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Solo Therapists

Two hats.
One platform.

You're the therapist and the business owner. BetterBeing gives you a single workspace that switches between clinical care and practice management — so you never juggle separate tools again.

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BetterBeing — Owner Portal
SM
Dr. Sarah Mitchell
Owner & Therapist
Therapist
Clerk
Clinical
●Dashboard
Documentation
Session Notes
Practice
Quick Stats
Revenue$4,850
Sessions18
Collection89%
4
Today's Sessions
9:00 AM
Next Session
3
Notes Due
12
Active Clients
Today's Schedule
9:00 AM
Emma ThompsonIndividual
CBT — Generalized Anxiety
Telehealth8/12
Start
10:30 AM
James & Lisa ParkCouple
EFT — Communication
In Person5/10
Start
1:00 PM
The Rivera FamilyFamily
Structural Family Therapy
In Person3/12
Start
3:00 PM
Anxiety Support CircleGroup
Group CBT — Anxiety
Telehealth6/10
Start
Notes Due
James & Lisa Park
Due Today
Today 10:30 AM · EFT — Couples
Michael Chen
Overdue
Yesterday 1:00 PM · CBT — Depression
David Wilson
This Week
Mar 14 4:00 PM · Stress Mgmt
Notifications
New booking requestNEW
Rebecca Hall — Individual, Telehealth
10 min ago
Session cancelledNEW
Kevin Lee cancelled Mar 20 appointment
1 hour ago
Treatment plan expiring
David Wilson — 2 sessions remaining
3 hours ago
Insurance claim approved
Emma Thompson — $195 from Blue Cross
Yesterday
Mode:
AI Assisted
Manual
Select Session
Emma Thompson
Today 9:00 AM
Completed
James & Lisa Park
Today 10:30 AM
Completed
Michael Chen
Yesterday 1:00 PM
Due Today
Session Recording & Real-Time Transcription
Captured automatically during session · Processed with Secure AI
Transcription complete
Secure AI
48 min
Duration
6,842
Words transcribed
On-premise · No retention
Privacy
S
Subjective
Client reports improved sleep patterns this week. Still experiencing morning anxiety but describes it as "more manageable." Attended her daughter's school event for the first time in months. Reports using breathing exercises learned in session.
O
Objective
Client appeared well-groomed, maintained eye contact. Speech rate normal. GAD-7 score decreased from 14 to 11. Engaged actively in CBT exercises. Demonstrated cognitive restructuring independently. Homework completion rate 80%.
A
Assessment
Progress toward treatment goals. Generalized anxiety showing improvement with cognitive restructuring. Exposure hierarchy progressing as planned. Client developing stronger self-regulation skills.
P
Plan
Continue weekly CBT sessions. Introduce behavioral activation. Homework: daily thought record, one social exposure per week. Review GAD-7 in 2 sessions. Explore group therapy options.
C
Cultural Analysis
AI · Brain
Client identifies as second-generation Chinese-Canadian. Family obligation remains a significant stressor — attending school event reflects meaningful progress against collectivist guilt patterns. Group therapy suggestion should account for cultural stigma around mental health disclosure.
SOAP-C generated · Secure AI · No data retained
Word count: 247Last saved: 2 min ago
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5
Bookings Today
2
Pending Intake
$390
Collected Today
$195
Outstanding
Today's Schedule
9:00 AM
Emma ThompsonTelehealth
Completed
10:30 AM
James & Lisa ParkIn Person
Completed
1:00 PM
Michael ChenTelehealth
In Progress
3:00 PM
David WilsonIn Person
Scheduled
Sessions by DayThis Week
Mon
Tue
Wed
Thu
Fri
Intake Queue
Rebecca Hall
Mon/Wed · Telehealth
Mar 17
Assign
Kevin Lee
Tue/Thu · In Person
Mar 16
Assign
Recent Payments
Emma Thompson
Blue Cross
$195Paid
James & Lisa Park
Direct Pay
$220Paid
Michael Chen
Sunlife
$195Pending
Everything you need

Built for how you actually work

From your first session of the day to closing your last invoice — every tool in one place, designed around the rhythm of a solo practice.

01

Switch roles, not software

Toggle between Therapist Mode and Business Mode. Clinical tools when you're in session, practice management when you're running the business — one platform, zero context switching.

