One Platform for Every Therapy Workflow

Manage caseloads, appointments, goals, session data, clinical documentation, progress reports, billing, and team workflows with software built for SLP, OT, PT, ABA and special education teams.

Run your entire caseload — without the paperwork chaos

Bring scheduling, goals, documentation, progress tracking, and billing together in one streamlined workspace.

AI & Automations

AI-Assisted Summaries

Create evaluation or narrative summaries from goals, session history, progress data, and documented clinical observations.

AI-Assisted Progress Reports

Create goal-based progress reports summarizing measurable performance, current achievement, supports, and plan of care.

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 Session Summaries

Generate evaluation summaries,and narrative summaries from structured data collected during the session.

Clinical Note Search

Search past clinical notes to quickly retrieve session details, interventions, observations, client responses, progress, or follow-ups.

AI-Assisted Therapy Notes

Turn structured session data into ready to access therapy notes aligned with goals, performance, prompts, and clinical observations.

Prompt Level Performance Tracking

Record verbal, visual, gestural, modeled, physical, and other prompts used during goal performance, including the level of support provided.

Trial-Based Performance Tracking

Record correct, incorrect, prompted, and independent responses across all learning opportunities with automatically calculated outcomes.

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

Client and Caseload Management

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.

Caseload Management

Manage your entire caseload from a centralized dashboard — clients, sessions, goals, documentation, progress, and revenue .

Scheduling and Online Booking

Multi-Location Management

Set up multiple service locations, including clinics, schools, homes, community settings, and telehealth.

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.

Scheduling

Plan and manage your therapy schedule from one connected calendar—create appointments, organize services, and view upcoming sessions.

Goal Management

Adjustable Goal Suggestions

Refine AI-generated recommendations by regenerating options or adjusting the difficulty before review and approval.

Goal Measurement Criteria

Define how progress will be measured using flexible criteria such as accuracy, trials, turns, frequency, opportunities, duration, or level of assistance.

AI-Assisted Goal Recommendations

Generate measurable therapy and education goals based on client needs, current performance, supports, and intended outcomes.

iSpeax Goal Builder

Use structured SMART goal banks for speech therapy, ABA, occupational therapy, physical therapy, and special education.

Progress and Performance

Goals Progress Over Time

Assess goal performance across sessions to identify growth, variability, plateaus, or continuing support needs.

Progress Monitoring Charts

Visualize therapy progress with goal-specific charts based on average performance or individual trial data.

Performance Overview

See average goal attainment, active goals, and a snapshot of client's performance.

Billing and Revenue Management

Finance Dashboard

Review session fees, payment status, outstanding amounts, waived charges, cancellations, and revenue across clients

Service Rates

Set default fees, durations, billing codes, and booking availability for each therapy or education service.

Collaboration and Teams

Family Progress Updates

Create clear, family-friendly updates summarizing goals, progress, achievements, supports, and recommended next steps.

Shared Caseload Collaboration

Coordinate shared clients, goals, notes, progress, and responsibilities across authorized clinicians and support staff.

Team Accounts

Add team members to a shared iSpeax workspace for coordinated caseload management and service delivery.

Safeguards

HIPAA and FERPA Safeguards

Support privacy-sensitive clinical and educational workflows with safeguards aligned to HIPAA and FERPA requirements.

Audit Trail

Maintain a searchable, timestamped history of record changes, authentication activity, and system outcomes across your organization.

Multi-Factor Authentication

Add an extra identity-verification step to help protect user accounts beyond a password alone.

Data Encryption

Protect sensitive clinical and educational information with encryption during transmission and secure data storage.

Role-Based Access

Control which records and platform functions each authorized user can view or manage based on assigned roles.

Workflow

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.

1
Choose area of need
2
Write SMART goals
3
Plan therapy activities
4
Collect session data
5
Monitor progress
6
Generate reports

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.