CRM for Physical Therapy

Physical Therapy Software That Keeps Patients on Track

Care plans only work when patients show up. Smarfle schedules the visits, tracks plan-of-care progress, keeps insurance-friendly records, and cuts no-shows with reminders. From $19/month.

7-day free trial|No credit card required|Same-day US support
Smarfle CRM - Physical Therapy Dashboard
Active Treatment Plans

52

Today's Sessions

18

Collected This Month

$14,600

Completion Rate

78%

Recent Jobs

Jennifer Adams

Knee Rehab (Session 8/16)

Completed

Michael Torres

Shoulder Assessment

In Progress

Angela Wright

Post-Op Hip Recovery (Session 3/12)

Scheduled

Chris Johnson

Back Pain Evaluation

Confirmed

Everything a physical therapy business runs on

Smarfle connects everything a successful local business runs on: website, Google Business Profile, call tracking, lead follow-up, CRM, review requests, payments, and recurring orders. One platform. Start with the physical therapy workflows below.

The growth side, built in

PT Referral Call Tracking

Referred patients call once, prescription in hand. Tracking logs the call, and a text-back schedules the eval before the referral goes stale.

Reviews & Google Business Profile

Patients pick between referred clinics by rating. Requests after discharge, at full recovery, earn the strongest reviews.

Website & Lead Follow-Ups

New-patient forms collect the referral details early, and plan-of-care follow-ups keep visits on schedule to discharge.

Plans that grow with your physical therapy business

All plans include a 7-day free trial. No credit card required.

Solo

Sole operators getting started

$19/mo
  • 1 user
  • Up to 100 clients
  • 1 GB storage
  • Public booking link + calendar
  • Client management
  • Work orders with photos
  • Invoices + Stripe payments
  • Activity log, tags, custom fields
  • Mobile PWA + CSV import/export
Start Free Trial

Starter

Small teams adding tools and growth

$99/mo
  • Up to 5 users (1 owner + 4 techs)
  • Up to 200 clients
  • 1 GB storage
  • Everything in Solo
  • Voice AI receptionist (usage-based)
  • GMB rank tracking
  • Search Console integration
  • API access + webhooks
  • Branded client portal
Start Free Trial
Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • AI work order summaries
  • GBP Posts + Dashboard
  • Workflows automation
  • Website builder + AI content
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Higher AI credit limits
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Where physical therapy businesses lose time and money

The day-to-day friction every physical therapy owner recognizes.

Patients Abandon Treatment Plans Too Early

Physical therapy works best when patients complete the full prescribed course. But without regular follow-up and visible progress, patients stop attending after a few sessions. You lose the revenue and they lose the recovery.

Session Notes Are Scattered Across Systems

Treatment plans live in one system, session notes in another, and billing in a third. When a therapist needs to review a patient's full history before a session, they piece together information from multiple sources instead of having it in one view.

Home Exercise Compliance Is Invisible

You prescribe home exercises but have no way to track whether patients actually do them between sessions. Without that feedback loop, you cannot adjust treatment plans based on real adherence data.

Built for physical therapy businesses

Not a generic CRM. Every feature is tailored to how physical therapy companies actually work.

Session Scheduling With Treatment Plan Tracking

Create treatment plans with a specific number of sessions and schedule the full series. Smarfle tracks completed versus remaining sessions and flags patients who are falling behind.

Automated SMS Session Reminders

Patients receive text reminders before each session. Missed session follow-ups go out automatically so patients rebook instead of disappearing.

Per-Session Invoicing

Each completed session generates an invoice automatically. Patients receive their bill by email the same day with a clear breakdown of services rendered.

Patient Portal With Progress Visibility

Patients log in to see their treatment plan progress, upcoming sessions, and billing history. Seeing how far they have come motivates them to finish their plan.

Outcome Tracking and Practice Reports

Track treatment plan completion rates, revenue per therapist, and patient outcomes. Identify which protocols produce the best results and where patients tend to drop off.

Plan-of-Care Progress Tracking

Authorized visits versus completed visits per patient, so care plans finish and re-authorizations start on time.

