Client care
Keep intake documents, assessments, treatment plans, goals and targets with each client’s record.
3 PIE SQUARED PRACTICE MANAGEMENT
Your practice.
Your people.
One place to work.
Manage client care, schedules, documentation, billing and staff development with the full 3 Pie Squared system.
From the first appointment to the next milestone
- 01Prepare the practice
Locations, services, funders and team access.
- 02Deliver and document care
Client records, treatment plans, goals and session notes.
- 03Keep the business moving
Billing, reports and daily work in one workspace.
- 04Develop your team
Courses, Growth Paths and supervision tracking.
PRACTICE MANAGEMENT
Keep the work connected.
Daily operations
Manage locations, rooms, appointments, staff access and the work that needs attention.
Billing
Work through funder settings, service codes, authorizations, session documentation and claims.
TRAINING & DEVELOPMENT
A place to keep learning.
Use courses, skills, badges, Growth Paths and supervision records to support staff development. Individual training accounts are free, with courses purchased separately.