Therapy CRM

A comprehensive Customer Relationship Management system designed specifically for therapy practices.

Overview

Therapy CRM is a full-stack application built with a modern tech stack to streamline the management of therapy practices. It provides robust client management, appointment scheduling, waitlist management, and communication tracking with a focus on security, compliance, and user experience.

Detailed Features

Client Management

Client Profiles: Comprehensive client information storage including contact details, status, and priority levels
Client Relationships: Link clients with caregivers, therapists, and learners
Multi-language Support: Client profiles with preferred language settings and interpreter requirements
Record Permissions: Granular access control for sensitive client information
Client Funding: Track insurance, private pay, and other funding sources

Appointment Management

Scheduling System: Create, view, update, and delete appointments with conflict detection
Recurring Appointments: Set up recurring sessions with customizable patterns
Group Sessions: Manage group therapy sessions with multiple participants
Room Allocation: Assign therapy rooms and equipment to appointments
Appointment Staff: Assign multiple staff members with different roles to appointments
Cancellation Tracking: Record and analyze cancellation reasons and patterns

Telehealth Integration

Virtual Sessions: Create and manage telehealth appointments
Provider Integration: Support for multiple telehealth service providers
Session Recording: Secure storage and management of session recordings
Join Links: Generate secure links for clients to join virtual sessions
Analytics & Reporting: Track telehealth usage, duration, and outcomes
Export Options: Generate Excel and CSV reports for telehealth sessions

Treatment Planning

Customizable Plans: Create and manage individualized treatment plans
Goal Tracking: Set, monitor, and update therapeutic goals
Progress Notes: Document session outcomes and client progress
Assessment Integration: Link assessments and their results to treatment plans

Billing & Financial Management

Invoice Generation: Create and manage client invoices
Insurance Claims: Process and track insurance claims
Payment Processing: Record and manage payments
Service Codes: Manage therapy service codes with associated rates
Financial Reporting: Generate financial reports and statements

Waitlist Management

Prioritized Waitlist: Manage client waitlist with customizable priority levels
Service Type Tracking: Categorize waitlist entries by requested service types
Status Updates: Track waitlist status changes and placement outcomes
Notification System: Alert staff when waitlist positions become available

Communication System

Multi-channel Communication: Track emails, phone calls, SMS, and in-person communications
Messaging Threads: Organize communications in threaded conversations
Security Features: Encryption options and security classifications for sensitive communications
Document Attachments: Attach and manage files within communications
Access Logging: Track who has accessed sensitive communications

Document Management

Secure Storage: Store and manage therapy-related documents
Version Control: Track document versions and changes
Category Organization: Organize documents by type and purpose
Access Controls: Set permissions for document access
Retention Policies: Manage document retention and expiration

Analytics & Reporting

Practice Metrics: Track key performance indicators for the practice
Custom Reports: Generate reports on appointments, clients, and financial data
Data Visualization: Visual representations of practice analytics
Export Options: Download reports in multiple formats (Excel, CSV)

User Management

Role-based Access: Different permissions for Admin, Therapist, Staff, and Receptionist roles
Profile Management: User profile settings and preferences
Notification Preferences: Customizable notification settings per user
Activity Logging: Track user actions for security and compliance

Practice Administration

Multi-location Support: Manage multiple practice locations
Room Management: Track and allocate therapy rooms and equipment
Business Settings: Configure practice details, hours, and contact information
Billing Configuration: Set up billing information and payment integrations

API Documentation

The application provides a comprehensive RESTful API with the following endpoints:

Authentication & User Management

POST /api/auth/login - User authentication
POST /api/auth/register - User registration
GET /api/auth/profile - Get current user profile
PUT /api/auth/profile - Update user profile
POST /api/auth/refresh-token - Refresh authentication token
GET /api/users - List all users (Admin only)
GET /api/users/:id - Get user by ID
PUT /api/users/:id - Update user
DELETE /api/users/:id - Delete user (Admin only)
GET /api/users/:id/notification-preferences - Get user notification preferences
PUT /api/users/:id/notification-preferences - Update notification preferences

Client Management

GET /api/clients - List all clients with filtering options
POST /api/clients - Create a new client
GET /api/clients/:id - Get client details
PUT /api/clients/:id - Update client information
DELETE /api/clients/:id - Delete a client
GET /api/clients/:id/appointments - Get client appointments
GET /api/clients/:id/communications - Get client communications
GET /api/clients/:id/documents - Get client documents
GET /api/clients/:id/insurance - Get client insurance information
POST /api/clients/:id/insurance - Add insurance information
GET /api/clients/:id/learners - Get client's associated learners

