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Behavioral & Developmental Health

Occupational Therapy Software

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How Occupational Therapy Software Can Help Your Practice

Managing an occupational therapy practice requires more than just providing excellent care. Documentation, scheduling, compliance, and billing can eat up valuable time that should be spent with patients. That’s where occupational therapy software makes a real difference.

Modern therapy EMR systems are designed to streamline clinical and administrative workflows so you can focus on helping your clients reach their goals. A good occupational therapy EMR allows therapists to document sessions, track goals, and manage patient data in one secure place.

Using all-in-one occupational therapy practice management software, you can simplify everything from progress notes to scheduling. The right platform eliminates paperwork and reduces human error, helping you stay compliant, organized, and efficient.

Perks

Benefits of Using an Occupational Therapy Software

Adopting the right occupational therapy practice software has clear advantages for solo practitioners, group clinics, and mobile therapists alike. Here’s what you can expect:

Efficient Billing & Claims

Accelerate your revenue cycle with built-in occupational therapy billing software. Submit claims, track reimbursements, and handle co-pays, all within one occupational therapy EMR software system built specifically for therapy practices.

Compliance & Security

Protect patient information with HIPAA-compliant therapy EMR software and occupational health EMR tools. Built-in audit trails, secure messaging, and cloud backups offer peace of mind.

Practice Growth Support

Occupational therapy management software helps expanding clinics and solo practitioners stay organized and efficient. With built-in tools to track performance, generate reports, and guide decision-making, it’s built to support your practice at every stage.

Product features

3Y builds with you in mind

Scheduler & calendar

Manage client appointments with integrated smart scheduling, synced calendars, and automated reminders. Our occupational therapy practice management software helps reduce no-shows and keeps your day running smoothly.

AI Сharting

Automatically generate, edit, and customize SOAP notes with AI-powered suggestions. Our therapy EMR software reduces time spent on paperwork while improving accuracy, compliance, and consistency.

Data collection on the go

Capture and record behaviors, progress notes, and goal data during sessions using our occupational therapy EMR software, built to keep up with active, fast-paced therapy environments.

How it Works

Connect with Our Team

Start with a quick conversation. Share your experience, explore how 3Y Health works, and see if we’re a good match. Once approved, onboarding is simple—and you can typically begin seeing patients within 3–4 weeks.

Build a Flexible Practice

Set your own schedule, control your workload, and grow at your own pace. We’ll connect you with high-quality referrals from trusted sources like school districts, healthcare systems, and your professional network.

Get Ongoing Support

You’re never on your own. Our team provides dedicated support across the board—technical help, platform guidance, and assistance with billing and insurance—so you can stay focused on your clients.

How it Works

Connect with Our Team

Build a Flexible Practice

Get Ongoing Support

How it Works

Connect with Our Team

Build a Flexible Practice

Get Ongoing Support

How it Works

Connect with Our Team

Build a Flexible Practice

Get Ongoing Support

Partner with us

Why Choose 3Y Health?

Scalable for Solo Practitioners and Growing Clinics

If you're working solo or you are managing a large team, 3Y Health adapts to you. Accept referrals, expand your caseload, and grow your business with a platform that scales without overwhelming you with admin. It’s more than just OT software; it’s your partner in care delivery.

EMR Built for Real-World Therapy

Our occupational therapy EMR software supports flexible documentation on the go—perfect for school-based therapists, in-home providers, or multidisciplinary teams. It functions as both a simple EMR software solution and a full therapy EMR software platform, built specifically for the realities of occupational therapy practice management.

Fully Integrated Tools in One Place

No more jumping between platforms. 3Y Health combines occupational therapy EMR, scheduling, documentation, and billing into one cohesive occupational therapy software system.

Purpose-Built for OT Workflows

Our occupational therapy practice software is thoughtfully designed around the daily needs of OTs, so you can track progress, document sessions, and manage care without distractions. From occupational therapy documentation software features to built-in SOAP notes, everything flows the way you work.

Designed for Occupational Therapists

3Y Health offers a complete occupational therapy practice management software solution, built to fit the real workflows of busy therapists. We provide everything you need in one powerful, intuitive platform, whether you work in a clinic, school, or in-home setting.

