CRM for Physical Therapists
Track patient progress, treatment milestones, and session notes
A physical therapy CRM tracks patient demographics, treatment goals, session notes, authorized visit counts, and progress milestones. SchedulingKit includes CRM alongside online booking, automated reminders, and payment processing for PT practices.
Physical therapy practices manage patients through multi-week treatment courses. Tracking where each patient is in their authorized visits, documenting progress toward functional goals, and coordinating with referring providers requires organization beyond what a calendar alone can handle. SchedulingKit gives PT practices a CRM that builds patient records alongside the scheduling workflow.
Client Management Challenges for Physical Therapists
No easy view of how many authorized visits a patient has remaining
Session notes scattered across paper charts and digital systems
Patients discharged without follow-up for maintenance or flare-ups
Manually tracking referral sources and physician relationships
No system to measure patient outcome trends across the practice
Administrative burden reducing available treatment time
How SchedulingKit CRM Helps Physical Therapists
Track authorized visits remaining per patient
Session notes linked to patient timeline chronologically
Automated discharge follow-up and wellness check reminders
Referral source tracking per patient for relationship management
Patient self-scheduling reduces front desk workload
Progress documentation accessible before each session
CRM Features for Physical Therapists
Patient Profiles
Demographics, diagnosis, referring physician, and insurance authorization details.
Visit Tracking
Track authorized visits, completed sessions, and remaining balance.
Session Notes
Document exercises prescribed, patient response, and progress toward goals.
Progress Milestones
Flag when patients hit functional milestones in their treatment plan.
Referral Tracking
Record referring providers and track patient flow by referral source.
Discharge Follow-up
Automated check-in messages after discharge to catch flare-ups early.
Popular CRM Use Cases for Physical Therapists
Also Included with SchedulingKit
Frequently Asked Questions
Can I track authorized visits per patient?
Yes. Record the number of authorized visits per patient and track usage. The system shows remaining visits on the patient profile.
Can I add session notes after each treatment?
Yes. Document exercises, patient response, and progress notes directly in the patient timeline. Notes from all sessions are visible before the next visit.
Does it follow up with discharged patients?
Yes. Set up automated check-in messages after discharge to encourage maintenance visits or catch early signs of regression.
Further Reading
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