Appointment Management

GET /api/appointments - List appointments with filtering options
POST /api/appointments - Create a new appointment
GET /api/appointments/:id - Get appointment details
PUT /api/appointments/:id - Update an appointment
DELETE /api/appointments/:id - Delete an appointment
POST /api/appointments/:id/cancel - Cancel an appointment
GET /api/appointments/conflicts - Check for scheduling conflicts
POST /api/appointments/recurring - Create recurring appointments
GET /api/appointments/:id/participants - Get group session participants
POST /api/appointments/:id/participants - Add participant to group session

Telehealth Management

POST /api/telehealth/sessions - Create a new virtual session
GET /api/telehealth/sessions - List virtual sessions
GET /api/telehealth/sessions/:id - Get virtual session details
PUT /api/telehealth/sessions/:id/status - Update session status
POST /api/telehealth/sessions/:id/recordings - Add session recording
POST /api/telehealth/sessions/:id/join - Generate participant join link
GET /api/telehealth/providers - List telehealth providers
GET /api/telehealth/reports/excel - Generate Excel report
GET /api/telehealth/reports/csv - Generate CSV report
GET /api/telehealth/analytics - Get telehealth usage analytics

Waitlist Management

GET /api/waitlist - List waitlist entries
POST /api/waitlist - Add client to waitlist
GET /api/waitlist/:id - Get waitlist entry details
PUT /api/waitlist/:id - Update waitlist entry
DELETE /api/waitlist/:id - Remove from waitlist
PUT /api/waitlist/:id/status - Update waitlist status

Communication Management

GET /api/communications - List communications
POST /api/communications - Create new communication
GET /api/communications/:id - Get communication details
PUT /api/communications/:id - Update communication
DELETE /api/communications/:id - Delete communication
GET /api/communications/threads - List message threads
POST /api/communications/threads - Create new message thread
GET /api/communications/threads/:id - Get thread messages

Billing & Finance

GET /api/billing/invoices - List invoices
POST /api/billing/invoices - Create new invoice
GET /api/billing/invoices/:id - Get invoice details
PUT /api/billing/invoices/:id - Update invoice
GET /api/billing/service-codes - List service codes
POST /api/billing/payments - Record payment
GET /api/billing/claims - List insurance claims
POST /api/billing/claims - Submit insurance claim

Practice Management

GET /api/practice - Get practice information
PUT /api/practice - Update practice information
GET /api/practice/locations - List practice locations
POST /api/practice/locations - Add new location
GET /api/practice/rooms - List therapy rooms
POST /api/practice/equipment - Manage therapy equipment

Document Management

GET /api/documents - List documents
POST /api/documents - Upload new document
GET /api/documents/:id - Get document details
PUT /api/documents/:id - Update document metadata
DELETE /api/documents/:id - Delete document
GET /api/documents/:id/download - Download document

System Health & Monitoring

GET /api/health - Check API health status
GET /api/health/database - Check database connection
GET /api/health/metrics - Get system performance metrics

Data Models

User

Core Properties: id, email, password, firstName, lastName, phone, role, isActive
Timestamps: createdAt, updatedAt, lastLoginAt
Settings: notificationPreferences, defaultTheme, timezone
Roles: ADMIN, THERAPIST, STAFF, RECEPTIONIST
Relations: Manages clients, appointments, communications, and documents

Client

Core Properties: id, firstName, lastName, email, phone, address, status, priority, notes
Status Options: ACTIVE, INACTIVE, ARCHIVED, WAITLIST
Priority Levels: LOW, MEDIUM, HIGH
Language Settings: preferredLanguage, requiresInterpreter, interpreterNotes
Relations: Connected to therapists, appointments, communications, learners, and funding sources

Learner

Core Properties: id, firstName, lastName, dateOfBirth, gender, course, schedule, status, notes
Status Options: ACTIVE, INACTIVE, GRADUATED, ONHOLD
Relations: Connected to clients, instructors, appointments, and documents

Appointment

Core Properties: id, title, startTime, endTime, status, location, notes
Status Options: SCHEDULED, CONFIRMED, COMPLETED, CANCELLED, NOSHOW
Session Types: isRecurring, isGroupSession, maxParticipants
Location Details: roomId, locationId
Recurrence: recurrencePatternId, parentAppointmentId
Relations: Connected to clients, therapists, learners, equipment, and staff

Appointment Recurrence Pattern

Core Properties: id, frequency, interval, daysOfWeek, startDate, endDate, occurrenceCount
Frequency Options: DAILY, WEEKLY, BIWEEKLY, MONTHLY, CUSTOM
Relations: Connected to recurring appointments

Communication

Core Properties: id, type, subject, content, sentAt, notes
Type Options: EMAIL, PHONE, INPERSON, VIDEO, SMS
Security Features: isEncrypted, encryptionStatus, securityClassification, retentionPeriodDays, expirationDate
Status Tracking: isRead, readAt, readBy, requiresSignature, signedAt, signedBy
Relations: Connected to clients, learners, appointments, users, and threads

