Therapist Toolbox vs Smart Coach

This is an easy-to-use app designed for all professionals working in the mental health field. ** NEW ** We now provide the ability to upload ANY PDF or Image files to your client's record. You can have as many "Upload Folder Names" as you need with each folder having an unlimited number of files (PDF or Image). Typical folders/files include: - Session Notes - Invoices - Client Documents Each uploaded file is copied and stored within the app allowing the original file to be moved or deleted. As a clinician, you usually have a lot of paperwork to deal with. The goal of this app is to turn as many of your paper forms as possible into app-based forms. These forms can collect different types of information such as text, dates, Yes/No choices and signatures and then save the form as a PDF file. Good-bye paper! We currently include the following forms: Brief Psychiatric Rating Scale (BPRS) Client Encounter Form Consent for Treatment Comprehensive Assessment Receipt Treatment Plan Receipt Crisis Plan Receipt Evaluation of Need for ICC (Massachusetts specific) MassHealth CANS Permission (Massachusetts specific) REMOTE CLIENT SIGNATURES! When a client signature is required, you can have the client to sign directly on your phone or tablet OR have the client sign Remotely. Therapist Toolbox can send the signature request by text or email. The request includes a link (to both app stores) for the client to download a small signing app. This is a one-time download. The signing app prompts for a unique code to verify the clinician and form, allows the client to sign electronically and automatically returns the signature to Therapist Toolbox. Simplifies tele-therapy; eliminates mailing forms for signature; provide integrity to the signature process. BRIEF PSYCHIATRIC RATING SCALE (BPRS) Therapist Toolbox makes the administration and scoring of the BPRS easy. Previous results are retained and the most recent score for each item is shown while administering the current interview. Of course, the total score is calculated automatically. Color-coded results are shown for each item marking an increase or decrease from the previous score. CLIENT ENCOUNTER FORM This form is used to verify that the services being billed were actually provided. For everyone's protection, the client signature is automatically time stamped. FORMS UNIQUE TO YOUR ORGANIZATION We understand that every Organization is unique and has their own unique needs. To accommodate these differences, Therapist Toolbox has the ability to create any number of forms that will be available ONLY to your Organization. The forms will be created by Applied Behavior Software and a unique code will be provided. When the code is entered into the app, your forms become instantly available. FORMS AND DATA PROTECTION Therapist Toolbox allows for an unlimited number of clients, retains a history for each client and saves each completed form as a PDF file. The PDF file is automatically included as an attachment to an email for you to send to your Organization for appropriate inclusion in the client's health record. No more scanning of printed forms! With the exception of the PDF files, all data is encrypted to protect your clients and their information. We collect the bare minimum of client information and NO personally identifiable information is included on the PDF files to ensure client information stays protected. We make integrating this app with your Organization simple by allowing you to choose how to name the generated PDF files. The options for naming completed forms are: Form Name Clinician Name Client ID Session/Rating Date An auto-renewing monthly subscription is required to use this app. Terms and conditions: https://appliedbehaviorsoftware.com/terms.html Privacy Policy: https://appliedbehaviorsoftware.com/privacypolicy.html

Know where you left off with every client, and who still owes you. Before a session, open the client: the last session's notes, the #themes that keep coming up and what is still unbilled. After it, tick the sessions, create the invoice and record the payment, in full, in part or in advance. For coaches and independent practitioners on iPhone, iPad and Mac. No account, no client logins; your records sync through your own iCloud. MANAGE YOUR CLIENTS Detailed client profiles with contact details, photos and notes. Reach clients via phone, SMS, WhatsApp or email. Track advance payments, attach documents and import contacts in one tap. TRACK SESSIONS WITH SMART KEYWORDS Log every session with custom types, pricing and notes. #hashtags track themes across sessions and highlight as you type. Export one session's notes or all of them as formatted PDFs. PROFESSIONAL INVOICING & BILLING Every client shows what is unbilled, billed and due. Tick the unbilled sessions, see the running total, tap Create Bill. Auto-numbered invoices with discounts and tax/VAT (titled Tax Invoice), marked overdue once past their due date. Record partial payments. Invoices, receipts and advance-payment receipts are branded PDFs with your logo. APPLE INTELLIGENCE, KEPT BETWEEN YOU AND APPLE A Client Brief before every session: recurring themes, what the last session dealt with and what is still owed. A read-only Practice Assistant that answers from your own records: who owes you, what you haven't invoiced. Scan a receipt and the expense fills itself in. All three use Apple Intelligence, on your device or in Apple's Private Cloud Compute, never a third-party AI. The Brief and the Assistant need an Apple Intelligence-capable device (iOS 26 or later); without it, Apple's text recognition reads receipts. EXPENSE TRACKING Record expenses with categories, receipt images, and paid/unpaid status. Link each one to a client or a workshop. POWERFUL REPORTS & ANALYTICS Six report types: Revenue, Profit, Expenses, Activity, Clients and VAT Export. Charts filter by period, client or custom dates. Export every report to PDF for your accountant. APPOINTMENT SCHEDULING Appointments with time zones, repeats and calendar sync. See what's coming on the dashboard and send SMS or WhatsApp reminders in one tap. ORGANIZE WORKSHOPS Group workshops with notes, expenses, appointments and attachments. See each workshop's earnings. CLIENT ONBOARDING One onboarding document with your agreement, session format, fees and confidentiality policy, personalized per client and shared as a branded PDF with a signature field. SMART NOTIFICATIONS A morning briefing of your day, reminders the evening before appointments, and a weekly alert for overdue payments. SEARCH AND WIDGET Search clients, workshops, sessions, notes, expenses and appointments from one bar. Home Screen widgets show today's schedule, the month's revenue and what is due. YOUR DATA, YOUR PRIVACY Your clients, notes and amounts stay on your devices and in your own iCloud. On iPhone and iPad the app shares limited usage information, such as which features you use (never client names, notes, amounts or anything you type); switch it off in Settings → Privacy. Works offline, apart from Apple Intelligence. PLANS Free for your first 2 clients, with unlimited sessions, appointments, expenses and reports. All Access: unlimited clients and workshops on all your devices for $2.99/month, $29.99/year or $79.99 once (Lifetime). One flat price, never per client. US prices; other App Stores show local prices. Lifetime never renews. --- Payment is charged to your Apple Account at purchase. Subscriptions renew automatically unless cancelled at least 24 hours before the end of the current period. Manage or cancel in your Apple Account settings under Subscriptions. --- Privacy policy: https://www.zaatarlabs.com/privacy-policy Terms of use: https://www.zaatarlabs.com/terms