Clinics

More therapists.
One system.

Multi-therapist clinics need more than solo tools stretched thin. BetterBeing gives your team structured intake, intelligent client routing, role-based access, and clinic-wide analytics — built for teams from day one.

BetterBeing — Clinic Manager
JL
Jordan Lee
Front Desk Clerk
Operations
Dashboard
Scheduling
Calendar
People
Clients
Clinical
Finance
3 Therapists
R
C
P
27
Booked This Week
13
Available Slots
3
Therapists Active
2
Cancellations
March 17 – 21, 2026
Dr. RiveraDr. ChenDr. Park
Mon
Tue
Wed
Thu
Fri
9:00
ET
Rivera
RH
Park
RH
Chen
MS
Chen
JP
Chen
10:00
MS
Chen
MC
Rivera
ET
Park
KL
Park
11:00
JP
Chen
MC
Rivera
MC
Park
12:00
1:00
ET
Rivera
KL
Rivera
DW
Rivera
2:00
MS
Park
DW
Park
DW
Rivera
3:00
JP
Park
MS
Rivera
ET
Chen
Intake Queue
Rebecca Hall
Mon/Wed · Telehealth
Assign
Kevin Lee
Tue/Thu · In Person
Assign
Therapist Load Today
R
Dr. Rivera
5
C
Dr. Chen
4
P
Dr. Park
4
All (7)Active (7)
Search clients...
ET
Emma ThompsonIndividual
Dr. Rivera · CBT — GAD
8/12Active
J&
James & Lisa ParkCouples
Dr. Chen · EFT — Communication
5/10Active
MC
Michael ChenIndividual
Dr. Rivera · CBT + Mindfulness
4/16Active
DW
David WilsonIndividual
Dr. Park · Stress Management
6/8Active
TS
The Santos FamilyFamily
Dr. Rivera · Structural Family Th.
2/12Active
OK
Olena KovalenkoIndividual
Dr. Chen · EMDR — PTSD
3/16Active
W&
Wei & Mei LinCouples
Dr. Park · EFT — Cultural Adj.
1/10Active
ET
Emma Thompson
Individual · Dr. Rivera
Treatment Plan
CBT — Generalized Anxiety
Progress8 / 12 sessions
Goals
Reduce GAD-7 below 10In Progress
Daily thought recordsAchieved
Attend social eventsIn Progress
Session Notes
Last session: Client reports reduced avoidance behaviour. Practiced cognitive restructuring around social anxiety triggers. Assigned thought record homework.
Recent Scores
11
GAD-7 (was 14)
8
PHQ-9 (was 12)
Schedule
Message
Report
Monthly Revenue
$132.2K
+18% this month
Active Clients
247
+12 this month
Avg Utilization
84%
+6% this month
Collection Rate
97%
+2% this month
Session Mix — 8 Weeks
Individual
Couples
Family
Group
W1
W2
W3
W4
W5
W6
W7
W8
Revenue by Type
Individual$72.7K
Couples$29.1K
Family$19.8K
Group$10.6K
Therapist Performance
TherapistClientsSessionsUtilizationRevenue
R
Dr. Rivera
32128
91%
$49.9K
C
Dr. Chen
28112
86%
$43.7K
P
Dr. Park
2496
78%
$37.4K

Everything your clinic needs

Every workflow, automated and connected — from first referral to final note.