Waitlist

Core Properties: id, serviceType, status, requestDate, preferredSchedule, notes
Service Types: THERAPY, ASSESSMENT, CONSULTATION
Status Options: WAITING, PLACED, CANCELLED
Relations: Connected to clients and service requests

Virtual Session

Core Properties: id, providerId, appointmentId, status, startUrl, joinUrl, meetingId, password
Status Options: SCHEDULED, INPROGRESS, COMPLETED, CANCELLED, FAILED
Recording Details: isRecorded, recordingUrl, recordingPassword, recordingExpiryDate
Relations: Connected to appointments, providers, and participants

Invoice

Core Properties: id, invoiceNumber, clientId, fundingSource, amount, status, dueDate, notes
Status Options: DRAFT, SENT, PAID, OVERDUE, CANCELLED, REFUNDED
Funding Sources: INSURANCE, PRIVATE, SCHOLARSHIP, GRANT
Relations: Connected to clients, line items, payments, and claims

Practice Location

Core Properties: id, practiceId, name, address, phone, email, hoursOfOperation
Relations: Connected to rooms, equipment, and appointments

Document

Core Properties: id, title, filePath, fileName, fileType, fileSize, category, tags, notes
Security Settings: accessLevel, isEncrypted, retentionPeriodDays, expirationDate
Relations: Connected to clients, learners, users, and categories

Tech Stack

Frontend

Next.js 14: React framework with App Router for server and client components
TypeScript: For type safety and better developer experience
Tailwind CSS: Utility-first CSS framework for responsive design
Shadcn UI: High-quality UI components built with Radix UI and Tailwind
TanStack Query: Data fetching, caching, and state management
React Hook Form: Form handling with Zod validation
Axios: HTTP client for API requests
Date-fns: Date manipulation library
React DayPicker: Date selection components
Radix UI: Accessible UI primitives

Backend

NestJS: Progressive Node.js framework for building server-side applications
TypeScript: For type safety and better developer experience
Prisma: Type-safe database client and ORM
PostgreSQL: Relational database for data storage
JWT: Authentication with JSON Web Tokens
Passport: Authentication middleware
Swagger/OpenAPI: API documentation
ExcelJS: Excel file generation for reports
csv-writer: CSV file generation for reports
class-validator: Input validation
bcrypt: Password hashing

Project Structure

The project follows a monorepo structure with separate frontend and backend applications:

/therapy-crm/
  ├─ /apps/
  │   ├─ /web/                  # Next.js frontend
  │   │   ├─ /app/              # Next.js App Router pages
  │   │   │   ├─ /(auth)/       # Authentication pages
  │   │   │   ├─ /(dashboard)/  # Dashboard and feature pages
  │   │   │   ├─ /api/          # API route handlers
  │   │   ├─ /components/       # Reusable UI components
  │   │   ├─ /contexts/         # React context providers
  │   │   ├─ /hooks/            # Custom React hooks
  │   │   ├─ /lib/              # Utility functions and types
  │   │   ├─ /styles/           # Global styles and Tailwind config
  │   │   └─ ...
  │   ├─ /backend/              # NestJS backend
  │   │   ├─ /src/
  │   │   │   ├─ /modules/      # Feature modules
  │   │   │   │   ├─ /analytics/      # Analytics and reporting
  │   │   │   │   ├─ /appointment/    # Appointment management
  │   │   │   │   ├─ /assessment/     # Client assessments
  │   │   │   │   ├─ /auth/           # Authentication
  │   │   │   │   ├─ /billing/        # Billing and invoicing
  │   │   │   │   ├─ /client/         # Client management
  │   │   │   │   ├─ /communication/  # Communication system
  │   │   │   │   ├─ /document-storage/ # Document management
  │   │   │   │   ├─ /health/         # System health
  │   │   │   │   ├─ /learner/        # Learner management
  │   │   │   │   ├─ /telehealth/     # Telehealth features
  │   │   │   │   ├─ /treatment-plan/ # Treatment planning
  │   │   │   │   ├─ /user/           # User management
  │   │   │   │   └─ /waitlist/       # Waitlist management
  │   │   │   ├─ /common/       # Shared utilities and services
  │   │   │   ├─ /config/       # Application configuration
  │   │   │   └─ ...
  │   │   ├─ /prisma/           # Database schema and migrations
  │   │   └─ ...
  └─ ...

