Functional requirements for TherapyNotes.pptx

TherapyNotes and SimplePractice cater to core behavioral health needs like scheduling and billing, with TherapyNotes excelling in mental-health specialization and compliance, while SimplePractice offers strong client-facing tools and customization. Both face competition gaps in areas like unified mobile apps, AI workflows, 24/7 support, and broader global compliance.

1. Functional Requirements Matrix TherapyNotes vs. SimplePractice vs. Competitor Gaps

2. Functional Requirements Matrix Table Functional Area Basic Requirement (BR) TherapyNotes (VA) SimplePractice (VA) Gap (G) → Competitor Opportunity Scheduling Appointment booking, reminders Secure scheduling, calendar sync, clinic mgmt Recurring sessions, client portal requests AI scheduling, group scheduling Billing & Payments Electronic claims submission ERA processing, auto payment posting, reports Insurance tracking, direct invoicing Subscription billing, real-time dashboards Clinical Documentation Templates, secure storage Specialty templates, e-signatures, note-taking Upload files, extensive templates AI note drafting, voice-to-text, template marketplace Telehealth Secure video sessions Proprietary integrated telehealth Integrated, user-friendly telehealth Multi-language, offline fallback, AI transcription User Experience Intuitive interface, dashboards Personalized home screens, workflows Drag-and-drop scheduling, customizable dashboard Mobile-first UX, dark mode, collaboration Customization Customizable templates Smaller library, limited customization Extensive ready-made + custom forms Modular customization, industry marketplace Customer Support Webinars/tutorials, email Phone & email, business hours Email + live chat, extended hours 24/7 omnichannel + AI chatbot Mobile Access Mobile accessibility Web-responsive, no native app Two apps: clinician + client One unified offline-capable app Compliance & Security HIPAA compliance, encryption HiTrust, FIPS 140-2, backups 256-bit, PCI compliance GDPR, SOC 2, blockchain audit trails Scalability Multi-provider support Scales for higher volumes, complex practices Flexible pricing, adapts to all sizes Cloud-native scalability, enterprise analytics

3. Key Takeaways • Both systems cover core BRs: scheduling, billing, documentation, telehealth, compliance. • TherapyNotes strengths: mental-health specialization, billing automation, compliance certifications. • SimplePractice strengths: client-facing tools, customization, mobile apps, flexible scheduling. • Competitor gaps: unified mobile app, AI-assisted workflows, 24/7 support, global compliance.