Keep the schedule the therapist set booked all the way through.

VERA books standing visit schedules, spots patients who stop coming once they feel better, collects referral paperwork before the evaluation, and drafts thank-yous and clinic marketing. Your therapists decide care. VERA handles the front office and the business side, and nothing reaches a patient until your staff approve it.

Start free trialSee how it works

No credit card required · Staff approve every message · Front office only, not patient care

pt/dashboardlive
Today, for physical therapy clinics
everything waiting on you, in one place
2 to approve
Waiting on your approval
6
Drafted and ready
15
In play right now
$1,800
Needs your attention
Schedule
Standing visits · next two weeks
Approved and sent
Approved
Schedule
Drop-off watch
Were coming weekly, nothing booked now
Review
Paperwork
Next week's evaluations
Missing intake form or referral paperwork
Review
+3 more waiting
Recently
just nowApproved: Standing visits · next two weeks
6:30 AMThe schedule check is ready
7:00 AMApprove before the first patient
Treatment hoursThe front desk stays at the front desk
7:00 PMAfter the evening block
Nothing reaches a customer without your approval.

Patients feel better before the plan is done.

The therapist sets the schedule. Getting it booked, keeping it booked, and getting the paperwork in first is front-desk work, and it is what VERA prepares.

Booking three visits a week by hand

Every patient needs the same times week after week. VERA places the standing visits where the therapist is free and flags conflicts.

The quiet drop-off

A patient cancels once, then stops booking. VERA notices the gap the same week and drafts a scheduling check-in.

Evaluations without paperwork

The first visit stalls when the referral or intake form is missing. VERA sends the form and an upload link ahead and chases what is still out.

Phones during treatment hours

The desk is checking patients in and the line rings. Vera answers from your notes, offers open times to callers who need to move a visit, and takes messages.

Referral sources nobody thanks

The practices that send you patients rarely hear back. VERA drafts a short thank-you that carries no patient details.

Self-pay and cash programs

Direct-billed visits and after-discharge programs need invoices and follow-up. VERA drafts both and tracks what is paid.

Your clinic runs on approval.

Three steps. Nothing reaches a patient until your team says yes.

pt/schedule01 · Watch
Waiting for staff approval
VERA drafted these, you decide
ready
ScheduleStanding visits · next two weeks
Patients on a 2x or 3x weekly schedule
  • Place visits at their usual times
  • Flag 5 therapist conflicts
  • Send one confirmation per patient
ScheduleDrop-off watch
Were coming weekly, nothing booked now
  • Draft scheduling check-ins
  • Offer their usual times
  • Say nothing about symptoms
Approve allor open any one of them and change it first

Tell VERA what you need. What comes back is a finished document, not a blank form.

6 documents physical therapy clinics actually send, set up with your business details, your pricing, and your branding.

pt/documents6 templates
Documents
the paperwork physical therapy clinics actually send
ready
Book the Martinez knee patient Monday, Wednesday, Friday for three weeks.
Schedule · 9 visits proposedAwaiting approval

Nine visits placed at the same time each day where the therapist is free, two conflicts flagged, and a confirmation drafted for the patient, waiting on approval.

Review and sendnothing leaves until you say so
In your library
Standing Schedule Confirmation
Reminder
Unscheduled Patient Check-In
Reminder
Evaluation Prep Packet
Form
Referral Source Thank-You
Letter
Cash-Pay Program Offer
Proposal
+1 more

List · 14 check-ins drafted

“Who has nothing booked but was coming twice a week?”

Patients whose standing visits stopped, each with a short check-in offering their usual times. The note asks about scheduling, never about symptoms.

Worklist · 6 flagged

“Which of next week's evaluations are missing paperwork?”

New evaluations still missing the intake form or referral paperwork, each with a reminder and a fresh upload link drafted for the front desk.

Letters · 4 drafted

“Thank the practices that referred patients this month.”

A short thank-you per referring practice, naming no patient details, ready for your approval.

VERA can work. You still control what leaves the business.

The same gate applies to every physical therapy clinic workflow on this page.

  1. 01VERA prepares

    Drafts the quote, the follow-up, the invoice, the schedule change.

