40+ Tools for Therapists in 2024

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We are only as effective as our systems allow us to be.

With the multitude of financial, administrative, and marketing tasks that mental health clinicians must manage—on top of the countless hours spent in therapy sessions each week—it’s crucial for clinics and agencies to implement productivity tools and software that streamline processes effectively.

While this list is by no means exhaustive, our team has compiled a selection of 40+ tools that are frequently used by clinicians and other professionals to complement the core features provided within CheckpointEHR. Take a look to see if any of these tools could enhance your operations.

Here are a couple of quick pro tips:

  • Explore Alternatives: If you’re considering other tools in a particular category, try a Google search of one of the listed companies with “alternative” added at the end to find a better fit for your specific needs (just be sure they’re HIPAA compliant if necessary).
  • Use Review Sites: Don’t forget to utilize review sites like Capterra and Software Advice to help with your evaluation process (you can check out Checkpoint’s review page as an example here).

Telehealth

Zoom for Telehealth (HIPAA Compliant version)
Doxy.me
VSee
Kismet Health (pediatric telehealth)

Task Management

Trello
Asana
Microsoft Planner (and To Do)
Monday.com
ToDoist

Payment Processing

Ivy
Thrizer
Square

Legal Signatures

DocuSign

Shared Storage

Dropbox

Social Media

Canva
SproutSocial
Hootsuite

Connected Workspace

Notion

Virtual Supervision

Motivo Health

Virtual Assistant

Productive Therapist
Jane
WellReceived

Accounting

Heard (specifically for Private Practices)
QuickBooks
Xero

Calendar

TimeTap

PDF Editor

Sejda
Adobe Acrobat

Email & Tools Suite

Google Workspace
Office 365

Screenshot Tool

Greenshot

Noise Suppression (for virtual sessions)

Krisp

Automated Clinical Notes

Upheal
Quill

Consultation & Client Matching

ConsultList

How-To Guides

Tango.us

Electronic Health Record

CheckpointEHR (of course!)

Book a Demo

Password Vault

1Password
LastPass

Internal Communication

Slack
Microsoft Teams

Content Resources

Selling the Couch (podcasts & courses)
BG Copywriter
Therapy Marketer Blog
Best Practice Therapist Blog

Phone Number

RingCentral for Healthcare

Let us know if you find any of these tools helpful! What other tools have you found beneficial in your journey as a therapist or practice owner? We’d love to hear from you!

If you’re interested in reevaluating your electronic health record system, book a demo of Checkpoint EHR today! Our team is here to help determine if our system would be a good fit for your practice.

Contact Us Today