AI-Powered Therapy Documentation and Caseload Management
Manage goals, session data, scheduling, progress tracking, documentation, and reports for SLPs, OTs, PTs, ABA teams, and special educators — all in one connected platform.
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Less paperwork. Better client outcomes.
Personalized Dashboard
Manage your entire caseload in one place.
Track sessions, students, and progress with ease - while documenting faster and staying organized.
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Automated Progress Monitoring
Track client progress in real time with automated data and visual insights.
Make faster, data-driven decisions to support effective interventions and outcomes.
Team-Based Collaboration
Real-time collaboration to build goals, track data, and update progress. Keep your team aligned and improve outcomes - without the back-and-forth.
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Everything therapy teams need, one click away
Manage scheduling, profiles, goals, session notes, progress tracking, and reports - without the paperwork bottleneck.
Caseload Management
Manage your entire caseload from a centralized dashboard — clients, sessions, goals, documentation, progress, and revenue .
My Day Dashboard
View your next session, daily schedule, quick actions, client count, and weekly activity all in one place.
Client and Student Profiles
Manage contact details, services, appointments, goals, notes, files, and progress from one connected client profile.
Scheduling
Plan and manage your therapy schedule from one connected calendar—create appointments, organize services, and view upcoming sessions.
Online Booking
Let clients and team members request services or events online while you review, approve, decline, and manage each booking directly from your calendar.
Multi-Location Management
Set up multiple service locations, including clinics, schools, homes, community settings, and telehealth.
iSpeax Goal Builder
Use structured SMART goal banks for speech therapy, ABA, occupational therapy, physical therapy, and special education.
AI-Assisted Goal Recommendations
Generate measurable therapy and education goals based on client needs, current performance, supports, and intended outcomes.
Goal Measurement Criteria
Define how progress will be measured using flexible criteria such as accuracy, trials, turns, frequency, opportunities, duration, or level of assistance.
Session Data Collection
Collect goal-level data in real time during each session, including correct and incorrect responses, prompts, trials, and automatically calculated performance scores
Trial-Based Performance Tracking
Record correct, incorrect, prompted, and independent responses across all learning opportunities with automatically calculated outcomes.
Prompt Level Performance Tracking
Record verbal, visual, gestural, modeled, physical, and other prompts used during goal performance, including the level of support provided.
AI-Assisted Therapy Notes
Turn structured session data into ready to access therapy notes aligned with goals, performance, prompts, and clinical observations.
Clinical Note Search
Search past clinical notes to quickly retrieve session details, interventions, observations, client responses, progress, or follow-ups.
AI-Assisted Session Summaries
Generate evaluation summaries,and narrative summaries from structured data collected during the session.
AI-Assisted Present Levels
Use AI-assisted writing to draft data-informed present levels that capture strengths, functional performance, needs, and educational impact.
AI-Assisted Progress Reports
Create goal-based progress reports summarizing measurable performance, current achievement, supports, and plan of care.
AI-Assisted Summaries
Create evaluation or narrative summaries from goals, session history, progress data, and documented clinical observations.
Performance Overview
See average goal attainment, active goals, and a snapshot of client's performance.
Progress Monitoring Charts
Visualize therapy progress with goal-specific charts based on average performance or individual trial data.
Goals Progress Over Time
Assess goal performance across sessions to identify growth, variability, plateaus, or continuing support needs.
Service Rates
Set default fees, durations, billing codes, and booking availability for each therapy or education service.
Finance Dashboard
Review session fees, payment status, outstanding amounts, waived charges, cancellations, and revenue across clients
Team Accounts
Add team members to a shared iSpeax workspace for coordinated caseload management and service delivery.
Shared Caseload Collaboration
Coordinate shared clients, goals, notes, progress, and responsibilities across authorized clinicians and support staff.
Family Progress Updates
Create clear, family-friendly updates summarizing goals, progress, achievements, supports, and recommended next steps.
Data Encryption
Protect sensitive clinical and educational information with encryption during transmission and secure data storage.
Multi-Factor Authentication
Add an extra identity-verification step to help protect user accounts beyond a password alone.
Audit Trail
Maintain a searchable, timestamped history of record changes, authentication activity, and system outcomes across your organization.
HIPAA and FERPA Safeguards
Support privacy-sensitive clinical and educational workflows with safeguards aligned to HIPAA and FERPA requirements.
From session data to ready-to-send reports
Stay on top of your workflow
1. Capture data as you go
Track performance during sessions without switching tools or slowing down your workflow.
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2. Everything stays organized
Students, goals, sessions notes and schedules are connected.
3. Turn your data into ready-to-send reports
Generate present levels, progress reports, evaluation summaries, and more — directly from your session data.
Therapy and Special Education Software for Every Discipline
Manage goals, session data, documentation, and progress across speech therapy, ABA, occupational therapy, physical therapy, and special education.
Speech Therapy
Goals, session notes, AAC data, progress tracking, and reports for SLPs and SLPAs.
ABA and Behavior
Behavior goals, session data, documentation, and progress monitoring for BCBAs, RBTs, and support teams.
Occupational and Physical Therapy
Track fine-motor, sensory, feeding, ADL, and executive-function goals for OTs. Document mobility, gait, balance, strength, endurance, and functional progress for PTs.
Special Education & IEP
Manage academic goals, IEP progress monitoring, school routines, and reports for SPED and SETSS teams
One Workflow From Goals to Reports
Create measurable goals, schedule services, collect session data, draft notes, monitor progress, and generate reports from one connected workspace.
Security Built for HIPAA and FERPA
Protect sensitive clinical and educational information with role-based access, encryption, multi-factor authentication, audit logs, and documented security safeguards.
Audit Trail
Maintain a searchable, timestamped history of record changes, authentication activity, and system outcomes across your organization.
Data Encryption
Protect sensitive clinical and educational information with encryption during transmission and secure data storage.
HIPAA and FERPA Safeguards
Support privacy-sensitive clinical and educational workflows with safeguards aligned to HIPAA and FERPA requirements.
Multi-Factor Authentication
Add an extra identity-verification step to help protect user accounts beyond a password alone.
One Platform. Every Client. Every Step.
From online booking and scheduling to goals, sessions, documentation, billing, progress tracking, and reports, iSpeax gives therapy and education teams one intelligent workspace to manage it all.