric services, adult rehabilitation, community-based therapy, or private OT, CompanyOn adapts to your specialty without forcing you into a one-size-fits-all clinical workflow.
- Solo occupational therapists with private caseloads
- Pediatric OT practices working with families
- Adult rehabilitation and post-acute care OTs
- Community-based and mobile occupational therapists
- Multidisciplinary clinics offering OT services
- Growing practices that need better systems without enterprise overhead
Why occupational therapists choose CompanyOn
OTs need more than scheduling software. They need a platform that supports detailed clinical workflows, keeps progress organized, and makes billing easier without adding complexity.
- Save time on documentation and admin
- Improve consistency across treatment plans
- Reduce no-shows with automated reminders
- Coordinate easily with caregivers and families
- Get paid faster with streamlined billing
- Run your practice with less operational stress
- Affordable for solo OTs, scalable for clinics
- Real human support when you need help
❌ Heavy enterprise EMRs
Bloated, expensive, designed for hospital networks—not independent practitioners.
❌ Basic appointment schedulers
Cheap, but force you to glue together documentation, billing, and payments yourself.
✓ CompanyOn
Practical, all-in-one, built for the way independent healthcare practices actually run.
What changes when admin gets simpler
When the operational side of your practice runs smoothly, you have more energy for what actually matters: helping clients improve function and quality of life.
More accurate and consistent documentation
Fewer billing errors and faster collections
Better follow-through on care plans
Smoother family and caregiver communication
More time for direct client care
Less burnout from repetitive admin
Frequently Asked Questions
Is CompanyOn built specifically for occupational therapists?
CompanyOn is designed to support OT workflows—pediatric, adult, community-based, and mobile—including assessments, care plans, recurring sessions, and family communication.
Can I use it for pediatric OT and adult rehab?
Yes. CompanyOn supports diverse OT specialties with flexible documentation templates and scheduling that adapts to different care models.
Does it help with intake forms and e-consents?
Yes. Send intake forms before the first visit, collect signatures digitally, and keep all consent documentation organized in one place.
Can I track progress across multiple visits?
Yes. Visit history, care plan updates, and progress notes are connected to each client record, making continuity of care easier to maintain.
Does it support billing for OT services?
Yes. CompanyOn handles invoicing, online payments, and billing workflows tailored to private and insurance-based OT practices.
Is it HIPAA and PIPEDA compliant?
Yes. CompanyOn is built with HIPAA and PIPEDA compliance in mind, with SSL-encrypted infrastructure to protect client data across Canada and the US.
What's the best next step?
Book a demo. It's the fastest way to see how CompanyOn fits your OT specialty and practice model.
Start today — no commitment
Run your OT practice with less admin and more focus on outcomes.
Spend less time on paperwork and more time helping clients improve daily function. A more organized practice starts with one better system.
Full access from day one. No bloated setup. Just a smarter way to run your OT practice.