Goal tracking with measurable outcome documentation, progress graphing, and insurance-ready justification language that satisfies payer requirements while streamlining therapist note-writing.. Customer relationship management software that helps you track leads, manage deals, and nurture customer relationships from first touch to closed-won.
If any of these sound familiar, you are not alone. Most occupational therapy businesses deal with these every day.
Treatment plan documentation where individualized goals, progress measurements, and functional assessments must be detailed enough for insurance justification yet efficient enough for therapists treating back-to-back patients.
Insurance authorization limits where payers cap the number of OT visits per plan year and therapists must track remaining visits, justify medical necessity for extensions, and transition patients to home programs.
Pediatric scheduling challenges where school-age patients are only available after school hours, creating narrow appointment windows that must accommodate siblings, parent work schedules, and therapist caseloads.
Home program compliance where patients must perform exercises and activities between visits, but adherence is poor without structured tracking, reminders, and therapist check-ins.
Multi-site and mobile therapy practice management where therapists serve patients in clinics, schools, homes, and skilled nursing facilities with different documentation, billing, and scheduling requirements per setting.
Every pain point above has a matching solution built into Deelo — no extra plugins, no extra cost.
Goal tracking with measurable outcome documentation, progress graphing, and insurance-ready justification language that satisfies payer requirements while streamlining therapist note-writing.
Authorization management with visit count tracking, approaching-limit alerts, extension request workflows, and transition planning tools for when visits are exhausted.
Scheduling optimization with after-school time block management, sibling appointment grouping, parent communication preferences, and therapist caseload balancing across available hours.
Home exercise program portals with video demonstrations, completion tracking, therapist review dashboards, and automated reminders that improve between-visit adherence and outcomes.
Multi-setting practice tools with location-specific documentation templates, billing code sets, and scheduling views that adapt to clinic, school, home health, and SNF environments.
Customer relationship management software that helps you track leads, manage deals, and nurture customer relationships from first touch to closed-won. A good CRM is the single source of truth for your sales pipeline.
See how Deelo stacks up against popular crm tools for occupational therapy businesses.
| Feature | Deelo | HubSpot | Salesforce | Pipedrive |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $3,600+/mo | $25 - $300+/seat/mo | $14 - $99/seat/mo |
| All-in-one platform | ||||
| CRM features | ||||
| Built-in CRM | ||||
| Invoicing & payments | ||||
| 50+ integrated apps | ||||
| No long-term contract |
Goal tracking documentation reduces insurance denial rates by 45%
Home program portals improve patient exercise adherence by 55%
Get started with crm software built for occupational therapy businesses. Free to start — no credit card required.