One workspace for the whole practice.
Everything your practice needs in one secure workspace built inside Microsoft 365, built by therapists, for therapists. Note Genie drafts notes from the session, scheduling runs in Microsoft Outlook, telehealth in Microsoft Teams, and payroll comes from the sessions that happened.
Read the film’s script
[0:00] On screen: a title card — Therapist Genie®, Practice in a Bottle. "See Therapist Genie® In Action." Notes, scheduling, telehealth in Microsoft Teams, billing and payroll, in one platform inside Microsoft 365. The Genie floats beside her bottle. [0:02] On screen: an Outlook calendar week with a research meeting, supervision meetings and a client session. Clock: Monday, 8:00 AM. Voice: Monday, eight o'clock at a group practice. The week is already in Outlook, because Outlook is the calendar. [0:09] On screen: the same week in the Therapist Genie® schedule. The pointer rests on today's 9:00 telehealth session with Katniss L. Everdeen, then on the next client in the Upcoming list. Voice: There is no second calendar to reconcile. [0:16] On screen: Katniss joins a Microsoft Teams meeting from her browser and clicks Join now. Then the clinician's view of the call, and the Genie panel docked inside the meeting with its consent notice. Clock: 9:00 AM. Voice: At nine, Katniss joins from home. The session runs in Microsoft Teams, in the same environment as the record. [0:27] On screen: after the session, Genie asks one question in the chart, quoting what Katniss said at 31:40. The clinician picks "2–3" and clicks Generate Note. Clock: 10:00 AM. Voice: Genie asks only what it needs, quoting the line it heard. [0:32] On screen: an AI-drafted EMDR progress note appears. The clinician reads it and clicks "Approve & create progress note". Voice: Seconds later, a draft note is waiting, in your note format. [0:39] On screen: the note opens in the editor. The clinician adds "Review the target again next week." to the plan and clicks Sign and Save. The note shows Note Complete, signed by Sigmund Freud at 10:00 AM. Voice: You review, fix one sentence, and sign. Nothing enters a chart without you reviewing and signing it. [0:51] On screen: in the client portal, Katniss requests a telehealth session, picks two times, adds "Mornings work best for me." and sends the request. It shows as waiting for the practice. Voice: Between sessions, clients book, complete and sign paperwork in the portal. [1:00] On screen: Katniss's superbill for September, a statement for insurance reimbursement (identifier numbers blurred). Then Payroll for September: 148 sessions, the hours, and a table of clinicians. Voice: Superbills come from the same record, and payroll is computed from the sessions that actually happened. [1:10] On screen: the Finance report with earned, collected, outstanding and collection rate. Then the supervisor opens a group supervision note, clicks Sign and confirms; the signatures panel shows the supervisor signed and the supervisees waiting to sign. Voice: For the owner, reports keep themselves current, and supervision is signed in the same place. [1:23] On screen: the Therapist Genie® logo, "Most EHRs hold your notes. Genie runs your practice.", Book a demo, therapistgenie.com. Voice: Therapist Genie®. Built and used every day in a working group practice.
The platform in three parts
Clinical work
Note Genie drafts the progress note from the session, assessments are scored before the session, and supervision, consultation and groups live in the same record as the care.
Running the practice
Everyone the practice serves in one record, Microsoft Outlook as the calendar, sessions in Microsoft Teams, a portal for clients and one place to message them, all inside Microsoft 365.
The business side
Billing starts at the booking, payroll comes from the sessions that actually happened, reports keep themselves current, and your own Microsoft 365 Copilot can answer questions about the practice.
Everything in the platform
Every feature below is available today. Parts still on the way are marked Coming soon.
| Feature | What it does today |
|---|---|
| People, charts and roles | A person and a chart are separate things, so one person can be a client, a supervisee, a consultee or a contact without the record getting confused. |
| Note Genie | Drafts the progress note from the session. SOAP, DAP, EMDR and EMDR intensive formats today.EFT and couples note formats Coming soon. |
| Assessments, forms and consents | PHQ-9, GAD-7, PCL and adverse-childhood-experience measures scored automatically; consents with explicit signature authority.Expiry rules set per state Coming soon. |
| Intake | A booking link with reason for visit, consent and insurance, intake charged up front, assisted intake drafting and a readiness checklist before the first session. |
| Scheduling in Microsoft Outlook | Outlook is the calendar. Recurring series keep their meeting link; no-shows and late cancels have their own codes.Text reminders Coming soon. Email reminders work today. |
| Telehealth in Microsoft Teams | Sessions run in Teams, part of the Microsoft 365 that Therapist Genie® is built inside. |
| Client portal | Clients book, sign, update insurance and complete assessments. One profile across every chart they belong to; messaging stays in the record. |
| Practice communications | Broadcasts, direct messages and templates, with categories, unsubscribes, an approval step and reporting. |
| Supervision | Supervisee records, board-ready notes, group credit from attendance, dual signatures in the system, and hours against state rules. |
| Consultation | Its own engagement type, individual or group, with its own agreement and note, so consultees are never entered as clients. |
| Groups, clinical and non-clinical | Groups defined once and scheduled in one action, with one group note landing in every attendee’s chart. |
| Insurance billing | Service rates for standard and custom codes, superbills, claim submission, pre-submission checks and denial decoding with drafted appeals. |
| Payments and the practice ledger | Card payments, invoices, superbills, credits and refunds. Processing fees are counted; receivables are live. |
| Payroll from sessions | Pay runs computed from the sessions that happened, reviewable before you commit; contractors tracked apart from employees. |
| Reporting | Who is billing, retention, no-shows, utilization, receivables and license-expiry alerts, plus gross profit per session and a live break-even view. |
| Copilot connector | Connect your own Microsoft 365 Copilot and ask your practice’s records a question in plain language, inside your Microsoft 365 tenant. Copilot is optional. |
| BLS Genie | Bilateral stimulation for EMDR, in a telehealth session or on a tablet. Free on its own, included with every subscription. |
| Make a Wish | Request features and report bugs inside the app; subscribers vote on what we build next. |
Coming soon
These are on the way and not in the product yet. We don’t promise dates.
Text reminders
Appointment reminders by text message. Email reminders work today.
See schedulingEFT and couples note formats
Two more formats for Note Genie to draft: EFT and couples notes.
See Note GenieExpiry rules set per state
Renewal dates for consents and documents that follow each state’s own rules.
See assessments and consentsPayroll that runs itself through ADP
Pay runs sent straight to ADP, so payroll is processed without re-keying.
See payments and payrollSearch across the whole practice
One search box for people, charts, notes and documents.
Your wish for a therapy resource? Granted.
Tell us how your practice runs today. We’ll walk through each part of it in Therapist Genie® with you and show which add-ons, if any, your practice needs.
AI is included, and we don’t charge for admin and support staff.