Efficient Document Handling
Store employee and client documentation in one secure location, organize it in folders, and keep important records accessible across your practice.
Secure records connected to your workflows
Our Documentation Management feature is part of our complete ABA Practice Management Software, built to optimize and secure how your practice handles every important document. Ensure compliance, enhance organization, and simplify workflows with our comprehensive management tools.




Explore the workflow
Keep employee and client documentation protected, organized, and easy for the right people to access.

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Upload documents from any device with web browsing capabilities. Store all employee and client documentation in one secure, HIPAA-compliant location, ensuring that your practice's documents are always protected and easily accessible.

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Stay on top of expiring documents with notifications on the dashboard. Our system ensures you’re always prepared for follow-up, helping you manage critical documents proactively and efficiently.

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Upload any type of document (JPG, PDF, etc.) and set expiration dates for critical HR documents. Store credentialing documents, new hire paperwork, performance reviews, and any other relevant employee information.
Compliance without the filing-cabinet burden
Store employee and client documentation in one secure location, organize it in folders, and keep important records accessible across your practice.
Facilitate secure sharing of important client documents with parents and caregivers. Enhance collaboration among staff by securely sharing documents and updates in real-time.
Facilitate communication and collaboration among team members by securely sharing documents and updates in real-time. Enhance team efficiency and ensure continuity of care through integrated documentation tools.
One protected source of truth
Store all employee and client documentation in one secure and HIPAA compliant location with our powerful document management system. Effortlessly upload documents from any device with web browsing capabilities, and organize them in folders for easy access. Share important client documents with parents / caregivers with ease.

Connected care teams
Facilitate secure sharing of important client documents with parents and caregivers. Enhance collaboration among staff by securely sharing documents and updates in real-time, promoting team efficiency and continuity of care.

Explore the workflow
Verified provider feedback
You bet! Once you’ve signed up, send us over your desired templates and we’ll get you started.
Yes. You can upload documents from any device with web access (we recommend Google Chrome). All employee and client documentation is stored securely in a HIPAA-compliant location, ensuring your practice's documents are always protected and easily accessible.
Absolutely. Our Staff Documents area allows you to view when documents are current and have expired.
Unlimited!
Jpg, jpeg, png, doc, pdf, txt, xlsx, and ppt.
Schedule a complimentary 15‑minute call to discover how Theralytics can elevate your practice with smarter management tools.