Includes everything in Solo
+ 6 clinic-specific tools
Solo plan — included
Smart Calendar
Telehealth
AI Notes
Progress Tracking
Safety Flags
Billing
Clinic plan — adds
Multi-therapist Calendar
Intake Pipeline
Care Matching
Role Access
Expert Groups
Clinic Analytics
Today's Clinic
14Sessions
2In Session
4Open Slots
New Referral
Priya N.1 day wait
CBT · Anxiety
Referred by Dr. Lee (GP)
Assign to Bea →
Care Matched in 8s
Client Prefs
FemaleCBTMandarinEvenings
94%
Best Match
Dr. Wang, C.
CBT · OCD · Anxiety
CBTMandarinFemale
Therapist Utilization
Dr. Rivera88%
Dr. Chen71%
Dr. Park56%
Intake Pipeline
New4
Callback2
Insurance!1
Forms1
Booking1
AI Session Note
SOAP-C · Generated
S:
Client reports reduced anxiety symptoms and improved sleep over the past week.
A:
Moderate GAD with somatic features; CBT techniques showing early efficacy.
Cultural Analysis included
Automated Communication
System · Reminder sent · Emma T. · Session in 2h9:00 AM
System · Receipt delivered · Maria S. · $1959:14 AM
System · Intake form sent · Priya N.9:22 AM
System · Note ready for review · Dr. Rivera9:41 AM
Safety Flag
19
PHQ-9 Score · James P.
Suicidal ideation flagged
Immediate follow-up required
Today's Revenue
$1,340
8 sessions billed
2 claims submitted
1 pending payment
Weekly Summary
68
Sessions
This week
$12.8K
Revenue
Billed this week
3
New Clients
Started this week
↓11
Avg PHQ-9
Down from 14
94%
Retention
Continuing clients
Built for teams

Coordination at every layer

Every therapist. Every intake. Every outcome. One system that gives your clinic complete visibility — and your team complete focus.

01

A clinic-wide view, not a stack of solo calendars

See every therapist's day in a single multi-column grid. Filter by provider, spot open slots instantly, and coordinate schedules without switching tools or asking around.

Multi-column view: one column per therapist
Click a therapist to focus their schedule
Open slots highlighted across the whole team
BetterBeing — Clinic Calendar · Tuesday
Dr. RiveraDr. ChenDr. Park
9:00
Emma T.
CBT
Olena K.
EMDR
10:00
Michael C.
CBT
Wei & Mei
EFT
11:00
James P.
EFT
Rebecca H.
Telehealth
12:00
Maria S.
Grief
1:00
Emma T.
CBT
2:00
Kevin L.
CBT
James P.
Family
3:00
David W.
Stress
Maria S.
Group
4:00
Kevin L.
CBT
David W.
Stress
5:00
Rebecca H.
Assess.
6 booked3 open
5 booked4 open
4 booked5 open
UpcomingDr. Rivera — Emma T. at 9:00Dr. Chen — Olena K. at 9:001 open slot — Dr. Park 1:00
Intake Pipeline
12Total
6.2Avg. days
12Active
New4
Priya N.
Anxiety · Telehealth
Today
Tom W.
Depression · In-Person
Leila H.
Trauma · Flexible
Carlos M.
Stress · Telehealth
Callback2
Sarah M.
CBT · Female pref.
Today
James O.
Couples · EFT
Insurance1
Olena K.
Sunlife · Pending
Today
Forms1
David C.
Intake forms sent
Today
Booking1
Maria R.
Fri avail. confirmed
Today
Active3
Emma T.
Dr. Rivera · CBT
Today
Michael C.
Dr. Rivera · CBT
Wei L.
Dr. Park · EFT
Avg. Time per Stagedays
New
1.2d
Callback
2.8d
Insurance
5.4d!
Forms
1.5d
Booking
1.8d
02

Intake that runs itself

Every new client moves through a structured pipeline — from first call to first session. Clerks see exactly where each client is. Nothing falls through the cracks.

Kanban pipeline from inquiry to active
Clerk-managed with automated nudges
Insurance verification & form collection built in
03

The right therapist, automatically

Bea captures client preferences during intake and matches them to the right provider — by specialty, language, availability, and modality. No manual sorting.

