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Average Ratings 0 Ratings
Description
ClinicSense is designed for independent massage businesses, physical therapists, & occupational therapists. We believe that with the right tools, you can take on the big franchises and win!
ClinicSense offers health and wellness professionals with all of the tools they need to run their business, including: industry best SOAP notes, customizable intake forms, online booking, appointment reminders, invoicing & payments, and integrated marketing tools designed to grow your business.
Description
Optivation brings the five jobs agencies run every week into one workspace: forms, databases, pages, time tracking and invoicing. You run the whole client lifecycle in one system, working from the same data at every step, not across five separate tools.
When a client fills in your intake form, their answers land straight in your database as a record. Each record opens into a full page, where the notes, files and sub-tasks for that client sit alongside a built-in timer. The hours you log there go onto an invoice generated from that same record, so the work and the billing stay in one place from first contact to payment.
The same records show up however you need them: a table for scanning, a board for tracking progress, a calendar for deadlines. Clients can book time with you through a booking page in the same workspace, and pages can be shared with a client when they need to see where things are at. AI Advisor opens against any record and draws out a summary and the action items, so a long brief turns into a list you can work from.
Optivation is made for independent consultants and small agency studios who bill hourly or on retainer. You can start on the free plan and move up when you need to. Solo is $19 a month. Studio is $49 a month and covers up to 3 seats, with each extra seat at $19 a month. Paid plans include a 30-day free trial, so you can set up a real client and run it end to end before you decide.
API Access
Has API
No
API Access
Has API
No
Integrations
Gmail
Yes
Facebook
Yes
Microsoft SMTP Service
No
Notion
No
Square Payments
Yes
Integrations
Gmail
Yes
Facebook
No
Microsoft SMTP Service
Yes
Notion
Yes
Square Payments
No
Pricing Details
$39 per month
ClinicSense offers flexible subscription tiers built for practices of different sizes, from part-time solo providers to multi-practitioner clinics. Every plan includes a 14-day free trial with no credit card required, so clinics can test features before committing.
💰 Subscription Plans
1. Lite Plan – $39/month
Ideal for part-time practitioners and small clinics. Includes:
- Online booking & calendar management
- Email appointment reminders
- SOAP notes & intake forms
- Basic reporting
- Up to 20 appointments per month, depending on plan structure
2. Standard Plan – ~$69/month
Best for full-time practices. Includes everything in Lite plus:
- Up to ~200 appointments/month
- SMS reminders
- No-Show Guard to reduce late cancellations
- Waitlist & block list tools
- Marketing features
- Automated client follow up tools
Additional practitioners supported ($20/mo add-on)
3. Premium Plan – ~$99/month
Designed for growing clinics and wellness centers. Includes:
- Unlimited appointments
- VIP/priority support
Support for additional staff and practitioners ($20/mo add-on)
💰 Subscription Plans
1. Lite Plan – $39/month
Ideal for part-time practitioners and small clinics. Includes:
- Online booking & calendar management
- Email appointment reminders
- SOAP notes & intake forms
- Basic reporting
- Up to 20 appointments per month, depending on plan structure
2. Standard Plan – ~$69/month
Best for full-time practices. Includes everything in Lite plus:
- Up to ~200 appointments/month
- SMS reminders
- No-Show Guard to reduce late cancellations
- Waitlist & block list tools
- Marketing features
- Automated client follow up tools
Additional practitioners supported ($20/mo add-on)
3. Premium Plan – ~$99/month
Designed for growing clinics and wellness centers. Includes:
- Unlimited appointments
- VIP/priority support
Support for additional staff and practitioners ($20/mo add-on)
Free Trial
Yes
Free Version
No
Pricing Details
$19/month
Optivation uses flat pricing — no per-seat cost for solo operators.
Forms Free — $0
Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support.
Solo — $19/month ($190/year, two months free)
Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support.
Studio — $49/month ($490/year, two months free)
Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support.
Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Forms Free — $0
Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support.
Solo — $19/month ($190/year, two months free)
Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support.
Studio — $49/month ($490/year, two months free)
Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support.
Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ClinicSense
Founded
2012
Country
Canada
Website
clinicsense.com
Vendor Details
Company Name
Optivation
Country
New Zealand
Website
www.optivation.io
Product Features
Massage Therapy
Appointment Management
Yes
Billing & Invoicing
Yes
Client Management
Yes
Email Marketing
Yes
Employee Management
Yes
Gift Card Management
Yes
Multi-Location
No
Point of Sale (POS)
Yes
Practice Management
Yes
SOAP Notes
Yes
Occupational Therapy
Assessment Management
Yes
Billing & Invoicing
Yes
Care Plan Management
No
Insurance Management
No
Patient Records
Yes
Patient Registration
No
Patient Scheduling
Yes
Practice Management
Yes
Progress Tracking
Yes
Physical Therapy
Activity Monitoring
Yes
Appointment Management
Yes
Assessments
Yes
Billing & Invoicing
Yes
Exercise Management
Yes
Insurance Management
Yes
Multi-Location
No
Patient Records
Yes
Practice Management
Yes
Progress Notes
Yes
Treatment Plans
Yes
Speech Therapy
Assessment Management
Yes
Billing & Invoicing
Yes
Care Plan Management
Yes
Insurance Management
Yes
Patient Scheduling
Yes
Progress Tracking
Yes
SOAP Notes
Yes
Product Features
Project Management
Agile Methodologies
Yes
Budget Management
No
Client Portal
Yes
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
Yes
Gantt Charts
No
Idea Management
No
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
No