Client Management

Every individual deserves personalized care. Our system makes it simple to manage unlimited client profiles, thoughtfully designed to adapt to the unique needs of each person you serve.

Scheduling

Keep your days running smoothly with an intuitive, centralized calendar that coordinates appointments effortlessly - using configurable rules to prevent double-booking, stay within authorized hours, and reflect how your agency runs.

Data Collection

Simple, flexible data collection that fits your workflow — whether you’re on desktop or mobile. Every entry flows seamlessly into notes, reports, and clinical insights so nothing gets lost along the way.

Documentation

Generate session notes automatically, use AI-assisted drafts, and prefill key fields to save time. When you’re ready, lock and sign notes electronically, all seamlessly tied to each session.

Cloud Storage

All your important documents, right where you need them. Our cloud-based storage keeps files secure and accessible to the right people, at the right time.

Bilingual

We meet you where you are — with a platform you can use in English or Spanish, tools to dictate and translate notes, and a support team fluent in both.

Mobile App

Our mobile app gives your team on-the-go access to schedules, data collection, and client information — designed to support care wherever it’s delivered.

Online Support

Our friendly support team is just a chat away during business hours and you’ll always have access to training videos and help articles whenever you need them

Secure & Compliant

Peace of mind, built in. With encrypted data, routine backups, and HIPAA compliance, we protect your information like it’s our own.

Office Management

Keep everything in one place—clients, providers, and their details. Each gets a dedicated dashboard for clarity and control.

Billing Claims

Stay on top of the billing basics—verify insurance, submit claims, and track statuses from one centralized system. Less back-and-forth, more clarity.

Payroll

Easily track what each provider should be paid, with real-time data pulled from their actual work. It’s built-in, accurate, and ready when you need it.

Electronic Visit Verification

Electronic visit verification is built right in. Simple to use, fully synced, and ready to support compliance from day one.

Custom Templates

Make documentation your own. Create and reuse personalized templates for session notes, progress reports, and more—saving time without sacrificing quality.

Activity Tracker

Stay informed without micromanaging. View staff activity at a glance to ensure everything’s running smoothly across your organization.

Bring your own domain

Keep your brand front and center. Use your own custom domain or let us provide one—it’s your choice, always.

Announcements

Stay connected with your staff without jumping between tools. Share updates, reminders, or company news directly through the platform.

Empowering better care through collaboration

Office Puzzle is designed to help providers focus on what matters most—delivering exceptional care. We streamline scheduling, documentation, compliance, and communication into one cohesive platform, so your team can work smarter and stay aligned.

Our difference goes beyond features. We believe great software is only as good as the support behind it. That’s why our team is hands-on, responsive, and committed to your success—every step of the way.

And while others charge more for less, we deliver a comprehensive, high-quality solution at a price that respects your budget—because great care shouldn’t come with tradeoffs.

Behavior Therapy

Mental Health

Speech Therapy

Occupational Therapy

Physical Therapy

Home Health Aid

Everything you need to run your agency — all in one place

Office Puzzle brings together all the tools you need to manage your agency—office operations, documentation, scheduling, billing, payroll, data collection, and more—within a single, intuitive platform. From customizable templates to real-time activity tracking and mobile access, every feature is designed to streamline your workflow.

All of this is delivered through a secure, HIPAA-compliant system tailored to meet the unique needs of behavioral health providers and care teams.

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Pricing

We believe in fair, affordable and transparent pricing.

PROVIDER

Any solo provider or caregiver who wants to use the platform as an individual.
29.99per month
  • - Unlimited clients
  • - Unlimited documents
  • - Unlimited events
  • - Standard Templates
  • - Mobile App
  • - Electronic Signatures
  • - Data collection
  • - Charts & Graphs
  • - 1GB of cloud storage
  • - Email & Chat Support
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AGENCY

For agencies who are looking an affordable EMR platform
19.99per user
  • - Everything in PROVIDER
  • - Unlimited users
  • - Custom Templates
  • - Announcements
  • - Billing Claims
  • - Payroll
  • - Activity Tracker
  • - EVV
  • - Multi-events
  • - Custom domain
  • - HR/Clinical Document Manager
  • - 100 GB of Storage
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ENTERPRISE

For larger organizations who require a more tailored solution

CONTACT US

  • - Everything in AGENCY
  • - White labeled platform
  • - Custom workflows
  • - Email management
  • - Website management
  • - Billing management
  • - Unlimited Storage
  • - Phone support
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Trusted by agencies since 2018

At Office Puzzle, we’ve been proud to support agencies across the country as they grow, evolve, and deliver exceptional care. Our partners count on us for reliable tools, responsive support, and a platform that scales with their needs.
Below are just a few of the organizations that trust us to help power their daily operations. We hope you’ll join them—we’d love the opportunity to support your agency, too.

They certify us

We understand the value compliance and good practices, we have partnered with organizations that push us for excellency.

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