Bilingual intake for South Florida practices

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TheraCRM.pro

Bilingual intake for South Florida practices

COMPARISON · BILINGUAL INTAKE

TheraCRM.pro vs. SimplePractice for bilingual intake: which one handles the first message?

Short answer: they are different tools for different moments, and most practices that use TheraCRM.pro keep SimplePractice. SimplePractice is the chart, the notes, the billing, and a client portal that can be shown in Spanish once someone is a client. TheraCRM.pro is what answers a new person in English or Spanish before they are a client, follows up until they book, and hands one record to the EHR.

7 min read

What this is: a category comparison, with every statement about SimplePractice taken from its own website and dated. What it is not: a reason to leave an EHR that works. If SimplePractice is doing its job for your practice, nothing on this page argues with that.

THE SHORT ANSWER

SimplePractice describes itself as EHR and practice-management software for health and wellness professionals. TheraCRM.pro is bilingual patient-intake and marketing automation from Aday Interactive, Inc., built on a CRM platform. SimplePractice starts when a person becomes a client and logs in. TheraCRM.pro starts when a person sends a first message and stops at a defined hand-off stage, where the record goes to the EHR. If your question is who handles the 9:41 PM Spanish inquiry from someone who is not a client yet, that is TheraCRM.pro. If your question is where the chart lives, that is SimplePractice.

What each one is, in its own words

SimplePractice’s homepage calls it “EHR software for health & wellness professionals” and “the #1 HIPAA-compliant EHR and practice management software.” Its feature pages describe a client portal where clients “fill out intakes, schedule, pay bills, & more,” online booking, “free, automated text, voice, & email” appointment reminders, telehealth, paperless intakes, and secure messaging. Its support center documents a setting under which “clients can choose their portal language” to use the client portal in Spanish.

TheraCRM.pro is bilingual intake and marketing automation for therapy, med spa, dental, and medical practices in South Florida. It is operated by Aday Interactive, Inc. in Coral Gables and built on a HIPAA-enabled CRM platform under a signed Business Associate Agreement. It handles the website form, the missed-call text back, two-way texting, the pipeline of people who have inquired but not booked, the follow-up sequence, and the confirmation and reminders, in English and Spanish, and ends at a hand-off stage where one complete record goes to the EHR.

Side by side, at the moment the first message arrives

SimplePractice TheraCRM.pro
Category EHR and practice-management software, in its own words. Bilingual intake and marketing automation on a CRM platform. Not an EHR.
When it starts When a person is a client with a portal login. When a person sends a first message, before they are a client.
When it ends It is the system of record for as long as the person is a client. At a named hand-off stage, usually consult booked or first visit scheduled, when the record goes to the EHR.
Spanish Its support center describes a client portal that clients can choose to use in Spanish. Its site does not describe the language of the inquiry stage, before login. The inquiry, the auto-reply, the texts, the voice line, the booking page, the confirmation, the reminder, and the reschedule link, in the language the person used.
Website inquiry form Its site describes online booking and an appointment request widget. A bilingual form that captures language preference and consent, tags the inquiry, and starts the follow-up.
Missed-call text back Not something its site describes, as of September 2026. Included. A call that would have gone to voicemail gets a text back in the caller’s language.
Two-way texting with someone who is not yet a client Its site describes secure messaging inside the client portal. Included, from a practice number, with STOP, ALTO, and PARE honored.
Pipeline of inquiries that have not booked Not something its site describes, as of September 2026. Included. Every open inquiry is a card with a stage, an owner, and a language.
Automated follow-up before booking Not something its site describes, as of September 2026. Included, with three exits: stop on reply, stop on booking, stop on opt-out, inside Florida’s 8 AM to 8 PM window.
Appointment reminders Its site describes free, automated text, voice, and email reminders. Included, in the patient’s language, inside Florida’s 8 AM to 8 PM window.
AI voice receptionist Not something its site describes, as of September 2026. Included on the Practice and Group plans, bilingual, scheduling and logistics only.
Clinical notes and charting Yes. This is what it is for. No. TheraCRM.pro holds no clinical notes.
Billing and insurance Its site describes billing features, and its pricing page lists insurance tools. No.
Telehealth Its site describes a HIPAA-compliant telehealth platform. No.
English and Spanish conversion reporting Not something its site describes, as of September 2026. Included. Inquiry volume, response time, and conversion rate broken out by language, source, and clinician.
HIPAA position Its site calls it HIPAA-compliant EHR software. A HIPAA-enabled configuration is available, and Aday Interactive, Inc. signs a BAA with your practice at onboarding. No vendor is HIPAA certified; no such certification exists.
Published price Solo plans on its pricing page: Starter $49, Essential $79, Plus $99 per month, as of September 2026. Solo $349, Practice $649, Group $1,149 per month. Annual billing is two months lower.
Connection between the two SimplePractice does not publish a write API, so no vendor can honestly claim to push a new client into it automatically. A complete, exportable record at the hand-off stage, created in SimplePractice once by your front desk. We do not claim a connection that does not exist.

