Recordkeeping is key!

Progress note management

Document import

Complete client profile

Unlimited record creation

Unlimited record archive

Electronic signature

Couple sessions management

Progress notes history


More than a simple calendar.

Appointment management

Recurring appointment configuration

Access to pending appointment requests

Appointment creation from the client’s record

Personalized schedule

External calendar synchronization


No more billing hassles.

Invoice customization (logo, signature, etc.)

Client-based rate customization

Support for external payers (for example, employee assistance programs)

Revenue tracking, total and per client

Expense management for freelancers

Partial payment management

Payment register

Billing for conferences, training or other miscellaneous expenses


A reliable intermediary between your clients and you

Access to upcoming appointments

Availabilities visualization

Access to your profile

Complementary services search

Appointment reminders by email

Online receipts

Online payments

Let us guide you

Contact Optania