Getting Started

Prerequisites

Node.js 18+
npm or yarn
PostgreSQL database

Installation and Setup

Clone the repository

git clone https://github.com/yourusername/therapy-crm.git
cd therapy-crm

Backend Setup

cd apps/backend
npm install

# Configure environment variables
cp .env.example .env
# Edit .env with your database credentials

# Run database migrations
npx prisma migrate dev

# Start the backend development server
npm run start:dev

Frontend Setup

cd ../web
npm install

# Configure environment variables
cp .env.example .env.local
# Edit .env.local with your API URL

# Start the frontend development server
npm run dev

Access the Application
- Frontend: http://localhost:3000
- Backend API: http://localhost:5000/api
- API Documentation: http://localhost:5000/api/docs

Authentication

The application uses JWT-based authentication with the following features:

Secure token-based authentication
Role-based access control
Token refresh mechanism
Password hashing with bcrypt
Session management

Security Features

Data Encryption: Sensitive data encryption at rest and in transit
Access Control: Role-based permissions system
Audit Logging: Track user actions and data access
Secure Communications: Encrypted client communications
Document Security: Access controls for sensitive documents
Password Policies: Strong password requirements and hashing
Session Management: Secure session handling and timeout

Compliance

The system is designed with healthcare compliance in mind:

Patient data protection
Secure record keeping
Audit trails for data access
Retention policies for documents and communications
Role-based access to sensitive information

Data Models Below is the complete overview of all 46 tables in the Therapy CRM database schema. Each table lists its purpose, core columns, data types, and default/constraints.

analytics_metrics Purpose: Stores definitions for various tracked analytics metrics.

id (bigint, PK, non-null)

metric_name (text, non-null)

metric_category (text, non-null)

description (text, nullable)

calculation_formula (text, nullable)

display_order (integer, non-null, default=0)

is_active (boolean, non-null, default=true)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by, updated_by (bigint, nullable)

appointment_equipment Purpose: Junction table linking appointments to therapy equipment.

appointment_id (bigint, PK component, non-null)

equipment_id (bigint, PK component, non-null)

quantity (integer, non-null, default=1)

notes (text, nullable)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

appointment_group_participants Purpose: Junction table for group therapy appointments, linking appointments to learners.

appointment_id (bigint, PK component, non-null)

learner_id (bigint, PK component, non-null)

notes (text, nullable)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

appointment_recurrence_patterns Purpose: Stores recurring scheduling rules for appointments.

id (bigint, PK, non-null)

frequency (recurrence_frequency, non-null)

interval (integer, non-null, default=1)

days_of_week (text, nullable)

start_date (timestamp, non-null)

end_date (timestamp, nullable)

occurrence_count (integer, nullable)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

updated_at (timestamp, non-null)

created_by, updated_by (bigint, nullable)

appointment_staff Purpose: Junction table linking appointments to staff (users) with a specific role.

appointment_id (bigint, PK component, non-null)

user_id (bigint, PK component, non-null)

role (therapist_role, non-null)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

appointments Purpose: Main table for scheduling therapy appointments.

id (bigint, PK, non-null)

title (text, non-null)

start_time (timestamp, non-null)

end_time (timestamp, non-null)

status (appointment_status, non-null, default='SCHEDULED')

location (text, nullable)

notes (text, nullable)

client_id (bigint, non-null)

learner_id (bigint, nullable)

therapist_id (bigint, non-null)

cancellation_reason (text, nullable)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

updated_at (timestamp, non-null)

created_by, updated_by (bigint, nullable)

is_recurring (boolean, non-null, default=false)

is_group_session (boolean, non-null, default=false)

max_participants (integer, nullable)

room_id (bigint, nullable)

recurrence_pattern_id (bigint, nullable)

parent_appointment_id (bigint, nullable)

location_id (bigint, nullable)

auth_logs Purpose: Logs user authentication activity.

id (bigint, PK, non-null)

user_id (bigint, non-null)

action (text, non-null)

ip_address (text, nullable)

user_agent (text, nullable)

success (boolean, non-null, default=true)

timestamp (timestamp, non-null, default=CURRENT_TIMESTAMP)

details (text, nullable)

client_funding Purpose: Tracks external funding programs or scholarships allocated to a client.

id (bigint, PK, non-null)

client_id (bigint, non-null)

funding_program_id (bigint, non-null)

reference_number (text, nullable)

status (text, non-null)

total_amount (numeric(15,2), non-null)

remaining_amount (numeric(15,2), non-null)

start_date (date, non-null)

end_date (date, non-null)

approval_date (date, nullable)

approved_by (text, nullable)

notes (text, nullable)

created_at, updated_at (timestamp, non-null)

created_by, updated_by (bigint, nullable)

client_insurance Purpose: Tracks insurance details for a client.

id (bigint, PK, non-null)

client_id (bigint, non-null)

insurance_provider_id (bigint, non-null)

policy_number (text, non-null)

group_number (text, nullable)

member_id (text, non-null)

policy_holder_name (text, non-null)

policy_holder_dob (date, nullable)

relationship_to_client (text, non-null)

coverage_start_date, coverage_end_date (date, nullable)

max_annual_coverage, remaining_coverage (numeric(15,2), nullable)

coverage_details (text, nullable)

is_primary (boolean, non-null, default=true)

verification_date (date, nullable)

verified_by (bigint, nullable)

created_at, updated_at (timestamp, non-null)

created_by, updated_by (bigint, nullable)

clients Purpose: Master table for therapy clients.

