EHR & Practice Management Software for Occupational Therapists in Canada
The all-in-one EHR built for Canadian OTs — PIPEDA & Loi 25 compliant, bilingual (FR/EN) and hosted in Canada. Online booking, AI clinical notes, secure patient messaging, telehealth and insurance billing — one platform for solo, mobile and multi-practitioner OT clinics. Save hours of admin every week and reinvest that time in client care, home assessments and functional interventions. Let clients book sessions any time with our online booking software.
Stop Juggling Tools That Weren’t Built for Occupational Therapy
Most Canadian OTs we onboard arrive with the same setup: a separate booking tool, a generic note template, a billing spreadsheet, and a third-party video app for telehealth. Colib brings it all together in one OT-focused platform — from intake and functional assessment to discharge.
Before Colib
- Hours of typing functional assessments after each session
- Switching between 3-4 different tools
- Manual reminders for home visits and clinic appointments
- Worrying about PIPEDA & Loi 25 compliance
With Colib
- AI scribe drafts COPM, FIM and progress notes from each session
- One platform for booking, charts, billing & telehealth
- Automated SMS & email reminders cut no-shows
- Encrypted, Canadian-hosted, fully compliant by default
The Result
- Hours of admin saved every week
- Faster intake & assessment workflow
- More billable time, less unpaid admin
- More time on home programs & client outcomes
Why Occupational Therapists Choose Colib
Occupational therapy requires detailed assessment documentation, activity analysis, and client-centered goal tracking. Colib provides specialized tools for OT practice management.
OT-Specific Documentation
Create functional assessments, intervention plans, and progress notes with templates designed for occupational therapy practice. Track ADL/IADL goals and functional outcomes.
Pediatric & Adult Practice Support
Whether you work with children or adults, track developmental milestones, sensory profiles, and functional capacity with flexible documentation.
Home & Community-Based Care
Manage mobile practice schedules, document home assessments, and track environmental modifications with ease.
How We Can Help: Empowering Occupational Therapists in Canada
At Colib, our mission is to empower occupational therapists with tools and resources that help you focus on what matters most—supporting your clients and achieving meaningful therapeutic outcomes. Here's how our online software makes that possible:
-Functional assessments documented once : COPM, FIM, AMPS or your own assessment templates live in the client file, with goals and re-evaluations tracked over time instead of retyped at each visit.
-A schedule built for home visits and clinic days : Block travel time, mix mobile and in-clinic appointments and send automatic reminders to clients and caregivers.
-Insurance receipts for extended health plans : Insurance receipts with your name, registration number and profession, ready for clients to submit to their insurer.
-Home programs delivered through the portal : Share exercise programs, activity guides and equipment recommendations securely, and let caregivers send back questions and photos.
-Records your college can inspect : Dated entries, preserved history and access logs align with COTO, OEQ, ACOT and CHCPBC record-keeping expectations.
Complete Practice Management for Occupational Therapists
Tools designed to support the full scope of occupational therapy practice.
Functional Assessments
Document COPM, FIM, AMPS, and custom assessments. Track functional performance and participation levels over time.
Goal Setting & Tracking
Create SMART goals for ADL, work, play, and leisure activities. Monitor progress toward client-centered objectives.
Intervention Documentation
Record therapeutic interventions, activity modifications, and adaptive equipment recommendations with detailed session notes.
Telehealth OT Services
Conduct virtual OT consultations, home program reviews, and caregiver training sessions with secure video conferencing.
Secure Patient-Practitioner Messaging
Encrypted in-app messaging between you, your clients and their caregivers — no more juggling personal email or texts. Loi 25 & PIPEDA compliant, hosted in Canada.
Billing & Insurance
Generate insurance receipts for extended health benefits. Track treatment units and create professional invoices.
Home Programs & Resource Library
Share home exercise programs, activity guides, and educational materials with clients through the secure portal.
Built for All Occupational Therapy Settings
From pediatric clinics to workplace assessments, Colib supports diverse OT practice areas.
Practising in Ontario or Quebec? See our guides on EHR software in Ontario and EHR software in Quebec, or compare Colib as a Jane App alternative.