Every cell in the SimplePractice column comes from its own website or support center as read on September 19, 2026. “Not something its site describes” means exactly that. It does not mean the feature does not exist. Ask them.

Why the categories matter more than the feature list

A client portal is built around an authenticated account, which is what makes it the right place for clinical paperwork, billing, and secure messages. That same design means it cannot reach a person who has not created an account. The inquiry stage is a different problem: a stranger, a phone number your system has never seen, a message at an hour nobody is at the desk, and a language that has to be answered in kind. Most practice software treats those as two different problems, and SimplePractice is honest about which one it solves.

The price difference reflects that. SimplePractice’s solo plans are a fraction of TheraCRM.pro’s, because TheraCRM.pro includes the monthly text allowance, the AI voice minutes, the bilingual templates, and the setup work that the inquiry stage needs. If your inquiry volume does not justify that, we will tell you so on the call, and you should keep running your EHR alone.

What the hand-off looks like for a SimplePractice practice

  • The inquiry arrives through the website form, a missed call, or a text, and is answered in the person’s language within a minute, at any hour.
  • It sits as a card in the pipeline with a language tag until the person books or opts out. Follow-up runs inside Florida’s messaging window and stops on reply.
  • At consult booked, the record is complete: contact details, language, source, the consent record, the appointment, and the intake answers as submitted.
  • Your front desk creates the client in SimplePractice from that record once, and sends the portal invitation. From there the portal does what it does well, in Spanish if the client chooses it.
  • TheraCRM.pro keeps only what it needs for reminders and reactivation. The chart lives in SimplePractice.

Who should read this and decide what

  • A solo therapist with mostly English-speaking clients and a manageable inquiry volume: SimplePractice alone is probably right. Turn on its online booking and reminders and stop reading.
  • A practice in Miami-Dade that gets Spanish inquiries and cannot say how many booked: the gap is at the inquiry stage, which is what TheraCRM.pro is for. Keep SimplePractice.
  • A group practice choosing an EHR: this page does not help you. It compares an EHR to something that is not one.

Questions we get asked about this

Does TheraCRM.pro replace SimplePractice?

No. SimplePractice is an EHR and practice-management system, and TheraCRM.pro is not one. TheraCRM.pro handles the inquiry stage, before a person is a client, and hands a complete record to SimplePractice at a defined stage. Most practices that use TheraCRM.pro keep SimplePractice.

Does TheraCRM.pro write new clients into SimplePractice automatically?

No. SimplePractice does not publish a write API, so no vendor can honestly claim that. The hand-off is one complete, exportable record at the consult-booked stage, which your front desk uses to create the client in SimplePractice once.

Is SimplePractice bilingual?

Its support center describes a setting under which clients can choose to use the client portal in Spanish, and its press materials announce a Spanish client portal. That covers a person who is already a client and logged in. Its site does not describe the language of the inquiry stage, before login, which is the stage TheraCRM.pro is built for.

Why is TheraCRM.pro so much more expensive than SimplePractice?

Because they are not the same product. SimplePractice solo plans are published at $49 to $99 per month. TheraCRM.pro starts at $349 per month and includes a monthly text allowance, AI voice minutes from Practice up, bilingual templates, and the setup course for the inquiry stage. If your inquiry volume does not justify that, we will say so on the call.

Which one should a solo therapist choose?

If most of your inquiries are in English and you can answer them the same day, SimplePractice alone is probably right. If you get Spanish inquiries after hours and cannot say how many of them booked, the gap is at the inquiry stage, and that is what TheraCRM.pro adds. You would keep SimplePractice either way.

Related

Not sure the inquiry stage is your problem?

A 30-minute consultation looks at how inquiries reach your practice today. If SimplePractice alone is the right answer for you, that is what we will say.