Notes, invoices and letters all have to fit into a day that is already full of clients. Add a task with a rough estimate of how long it will take, and My-Therapy-Suite reads your working hours, works around the clients already in your diary, and reserves real focus time in your calendar before the deadline.
A to-do list tells you what is outstanding, never when it will happen. Put a rough effort estimate on a task and the time to do it is reserved in your calendar, as close to the deadline as your diary allows.
Write one automation rule for each thing you always do after a session. Every completed session then raises those tasks on the board of the therapist who ran it, with the client name, the date and the service already filled in.
The tasks sit next to the sessions, invoices and client records they refer to, on the same platform, encrypted and private to you. Nothing has to be copied into a separate to-do app to stay on top of it.
A task starts with a title and a priority. What makes it useful later is the rest: the context you would otherwise have to remember, a target date, tags, and a rough estimate of the effort involved.
That estimate is the part most task tools leave out, and it is the one that matters. Twenty minutes of invoicing and two hours of report writing are not the same job, and a list that treats them the same cannot tell you whether the week is realistic.
Open, In progress, On hold, Completed. Four columns on a board, or a sortable list on a smaller screen, showing the same tasks either way.
Open the calendar card on a task and the time is proposed for you. My-Therapy-Suite reads the working hours on your profile, looks at everything already showing as busy, and splits the effort across the gaps that are actually free.
With a target date it packs the work as late as it can while still finishing before the deadline, so the near term stays clear for clients. Without one it takes the earliest free time in the next fortnight. Drag the blocks, add your own, or take them out.
Blocked time is a real calendar entry. It shows as busy, so nothing is double-booked over it, and it syncs out to your connected calendar like any appointment.
Most of the work after a session is the same work every time. Automation rules capture that once: one rule per follow-up, each with a priority, an effort estimate and a target date a set number of days out.
When a session completes, those tasks appear on the board of the therapist who ran it, with the client name, the session date, the service and the duration already dropped into the wording. Nothing to retype, and nothing to remember at the end of a long day.
Finish the task early and the time you had reserved in future is released. Time already spent stays in the calendar as a record of it.
The proposal is a starting point. Every block can be moved, resized, added to or removed before you save it.
| When the task has | Where the time is reserved |
|---|---|
| A target date | As close to the deadline as your diary allows, finishing at least a day before it |
| No target date | The earliest free time in the next fortnight |
| An effort estimate | Split across your free time in blocks of at least fifteen minutes |
| No working hours set | Nothing is proposed, and you block the time in yourself |
Yes, and it is included for every user on every plan. Tasks sit on a board with four columns, or in a sortable list, with a target date, a priority, tags, context and progress notes on each one.
Yes. Put a rough effort estimate on a task and the platform proposes when to do it, reading your working hours and working around the clients already booked in.
The blocks it creates are real calendar entries. They show as busy so nothing is booked over them, and they sync out to your connected calendar alongside your appointments.
Yes. Automation rules run when a session completes, and each rule raises one task on the board of the therapist who ran it. The client name, session date, service and duration are filled in from the session itself.
A typical set is three rules: write the session note, raise the invoice, book the next appointment. New practices start with none, so you build the set that matches how you actually work.
You can set a reminder for a chosen number of days before the target date. Everything falling due arrives as a single daily email plus one in-app notification, rather than a separate alert per task.
Free for 30 days, no card required. Most therapists are taking new bookings the same afternoon they sign up, and cancel any time without writing an email.