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features
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support

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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 

Screenshots View All

Screenshots View All

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)
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.
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 

Alternatives

Alternatives

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