id (bigint, PK, non-null)

first_name (text, non-null)

last_name (text, non-null)

email (text, nullable)

phone (text, non-null)

address (text, nullable)

status (client_status, non-null, default='ACTIVE')

priority (priority, non-null, default='MEDIUM')

notes (text, nullable)

therapist_id (bigint, nullable)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

updated_at (timestamp, non-null)

created_by, updated_by (bigint, nullable)

preferred_language (language_code, non-null, default='EN')

requires_interpreter (boolean, non-null, default=false)

interpreter_notes (text, nullable)

communication_access_logs Purpose: Logs user access to communications or communication attachments.

id (bigint, PK, non-null)

communication_id (bigint, nullable)

attachment_id (bigint, nullable)

user_id (bigint, non-null)

access_type (text, non-null)

access_timestamp (timestamp, non-null, default=CURRENT_TIMESTAMP)

ip_address (text, nullable)

user_agent (text, nullable)

success (boolean, non-null, default=true)

communication_attachments Purpose: Stores file attachments associated with a communication record.

id (bigint, PK, non-null)

communication_id (bigint, non-null)

file_name (text, non-null)

file_type (text, non-null)

file_size (integer, non-null)

file_path (text, non-null)

upload_date (timestamp, non-null, default=CURRENT_TIMESTAMP)

security_classification (security_classification, non-null, default='INTERNAL')

encryption_status (encryption_status, non-null, default='ENCRYPTED_AT_REST')

checksum (text, nullable)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by (bigint, nullable)

communications Purpose: Stores multi-channel communications (email, phone, SMS, etc.) with optional encryption.

id (bigint, PK, non-null)

type (communication_type, non-null)

subject (text, non-null)

content (text, non-null)

sent_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

notes (text, nullable)

client_id (bigint, non-null)

learner_id (bigint, nullable)

appointment_id (bigint, nullable)

user_id (bigint, nullable)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

updated_at (timestamp, nullable)

created_by, updated_by (bigint, nullable)

is_encrypted (boolean, non-null, default=false)

encryption_status (encryption_status, nullable)

security_classification (security_classification, nullable)

retention_period_days (integer, nullable)

expiration_date (timestamp, nullable)

is_read (boolean, non-null, default=false)

read_at (timestamp, nullable)

read_by (bigint, nullable)

requires_signature (boolean, non-null, default=false)

signed_at (timestamp, nullable)

signed_by (bigint, nullable)

thread_id (bigint, nullable)

content_translations Purpose: Stores multi-language translations for certain content types.

id (bigint, PK, non-null)

content_type (text, non-null)

content_id (text, non-null)

language (language_code, non-null)

translated_content (text, non-null)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

updated_at (timestamp, non-null)

created_by, updated_by (bigint, nullable)

dashboard_widgets Purpose: Configurations of dashboard widgets for each user.

id (bigint, PK, non-null)

user_id (bigint, non-null)

widget_type (text, non-null)

title (text, non-null)

metric_ids (text, nullable)

chart_type (text, nullable)

time_range (text, nullable)

custom_query (text, nullable)

position_x (integer, non-null, default=0)

position_y (integer, non-null, default=0)

width (integer, non-null, default=1)

height (integer, non-null, default=1)

is_active (boolean, non-null, default=true)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

updated_at (timestamp, non-null)

document_access_logs Purpose: Logs user access to documents.

id (bigint, PK, non-null)

document_id (bigint, non-null)

user_id (bigint, non-null)

action_type (varchar(50), non-null)

access_timestamp (timestamp, non-null, default=CURRENT_TIMESTAMP)

ip_address (varchar(45), nullable)

user_agent (varchar(255), nullable)

additional_info (text, nullable)

document_categories Purpose: Categorizes documents (e.g., CLINICAL, ADMINISTRATIVE).

id (bigint, PK, non-null)

name (varchar(100), non-null)

description (text, nullable)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

updated_at (timestamp, non-null)

created_by, updated_by (bigint, nullable)

document_permissions Purpose: Access control records for documents, specifying user-based permissions.

id (bigint, PK, non-null)

document_id (bigint, non-null)

user_id (bigint, non-null)

permission_type (varchar(50), non-null)

granted_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

expires_at (timestamp, nullable)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by (bigint, non-null)

documents Purpose: Repository for stored documents, with metadata and security classifications.

