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Summary: A 2026 comparison of the 7 best EMR systems for occupational therapy: SPRY, WebPT, Prompt Health, Ensora Fusion, TheraPlatform ($39 to $79 per clinician), SimplePractice ($49 to $99) and Jane ($59 to $99), with the OT documentation and billing rules an EMR must handle (97165 to 97168, GO and CO modifiers, the $2,480 2026 KX threshold), an OT KX threshold tracker and how to choose OT practice management software.
The best EMR for occupational therapy is one built for rehab therapy, with OT evaluation templates, GO modifier and KX threshold tracking, and billing in the same system. For outpatient OT clinics that bill insurance, SPRY, WebPT and Prompt Health are rehab-specific platforms; Ensora's Fusion suits pediatric OT; and TheraPlatform, SimplePractice and Jane are lower-cost options for small, telehealth or cash-based practices, with published prices from $39 to $99 a month for one clinician.
Below: a 7-system comparison, what OT documentation software must handle, each platform in detail, an OT KX threshold tracker and FAQs.
Best EMR for occupational therapy compared
Sources: vendor pricing pages for TheraPlatform, SimplePractice, Jane and Ensora, checked October 2026. Promotional discounts are not included.
What occupational therapy documentation software must handle
Sources: CMS therapy services and the CMS outpatient rehabilitation therapy booklet. See SPRY's guide to Medicare fee schedule changes for OT.
The 7 best EMR systems for occupational therapy
1. SPRY: best overall OT EMR for insurance-based clinics
SPRY is an AI-native EMR, billing and RCM platform for OT, PT and SLP clinics. OT evaluations, daily notes and progress reports, scheduling, digital intake, eligibility checks and claims run in one system, with an AI scribe that drafts notes for the therapist to review. SPRY was ranked #1 for Physical & Occupational Therapy / Rehab in the Black Book Research Ambulatory EHR Excellence 2026 survey, is rated 4.6/5 on G2 and is ONC certified (CEHRT). Pricing is based on visits per full-time provider, with free data migration. Best for: outpatient and pediatric OT clinics from solo to multi-location.
2. WebPT: best established rehab EMR
Founded in 2006 in Phoenix, WebPT says it serves more than 160,000 members across rehab therapy. It offers documentation, billing, patient engagement and outcomes tools. Best for: outpatient rehab practices that want a long-established vendor. Pricing is by quote.
3. Prompt Health: best for automation in growing groups
Prompt Health is a rehab therapy EMR focused on workflow automation and analytics for PT, OT and SLP groups. Best for: multi-provider rehab groups. Pricing is by quote.
4. Ensora Fusion: best for pediatric OT
Fusion, from Ensora Health (formerly Therapy Brands), is a rehab therapy EHR for OT, PT and SLP with kid-friendly workflows, parent engagement tools and integrated billing. Best for: pediatric therapy practices. See also SPRY's best EMR for pediatric OT.
5. TheraPlatform: best for telehealth
TheraPlatform lists Basic at $39, Pro at $69 and Pro Plus at $79 per clinician per month, all with unlimited clients, scheduling, documentation, insurance billing and unlimited telehealth, plus a 30-day free trial with no credit card. Best for: small practices that deliver therapy by telehealth.
6. SimplePractice: best for solo private practice
SimplePractice lists Starter at $49, Essential at $79 and Plus at $99 a month for solo practices, with a 30-day free trial. It is built mainly for mental health but is used by some solo OTs for scheduling, notes, intake and telehealth. Watch for: fewer rehab-specific billing rules.
7. Jane: best for cash-based and multidisciplinary clinics
Jane lists Balance at $59 (one practitioner, up to 20 appointments a month), Practice at $79 and Thrive at $99 a month, with extra full-time practitioners at $49 a month. Insurance billing and an AI scribe are add-ons. Best for: cash-pay and multidisciplinary practices.
OT KX threshold tracker
A rehab EMR should track this for every patient automatically. See the KX modifier guide.
How to choose occupational therapy practice management software
- Demo an OT evaluation and a daily note with timed codes.
- Check billing: GO and CO modifiers, KX tracking and claim scrubbing.
- Check patient engagement: intake forms, reminders and home program sharing (often what people mean by CRM software for occupational therapists).
- Compare total cost including add-ons such as insurance billing and AI scribes.
- Ask about migration and contract terms; see the EMR data migration checklist.
Related: EHR benefits for occupational therapists, how EMR software improves rehab therapy and the best EMR for small practices.
Frequently asked questions
What is the best EMR for occupational therapy?
For insurance-based outpatient OT, a rehab EMR with OT templates, GO and KX logic and built-in billing, such as SPRY, WebPT or Prompt Health. For pediatric OT, Ensora Fusion; for telehealth, TheraPlatform; for cash-based clinics, Jane.
What is the best occupational therapy documentation software?
Software with OT evaluation templates for 97165 to 97168, functional goal templates, timed-code tracking and progress report prompts. An AI scribe that drafts notes for review can cut charting time further.
How much does occupational therapy EMR software cost?
Published prices for small practices run from $39 a month per clinician (TheraPlatform Basic) to $99 a month (SimplePractice Plus or Jane Thrive). Rehab EMRs with full billing and RCM, such as SPRY, WebPT and Prompt, quote by practice size or visits.
What are the OT evaluation CPT codes?
97165 for low complexity, 97166 for moderate complexity and 97167 for high complexity OT evaluations, and 97168 for re-evaluation.
Do OT services need the KX modifier?
Yes, for Medicare patients once their OT allowed amount for the year passes the threshold: $2,480 in 2026, separate from the PT and SLP combined threshold. Medical necessity must be documented.
What is the best EMR for pediatric occupational therapy?
Look for pediatric templates, a parent portal and school or early intervention documentation. Ensora Fusion and SPRY are common choices; see the pediatric OT EMR guide.
What is CRM software for occupational therapists?
Usually patient engagement tools: referral tracking, reminders, intake forms, two-way messaging and marketing. Many OT EMRs include these, so check before buying a separate CRM.
Can occupational therapists use SimplePractice?
Yes, for scheduling, notes, intake and telehealth, but it is designed mainly for mental health, so check OT billing needs such as timed codes, GO modifiers and KX tracking.
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Get a DemoLegal Disclosure:- Comparative information presented reflects our records as of Nov 2025. Product features, pricing, and availability for both our products and competitors' offerings may change over time. Statements about competitors are based on publicly available information, market research, and customer feedback; supporting documentation and sources are available upon request. Performance metrics and customer outcomes represent reported experiences that may vary based on facility configuration, existing workflows, staff adoption, and payer mix. We recommend conducting your own due diligence and verifying current features, pricing, and capabilities directly with each vendor when making software evaluation decisions. This content is for informational purposes only and does not constitute legal, financial, or business advice.
