What is Psy Planner?
Psy Planner is practice management software made for therapists and psychologists who want less admin and more time with clients. It brings together client records, session notes, online booking, intake forms, outcome tracking, scheduling, reminders, and secure storage in one simple workspace. Therapists can let clients book appointments, complete forms ahead of time, and fill out assessments like PHQ-9 and GAD-7 before sessions. The platform also helps with clinical note templates, progress charts, calendar sync, and practice analytics. It is HIPAA-compliant, offers a BAA, and includes a free plan so practices can get started easily.
Key features
- Clients can book appointments through a public booking page.
- Create structured SOAP, DAP, BIRP, and GIRP session notes.
- Send intake forms and assessments before each session.
- Track outcomes with PHQ-9 and GAD-7 progress charts.
- Automated SMS and email reminders help reduce no-shows.
- Keep client records secure with HIPAA-compliant infrastructure.
Category
Website
Tags
Links
Location





