For occupational therapists

Practice software for occupational therapists

A solo occupational therapy practice can keep client records, session notes, the diary and invoices in one plan. Within Assist drafts the note from the session. The same price applies in South Africa and the United Kingdom.

Keep the clinical file in one record

Within is the clinical record. The note, the plan, the consent, the release and the documents stay with the client.

  • Session notes

    What does it do? Each session note stays on that client's record, in the same place as the rest of their file.

  • Treatment plans

    What does it do? The treatment plan sits with the notes, so the direction of care is not kept in a separate document.

  • Consent forms and e-signatures

    What does it do? Clients sign consent forms on an iPad or tablet. The signed form is stored on their record.

  • Releases of information

    What does it do? A release of information shows who was allowed to receive what, and when.

  • Documents per client

    What does it do? Documents for each client live on their record, next to the notes, the plan and the consents.

Run the front office without a second system

Reach takes the enquiry, the intake, the diary and the invoice. The same client is already in Within.

  • Enquiries and the lead pipeline

    What does it do? Enquiries and leads stay in one pipeline, from the first message to the point where someone is ready to be seen.

  • Intake and admission

    What does it do? Intake opens the Within record with the details already filled in, so the same client is not typed twice.

  • Calendar and schedule

    What does it do? The practice calendar and schedule live in Reach, so the session you book is the session on the record.

  • Invoicing and billing

    What does it do? Invoices and billing sit with the notes and the calendar. The bill follows the session, in the same system.

  • Aged balances and follow-up

    What does it do? You can see who still owes, by how old the balance is, and keep the follow-up with that account.

Outpatient monitoring via check-in emails

Clients get between-session check-in emails that track mood, emotional regulation and general well-being.

Their answers go into the clinical record, so the clinician can see trends and notice when someone is struggling.

It is not an emergency service, and it does not provide crisis monitoring.

Client records and a note you still approve

Within is the electronic client record for your practice: one file per client, notes from each session, and a lock after you sign. Within Assist may draft a note. You decide what is saved.

It does not include an equipment catalogue, a standardised assessment library, or outcome-measure scoring. Those are not features of Reach Within.

A diary and an invoice for a one-person practice

Reach keeps the enquiry pipeline, the calendar and schedule, and invoicing and billing in the same system as the notes.

South Africa and the UK

The plan is R500 for clinicians and counsellors in South Africa and £60 per clinician per month in the United Kingdom. Switch the region on the pricing page to see the currency you bill in.

Other professions

Start with the plan for one clinician.

Tell us your profession. The form does not open an account and it does not take payment.