Quick Tour
Here's a walkthrough of the main areas you'll use every day in Therativities.
Dashboard
Your home screen after logging in. At a glance, you'll see:
- Today's Sessions — Count of sessions scheduled for today
- Sessions This Week — How many you've completed vs. how many are scheduled (e.g., "5/8")
- Ready to Bill — Total dollar amount and number of sessions ready to be billed
Below the stats, a session timeline graph shows your sessions over the past 30 days (7 days on mobile), color-coded by status:
| Color | Meaning |
|---|---|
| Blue | Upcoming / Scheduled |
| Green | Completed and billed |
| Yellow | Completed but unbilled |
| Red | Overdue (past scheduled time, not completed) |
| Gray | Cancelled or no-show |
Further down, Today's Sessions lists each session with the client name, time, duration, and status. You can click any session to open it.
Quick actions from the dashboard:
- Generate Activities — Use AI to plan activities for all of today's sessions at once
- Bill Today — Batch-bill all completed sessions from today
Clients
Your client list shows every client with columns for:
- Client name
- Next session
- Last session
- Past sessions needing review
- Status (In Session, Scheduled, Not Scheduled)
Click a client to open their full profile with tabs for overview, sessions, goals, clinical details, billing, and more.
Calendar
View your schedule in multiple formats:
- Day — Hour-by-hour view of a single day
- 3-Day — Three days side by side
- Work Week — Monday through Friday
- Week — Full Sunday through Saturday
- Month — Monthly overview
Click any time slot to book a new session, or click an existing session to view/edit it.
Session Management
When you open a session, you'll see a split view:
- Left panel — Activities (AI-generated or manual)
- Right panel — Notes (Draft, SOAP, and Parent Summary tabs)
This is where you run your sessions, document progress, and generate notes. See Documentation & Notes for details.
Settings
Access all configuration through the gear icon. Everything from your profile and licenses to scheduling rules, billing, and team management lives here.