AI matching on 10+ preference dimensions
Warm handoff to assigned therapist
Conflict detection prevents double-booking
Bea AI · Care MatchingIntake #2847
Client Preferences
SM
Sarah M.
Anxiety + OCD · New intake
Female therapist
CBT · Anxiety & OCD
Evening availability
Telehealth preferred
Mandarin (普通话)
No prior therapy
Bea AI
0%
Scoring…
Specialty85
Availability48
Language92
Modality88
Evaluating…
No match✓ Matched
ER
Dr. Rivera
CBT · Anxiety
Female
CBT Certified
Telehealth
Mandarin
New-client open
No evening slots
Also evaluated:
LC
78%
ER
71%
Send Warm Intro →
BetterBeing — Therapist Portal
5
Sessions Today
Dr. Rivera
1
In Session Now
Emma T. — CBT
4
Upcoming
Next at 10:00
My Sessions Today
Emma Thompson
9:00 AM · CBT — Anxiety
PHQ 11GAD 8
In Session
Michael Chen
10:00 AM · CBT + Mindfulness
PHQ 14GAD 12
Upcoming
Maria Santos
12:00 PM · Grief Counselling
PHQ 16GAD 9
Upcoming
Kevin Lee
2:00 PM · CBT
PHQ 9GAD 7
Upcoming
David Wilson
5:00 PM · Stress Management
PHQ 7GAD 10
Upcoming
1
Note Due
Emma T.
11
PHQ Avg
Across 5
22h
Week Total
Billed
04

Everyone sees exactly what they need

Owner, Therapist, Clerk — three portals, one platform. Each role gets a view tailored to their responsibilities, with no access to what isn't theirs.

Owner: full analytics and all therapists
Therapist: their clients and schedule only
Clerk: intake queue, billing, and operations
05

Collaborative care for complex cases

Assign multiple therapists to a single case. Share session notes, coordinate treatment plans, and track shared outcomes — without messy email threads.

Multi-provider assignment to one client
Shared note visibility across the group
Coordinated treatment plans and outcomes
Expert Group — Case #47
Complex Trauma · Adult · Opened Jan 8
21 sessions4 providers
Complex Trauma
Case #47Active
ER
Dr. Rivera
Lead Therapist
8 sessions
LC
Dr. Chen
CBT Specialist
6 sessions
JP
Dr. Park
Family Therapist
4 sessions
CW
Dr. Wang
Trauma Specialist
3 sessions
R
Dr. Rivera
Lead Therapist
Shared Note
↓ 40% AvoidancePhase 3 ReadyOn Track
Recent Activity
R
Dr. RiveraAdded session note2h ago
C
Dr. ChenUpdated treatment goal1d ago
W
Dr. WangJoined expert group3d ago
Clinic Dashboard · March 2026All time high
$0.0K
Monthly Revenue
+14%
0
Sessions
+8%
0%
Collection Rate
+3%
+7
New Clients
this mo.
Sessions by Month
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Clinical Outcomes
Avg PHQ-9 reduction14.28.7
Avg GAD-7 reduction13.17.4
Goal achievement rate78%
TherapistSessionsRevenueUtilizationMoM
R
Dr. Rivera
52$14.3K
88%
+4%
C
Dr. Chen
45$12.4K
76%
+9%
P
Dr. Park
38$10.5K
71%
+2%
W
Dr. Wang
29$8.0K
63%
+11%
06

Clinic-wide visibility, not guesswork

Revenue trends, therapist utilization, session distribution, and collection rates — all in one dashboard. Built for owners who need the full picture.

Per-therapist performance breakdown
Revenue and collection rate trending
Session volume by month with growth indicators
Before you commit

Secure, connected, and easy to start

The questions every clinic owner asks before switching — answered.

Fully compliant

Built to meet the strictest privacy standards for mental health practice — in Canada and the US.

PHIPAPIPEDAHIPAASOC 2 Type IIGDPR
Canadian data residency — your data stays in Canada
End-to-end encryption for all session data
Automatic audit logs for compliance reporting

Works with your tools

Keep the video platforms your clients already know. BetterBeing connects directly — sessions launch with one click.

Zoom
One-click telehealth links, sent automatically
Connected
Google Meet
Calendar-synced, links auto-sent to clients
Connected
More integrations on the roadmap — open API available

We handle the move

Bring your clinic with you. Our team migrates everything before your first session — no disruption, no data loss.

1
Client records
All profiles, demographics, and history
2
Session notes
Past documentation and treatment plans
3
Billing data
Invoices, payments, and insurance info
Dedicated migration support included with every plan

Built for clinics that care at scale

Give your team the tools. Give your clients the care.

Request a Demo