  2. 02You review

    See the numbers, the wording, and exactly who it goes to.

  3. 03Approval

    Approve, edit, or decline. Let the routine ones run on your rules.

  4. 04Customer

    Only approved work ever leaves the business.

Nothing runs without your approval

Every action is a proposal first.

No surprise charges
Start with no card. If you add one for a longer trial, cancel before it ends and you pay nothing.
No lock-in
Export your data, disconnect any tool, any time.
Encrypted and private
TLS in transit, tokens encrypted at rest, never sold.

VERA for Physical Therapy Clinics, in plain terms.

The questions people ask before they sign up, answered without the sales pitch.

01

What is VERA?

VERA is an AI business operations assistant for physical therapy clinics. It prepares quotes, invoices, follow-ups, scheduling changes, marketing content, customer messages and reports using the tools your business already uses. VERA works approval-first: it drafts the work and shows it to you, and nothing is sent, posted, booked or charged until you approve it.

02

Who is VERA for?

VERA is built for owner-operated and small-team businesses that run on jobs, quotes and invoices, and for the person in that business who does the office work after hours. It ships tailored setups for trades and home services, professional services, agencies, property and real estate, retail, hospitality, healthcare and auto repair.

03

How does VERA work?

VERA follows four steps: propose, approve, execute, log. You describe what you need in plain English, or VERA spots the work itself from your jobs and messages. It drafts the result and puts it in an approval queue. You approve, edit or reject it. Only then does VERA send it, and it records what it did.

04

Will VERA contact my customers without my permission?

No. Every message, quote, invoice, post and reminder that leaves your business waits in an approval queue until you approve it. You can turn on automatic sending for specific routine tasks, but only under rules you set yourself, and the default for everything is off. Every action VERA takes is written to an activity log you can read.

05

What software does VERA work with?

VERA connects to the accounting, calendar, payment, messaging, review and social tools most small businesses already run, including QuickBooks, Google Calendar, Gmail, Outlook, Stripe, Square, Instagram, Facebook and Mailchimp. You connect a tool by signing in to it, not by pasting API keys, and you can disconnect any of them at any time.

06

How much does VERA cost?

VERA has a free tier and four paid plans: Starter at $49 a month, Pro at $99 a month, Business at $199 a month and Agency at $399 a month. Every plan carries a month of AI work, connected integrations, scheduled tasks and team seats, and they differ by how much of each. The cheapest paid plan is Starter at $49 a month, and annual billing costs less than monthly.

07

What does VERA not do?

VERA does not act on your behalf without approval, and it does not replace your accountant, your lawyer or your licensed trades work. It does not file your taxes, sign contracts for you, or make decisions about hiring or firing. It is a web application only, with no desktop install, and it is sold in the United States.

Most popular with PT clinics.

Connect your calendars, payments and marketing tools. VERA works only from what your clinic chooses to connect.

Start free trial
Google CalendarStripeQuickBooks OnlineInstagramFacebookTikTokAuthorize.netOutlook CalendarAngiHouzzYelp
CalendlySquareMailchimpYouTubeGoogle AdsPayPalClover POSApple CalendarThumbtackGoogle Business ProfileTrustpilot

Sign in once, no API keys. VERA reads only what you approve. Logos indicate available integrations, not partnerships.

Browse all 160 integrations

One application for almost everything the business runs on.

Quoting, jobs, invoicing, customers, scheduling and marketing in one place, sharing the same data. No stack of six tools that do not talk to each other, and no re-typing the same job into three of them.

Sales

  • Leads and pipeline
  • Estimates and proposals
  • Customers and CRM
  • Jobs

Money

  • Invoices and payments
  • Expenses
  • Mileage
  • Financials

Work

  • Scheduling and calendar
  • Tasks
  • Team
  • Files and knowledge

Growth

  • Content and social
  • Reports

Missing something? We are proud to build it.

If a feature is missing and it would help a large part of our customer base, we add it. Tell us what you are stuck doing somewhere else and it goes on the roadmap. The requests that would help the most businesses get built first, and they ship to everyone on your plan at no extra cost.

