Goal tracking with measurable outcome documentation, progress graphing, and insurance-ready justification language that satisfies payer requirements while streamlining therapist note-writing.. AI assistants and agents that help small businesses automate work across CRM, invoicing, scheduling, support, and more.
If any of these sound familiar, you are not alone. Most occupational therapy businesses deal with these every day.
Treatment plan documentation where individualized goals, progress measurements, and functional assessments must be detailed enough for insurance justification yet efficient enough for therapists treating back-to-back patients.
Insurance authorization limits where payers cap the number of OT visits per plan year and therapists must track remaining visits, justify medical necessity for extensions, and transition patients to home programs.
Pediatric scheduling challenges where school-age patients are only available after school hours, creating narrow appointment windows that must accommodate siblings, parent work schedules, and therapist caseloads.
Home program compliance where patients must perform exercises and activities between visits, but adherence is poor without structured tracking, reminders, and therapist check-ins.
Multi-site and mobile therapy practice management where therapists serve patients in clinics, schools, homes, and skilled nursing facilities with different documentation, billing, and scheduling requirements per setting.
Every pain point above has a matching solution built into Deelo — no extra plugins, no extra cost.
Goal tracking with measurable outcome documentation, progress graphing, and insurance-ready justification language that satisfies payer requirements while streamlining therapist note-writing.
Authorization management with visit count tracking, approaching-limit alerts, extension request workflows, and transition planning tools for when visits are exhausted.
Scheduling optimization with after-school time block management, sibling appointment grouping, parent communication preferences, and therapist caseload balancing across available hours.
Home exercise program portals with video demonstrations, completion tracking, therapist review dashboards, and automated reminders that improve between-visit adherence and outcomes.
Multi-setting practice tools with location-specific documentation templates, billing code sets, and scheduling views that adapt to clinic, school, home health, and SNF environments.
AI assistants and agents that help small businesses automate work across CRM, invoicing, scheduling, support, and more. An integrated AI assistant has full context of your team's customers, deals, jobs, and finances — so it can take real action across your entire business stack instead of just answering questions.
See how Deelo stacks up against popular ai business assistant tools for occupational therapy businesses.
| Feature | Deelo | ChatGPT (OpenAI) | Claude (Anthropic) | Microsoft 365 Copilot |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $200/seat/mo | $0 - $100/seat/mo | $30/user/mo (plus M365 license) |
| All-in-one platform | ||||
| AI Business Assistant features | ||||
| Built-in CRM | ||||
| Invoicing & payments | ||||
| 50+ integrated apps | ||||
| No long-term contract |
Goal tracking documentation reduces insurance denial rates by 45%
Home program portals improve patient exercise adherence by 55%
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