TheraLink

The clinical platform
built for how you actually work.

Intake, calendar, billing, consents, and clinical records in one workspace — every role with its own portal, every event auditable, every record in Canada.

app.betterbeing.world
T
TheraLink
Today
Clients
Clinical
Billing
Dashboard
Quick access ⌘K
4
D
dev
Solo Practitioner
Good afternoon, dev.
Thursday, May 28 · Next at 4:30 PM
3 / 5 done
Today
5
3 completed
This week
13
no new patients
Month revenue
$1,820
↑ 264% vs last
Outstanding AR
$1,100
to collect
Today’s schedule
9:00Jordan ParkTelehealth
Done
10:30Maya SullivanIn Person
Done
1:00Noah WilliamsTelehealth
Done
3:00Priya IyerTelehealth
Unpaid
4:30Alex ChenIn Person
Next
Outstanding AR
$1,100
0–30d $56031–60d $18061–90d $16090d+ $200
Needs attention
Unsigned notes overdue
24
Unpaid fees within 24h
2
Consents missing before session
1
Stripe payments not set up
1
New intake cases to process
3
Active cases without plan
5
Caseload by status · 13 total
ActiveIntakeOn holdDischarged

One platform. Every role covered.

Admin, clerk, therapist, client — each gets a portal scoped to what they need. Solo practitioners get all of them in one.

Each tool is tagged by portal:AdminClerkTherapistClientSolo
Intake Queue
Clerk
Received
3
Screening
2
Consent
1
Assigned
0
Marcus R. · awaiting consent · SMS 2h
Priya N. · verified · ready to assign
Treatment Plans
Therapist
Anxiety82%
Sleep90%
Coping65%
Consents
Client
Signed
magic-link · no login
Client Caseload
Therapist
Sarah ChenPHQ 5
Tom WilliamsPHQ 14
Priya NairPHQ 9
Calendar
All
M
T
W
T
F
Appointments
Client
Next session
Tue · 3:00 PM
Dr. Patel · Zoom
Staff & Locations
Admin
3 locations · 24 staffStripe ✓
Downtown8 staff
North Office6 staff
Bilingual Service10 staff
Insurance & Billing
Clerk
$180 sessionPaid
Insurer
$10
Patient
$170
All-in-one
Solo
AdminClerkTherapist
All roles · one login
A day, end-to-end

From intake to insight.

A seamless workflow that runs itself — from the first call to the next session’s follow-up.

First Contact

Client reaches out and completes a smart intake form tailored to their needs.

Initial Assessment

AI-powered assessments (PHQ-9, GAD-7) build a baseline profile automatically.

Care Matching

BetterBeing suggests the best therapist match based on specialization and availability.

Ongoing Sessions

Each session is enriched with context — past notes, progress trends, and flagged insights.

Progress Tracking

Automated outcome tracking shows measurable improvement over time.

Adaptive Care

Treatment plans evolve dynamically based on real outcomes and client feedback.

New Client Intake
Full Name
Sarah Johnson
Email
sarah@example.com
Phone
(555) 234-5678
Primary Concern
Anxiety & Work Stress
Preferred Schedule
Weekday Evenings
Insurance Provider
Blue Cross Blue Shield
Submit Intake
Baseline Profile
PHQ-9Depression
14/27
Moderate
GAD-7Anxiety
11/21
Moderate
PSS-10Perceived Stress
22/40
Moderate
PCL-5PTSD Screen
8/80
Low
ARSMA-IIAcculturation
3.2/5
Bicultural
70+validated assessment
forms available
AUDITCAGEBDIDASS
Best Match
DEC
Dr. Emily Chen
CBT, Anxiety Disorders
94%
DMR
Dr. Mark Rivera
DBT, Stress Management
87%
DAP
Dr. Aisha Patel
EMDR, Trauma Recovery
72%
DJW
Dr. James Wu
ACT, Workplace Burnout
68%
DLO
Dr. Lisa Okafor
IFS, Attachment Issues
61%
Matching Criteria
SpecializationAvailabilityLanguageApproachExperience
Session Notes
SOAP-C
SSubjective

Client reports improved sleep — averaging 7hrs/night. Still anxious in social settings.

OObjective

Engaged, good eye contact. PHQ-9 dropped from 14 to 11. Homework 5/7 days.

AAssessment

Moderate anxiety with improvement trend. Avoidance pattern persists in social contexts.

PPlan

Continue CBT. Introduce exposure hierarchy for social situations. Review in 2 weeks.

CCultural

Client values family collectivism — reframe assertiveness exercises within cultural context of respect.

10+note templates
supported
DAPBIRPGIRPPIE
Outcomes
↓ 78%improvement
PHQ-9
GAD-7
PHQ-9 cutoff
GAD-7 cutoff
W1
W4
W8
W12
W16
W20
Treatment Plan
Session 7 of 125 remaining
PHQ-9 due
Next session: Tue, Mar 18 at 3:00 PM
Presenting Problems

Generalized anxiety with social avoidance, work-related stress, disrupted sleep patterns, and difficulty maintaining interpersonal relationships in professional settings.

