Full control of your clinic,from care to finance
A specialized system that brings every TEA clinic operation into one platform: clinical, administrative, and financial management with real-time analytics
A complete platform for TEA clinic management
TEASystem connects every area of your clinic in one integrated system, cutting rework and making sure each recorded detail is available where you need it
Administrative
Full management of staff, sites, insurance, and permissions with detailed data completeness statistics
Clinical
Electronic records, custom intake, clinical notes, and therapeutic training in one place
Operational
Therapy schedule with multiple views, productivity dashboards, and direct links to notes
Finance + analytics
Full financial control, insurance management, automated billing, and strategic reporting
Full control of your clinic’s administrative structure
Manage staff, sites, insurance, and permissions with full visibility into status, pending items, and data completeness
Staff
Complete team management with pending items, status, and productivity
- Full registration with role and status
- Linked site control
- Administrator permissions
- Schedules and individual calendar
Sites
Multi-site control with complete data for each location
- Complete data and documentation
- Legal representatives per site
- Activation status and metrics
- Bank details for billing
Insurance
Credentialing and full management of health payers
- Control by clinic and plan
- Patients linked by insurance
- Configurable covered therapies
- Custom closing day
Staff statistics
- Total staff with data completeness analysis
- Percentage of complete data by professional category
- Overall status: complete × incomplete by section
- Most frequent empty fields for priority action
- Staff list with incomplete data
Permission control
- Available modules configurable by user profile
- Custom reports by type and specific fields
- Applicable filters set by access type
- Password and access editing with granular security
- Login control and access history
Therapies and services
Configure health services and treatments per site with color coding and activation status
Therapy type
Categorization by modality
Assigned color
Visual organization on the schedule
Applicable sites
Defined per location
All clinical operations organized and accessible
Full electronic records, custom intake, detailed clinical notes, and therapeutic training in one integrated platform
Patients
Complete chart with all clinical and administrative data
- Full personal data with photo
- Attached and organized documents
- Linked legal guardians
- Notes on medications and allergies
- Active health plans and insurance
Intake
Custom clinical questionnaires with structured completion
- Customizable intake models
- History of completed questionnaires
- Ready-to-use templates
- Create new models per site
Clinical notes
Detailed record of each therapy session
- Filters by date and period
- Scheduled vs. attending clinician
- Therapy type applied
- Session status (completed, no-show, etc.)
Training and care plans
Full training and exercise system for structured therapeutic follow-up
- Training plans personalized per patient
- Configurable exercises by therapy type
- Ready templates with training models
- Response option for progress tracking
- Completed trainings per week by site
Guardians and representatives
Full management of legal guardians with multiple contact channels
- Total guardians registered per site
- Patient links: who is responsible for whom
- Multiple contacts: phone, mobile, and email
- Easy communication integrated into the system
Admission status
Full control of patient admission with contract data and linked schedule
Number of contracts
Per patient and insurance
Period and sessions
Start date and quantity
Admission status
Active, closed, or pending
Available actions
Edit, close, document
Smart scheduling with multiple views
Full scheduling with productivity dashboards, time analysis, and direct integration with clinical notes
Clinical schedule
By clinician
Patient schedule
By patient
Room schedule
By room/space
External schedule
Outside the site
Scheduling dashboard
Total appointments
Consolidated view
Total sessions
Completed and pending
Growth
Time analysis
Active clinicians
In session
Available analyses
- Therapy distribution by type
- Top 10 clinicians by volume
- Weekly session distribution
- Peak and idle times
Upcoming visits
- Today’s appointments highlighted
- Next 10 days visible
- Time conflict alerts
- No-show and reschedule notices
Direct integration with notes
The schedule is fully integrated with clinical notes and finance, so workflows continue without switching screens
Direct access to the note
Record the clinical note from the appointment in one click
Finance link
Completed sessions automatically create financial entries
Full history
See the full patient history without leaving the schedule
Full financial control and automated billing
Integrated revenue, expense, insurance, and reimbursement management with consolidated per-site views and real-time results
Per-site summary
Current balance
Revenue − expenses
Patient revenue
Visit revenue
Insurance revenue
Payer billing
Staff expenses
Team payments
Other revenue/expenses
Miscellaneous entries
Revenue
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Private pay visits
Sessions paid directly by families
-
Insurance billing
Payer transfers by period
-
Other revenue
Materials, training, etc.