Every physical therapy call, handled your way

Your business number routes however you decide, and you can mix modes by schedule: forward to your phone during the day, switch to text-back or the AI after hours.

Plain forwarding

$0.04/min

Just rings your phone. Every call logged as answered or missed.

Forward with call tracking

$0.10/min

Rings your phone. Recorded, transcribed, summarized, and logged to the customer record.

Busy message + text-back

~$0.05/call

Plays your message, hangs up, and texts the caller. Replies land in your Inbox as leads.

AI receptionist

$0.25/min

The AI answers, qualifies the caller, and books the job. Great after hours if you want it.

Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.

A day in the life

How a PT episode flows through Smarfle

From referral to discharge — every session and progress note tracked.

  1. 1

    Referral or self-pay booking arrives

    Online booking, AI receptionist, or front-desk. Referring physician captured in custom fields. Insurance verified.

  2. 2

    Initial eval booked

    Calendar slot for eval. Confirmation SMS, intake form via client portal capturing pain history and goals.

  3. 3

    Plan of care + recurring sessions

    Eval documented, plan of care built (frequency × duration), recurring work orders auto-generate the session schedule.

  4. 4

    Sessions + progress notes

    Each session logs exercises performed, time tracking, progress against goals, and home exercise program updates.

  5. 5

    Discharge + bill + review

    Auto-invoice for each visit (insurance copay) via Stripe payment link, review request at discharge, maintenance reminders for follow-up evaluation.

Same flow for every physical therapy business, only the terminology and details change.

Is Smarfle the right fit for your physical therapy business?

We built this for a specific type of business owner. Tap each one that sounds like you.

We built this for you if...

Tap the ones that resonate

This probably isn't for you if...

And that's okay

Top feature for physical therapy

Treatment Plan Progress That Patients Can See

Every treatment plan shows a clear progress bar of completed versus remaining sessions. Patients see this in their portal and feel motivated to complete the course. Therapists see it before every session and adjust their approach based on where the patient is in their recovery.

Progress TrackingTreatment PlansSession NotesPatient Engagement

The full physical therapy toolkit, in detail

Three ways Smarfle transforms how you operate, get paid, and grow.

1

Treatment Plan Scheduling

Create plans with a set number of sessions and schedule the full series. Track progress per patient and flag those who fall behind.

2

SMS Session Reminders

Automated text reminders before each session. Patients who miss get a follow-up message to rebook within 24 hours.

3

Session Notes and Measurements

Record range of motion, strength assessments, and exercise performance per session. Build a clear picture of patient progress over time.

4

Therapist Workload Management

See each therapist's daily caseload at a glance. Balance assignments to prevent burnout and ensure consistent session quality.

Physical Therapy CRM questions

Yes. Define the total sessions, frequency, and duration. Schedule the full series upfront and Smarfle tracks progress as sessions are completed.
SMS reminders go out automatically before each scheduled session. Patients who miss a session receive a follow-up text encouraging them to rebook.
Yes. The patient portal shows a progress bar of completed versus remaining sessions, along with upcoming appointments and billing history.
You can bill per session or offer prepaid packages. Each completed session updates the billing record, and invoices are sent automatically.
Yes. Session notes capture measurements and observations that build a progress timeline. Reports show trends across patients and treatment types.
Smarfle handles direct patient billing and invoicing. For insurance claims, continue using your existing claims processing system alongside Smarfle.
Yes. Each therapist has their own schedule visible in the calendar. You can assign patients to specific therapists and balance caseloads across your team.
The plan is marked complete. You can transition them to a maintenance program with recurring sessions at a reduced frequency to maintain their progress.

Why businesses stay

A Florida company that treats you like a partner

We answer requests the same day. If your business needs a new feature, or an existing one changed, it gets built fast, often by the next day. Ihor Lavrenenko puts his name on this product: he has helped hundreds of local businesses grow, and Smarfle is how that experience shows up in your operation every morning.

Based in Orlando, Florida|Same-day support answers|Feature requests shipped fast
Meet the team behind Smarfle

Ready to run your physical therapy business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

7 days free · No credit card · Cancel anytime