TherapyNotes Integration
Via Keragon
Automatically create contacts or send SMS and email review requests whenever a therapy session is completed, a progress note is signed, or a billing record is finalized in TherapyNotes.
Get StartedAutomatically create contacts or send SMS and email review requests whenever a therapy session is completed, a progress note is signed, or a billing record is finalized in TherapyNotes.
Get Started
Create contact
Automatically create a contact in your TrueReview contacts page whenever a new client is added or an appointment is scheduled in TherapyNotes.
Send review or survey request
Automatically send a review request whenever a therapy session is completed or a progress note is signed in TherapyNotes.
Resend Rules
Choose whether to resend to the same phone number and email, or automatically skip repeat contacts.
Timing Filters
Set limits based on time—only resend if the customer was last contacted a set number of days or months ago.
Interaction Filters
Only resend if the customer didn’t engage with the original request (e.g., didn’t click or leave a review).