id (bigint, PK, non-null)

title (varchar(255), non-null)

file_path (varchar(255), non-null)

file_name (varchar(255), non-null)

file_type (varchar(100), non-null)

file_size (bigint, non-null)

mime_type (varchar(100), non-null)

category_id (bigint, nullable)

client_id (bigint, nullable)

learner_id (bigint, nullable)

uploader_id (bigint, non-null)

upload_date (timestamp, non-null, default=CURRENT_TIMESTAMP)

description (text, nullable)

tags (character varying[], nullable)

security_classification (security_classification, non-null, default='CONFIDENTIAL')

is_encrypted (boolean, non-null, default=true)

encryption_key_id (varchar(255), nullable)

checksum (varchar(255), non-null)

retention_period_days (integer, nullable)

expiration_date (timestamp, nullable)

version (integer, non-null, default=1)

is_latest_version (boolean, non-null, default=true)

parent_document_id (bigint, nullable)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by, updated_by (bigint, non-null)

funding_authorizations Purpose: Authorizes funds from a client_funding source to pay an invoice.

id (bigint, PK, non-null)

client_funding_id (bigint, non-null)

invoice_id (bigint, non-null)

authorization_number (text, nullable)

authorized_date (date, non-null)

authorized_amount (numeric(15,2), non-null)

status (text, non-null)

notes (text, nullable)

created_at, updated_at (timestamp, non-null)

created_by, updated_by (bigint, nullable)

funding_programs Purpose: Master table for external funding programs (grants, scholarships, etc.).

id (bigint, PK, non-null)

name (text, non-null)

program_type (text, non-null)

description (text, nullable)

max_amount (numeric(15,2), nullable)

coverage_period (text, nullable)

age_restrictions (text, nullable)

documentation_required (text, nullable)

renewal_process (text, nullable)

website (text, nullable)

contact_information (text, nullable)

application_process (text, nullable)

is_active (boolean, non-null, default=true)

province (text, nullable)

created_at, updated_at (timestamp, non-null)

created_by, updated_by (bigint, nullable)

insurance_claims Purpose: Tracks insurance claims associated with an invoice.

id (bigint, PK, non-null)

invoice_id (bigint, non-null)

insurance_id (bigint, non-null)

claim_number (text, nullable)

submission_date (date, non-null)

status (claim_status, non-null, default='PENDING')

amount_claimed (numeric(15,2), non-null)

amount_approved (numeric(15,2), nullable)

amount_paid (numeric(15,2), nullable)

payment_date (date, nullable)

denial_reason (text, nullable)

notes (text, nullable)

follow_up_date (date, nullable)

created_at, updated_at (timestamp, non-null)

created_by, updated_by (bigint, nullable)

insurance_providers Purpose: Master list of insurance providers.

id (bigint, PK, non-null)

name (text, non-null)

contact_person (text, nullable)

phone (text, nullable)

email (text, nullable)

website (text, nullable)

address (text, nullable)

city (text, nullable)

province (text, nullable)

postal_code (text, nullable)

submission_portal (text, nullable)

submission_format (text, nullable)

electronic_filing (boolean, non-null, default=false)

notes (text, nullable)

is_active (boolean, non-null, default=true)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by, updated_by (bigint, nullable)

invoice_line_items Purpose: Line-item breakdown of services or products on an invoice.

id (bigint, PK, non-null)

invoice_id (bigint, non-null)

service_code_id (bigint, non-null)

description (text, non-null)

service_date (date, non-null)

quantity (numeric(10,2), non-null)

unit_price (numeric(15,2), non-null)

tax_rate (numeric(5,2), non-null, default=0)

tax_amount (numeric(15,2), non-null, default=0)

discount_amount (numeric(15,2), non-null, default=0)

line_total (numeric(15,2), non-null)

appointment_id (bigint, nullable)

learner_id (bigint, nullable)

invoices Purpose: Tracks billing invoices for clients.

id (bigint, PK, non-null)

invoice_number (text, non-null)

client_id (bigint, non-null)

funding_source (funding_source, non-null)

insurance_id (bigint, nullable)

funding_id (bigint, nullable)

status (invoice_status, non-null, default='DRAFT')

issue_date (date, non-null)

due_date (date, non-null)

subtotal (numeric(15,2), non-null)

tax_amount (numeric(15,2), non-null, default=0)

discount_amount (numeric(15,2), non-null, default=0)

total_amount (numeric(15,2), non-null)

amount_paid (numeric(15,2), non-null, default=0)

balance (numeric(15,2), non-null)

notes (text, nullable)

payment_instructions (text, nullable)

terms_conditions (text, nullable)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by, updated_by (bigint, nullable)

learners Purpose: Represents a learner or student associated with a client.

id (bigint, PK, non-null)

first_name (text, non-null)

last_name (text, non-null)

date_of_birth (timestamp, nullable)

gender (text, nullable)

course (text, nullable)

schedule (text, nullable)

status (learner_status, non-null, default='ACTIVE')

notes (text, nullable)

client_id (bigint, non-null)

instructor_id (bigint, nullable)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by, updated_by (bigint, nullable)

messaging_threads Purpose: Threads for organizing messages or communications related to a client.

