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For SLPs, OTs & ABA professionals

Your first 30 days as a clinician on TherapyConnectData

A practical evaluation walkthrough for licensed clinicians deciding whether the platform fits your practice. What to set up, where the value is, and when (and whether) to upgrade.

1
Day 1 — 30 minutes

Set up your account & import up to 3 active clients

Sign up on the web dashboard or the mobile app (iOS / Android). The Free tier includes up to 3 active client profiles, a partial program library, and one-time samples of premium features — enough to evaluate the platform on real cases without committing.

Pick 3 active clients from your current caseload — ideally the 3 you know best: cases where you already have a clear sense of what's working, what's stuck, and what the data should show.

Create each profile with name, DOB, primary discipline (SLP / OT / ABA), top 2–3 goals, and any active programs you're currently running. Don't migrate years of historical data — start clean from today and let new sessions build the charts.

Evaluation tip: make at least one of your 3 a client you've worked with for 3+ months. You already have intuition about what the data should show — if the platform's charts don't match your gut, that's important signal.
2
Days 2–3 — 45 min/client

Build a plan with the criteria-matched library

Open the library. Filter by domain (receptive / expressive / social / fine motor / gross motor / pragmatic / academic) and by your client's current developmental level. The criteria-matching algorithm ranks programs by how well they fit the profile you set up — not by category alphabetical order.

For each evaluation client, build out 4–6 active programs. Each program comes with the SD, expected response, mastery criteria, materials list, and prerequisite chain. Edit anything before you save — they're starting templates, not contracts.

If you find yourself wishing the library had a specific program: write your own. Custom programs save to your library and can be shared with your team (TC PRO) or kept private.

PRO unlock: the full 200+ program library across all domains — including the criteria-matching algorithm — is a PRO feature. Free tier can read program metadata and run a small subset; PRO removes the cap. See plans.
3
Week 1 — your normal session schedule

Run sessions & log data the way you already do

Don't change your clinical workflow this week. Run your sessions as you normally would, and log them in TherapyConnectData alongside (or instead of) your current system.

The mobile app is built for tap-during-session use: trial-by-trial accuracy, frequency counts, duration timers, ABC behavior chains. The web dashboard is built for write-after-session use: contact notes with electronic signatures, session timesheets, progress narratives.

After 5–7 sessions on each evaluation client, you'll have enough data to compare. Open each program's chart — does the trend line match what your gut says is happening? If yes, the platform is reading your practice correctly. If no, dig into why — usually the SD or mastery criteria need a tweak that you'd have made anyway in your old system.

PRO unlock: writing new contact notes (with e-signatures) and progress reports requires TC PRO. Free tier can read existing notes. The mobile session-data tools work on Free for all 3 active client profiles.
4
Week 2 — 30 min per report

Generate a progress report — compare to how you write them now

By the end of week two you'll have ~10 sessions logged per evaluation client. Generate a progress report. The report pulls session counts, accuracy trends per program, mastery dates, and any notes you've written. AI Fill drafts the narrative paragraphs from that data — you edit, sign, and export.

Compare it to a progress report you wrote last quarter the manual way. Two questions:

  • How long did the manual one take? (For most clinicians: 60–90 minutes per report.)
  • How long did this one take? (For most clinicians: 15–25 minutes including edits.)

If the time savings × number of reports/month makes the TC PRO subscription pay for itself, that's your answer. If you're a 1-clinician practice, this is usually the deciding step.

PRO unlock: AI Fill, evaluation reports, and auto-emailed parent surveys are all TC PRO features ($439 MXN/mo, ≈$22 USD). Free can manually write any report by hand.
5
Week 3 — only if you have a team

Teams & institutions

If you're solo, TC PRO is your tier — and it's the same tier for teams. Practices with 3+ clinicians and institutions (schools, clinics, intervention centres) deploy TC PRO per clinician; supervision-hour tracking and the BCBA approval flow on signed notes are already included.

A dedicated multi-seat team plan is in the works. On top of TC PRO it will add:

  • Shared caseloads — multiple clinicians on the same client without duplicate-data headaches
  • Supervisor read-only view — BCBAs / clinical directors see all team data without taking over sessions
  • Supervision-hour tracking aligned with BACB requirements
  • BCBA approval flow on signed notes — no more "did the BCBA review this?" Slack messages
  • 1 hour/month team video consultation with an experienced clinician (Dr. Quiñones or assigned specialist) — included
  • Custom institutional branding on patient-facing reports

The multi-seat team plan is by waitlist for now — join the waitlist from the plans page and we'll reach out as spots open. Until then, teams run TC PRO per clinician; onboarding training and supervision packages are quoted separately based on team size.

Evaluation tip: if your practice has a BCBA (or equivalent supervisor) reviewing notes, the BCBA approval flow alone usually justifies TC PRO — and it's already included, no team plan needed. The supervision-hour tracking is a meaningful side-benefit if anyone on your team is accruing hours toward certification.
Quick reference

Which tier fits

TC Free

$0/mo

Evaluating the platform · 3 clients · 1 caseload · session data + library subset.

TC PRO

$439 MXN/mo (≈$22 USD)

Solo clinician or team · unlimited clients · full 200+ library · AI Fill · contact notes · evaluation reports · supervision tracking.

TC Family

$199 MXN/mo

For parents & caregivers · the family plan, separate from your professional account.

Ready to evaluate?

Start free with up to 3 of your active clients. No credit card. Decide on TC PRO once you've seen the time math on your own reports.