Request a featureSee what shipped recently

Is VERA the right call for you?

Including the cases where the answer is no. Those are the ones worth reading.

01

Is VERA right for my business?

VERA fits best when the office work is the bottleneck: quotes going out late, follow-ups not happening, invoices sitting unpaid, and nobody on payroll to chase them. It suits physical therapy clinics with one to about twenty-five people. If your admin is already fully covered by staff you trust, VERA has less to add.

02

How is VERA different from a general AI assistant like ChatGPT?

A general assistant writes text in a chat window and then you copy it somewhere. VERA is connected to your business: it reads your real jobs, customers, quotes and invoices, produces work inside those records, and can send it once you approve. It also keeps an approval queue and an activity log, which a chat window has no concept of.

03

How is VERA different from hiring a virtual assistant?

A virtual assistant is a person you hire, train, schedule and pay by the hour, typically several hundred to a few thousand dollars a month. VERA is software starting at $49 a month that works instantly, at any hour, and never needs handover notes. A person handles judgement and phone calls better; VERA handles volume and consistency better.

04

Is VERA safe to use with customer data?

Connector credentials are encrypted at rest, traffic is served over HTTPS, and you can disconnect any integration at any time to revoke access. VERA reads only what you connect and only writes what you approve. You can export your data and delete your account. The published security page states plainly what is in place and what is not yet.

05

Can I try VERA before paying?

Yes. There is a free tier that runs with no payment details, and a 7-day trial of the Business feature set. VERA also ships demo data for every connector, so you can watch it draft a quote, an invoice and a follow-up before connecting a single account. You can cancel at any time and export your data on the way out.

Longer side-by-side write-ups: VERA compared with hiring an office administrator, VERA compared with a virtual assistant service, VERA compared with a general AI chatbot, and every VERA comparison. Plan detail and current prices are on the VERA pricing page.

Plans that grow with your clinic.

Every plan starts with a free trial. Below are VERA's standard plans, pick the one that fits your front office.

Starter

For a solo therapist or a small cash-pay clinic

Pro

For clinics with several therapists and a front desk

Business

For multi-location outpatient practices

Agency

For therapy groups running many clinics

Starter

For solo business owners testing VERA

$49/mo

Billed monthly · cancel anytime

Draft and approve everyday work in one place.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
Just you
Connected integrations
5 accounts
Automation
Manual approval
Most owners pick this one

Pro

For active small businesses

$99/mo

Billed monthly · cancel anytime

Run recurring campaigns and lead workflows on autopilot, with approval.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
3 included, add more
Connected integrations
15 accounts
Automation
Auto-pilot + guardrails

Business

For growing operations running more than one business

$199/mo

Billed monthly · cancel anytime

Run a few businesses and a bigger crew with roles and permissions.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
10 included, unlimited extra
Connected integrations
50 accounts
Automation
Advanced + roles

Agency

For agencies and operators running a portfolio

$399/mo

Billed monthly · cancel anytime

Every business you run, one approval queue, no monthly cap on automatic work.

Start free trial

No credit card required. Cancel anytime. You keep your data and integrations.

Team members
25 included, unlimited extra
Connected integrations
Unlimited
Automation
Uncapped + roles

Starter

Team seats included
1 (you)
Businesses under one account
1
Scheduled or automated tasks
25 / mo
Approval workflow
Manual approval
Social, email & reply drafting
Research + proposal drafts
Basic
Content calendar + scheduling
–
Recurring workflows & auto-pilot rules
–
Extra seats beyond the included ones
–
Reusable workflow templates
–
Approval roles & team permissions
–
Task history
30 days
Support
Standard

Pro

Team seats included
3
Businesses under one account
1
Scheduled or automated tasks
150 / mo
Approval workflow
Advanced + auto-pilot rules
Social, email & reply drafting
Research + proposal drafts
Full
Content calendar + scheduling
Recurring workflows & auto-pilot rules
Extra seats beyond the included ones
Up to 10
Reusable workflow templates
–
Approval roles & team permissions
–
Task history
6 months
Support
Priority