-
Delinquency control
Track pending payments
Expenses
-
Payroll
Clinician and admin salaries
-
Operating costs
Rent, utilities, maintenance, supplies
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Taxes
Tax obligations and charges
-
Other expenses
Training, materials, investments, etc.
Automated billing
Completed sessions generate financial entries automatically, reducing typing errors and ensuring every session is billed
Session completed
Clinician records the note from the schedule
Automatic entry
The system creates revenue based on therapy type and insurance
Reimbursement control
Automatic insurance link for monthly closing
Analysis and indicators for strategic decisions
Turn data into insight with custom reports, detailed statistics, and visual dashboards that show clinic health in real time
Clinical reports
Data on patients, visits, and progress
- Patient statistics by site
- Registration and document completeness
- Clinical note analysis
- Performance by therapy type
Administrative reports
Analysis of staff, productivity, and operations
- Active staff statistics
- Productivity per therapist
- Complete data per site
- Permissions and access overview
Custom reports
Build reports tailored to your needs
- Report type selection
- Custom fields by type
- Configurable filters
- Export in multiple formats
Report generation
Generate reports in the platform with an intuitive 3-step flow
Choose the type
Clinical, administrative, or custom
Configure fields
Choose which fields appear in the report
Apply filters
Refine by period, site, clinician, or patient
Visual dashboards and KPIs
Monitor clinic health with charts, statistics, and indicators updated in real time
Active patients
Total and growth rate
Occupancy rate
Schedule vs. capacity
Monthly revenue
Billing and projections
Delinquency
Accounts receivable
Full control of each clinic site
Each site has access to all system resources with isolated, secure data for individualized management and consolidated oversight
Registered patients
Full list with individual charts, admission status, and data completeness stats
Legal representatives
Guardians per patient with phones and email for quick communication
Admission status
Contracts, insurance, period, sessions, and edit/close/document actions
Custom intake
Completed clinical questionnaires with models by visit type
Clinical notes
Weekly records filterable by date, clinician, therapy type, and session status
Full schedule
Board for clinicians, patients, rooms, and externals with productivity dashboard
Financial management
Balance, revenue, expenses, insurance, and consolidated summary per site
Completed trainings
Weekly follow-up of care plans and applied exercises
Site-specific reports
Custom analyses with isolated site data
Data isolation and security
Each site has its own isolated, secure data. Staff only see information for sites they are linked to, supporting privacy and LGPD compliance. Consolidated views are available only to administrators with the right permission.
Everything connected in real time for maximum efficiency
TEASystem’s edge is how modules talk to each other—cutting duplicate work and keeping operations consistent
Schedule → Note → Finance
Log the session on the schedule; the clinical note links automatically, and billing uses insurance and therapy type
Patients → Reports
Registration, notes, and visits feed dashboards and statistical reports automatically in real time
Insurance → Billing
Insurance sessions roll up by period for monthly closing and reimbursement control
Administrative
Clinical
Schedule
Finance
Real-time synchronization across every module
Enter information once and it appears everywhere it matters
Real benefits in daily clinic life
Tangible gains you and your team notice from day one
Less rework
Record each fact once and it is available in every module. Stop typing the same data in multiple places.
Practical example:
A session on the schedule creates the clinical note and financial entry automatically—no retyping
Full centralization
All clinic information in one integrated system. Replace spreadsheets, notebooks, and parallel tools that cause inconsistency.
Practical example:
Open the full chart, session history, and financial status on one screen—no hunting across tools
Data-driven decisions
Dashboards and live reports show clinic health with precise indicators for informed strategy.
Practical example:
See which clinicians are most productive, peak hours, and which therapies drive the most revenue
See all of this working in practice
Book a personalized demo and explore every module applied to your TEA clinic
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