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“When I started, I only had three or four kids. Now I’ve got cases all across Florida. I still work part-time elsewhere, but this has become my main business. I already knew how to do most of the work - scheduling, assessments, treatment plans - but with 3Y, I could grow and make more without taking on everything myself. Submitting invoices is easy, the data collection is streamlined, and it’s way more efficient than what I had before.”
Ashley Cortellesso
Clinic Name 2
“I was working for big companies, getting burnt out, not able to choose my team or my clients. I just felt like, this doesn’t need to be so hard. Now, I get to run my own business with my partner and still support clients well. 3Y is like my admin team - they have the contracts, and I get to focus on care. I love it. I get to write off expenses like a business owner, and have the autonomy I was missing before.”
Jessica Pipitone
Clinic Name 1
“Starting a practice can be intimidating - credentialing, hiring, payroll, taxes, platforms - there are so many moving parts. 3Y eliminates a lot of that strain. It's like a safety net. I don’t have to manage all of that alone. I get to build my own niche, grow at my own pace, and keep the focus on quality care instead of just survival.”
Deanna Coker
Clinic Name 3
“One of the reasons I want to open my own practice is that I’ve been doing this work for others, and now I want to do it for myself. It’s scary - I didn’t know if I could handle it. But I’m ready to take the opportunity and move forward. I don’t expect to succeed all the time; I might fall. But I want to learn. I just need support - someone to help with hiring, policies, and managing the details.”
Damanjot Kaur
Clinic Name 4
“I kind of came to this model dragging my feet… but I was so glad I did. I got to keep my clients and I grew pretty quickly. Last spring, I left my school district job and have been doing this full-time. I have six BCBAs and close to 50 clients - we're continuing to scale up this year. I’ve worked for people who didn’t have a clinician brain, and I finally feel like I’m doing things the way that makes sense to me.”
Kimberly Gorham
Clinic Name 5
“When I started, I only had three or four kids. Now I’ve got cases all across Florida. I still work part-time elsewhere, but this has become my main business. I already knew how to do most of the work - scheduling, assessments, treatment plans - but with 3Y, I could grow and make more without taking on everything myself. Submitting invoices is easy, the data collection is streamlined, and it’s way more efficient than what I had before.”
Ashley Cortellesso
Clinic Name 2
“I was working for big companies, getting burnt out, not able to choose my team or my clients. I just felt like, this doesn’t need to be so hard. Now, I get to run my own business with my partner and still support clients well. 3Y is like my admin team - they have the contracts, and I get to focus on care. I love it. I get to write off expenses like a business owner, and have the autonomy I was missing before.”
Jessica Pipitone
Clinic Name 1
“Starting a practice can be intimidating - credentialing, hiring, payroll, taxes, platforms - there are so many moving parts. 3Y eliminates a lot of that strain. It's like a safety net. I don’t have to manage all of that alone. I get to build my own niche, grow at my own pace, and keep the focus on quality care instead of just survival.”
Deanna Coker
Clinic Name 3
“One of the reasons I want to open my own practice is that I’ve been doing this work for others, and now I want to do it for myself. It’s scary - I didn’t know if I could handle it. But I’m ready to take the opportunity and move forward. I don’t expect to succeed all the time; I might fall. But I want to learn. I just need support - someone to help with hiring, policies, and managing the details.”
Damanjot Kaur
Clinic Name 4
“I kind of came to this model dragging my feet… but I was so glad I did. I got to keep my clients and I grew pretty quickly. Last spring, I left my school district job and have been doing this full-time. I have six BCBAs and close to 50 clients - we're continuing to scale up this year. I’ve worked for people who didn’t have a clinician brain, and I finally feel like I’m doing things the way that makes sense to me.”
Kimberly Gorham
Clinic Name 5
“When I started, I only had three or four kids. Now I’ve got cases all across Florida. I still work part-time elsewhere, but this has become my main business. I already knew how to do most of the work - scheduling, assessments, treatment plans - but with 3Y, I could grow and make more without taking on everything myself. Submitting invoices is easy, the data collection is streamlined, and it’s way more efficient than what I had before.”
Ashley Cortellesso
Clinic Name 2
“I was working for big companies, getting burnt out, not able to choose my team or my clients. I just felt like, this doesn’t need to be so hard. Now, I get to run my own business with my partner and still support clients well. 3Y is like my admin team - they have the contracts, and I get to focus on care. I love it. I get to write off expenses like a business owner, and have the autonomy I was missing before.”
Jessica Pipitone
Clinic Name 1
“Starting a practice can be intimidating - credentialing, hiring, payroll, taxes, platforms - there are so many moving parts. 3Y eliminates a lot of that strain. It's like a safety net. I don’t have to manage all of that alone. I get to build my own niche, grow at my own pace, and keep the focus on quality care instead of just survival.”
Deanna Coker
Clinic Name 3
“One of the reasons I want to open my own practice is that I’ve been doing this work for others, and now I want to do it for myself. It’s scary - I didn’t know if I could handle it. But I’m ready to take the opportunity and move forward. I don’t expect to succeed all the time; I might fall. But I want to learn. I just need support - someone to help with hiring, policies, and managing the details.”
Damanjot Kaur
Clinic Name 4
“I kind of came to this model dragging my feet… but I was so glad I did. I got to keep my clients and I grew pretty quickly. Last spring, I left my school district job and have been doing this full-time. I have six BCBAs and close to 50 clients - we're continuing to scale up this year. I’ve worked for people who didn’t have a clinician brain, and I finally feel like I’m doing things the way that makes sense to me.”
Kimberly Gorham
Clinic Name 5
“When I started, I only had three or four kids. Now I’ve got cases all across Florida. I still work part-time elsewhere, but this has become my main business. I already knew how to do most of the work - scheduling, assessments, treatment plans - but with 3Y, I could grow and make more without taking on everything myself. Submitting invoices is easy, the data collection is streamlined, and it’s way more efficient than what I had before.”
Ashley Cortellesso
Clinic Name 2
“I was working for big companies, getting burnt out, not able to choose my team or my clients. I just felt like, this doesn’t need to be so hard. Now, I get to run my own business with my partner and still support clients well. 3Y is like my admin team - they have the contracts, and I get to focus on care. I love it. I get to write off expenses like a business owner, and have the autonomy I was missing before.”
Jessica Pipitone
Clinic Name 1
“Starting a practice can be intimidating - credentialing, hiring, payroll, taxes, platforms - there are so many moving parts. 3Y eliminates a lot of that strain. It's like a safety net. I don’t have to manage all of that alone. I get to build my own niche, grow at my own pace, and keep the focus on quality care instead of just survival.”
Deanna Coker
Clinic Name 3
“One of the reasons I want to open my own practice is that I’ve been doing this work for others, and now I want to do it for myself. It’s scary - I didn’t know if I could handle it. But I’m ready to take the opportunity and move forward. I don’t expect to succeed all the time; I might fall. But I want to learn. I just need support - someone to help with hiring, policies, and managing the details.”
Damanjot Kaur
Clinic Name 4
“I kind of came to this model dragging my feet… but I was so glad I did. I got to keep my clients and I grew pretty quickly. Last spring, I left my school district job and have been doing this full-time. I have six BCBAs and close to 50 clients - we're continuing to scale up this year. I’ve worked for people who didn’t have a clinician brain, and I finally feel like I’m doing things the way that makes sense to me.”
Kimberly Gorham
Clinic Name 5