Pediatric Occupational Therapy
- Developmental assessments
- Sensory integration therapy
- School-based OT services
Hand Therapy
- Upper extremity rehabilitation
- Post-surgical hand therapy
- Splinting & orthotics
Mental Health OT
- Psychosocial rehabilitation
- Community integration
- Recovery-oriented practice
Geriatric & Rehab
- Fall prevention programs
- Aging in place assessments
- Dementia care planning
Workplace & Ergonomics
- Return-to-work assessments
- Ergonomic evaluations
- Functional capacity evaluations
Private Practice OT
- Solo OT practitioners
- Multi-therapist clinics
- Mobile OT services
Meeting Canadian OT Practice Standards
Colib meets privacy and documentation requirements for occupational therapists across all Canadian provinces.
PIPEDA Compliant
Federal privacy law compliance for health information management and client confidentiality.
Provincial Privacy Laws
PHIPA (ON), PIPA (BC), PIPA (AB), HIA (AB), Loi 25 (QC) compliant
Canadian Hosted
All client data stored exclusively in Canada with encrypted backups and secure access.
Bilingual Platform
Serve clients in French or English. Essential for Quebec OTs and bilingual practices.
Key features for Occupational Therapists
Our secure EHR platform provides the tools you need to successfully run your practice.
Scheduler
Create appointments in seconds, or allow your clients to book. Two-way Google Calendar & Outlook sync and virtual appointments are available with all our plans.
Charts/Notes
Digitizing your notes and charts is simple and fast with our speech recognition tool and our AI-powered note generation tool ✨.
Forms
Send user-friendly online forms and get auto-generated patient files.
Invoices
Generate and customize your invoices in just a few clicks.
Easy Booking
Clients can easily book and manage their appointments, or join your waitlist if no time slots are available.
Mobile-Friendly
Colib is accessible everywhere from any device, at any time.
Email & SMS Reminders
Reduce no-shows, give precise instructions, look more professional.
Receipts & Payments
Facilitate insurance reimbursements with digital receipts and payments with our online card payment system.
Occupational Therapy Software FAQ
The most common questions Canadian OTs ask before switching to Colib.
Is Colib really designed for occupational therapists?
Yes. Colib supports OT-specific workflows: COPM, FIM and AMPS-style assessments, ADL/IADL goal tracking, sensory profiles, hand therapy, ergonomic evaluations, and home program documentation. Templates are fully customizable.
How much does Colib cost for a solo OT?
No fixed subscription: $3 per appointment with a $9/month minimum, and no setup fees. Multi-therapist clinics can choose an unlimited plan. See our full pricing.
Does Colib support mobile and home-based OT practice?
Yes. Colib is web-based, so you can document home assessments, environmental modifications, and travel-to-client schedules from any connected device -- tablet, laptop or phone.
Can I run telehealth OT sessions through Colib?
Yes. Secure video sessions are included in every plan, hosted in Canada and compliant with PIPEDA and Loi 25. Perfect for caregiver training, home program reviews and follow-ups.
Can I message clients and caregivers securely?
Yes. Colib includes encrypted in-app messaging between you, your clients and their caregivers, so there is no need to use personal email or texts. Conversations are stored securely in Canada.
Does Colib work for pediatric, geriatric and hand therapy practices?
Yes. The platform is flexible enough to support pediatric OT (sensory integration, school-based services), geriatric OT (fall prevention, dementia care), hand therapy (splinting, post-surgical rehab) and workplace OT (functional capacity evaluations).
Does Colib meet the record-keeping standards of my OT regulator?
Colib gives you dated entries, preserved history, secure Canadian hosting and access logs, which are the building blocks expected by COTO in Ontario, the OEQ in Quebec, ACOT in Alberta and CHCPBC in British Columbia. You remain responsible for the content and retention of your files.
How does Colib handle insurance receipts?
Colib issues insurance receipts with your name, registration number and profession, which clients submit to their extended health plan themselves. Colib does not transmit claims to insurers.
Explore More Colib Resources
Ready to Streamline Your OT Practice?
Join Canadian occupational therapists who trust Colib to manage their practice efficiently and professionally. Start your free 30-day trial today—no credit card required.