Session & Intake Manager

SOAP notes, scheduling, invoicing, and accounting—all in one place.

Session & Intake Manager (SIM) helps massage therapists, bodyworkers, and independent practitioners organize clinical documentation and manage the business behind their practice.

Keep client records, document sessions with SOAP notes and body maps, manage appointments, and handle invoices and business finances on Mac, iPhone, and iPad.

CLINICAL DOCUMENTATION & PRACTICE MANAGEMENT

Keep your session workflow organized with:

• Client profiles and contact records
• Structured SOAP notes for subjective, objective, assessment, and plan documentation
• Front and back body maps for visual session notes
• Appointment scheduling and calendar integration
• Booking conflict checks
• Password-protected SOAP PDF exports

Practice features can be hidden when using SIM for a general business.

NEW: INTEGRATED LOCAL ACCOUNTING

Manage your finances alongside your invoices, without a separate accounting app.

• Simple Ledger view showing saved transactions in one place
• Search and filter transactions by date, account, category, description, or amount
• Record customer payments and track invoice balances
• Record paid expenses and bills to pay later
• Track suppliers and bill payments
• Record transfers and credit card payments
• Import bank transaction files in CSV, OFX, QFX, or QBO format
• Review imported items and match them to existing transactions
• Check recorded transactions against bank statements
• Track business mileage and equipment
• Manage customer credits and refunds
• View income, spending, unpaid invoices, bills, and other financial reports
• Export reports as PDF or CSV

Everyday labels such as “Money in” and “Money out,” task shortcuts, and built-in guidance help you find your next step. Advanced accounting tools remain available when needed.

Bank imports use files you download from your bank. SIM records financial activity; it does not connect directly to your bank, charge customers, or send payments.

FREE FEATURES INCLUDE

• Full invoice module functionality
• Company profile setup and editing
• Local accounting, Ledger, expense and bill tracking
• Bank-file imports and statement checks
• Mileage tracking and financial reports
• Local storage and encrypted backup options

OPTIONAL PAID PRACTICE FEATURES

• Client management
• Scheduling and calendar integration
• SOAP note documentation and body maps
• Booking conflict management
• Additional clinical record workflows

Paid practice features require an active subscription or an available lifetime purchase.

PRIVACY & SECURITY

SIM uses local storage and technical safeguards designed to help protect sensitive clinical and business information, including:

• Encryption for protected records
• Biometric and device-based authentication where supported
• Automatic session locking
• Password-protected clinical exports
• Encrypted backup and restore options

You choose when to export or share records. Keep exported files and backup passwords secure.

HIPAA compliance depends on the practice’s configuration, device security, administrative and physical safeguards, and appropriate use. Using SIM alone does not establish or guarantee compliance.

IDEAL FOR

• Massage therapists and bodyworkers
• Solo practitioners
• Independent healthcare professionals
• Small businesses seeking invoicing and local accounting

Terms of Use: https://theravenarmoury.com/legal/session-intake-manager-terms
Privacy Policy: https://theravenarmoury.com/privacy