AI CRM Builder for Occupational Therapy Practices
Most occupational therapy practices use a fraction of what a real CRM does, and pay for all of it. Describe how you actually track clients — the stages, the fields, the follow-ups — and Mythex builds a CRM shaped like your process.
Who it's for
Occupational therapy practices tracking clients in a spreadsheet, a notes app or someone's memory.
What you can build
- Contacts and companies with client name, referrer and assessment type
- A pipeline with your own stages, dragged between columns
- Notes and activity history on every client
- Follow-up dates with a list of what is due today
- A source field so you learn which channel brings clients
How occupational therapy practices work
An occupational therapy practice spends much of its week out of the office: home assessments, school visits and sensory assessments for children, then equipment recommendations and rehab programs. Work often comes through referrers such as case managers, solicitors, insurers or families, and each referral ends in a written report with a deadline. Therapists juggle travel, handwritten notes, report templates and invoicing to different payers. Health records are sensitive personal data, so check the rules that apply where you operate.
What crm for Occupational Therapy Practices has to handle
- Referrers and organizations with how many referrals each has sent.
- Clients with assessment type, funder and report due date.
- Follow-up reviews booked once recommended equipment or adaptations are installed.
A tip for occupational therapy practices
Track reports due by date and referrer. Missing one case manager's deadline can lose you all their future referrals, and a single list sorted by due date is the easiest protection.
A prompt to start from
Build a CRM for an occupational therapy practice. Track clients with client name, referrer, assessment type and report due, a status, a source and free-text notes. Show them on a kanban board with stages I can rename, plus a table view with search and filters. Add a follow-up date with a "due today" list, an activity history per record, CSV import and export, and user login for the team.
Questions
Can I see all reports due this week?
Yes. Ask for a report due date on each client and a list sorted by date.
Can I import the clients I already have?
Yes. Ask for a CSV import, export your spreadsheet, and upload it. Mythex maps the columns and tells you which rows it could not read.
Can the whole team use it?
Yes. Ask for user accounts and roles, and each person signs in to the published app. Mythex does not charge per seat for the app you build.
Do I need to know how to code?
No. You describe what you want in plain language and Mythex writes the code, shows a live preview, and lets you change things by chatting. The code editor and terminal are there if you ever want them.
Do I have to explain my business every time?
No. Mythex remembers who you are and how you work across every project, and follows the standing notes you set for a project, so you are not re-briefing it in each new chat. You can read, edit or switch all of it off.
How much does it cost?
There is a Free plan with daily credits, enough to build and publish a first version. Pro is $25/month and adds full code editing, GitHub export, custom domains, and credit top-ups.
Templates to start from
- Waitlist Landing Page Template — Countdown, live counter, lead admin
- Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
- Portfolio Website Template — Hero, projects, about, and contact
- Sales Attribution Dashboard Template — Multi-model revenue attribution
- Hiring Pipeline Tracker Template — Kanban stages with AI copilot
- Sales Roleplay Trainer Template — Voice-style practice with scorecards
- Plumbing Business Site Template — Quote calculator with lead dashboard
- Personal Injury Law Firm Template — Practice areas with attorney bios
Guide
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