id (bigint, PK, non-null)

subject (text, non-null)

client_id (bigint, non-null)

is_active (boolean, non-null, default=true)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

updated_at (timestamp, non-null)

created_by (bigint, nullable)

last_message_at (timestamp, nullable)

metrics_snapshots Purpose: Periodic snapshots of analytics metrics over time.

id (bigint, PK, non-null)

metric_id (bigint, non-null)

snapshot_date (date, non-null)

value (numeric(15,2), non-null)

comparison_value (numeric(15,2), nullable)

comparison_period (text, nullable)

notes (text, nullable)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

notification_preferences Purpose: Stores user preferences for notifications.

id (bigint, PK, non-null)

user_id (bigint, non-null)

email_notifications (boolean, non-null, default=true)

sms_notifications (boolean, non-null, default=false)

push_notifications (boolean, non-null, default=false)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

updated_at (timestamp, non-null)

payments Purpose: Records payments made on invoices.

id (bigint, PK, non-null)

invoice_id (bigint, non-null)

payment_date (date, non-null)

amount (numeric(15,2), non-null)

payment_method (payment_method, non-null)

reference_number (text, nullable)

notes (text, nullable)

received_by (bigint, nullable)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

permission_types Purpose: Master list of available permission types (e.g., VIEW_CLIENT, EDIT_BILLING).

id (bigint, PK, non-null)

name (text, non-null)

description (text, nullable)

category (text, nullable)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

practice Purpose: Stores information about the main therapy practice or business.

id (bigint, PK, non-null)

name (text, non-null)

address, city, state, zip_code (text, nullable)

phone, email, website (text, nullable)

hours_of_operation (text, nullable)

billing_address, billing_city, billing_state, billing_zip_code (text, nullable)

billing_email, billing_name (text, nullable)

stripe_customer_id, stripe_subscription_id (text, nullable)

subscription_status (text, nullable, default='inactive')

primary_language (language_code, non-null, default='EN')

supported_languages (text, nullable)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

practice_locations Purpose: Additional locations or branches for a given practice.

id (bigint, PK, non-null)

practice_id (bigint, non-null)

name (text, non-null)

address, city, province, postal_code (text, non-null)

phone, email (text, nullable)

is_main_location (boolean, non-null, default=false)

is_active (boolean, non-null, default=true)

hours_of_operation (text, nullable)

directions (text, nullable)

latitude (numeric(10,8), nullable)

longitude (numeric(11,8), nullable)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by, updated_by (bigint, nullable)

record_permissions Purpose: Specifies fine-grained record-level permissions for clients or learners.

id (bigint, PK, non-null)

user_id (bigint, non-null)

permission_id (bigint, non-null)

client_id (bigint, nullable)

learner_id (bigint, nullable)

granted (boolean, non-null, default=true)

granted_by (bigint, nullable)

granted_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

expires_at (timestamp, nullable)

role_permissions Purpose: Assigns permission IDs to user roles for broad role-based access.

id (bigint, PK, non-null)

role (user_role, non-null)

permission_id (bigint, non-null)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

service_codes Purpose: Catalog of services offered, each with a billing rate.

id (bigint, PK, non-null)

code (text, non-null)

description (text, non-null)

rate (numeric(15,2), non-null)

tax_rate (numeric(5,2), non-null, default=0)

billable_unit (text, non-null)

minimum_duration (integer, nullable)

notes (text, nullable)

is_active (boolean, non-null, default=true)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by, updated_by (bigint, nullable)

telehealth_providers Purpose: Master table of telehealth providers/integrations.

id (bigint, PK, non-null)

name (varchar(100), non-null)

description (text, nullable)

api_endpoint (varchar(255), nullable)

api_key_name, api_secret_name (varchar(100), nullable)

supports_recording, supports_screen_sharing, supports_waiting_room, supports_breakout_rooms (boolean, default=false)

max_participants, max_duration_minutes (integer, nullable)

is_active (boolean, non-null, default=true)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by, updated_by (bigint, nullable)

therapy_equipment Purpose: Inventory of therapy-related equipment.

id (bigint, PK, non-null)

name (text, non-null)

description (text, nullable)

quantity (integer, non-null, default=1)

is_available (boolean, non-null, default=true)

notes (text, nullable)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by, updated_by (bigint, nullable)

therapy_rooms Purpose: Physical rooms for conducting therapy sessions.

id (bigint, PK, non-null)

name (text, non-null)

capacity (integer, nullable)

description (text, nullable)

equipment (text, nullable)

is_active (boolean, non-null, default=true)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by, updated_by (bigint, nullable)

location_id (bigint, nullable)

user_locations Purpose: Junction table linking users to practice locations.