Business

Team seats included
10
Businesses under one account
3
Scheduled or automated tasks
1,500 / mo
Approval workflow
Advanced + roles
Social, email & reply drafting
Research + proposal drafts
Full
Content calendar + scheduling
Recurring workflows & auto-pilot rules
Extra seats beyond the included ones
Unlimited
Reusable workflow templates
Approval roles & team permissions
Task history
12 months
Support
Priority

Agency

Team seats included
25
Businesses under one account
10
Scheduled or automated tasks
No monthly cap
Approval workflow
One queue, every business
Social, email & reply drafting
Research + proposal drafts
Full
Content calendar + scheduling
Recurring workflows & auto-pilot rules
Extra seats beyond the included ones
Unlimited
Reusable workflow templates
Approval roles & team permissions
Task history
12 months
Support
Priority

Start free for 7 days. Upgrade any time to unlock your plan’s full allowance, automations, integrations, and team features. No commitment during your trial. What a plan covers

Free plan
Where an account lands if the trial ends without a plan: 3 approved actions every 30 days, one connected integration, nothing deleted.

What a plan covers

Every plan carries a month of AI work. Everything you do with your own records is unmetered, so the only thing a heavy month can slow down is new drafting.

Uses your month of AI work

  • Drafting a quote, an estimate, or a material takeoff
  • Writing a customer reply, a follow-up, or a proposal
  • Posts, captions, and a content calendar written for you
  • Reading an invoice or a receipt you scanned in
  • Research on your market and your competitors
  • Reports and analysis of how the business is doing

Never touches it

  • Sending a quote or an invoice you already approved
  • Taking a payment and recording what came in
  • Jobs and appointments moving through the calendar
  • Reading, editing, and exporting your own records
  • Connecting a tool, and everything it syncs in
  • Adding people to the team and setting their access

Good to know

Open any question for the detail.

What are the plan limits?

Each plan includes a set number of seats, connected integrations, and scheduled tasks (see each card). Approval and automation capabilities also step up by plan.

What happens in a really busy month?

If you reach the end of a month's AI work, new drafting pauses and nothing else changes. Your data stays put, everything you already approved still runs, and your allowance refills at the start of the next billing cycle.

What do I get during the 7-day trial?

Enough AI work to put VERA through a real week of your own jobs, which is less than a paid month. Upgrade any time and your plan's full allowance and features unlock immediately.

How do I know how much I have left?

Your account header shows how much of the month is left, and the Usage page lists every job VERA has run and what it took. Nothing is spent without appearing there.

Frequently asked questions.

01

How does VERA handle patient privacy?

Narrowly and honestly. VERA reads only what your clinic puts into it or chooses to connect, every message waits for staff approval, and every action is logged. We make no healthcare compliance or certification claim here. Talk to us about your clinic's requirements before you put patient information in, and involve your own compliance advisor.

02

Is VERA a clinical or documentation tool?

No. VERA writes no plans of care, progress notes or exercise programs, gives no advice, and is not an EMR. It handles scheduling, paperwork requests, billing and outreach around the care your therapists provide.

03

Does it track insurance authorizations or visit limits?

No. VERA does not file claims, track authorizations or count covered visits. It schedules the visits your clinic sets and bills the visits you bill directly.

04

Can VERA book a patient's standing schedule?

Yes. Give it the days, times and number of weeks, and it proposes each visit where the therapist is free, flags conflicts, and drafts the confirmation. Nothing is booked or sent until staff approve it.

05

What do the referral-source notes say?

Thank you, and nothing more. VERA drafts a short note to the practice that sent a patient and includes no patient details. It does not send clinical updates.

06

Will VERA message patients on its own?

Not unless you decide it should. By default every message waits for staff approval. If you want one routine task, such as day-before confirmations, to run on its own, you create that rule and can switch it off any time.

07

Can several therapists and front-desk staff use it?

Yes. Growth and Agency plans include multiple seats, and appointment types can be tied to the therapists who take them.

Still have questions? Talk to us.

Keep every plan booked to the last visit.

See how VERA books standing visits, catches drop-off and collects paperwork for your clinic, while your staff approve every message.

  • No credit card required
  • Staff approve every message
  • Not a clinical tool