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Clarity Cooperative

Take Your Therapist Practice 100% Paperless

TechStack Used

Project Snapshot

A SaaS-based progress notes generator platform for our US-based client that encompasses all aspects of therapeutic documentation. It’s a full suite of HIPAA-compliant tools that fills all voids for note-keeping, calculations, assessments, checklists, forms, insurance, reimbursements, GFE calculations, and bills.

From scheduling your 1st intake to billing through your final session and tools to manage the business side of your private practice, the Clarity Cooperative platform is built to manage the entire private practice ecosystem so you can spend less time on administrative work and more on providing care to your clients.

It helps build a strong financial foundation by charging worthy session fees, attracting valid prospects who are willing to pay for your therapy sessions, and staying well-prepared when tax season comes around.

Revenue Model
Subscription-based model for the end users.

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TOPS Strategies in Action

We strategically kept customization at the forefront of this software solution empowering our client’s vision to create a user-friendly and highly flexible private practice management system for Therapists. This all-in-one software for therapists features the ease of drag, drop, copy, and paste text into your preferred EHR, printing it, or sending it through emails.

A variety of ready templates and text suggestions to prepare notes, forms, and documentation is based on our client’s deep research and experience as a Therapist, saving users time to create notes through advanced app functionalities.

This app concept is not just limited to real-time access to progress notes builder, we developed accurate calculators for complex estimates that help make the decision-making and collaboration much more efficient for Therapists.

Above all, our software designers were keen on keeping user interfaces clean and neat to devise a completely organized and user-friendly private practice experience for the Therapists.

Bottlenecks We Encountered

  • Building a cloud-based progress notes generator that feels personalized for each Therapist was a challenge as it involved deep diving into numerous documentation, forms, and more essential for Therapists to manage the business and clinical side of workflows.
  • Implementing strong data security measures, access controls, and encryption protocols to safeguard sensitive data against data leaks, breaches, and unauthorized access. Data privacy, confidentiality, and client consent for the sessions required standardized security rules and accessibility features.
  • Computing for multiple complicated formulas to get accurate estimates for GFE, taxes, and other deductions, calculating therapy session fees, out-of-network insurance reimbursements estimates, and more.

Solutions We Deployed

Save Time With Customizable + Easy-to-Edit Progress Notes Generator

Prepare your progress notes just the way you want with a few clicks. The Clarity Cooperative platform is designed to provide ready-to-use templates for all types of progress notes with simplified editing tools for mental health providers designed by Therapists to ensure legal compliance and quality standards. The core focus of building this feature was to ease out and automate the time-consuming documentation keeping for individual providers as well as for the group practices.

Value to Therapists

Real-time note keeping reduces the time and effort the psychotherapists spend on repetitive and tedious administrative work, allowing them to focus more on therapeutic interventions & client care.

Stress-Free Insurance Coverage and Out-of-Network Insurance Reimbursements

Users can swiftly explore affordable and best insurance plans offered by the insurance companies registered in the platform. On the flip side, for you as a therapist, it’s as simple as a two step process to get registered and join the community, speak with the insurance agent to get started with the enrollment process, and find the best-fit insurance plan for you.


Strategists at TOPS have defined an easy solution to the complexities of out-of-network insurance reimbursements by building an advanced calculator that derives accurate estimates for insurance billing for out-of-network insurance claims, ensuring fair compensation for your Therapist services.

Solution Impact

Simplifies the complex process of finding the most affordable insurance plans and automatically generates accurate estimates for fair insurance billing after considering the applicable insurance coverage your clients can leverage, all through the advanced calculations tool computed with complex and standardized formulas.

Ensure Client Data Security With HIPAA Compliance

We also consider how important it is for you when it comes to your client’s data. The TOPS team made sure that the platform built was HIPAA compliant. All of the information you enter is being anonymized and encrypted.

Problem it Solves

Peace of mind with confidence that your individual or group practice meets stringent data standards, focusing more on providing quality care.

No Surprise Act- GFE Estimations

The Good Faith Estimate Generator we built complies with the No Surprise Act designed to protect clients from getting unexpected medical bills. GFE estimates help your clients accurately predict the charges for health services they will be receiving from you, prior to their session appointments. Helps build trust among the clients, enhance your private practice reputation, and deliver ethical practices through transparent pricing without any billing surprises.

Effortless & Simplified Financial Management

With everything you need to manage your therapist practice in one digital hub, the Clarity Cooperative platform is featured with an all-in-one suite of resources and tools to track your expenses, increase your tax deductions, and get rid of the feeling of missing out on any expenses or deductions without any requirements to start accounting from scratch or need to jot down your tax plans.

Strategic Value

Therapists can keep their business expenses organized in one easily-accessible digital place. What’s more? You can proactively calculate taxes with quarterly tax calculators through the ease of itemizing your taxes, ensuring no missouts of potential deductions. This helps therapists track their taxes and deductions proactively.

Noteworthy Features For Progress Notes Generator Platform

Out-of-Network Reimbursements

Private Practice Form Library

Custom Legal & Practice Forms

Enroll in Health Insurance Plans

Therapy Session Fee Calculator

Custom Templates

Redeem Coins

Super Bill Generator

GFE Generator

Marketing Guides

Digitizing Everything You Need to Manage Your Therapist
Practice in One Digital Hub

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Extended Possibilities in App Concept

Voice to Text Feature For Taking Notes

Automated AI Generated Note

Insurance Explanation Of Benefits Database

Performance Dashboard for Therapists

Calendar and Reminders

Screen Sharing Resources

Digital Whiteboard

IoT App

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