user_id (bigint, PK component, non-null)

location_id (bigint, PK component, non-null)

is_primary (boolean, non-null, default=false)

created_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

user_permissions Purpose: Assigns specific permission IDs to users.

id (bigint, PK, non-null)

user_id (bigint, non-null)

permission_id (bigint, non-null)

granted (boolean, non-null, default=true)

granted_by (bigint, nullable)

granted_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

expires_at (timestamp, nullable)

users Purpose: Master user table for authentication and roles.

id (bigint, PK, non-null)

email (text, non-null)

password (text, non-null)

first_name, last_name (text, non-null)

is_email_verified (boolean, non-null, default=false)

email_verification_token (text, nullable)

email_verification_token_expires (timestamp, nullable)

phone (text, nullable)

role (user_role, non-null, default='THERAPIST')

is_active (boolean, non-null, default=true)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by, updated_by (bigint, nullable)

portal_access (boolean, non-null, default=false)

portal_last_login (timestamp, nullable)

require_password_change (boolean, non-null, default=false)

account_locked (boolean, non-null, default=false)

failed_login_attempts (integer, non-null, default=0)

password_reset_token (text, nullable)

password_reset_expires (timestamp, nullable)

last_password_change (timestamp, nullable)

preferred_language (language_code, non-null, default='EN')

secondary_languages (text, nullable)

virtual_session_participants Purpose: Tracks participants in a telehealth session (internal or external).

id (bigint, PK, non-null)

session_id (bigint, non-null)

participant_type (varchar(50), non-null)

user_id (bigint, nullable)

external_email, external_name (varchar(255), nullable)

personal_join_link (varchar(1024), nullable)

join_token (varchar(255), nullable)

attended (boolean, nullable, default=false)

join_time, leave_time (timestamp, nullable)

duration_minutes (integer, nullable)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

virtual_session_recordings Purpose: Stores metadata about recorded telehealth sessions.

id (bigint, PK, non-null)

session_id (bigint, non-null)

recording_url (varchar(1024), non-null)

recording_type (varchar(50), non-null)

start_time (timestamp, non-null)

end_time (timestamp, nullable)

duration_minutes (integer, nullable)

file_size_bytes (bigint, nullable)

is_processing (boolean, non-null, default=false)

is_available (boolean, non-null, default=false)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by (bigint, non-null)

virtual_sessions Purpose: Represents a scheduled telehealth session.

id (bigint, PK, non-null)

appointment_id (bigint, nullable)

provider_id (bigint, non-null)

meeting_id (varchar(255), non-null)

meeting_password (varchar(255), nullable)

host_link (varchar(1024), non-null)

join_link (varchar(1024), non-null)

scheduled_start_time (timestamp, non-null)

scheduled_end_time (timestamp, non-null)

actual_start_time, actual_end_time (timestamp, nullable)

duration_minutes (integer, nullable)

status (varchar(50), non-null, default='SCHEDULED')

cancellation_reason (text, nullable)

notes (text, nullable)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by, updated_by (bigint, non-null)

waitlist Purpose: Tracks clients placed on a waitlist for therapy services.

id (bigint, PK, non-null)

service_type (service_type, non-null)

status (waitlist_status, non-null, default='WAITING')

request_date (timestamp, non-null, default=CURRENT_TIMESTAMP)

preferred_schedule (text, nullable)

notes (text, nullable)

client_id (bigint, non-null)

created_at, updated_at (timestamp, non-null, default=CURRENT_TIMESTAMP)

created_by, updated_by (bigint, nullable)

Name		Name	Last commit message	Last commit date
Latest commit History 19 Commits
.gitignore		.gitignore
.windsurfrules		.windsurfrules
README.md		README.md
package-lock.json		package-lock.json
package.json		package.json
turbo.json		turbo.json

Folders and files

Latest commit

History

Repository files navigation

Therapy CRM

Overview

Detailed Features

Client Management

Appointment Management

Telehealth Integration

Treatment Planning

Billing & Financial Management

Waitlist Management

Communication System

Document Management

Analytics & Reporting

User Management

Practice Administration

API Documentation

Authentication & User Management

Client Management

Appointment Management

Telehealth Management

Waitlist Management

Communication Management

Billing & Finance

Practice Management

Document Management

System Health & Monitoring

Data Models

User

Client

Learner

Appointment

Appointment Recurrence Pattern

Communication

Waitlist

Virtual Session

Invoice

Practice Location

Document

Tech Stack

Frontend

Backend

Project Structure

Getting Started

Prerequisites

Installation and Setup

Authentication

Security Features

Compliance

About

Resources

Uh oh!

Stars

Watchers

Forks

Releases

Packages 0

Uh oh!

Uh oh!

Contributors

Uh oh!

Packages