TherapyNotes API
TherapyNotes is an electronic health record (EHR) and practice management platform built for behavioral and mental health practices. With an unofficial API, you could programmatically work with patients, appointments, clinical notes, billing and claims, and portal workflows instead of relying solely
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
Common 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
How Supergood Creates TherapyNotes APIs
Supergood reverse-engineers authenticated browser flows and batch interfaces to deliver a resilient API endpoint layer.
- Handles username/password and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes patients, appointments, notes, billing, and ERA artifacts for consistent schemas
- Aligns with customer entitlements and licensing constraints to ensure compliant access
- Bridges batch exports and clearinghouse/SFTP flows with signed URL retrieval and delivery
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your TherapyNotes product mix, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened TherapyNotes adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as TherapyNotes evolves.
API Endpoints
Authentication
/sessionsEstablish a session using credentials. Supergood manages MFA (SMS, email, TOTP). Returns a short-lived auth token maintained by the platform.
Patients
/patientsRetrieve patients/clients with demographics, insurance, and portal status. Use filters to scope syncs.
Patients
/patientsCreate or update a patient. Idempotent by externalId.
Appointments
/appointmentsList appointments with CPT/service codes, telehealth flags, and note/billing linkage.
Appointments
/appointmentsCreate or update an appointment with service metadata and telehealth options.
Clinical Notes
/clinical-notesCreate or update a draft clinical note. Signed/locked notes are immutable; updates require a compliant addendum where supported.
Clinical Notes
/clinical-notesRetrieve notes with lock/signature metadata for audit and billing.
Claims and ERAs
/claimsAssemble 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
/erasRetrieve 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
Technical Specifications
Authentication
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
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
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume scheduling, documentation, and billing pipelines
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across widely used TherapyNotes features—patients, appointments, clinical notes (respecting lock/signature rules), billing/claims, ERAs, portal workflows, and telehealth metadata—subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP). For batch/billing flows, we manage clearinghouse interfaces and timing windows and retrieve signed URLs or delivery confirmations. eRx connectivity observes prescriber permissions and cannot be altered where prohibited.
Signed/locked notes are immutable. Our API returns lock and signature metadata and supports compliant addenda where available. Draft notes can be created/updated and routed for signature.
Supergood implements encryption in transit, scoped tokens, audit logs, and least-privilege access. We operate under a BAA and align to your TherapyNotes entitlements and clinical privacy requirements.