Goals
Reduce anxiety symptoms · PHQ-9 < 10 · 8 weeks
Improve social functioning · GAD-7 < 8 · 12 weeks
Interventions
Cognitive RestructuringChallenge and reframe negative thought patterns
Exposure HierarchyGradual desensitization to social situations
Safety PlanCrisis protocol with coping strategies
Session Plan
Weeks 1–4: Stabilization
Weeks 5–12: Active Treatment
Weeks 13+: Maintenance

What TheraLink actually does.

The five capabilities a therapist or clerk touches every day — intake, scheduling, treatment, billing, and reporting.

01 · Streamlined intake

Every new client captured the same way.

In-person intake and online public intake both feed one event-sourced queue — received → screening → consent → assignment — with consent forms collected and signed up front. Nothing slips through.

In-person intakeOnline public intakeConsent on intake
Intake · Robin Maple
RM
Robin Maple
Individual · 1 member · Intake May 18
INTAKE2 / 5
Received
2Screening
3Verification
4Consent
5Assignment
Name
Robin Maple
Type
Individual
Intake
May 18, 2026
Source
Online form
Billing
Reimbursement
Member
PT-1629
Days in intake
10
Risk level
Severity
Symptom domains
MoodAnxietySleepTraumaSubstanceRelationships
Recent activity
Consent sent · SMS
2h ago
Screening completed
May 26
Case created
May 18
Captured at the front desk or via the online public intake form — both land in this queue.
02 · Intelligent scheduling

A calendar that books around your rules.

Working hours, day blocks, buffer time between sessions, working modes (in-person and telehealth), and recurring series. Every booking is checked against all of them before it lands — so the calendar protects the day for you.

Working hours & blocksBuffer timeWorking modesRecurring
Settings · Availability
Profile
Availability
Buffer
Working Mode
Rates
Connections
Working hours
9:00 – 17:00
Buffer
10 min
Recurring
Weekly
Working HoursBlock CalendarSave changes
Mon
Tue
Wed
Thu
Fri
Sat
Sun
9:00
9:00
9:00
9:00
9:00
9:30
9:30
9:30
9:30
9:30
10:00
10:00
10:00
10:00
10:00
10:30
10:30
10:30
10:30
10:30
11:00
11:00
11:00
11:00
11:00
AvailableBlocked
Working mode · per day
TeleIn-person
Mon
Tue
Wed
Thu
Fri
Sat
Sun
03 · Treatment & documentation

The session, written up for you.

Scan intake paperwork with OCR, transcribe the session from audio, and let the knowledge graph surface research-grounded suggestions — all landing back on the client record, ready to sign.

OCR scanningAudio transcriptionKnowledge-based enhancement
Notes · Priya Iyer
Search…
Alex Chen
Priya Iyer
Noah Williams
Maya Sullivan
Jordan Park
Kun Chen
Riley Patel
Sam Patel
Casey Patel
54 sessions · 1 / 3
Priya Iyer
May 28 · 1:00 pm · Telehealth
DRAFTDAP-C
1Upload
2Extract
3Review
4Generate
Image_…jpg
Voice 04:12
Extracted text✓ Reviewed
Intake form: chest tightness, sleep loss, guilt.
Session audio: “the body speaks when the mouth stays closed.”
Culturally-adapted note · DAP-CGenerating…
Sign & documentSave draft
04 · Billing & payments

Reimbursement or direct billing — both, fully audited.

Patient-pays reimbursement or clinic-submitted direct billing with the cap cascade and insurer/patient split. Every fee carries a full status and audit trail, and payments process through Stripe.

Reimbursement + directStatus & audit trailStripe processing
Billing · Session #4821
Billed
$4,320
Collected
$2,320
Outstanding
$1,100
ReimbursementDirect billing
Fee $180.00
Insurer / patient split · cap cascade
Insurer
$10
Patient
$170
Status & audit trail
CreatedApr 24
SubmittedApr 24
ValidatedApr 26
SettledMay 02
Recent fees
Apr 24Sarah Chen$170Paid
Apr 22Mark Chen$220Pending
Apr 17Priya Nair$170Paid
✓ Patient paid · Stripesaved card · auto receipt
05 · Reporting & exports

Every document, one click from a PDF.

Generate and export treatment plans, progress reports, and assessments — grouped by patient or by event type — as audit-ready PDFs, individually or in a bundle.

By patientBy event typePDF export
Reports · export
DocumentsAnalytics
By patientBy event type
Total
42
This month
9
Pending
2
Treatment PlanPatel Family (Reports Demo)May 13↓ PDF
Progress ReportCasey Patel (Reports Demo)May 13↓ PDF
AssessmentSam Patel (Reports Demo)May 12↓ PDF
Progress ReportAlex Chen (Reports Demo)May 13↓ PDF
Treatment PlanChen Couple (Reports Demo)May 13↓ PDF
AssessmentJordan Chen (Reports Demo)May 12↓ PDF
Progress ReportRiley Patel (Reports Demo)May 11↓ PDF
Export all · 42 documentsaudit-ready PDF bundle

Run the practice. Don’t fight the software.

See how a unified platform — one that already knows how clinics work — changes everything.