TherapyNotes API
TherapyNotes is a behavioral health EHR used by solo clinicians, group practices, and clinics to manage scheduling, documentation, billing, telehealth, and patient engagement. This page is an independent design exercise that asks what a well-designed TherapyNotes API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
This page is an independent analysis by Supergood of what a well-designed TherapyNotes API could look like. It draws on publicly available information, vendor materials, and general integration experience in this category. Nothing on this page describes an existing TherapyNotes product, and Supergood is not affiliated with or endorsed by the vendor. If the vendor offers an official API, we highly recommend it.
What is TherapyNotes?
TherapyNotes is a behavioral health EHR used by solo clinicians, group practices, and clinics to manage scheduling, documentation, billing, telehealth, and patient engagement. Core modules include appointment scheduling, a to-do list that drives documentation tasks, templated clinical notes, insurance billing (837P/835), patient portal and forms, telehealth, e-prescribing (for prescribers), and credit card payments.
Core product areas include:
- Scheduling and calendar management (in-person and telehealth)
- Patient (client) demographics, insurance, and contacts
- Clinical documentation (intake, progress, treatment plans, discharge)
- E-prescribing for prescribers (integrated via a third-party eRx network)
- Patient portal (forms, document sharing, appointment requests)
- Billing and claims (837P submission, 835 remittance posting)
- Payments and copay collection
- Tasks/To-Do workflows and compliance tracking
An API for a platform like this would naturally organize around its core data entities:
- Patients/Clients
- Providers/Clinicians and Locations
- Appointments (service codes, telehealth flags, statuses)
- Clinical Notes (draft, signed, locked; note types; diagnoses)
- Insurance Policies and Payers
- Claims (837P) and Remittances (835/ERA)
- Payments, Adjustments, and Statements
- Portal Forms and Documents
- Tasks/To-Do Items (e.g., notes due)
The TherapyNotes Integration Challenge
Organizations rely on TherapyNotes daily, but turning portal-first workflows into automated pipelines can be hard:
- No public API/webhooks: Most workflows live in the browser UI and exports, making automation difficult
- Strong enterprise security: MFA/ and role permissions complicate headless access
- Clinical lock rules: Signed/locked notes must preserve audit trails and often cannot be edited
- Third-party dependencies: eRx and clearinghouse connections may introduce separate authentication and timing windows
- Data export formats: CSV/EDI/SFTP interfaces require mapping, reconciliation, and error handling
- Calendar and portal limitations: Teams often request two-way scheduling and real-time form updates beyond read-only feeds
What a TherapyNotes API Could Look Like
If TherapyNotes exposed a modern, general-purpose API, the integration challenges above suggest what it would need to get right. This is a design sketch, not documentation of anything that exists today:
- First-class authentication: session handling with support for MFA and enterprise sign-on where the platform uses them
- Consistent resources: normalized JSON schemas and pagination across the platform's core objects
- Reliable writes: idempotency keys and validation that mirrors the platform's own workflow rules
- Entitlement awareness: endpoints scoped to what each customer's licensing actually permits
The endpoint sketches, technical requirements, and use cases below flesh out this hypothetical design.
Need This Kind of Access Today?
If your team needs this kind of access today, Supergood builds integrations on request, one customer at a time. We act at the direction of our customers, within the access they already hold. Customers bring their own accounts, licenses, and entitlements. If the vendor offers an official API, we highly recommend it.
- Schedule an Integration Assessment
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Potential API Endpoints
Authentication
/sessionsWould establish a session using credentials. MFA challenges (SMS, email, TOTP) would need first-class support. Would return a short-lived auth token.
Patients
/patientsWould retrieve patients/clients with demographics, insurance, and portal status. Use filters to scope syncs.
Patients
/patientsWould create or update a patient. Idempotent by externalId.
Appointments
/appointmentsWould list appointments with CPT/service codes, telehealth flags, and note/billing linkage.
Appointments
/appointmentsWould create or update an appointment with service metadata and telehealth options.
Clinical Notes
/clinical-notesWould create or update a draft clinical note. Signed/locked notes are immutable; updates require a compliant addendum where supported.
Clinical Notes
/clinical-notesWould retrieve notes with lock/signature metadata for audit and billing.
Claims and ERAs
/claimsWould assemble and submit a professional claim (837P) based on completed appointments and signed notes. Supports payer-specific rules and rendering/billing provider details.
Claims and ERAs
/erasWould retrieve remittance advice (835) summaries to reconcile payments.
Use Cases
Patient and Appointment Synchronization
- Push new patient registrations and insurance policies from your intake system - Create appointments with CPT codes and telehealth flags from your scheduler - Maintain a single source of truth for demographics and primary/secondary insurance
Clinical Documentation Workflows
- Generate draft progress notes from completed appointments with prefilled diagnoses and CPTs - Track note status (draft, signed, locked) and route tasks to clinicians - Retrieve treatment plan metadata for outcomes and care coordination dashboards
Billing and Revenue Cycle Automation
- Build claims from completed/signed sessions and submit via the configured clearinghouse - Pull 835/ERA data to reconcile payments and post adjustments automatically - Surface rejection codes and claim statuses to billing staff in near real time
Patient Engagement and Portal
- Pre-assign portal intake forms based on appointment type and insurance - Send telehealth links and reminders triggered by schedule changes - Monitor outstanding consents and e-signature completion before the visit
Connect via No-Code Tools
Automate this platform from the no-code stack you already use.
Technical Requirements
Authentication
Would require username/password with MFA (SMS, email, TOTP); supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination
Rate limits
Tuned for enterprise throughput while honoring licensing and usage controls
Session management
Would need automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of patients, appointments, notes, claims, and ERAs
Security
Encrypted transport, scoped tokens, and audit logging; respects TherapyNotes entitlements and clinical lock rules
Webhooks
Optional asynchronous delivery for appointment changes, note status updates, claim submissions, and ERA postings
Latency
Design target: sub-second responses for list/detail queries
Throughput
Design target: designed for high-volume scheduling, documentation, and billing pipelines
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Versioning
Clear versioning and change management would matter as TherapyNotes evolves
Frequently asked questions
Availability of official interfaces varies by product, plan, and licensing. Many platforms in this category gate access behind partner programs or paid modules, and there is often no broadly available, self-serve public API. Check the vendor's developer resources for current offerings.
The hard parts would be authentication (MFA, session management, enterprise controls), consistent schemas across the platform's products, and write semantics that reconcile the way the platform's own workflows do.
No. This page is an independent analysis by Supergood and is not affiliated with, sponsored by, or endorsed by the vendor. All product names and trademarks belong to their respective owners and are used for identification only. Nothing here documents an actual TherapyNotes product or service.
Supergood acts at the direction of its customers, within the access those customers already have. We respect each customer's agreements with their software vendors, and how those agreements apply to a customer's use is a determination the customer makes. If the vendor offers an official API, we highly recommend it.
Supergood builds managed API access to enterprise software for customers on request, scoped to each customer's own licensing and entitlements. If your team needs programmatic access to a platform like this, schedule an integration assessment to discuss options.