Best software for starting a therapy practice

Starting a practice requires reliable records and understandable workflows, not every feature you might need years later. An entry PsicoGest tier, Heidi documentation trial or Clara/moodo platform may fit, depending on whether you already need scheduling, notes and invoices together. Start with current requirements and check how to grow without losing records.

Disclosure: This guide is published by Clara's team, one of the products compared. It describes features and terms advertised on official pages, reviewed October 2, 2026. It is not an independent performance test. We recommend other products when they better fit the stated need.

The short answer

• PsicoGest: For evaluating the €9.99 administrative entry tier and its current limits.
• Heidi: For exploring free access when you only need documentation support.
• Clara: For trying a month of connected practice before choosing a paid tier.

The options at a glance

Minimum does not mean improvised

From your first client, define information storage, access and retrieval of required records. Separate contact, clinical and billing data. A free trial does not justify entering clinical information before reviewing terms. A simple tool can suffice if it supports a professional record and a clear exit process.

Buy for the next month

List expected sessions, documents and invoices. Check transcription and active-client limits in the entry tier. If you personally arrange every appointment, public booking may not be a priority. Avoid annual commitments before testing the workflow and understanding tier changes.

When to adopt a broader platform

Connect workflows when appointment status becomes unclear, invoices need reconstruction or records live in multiple places. If those problems are absent, keep what works. If they arise, test migration using a fictional client and exports. Growth should not turn approved notes back into drafts or lose consent evidence.

PsicoGest

PsicoGest targets psychology practices and clinics in Spain. It advertises scheduling, records, invoices, reminders, bookings, payments and AI features. Published tiers differ by active-client limits and transcription hours, with a separate clinic offer. A useful price comparison must consider the features actually included at each tier.

Published pricing and terms: Solo tiers list €9.99, €19.99 and €29.99/month excluding VAT; ten-day trial. Clinic pricing and payments have separate terms.

When it may be the better fit

It may be a better purchase than Clara if you need a lower-cost administrative starting point, web booking, card payments or clinic management. Its pricing page explains those workflows and which levels include transcription. If billing drives the decision, ask to prepare, correct and export a fictional invoice before evaluating AI.

Limits and open questions

The lowest-priced tier does not include the same transcription as higher tiers. Compare active clients, hours, add-ons and transaction fees, not only the headline price. The website advertises VeriFactu; request the applicable workflow and documents without treating that claim as AEAT certification. Check clinical output and languages too.

Heidi

Heidi is a clinical assistant across specialties, with a dedicated mental-health offering. It advertises transcription, progress notes, letters and structures adapted to a clinician's modality. Its template community and clinical-information tools belong to a broader healthcare ecosystem rather than a psychotherapy practice-management workflow.

Published pricing and terms: Advertises free access; check current paid tiers and feature limits. We do not quote an unverified paid-plan price.

When it may be the better fit

It may be better than Clara if you work across healthcare specialties, already use its ecosystem or value a broad template community. You can evaluate documentation without starting from a full practice-administration migration. Still test a psychotherapy session: a suitable template does not guarantee that every clinical nuance will be represented well.

Limits and open questions

Do not equate a documentation assistant with a solution for Spanish invoicing, consent management and the whole practice. Check languages, plan limits, data-processing terms and exports. A public mental-health offering is not a substitute for testing your therapeutic orientation or reviewing the legal basis of your particular use.

Clara

Clara brings together client records, scheduling, reminders, invoicing and documentation designed for psychotherapy. It prepares a read-only transcript and a separate editable clinical note draft. The clinician reviews the record, corrects it and decides when it represents their work. Context from earlier sessions can also support preparation for the next appointment.

Published pricing and terms: From €19.99/month; €29.99 and €49.99 plans. One-month trial without a card. Check plan limits and annual billing.

When it may be the better fit

Start with Clara when you want practice administration connected to notes shaped around your therapeutic orientation. Spanish, Catalan and English, explicit clinician review and continuity between sessions are concrete things to evaluate. Invoicing is ready for VeriFactu; product support does not replace advice about your particular tax situation.

Limits and open questions

Do not choose it merely to consolidate tools. If you need clinician commission settlements, full accounting, a public booking portal or a particular messaging channel, verify that requirement before subscribing. AI prepares drafts, not clinical decisions. Processing is not exclusively on-device: encrypted audio may remain for up to 14 days, and a local recovery copy for up to 7 days.

View the official offer

moodo IA

moodo advertises an all-in-one platform for psychologists in Spain: booking, invoices, AI records, WhatsApp reminders, questionnaires, consent forms and online payments. It also describes a clinic mode with roles and commissions. This is a practice-management alternative, not simply a session-summary tool.

Published pricing and terms: Website lists €22/month excluding VAT and a seven-day trial. For clinics, confirm per-clinician pricing and payment fees.

When it may be the better fit

It may suit you better than Clara if automatic booking, WhatsApp or commission allocation is essential and its demonstration meets that need. The published subscription helps establish an initial budget. Include those workflows in the trial and confirm per-clinician charges, payment processing fees and usage limits.

Limits and open questions

A feature list does not establish note quality, natural Catalan output or the depth of role permissions. Its website advertises VeriFactu and EU hosting; request documentation and a workflow demonstration rather than assuming independent certification. Marketing outcome claims are not measured results for your own practice.

What to test before choosing

1. Write down requirements for your first ten sessions and identify essentials.
2. Compare an entry option and an integrated option using a complete fictional case.
3. Choose after exporting documents and checking ongoing-access terms.

Frequently asked questions

Should I choose Clara with only a few sessions?

Not necessarily. Try Clara if connecting documentation and administration solves a current need. A simpler or cheaper option may suffice for a single function. Compare limits and exit terms, not just the entry price.

How were these tools compared?

Clara's team reviewed public vendor offers on October 2, 2026. Recommendations follow needs and documented features, not independent performance tests. Prices and conditions can change; confirm the tier you need.

Sources and review date

Public offers reviewed October 2, 2026. Confirm prices, limits, languages and plan terms before subscribing. Unconfirmed features remain questions to verify, not assumed absences. Review your particular billing and data-protection situation with an adviser.

• PsicoGest: Public provider information reviewed for this guide.

• Heidi: Public provider information reviewed for this guide.

• Clara: Sources and review date 1; Sources and review date 2; Sources and review date 3; Sources and review date 4; Sources and review date 5

• moodo IA: Public provider information reviewed for this guide.

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