Full clinical suite in therapist mode
Billing, intake & reports in business mode
Seamlessly switch mid-day
Active Session
ET
Emma Thompson
CBT · Session 8/12 · Telehealth
GAD-7
10 → 8
↓ Improving
AI Note — SOAP-C
S
O
A
P
C
Practice Overview
This Month+12% ↑
$4,850
81% of $6,000 target
Operations
Active Clients12
Collection Rate89%
Pending Claims3
Overdue Notes1
New Bookings2
Therapist tools active — sessions, notes, progress
BetterBeing — Today
8:00 AM
8:00 AM
Review today's scheduleBusiness
8:30 AM
Process 2 new intake formsBusiness
9:00 AM
Session — Emma (CBT, telehealth)Clinical
10:15 AM
AI generates SOAP-C noteClinical
10:30 AM
Session — James & Lisa (EFT)Clinical
12:00 PM
Submit 3 insurance claimsBusiness
1:00 PM
Session — Michael (CBT, telehealth)Clinical
2:30 PM
Review progress dashboardsClinical
3:00 PM
Record payment, send receiptBusiness
4:00 PM
Session — David (stress, in-person)Clinical
5:15 PM
Check monthly revenue reportBusiness
02

A day with BetterBeing

Clinical care and business operations woven together. From morning schedule review to your last session note — every task lives in one place, with zero app switching.

No context switching between tools
AI handles documentation after each session
Business tasks take minutes, not hours
03

Practice management

Client intake, visit tracking, and payments — all in one panel. Digital intake forms auto-populate clinical records. Every visit and invoice tracked without a spreadsheet.

Digital intake with insurance capture
Visit status across your full caseload
Insurance claims and payment receipts automated
BetterBeing — Practice Management
Full Name
Date of Birth
Presenting Concern
Insurance Provider
Availability
Preferred Therapist
Auto-populates clinical record on submit
2
Pending Intake
12
Active Clients
94%
Form Completion
Intake Pipeline
✓
Form Sent
✓
Form Completed
✓
Review
4
Assigned
5
First Session
BetterBeing — SOAP-C
Recording
Recording session audio…
Secure AI generating SOAP-C…
✓ SOAP-C generated · No data retained
Emma Thompson
Session 10 · 48 min
S
Subjective
Client reports improved sleep. Morning anxiety more manageable. Attended daughter's school event — first time in months. Using breathing exercises consistently.
O
Objective
Well-groomed, maintained eye contact. GAD-7 decreased 14→11. CBT exercises demonstrated independently. Homework 80% complete.
A
Assessment
Cognitive restructuring showing measurable effect. Social functioning improving. On track with exposure hierarchy.
P
Plan
Continue weekly CBT. Introduce behavioral activation. Review GAD-7 in 2 sessions.
C
Cultural AnalysisAI · Brain
Family obligation is a key stressor. School event attendance reflects progress against collectivist guilt patterns.
PHQ-9
GAD-7
↓ Trending down
04

Documentation & progress tracking

Session audio captured and transcribed in real time. Secure AI generates a full SOAP-C note — including a culturally-informed analysis powered by Brain. PHQ-9 and GAD-7 tracked across every session.

SOAP-C with Cultural Analysis (Brain)
Secure AI — zero data retention
Score trending across sessions
05

Streamlined communication

Encrypted messaging, automated session reminders, intake nudges, and payment receipts — all handled so you can focus entirely on the client in front of you.

PHIPA-compliant encrypted messaging
Automated reminders & receipts
Instant intake and booking notifications
BetterBeing — Messages
Encrypted
E
Emma Thompson10:42 AM
Just confirming tomorrow at 9 AM — see you then!
D
Dr. Mitchell10:44 AM
Confirmed! Your telehealth link has been sent to your email.
Reminder sent · James & Lisa Park — session in 24 hours11:00 AM
R
Rebecca Hall11:23 AM
I completed the intake form. Really looking forward to our first session!
Payment receipt delivered · Emma Thompson · $19511:30 AM
D
Dr. Mitchell11:35 AM
Rebecca — welcome! I'll reach out to confirm our first session shortly.
Before you commit

Secure, connected, and easy to start

The questions every therapist 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 practice 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

Run your practice your way

Join solo therapists who replaced 5+ tools with one.

Request a Demo