Therapy Practice Management (TherapyFlowAI)

Where it is: Home → Your apps → TherapyFlowAI (at the top of the screen the module shows as Therapy Practice Management) Address: /app/modulos/therapyflowai

What it is for

For multi-therapy clinics, independent psychologists and alternative and integrative therapy practitioners: patients, session schedule, clinical records, payments and invoices in one place.

Patients get the session reminder on your clinic's WhatsApp the day before and, after the session is completed, a link to rate it. Clinical records are never deleted (only archived), keep their version history and log who read them.

First steps

1. In the Settings tab, review the therapies that come pre-registered and add yours, with each session's length and price.
2. In the Team tab, set each person's role: therapist, front desk, finance or manager. Clinical records are only shown to therapists and above.
3. In Patients, add the first patient with a phone number (with area code). In Schedule, book the session with the practitioner and the therapy.

The tabs

Dashboard

The Overview shows the week's sessions, active patients and incoming payments, measured from your own data. Reports brings the period's numbers.

Schedule

Sessions as a list and as a calendar: book, edit, cancel and mark as completed. When marked as completed, the patient gets the rating link. Requests the assistant filed in the chat show as pending — the clinic confirms them. In Analytics, the schedule's numbers and a report to download (spreadsheet or PDF). The waiting list keeps who is waiting for a slot, with priority and preferred times.

Patients

The patient records (the CPF is checked) and who sees each patient.

Clinical records

Each patient's clinical record, with a form template, attachments (stored in a private folder), LGPD consent and a signature drawn on screen — by the patient, the guardian or the therapist. When the therapist signs, the record becomes signed; if the content changes afterwards, it asks for a signature again. Archive removes the record from the list, but it stays stored with its full history.

Finance

Per-session payments (pix, card or package) and invoices, numbered per clinic, with patient, items and due date.

Communication

Reminders: how many went out in the last 30 days and the sessions in the next 48 hours. The reminder goes out on its own on the clinic's WhatsApp, between 8 am and 9 pm, the day before; rescheduling the session sends a new reminder. Referrals: the patients who referred someone and the progress of each referral. The Ratings patients send are in the same tab.

Team and Settings

Who is on the team comes from your AutoAgencia account; here you only set each person's role. Settings holds the clinic's therapies.

If you use Rebeca

She sees each practitioner's busy times and files a session request in the chat. She tells the patient the clinic will confirm — a request is never treated as booked without the clinic.

Price

R$ 97 per practitioner per month (annual = 10 monthly payments). Front desk and finance don't count.