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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 & add your first client

Sign up on the web dashboard or the mobile app (iOS / Android). TC Free lets you create 1 client profile of your own (profiles shared with you are unlimited), shows 5 suggested programs, includes offline capture and 3 trial interactive exercise drills per child, and gives one-time samples of premium features. That is enough to test the platform on a real case without committing.

Pick 1 active client from your current caseload, ideally the one you know best: a case where you already have a clear sense of what's working, what's stuck and what the data should show. On TC PRO you can add the rest of your caseload with no limit.

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: choose 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.

Plan note: the full 232-program library (browse, add and criteria matching) is included in TC Family and TC PRO. TC Free shows 5 suggested programs. 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 contact notes (with e-signatures) and progress reports without limits requires TC PRO; TC Free includes one sample of each. The mobile session-data tools, including offline capture with auto-sync, work on every plan.
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. Generate a progress report. It pulls session counts, accuracy trends per program, mastery dates and the notes you've written, and 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: unlimited progress reports, evaluation reports (20 sections, 10 AI evaluation drafts a month) and auto-emailed parent surveys are TC PRO features ($29.99 USD/mo, $499 MXN in Mexico). AI Fill for programs is unlimited on TC PRO and 1 a month on TC Family. TC Free includes one sample of each report.
5
Week 3 — only if you have a team

Practices & organizations

If you're solo, TC PRO is your tier. For a practice, one TC PRO account creates the organization; staff join on any plan, including Free, with no per-seat fee.

Organizations are live and included in TC PRO. Create one for your practice, invite your clinicians by email and give each one the caseloads they should see. One PRO account can run up to 10 organizations.

What an organization gives your practice, included in TC PRO:

  • Shared client pool: everyone works from the same clients instead of sharing profiles one by one
  • Caseload assignment: admins decide which caseloads each member sees and can set them on a member's behalf
  • Supervisor co-signature on contact notes and reports
  • Staff on any plan, including Free, with no per-seat fee
  • Clean handovers: revoke access or transfer a client the day someone leaves
  • Up to 10 organizations from one PRO account, to keep sites or programs separate

There is no separate team plan and no waitlist. Note that TC does not track supervision hours, so keep your BACB hour log in the system you use today.

Evaluation tip: if a supervisor (a BCBA or clinical director) reviews your notes, supervisor co-signature on notes and reports is already included in TC PRO. No extra plan needed.
Quick reference

Which tier fits

TC Free

$0/mo

Evaluating the platform · 1 client you create (shared clients unlimited) · session data with offline capture · 5 suggested programs · 3 trial interactive drills per child.

TC PRO

$29.99 USD/mo ($499 MXN in Mexico)

Solo clinician or practice · unlimited clients & caseloads · full 232-program library · unlimited interactive exercises · contact notes, progress & evaluation reports · 10 AI treatment plans + 10 AI evaluation drafts a month · organizations & supervisor co-signature.

TC Family

$9.99 USD/mo ($179 MXN in Mexico)

For parents & caregivers · up to 3 child profiles · full 232-program library · unlimited interactive exercises · 1 AI treatment plan a month.

Ready to evaluate?

Start free with 1 client of your own, no credit card. Decide on TC PRO once you've seen the time math on your own reports.

Create free account