Get Your Primary Practice Up & Running

Hear directly from our clients how they use 3Y Platform.

Start your practice now

A laptop displaying graphs and data on its screen, set against a simple background.

Get Your Primary Practice Up & Running

Hear directly from our clients how they use 3Y Platform.

Start your practice now

Get Your Primary Practice Up & Running

Hear directly from our clients how they use 3Y Platform.

Start your practice now

Get Your Primary Practice Up & Running

Hear directly from our clients how they use 3Y Platform.

Start your practice now

FAQs About Occupational Therapy Software

Can occupational therapy EMR software help with data collection?

What features should I look for in occupational therapy software?

How does therapy software support billing and reimbursements?

Is therapy EMR software secure and HIPAA-compliant?

How is occupational therapy software different from general EMRs?

What is occupational therapy software?

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Empowering your business, so you can focus on providing meaningful care.

Solutions

Start business

Get credentialed

Enable cash pay

Bill with insurance

Schedule with AI

Get referrals

Recruit employees

Get started

Pricing

FAQ

For Payers

Careers

Legal

Terms & Conditions

Privacy Policy

Empowering your business, so you can focus on providing meaningful care.

Solutions

Start business

Get credentialed

Enable cash pay

Bill with insurance

Schedule with AI

Get referrals

Recruit employees

Get started

Pricing

FAQ

For Payers

Careers

Legal