Callie vs Jane: Which EHR Fits a Therapy Practice?

The decision is not between a good platform and a bad one. It is between Jane’s broad practice-management system and Callie’s narrower focus on SLP, OT, and PT work. Jane serves mixed health and wellness practices well, especially those that prize online booking, scheduling depth, a client mobile app, strong support, or Canadian insurer connections. Callie better serves therapy practices that want AI drafts shaped around therapy note types, integrated US eligibility and claims, and a lower published per-user price. Jane is not positioned as pediatric-specific, and neither is Callie. A practice with pediatric caseloads still needs to test its own family, goal, and school-year workflows.

Jane is a strong general practice platform. Its best qualities are the scheduling and online-booking experience, multi-location and resource scheduling, a client mobile app, responsive human support, and broad claim tools. For US insurance, Jane supports claim scrubbing, batch submission, ERA matching, and rejected or denied claim correction. For Canadian practices, its home-market fit and TELUS eClaims connection are meaningful advantages.

The trade-off is clinical focus and the shape of the billing setup. Jane markets across health and wellness, with a dedicated physical therapy offering but no comparable SLP or OT product page found in the research. One detailed review reports limited treatment planning and no structured tracking for individual goals. Its US insurance workflow also requires Jane’s paid billing add-on and a separate Claim.MD account. Callie focuses on SLP, OT, and PT practices. It drafts into SOAP, Progress, Evaluation, Plan of Care, General, or custom templates, and it connects eligibility and claim submission through Stedi. Callie does not publish structured goal tracking, ERA posting, claim scrubbing, or denial management, so Jane wins those billing dimensions plainly.

Jane is cloud-based practice management software and an electronic medical record for health and wellness practices. It brings scheduling, charting, payments, billing, telehealth, intake, and patient communication into one system. Jane supports many disciplines and has a dedicated physical therapy product page. OT and SLP practices also use it, but Jane presents the product as a broad platform rather than a therapy-specific EHR.

Scheduling is Jane’s clearest strength. Patients can choose a treatment and provider online, while the practice can manage rooms, locations, equipment, waitlists, group appointments, and drag-to-book changes. Jane for Clients gives patients a mobile app for booking, rebooking, appointment management, and secure messaging. Reviewers on Capterra consistently praise the calendar and booking experience. They also give Jane high marks for responsive phone, email, and chat support.

Jane also has wider operational reach than Callie in several areas. US practices can add claim scrubbing, batch electronic claims, ERA matching, and denial correction through the Claim.MD integration. PT practices can connect Physitrack for home exercise programs. Canadian practices get TELUS eClaims support. Jane publishes its base prices and add-on prices, and its part-time practitioner license can suit a practice that does not staff every clinician for a full week.

Jane can fit an SLP, OT, or PT practice when operational breadth matters more than discipline-specific defaults. A mixed practice can give each specialty its own charting style while sharing one schedule and invoicing system. A private-pay practice can use the booking, reminder, payment, intake, and telehealth tools without buying the US insurance add-on. A PT practice also gains the dedicated PT presentation and Physitrack connection that Callie does not claim.

Documentation requires closer testing. Jane supports customizable charts, forms, surveys, dictation, and AI Scribe. The pricing page includes five AI-generated notes per month on every plan, with unlimited use sold per practitioner. ChoosingTherapy reports that Jane’s native clinical-note library is relatively small and that many practices use community templates. The same review reports that Jane can record a diagnosis and session count but does not provide structured tracking for individual clinical goals or objectives. Callie does not claim structured goal tracking either, so this is a shared gap rather than a Callie advantage.

US insurance deserves a full workflow test. Jane’s tools cover more of the claim lifecycle than Callie’s software, including scrubbing, ERA matching, and editing denied claims. The setup has more layers: the practice pays Jane’s insurance billing add-on and maintains a separate Claim.MD subscription. Reviewers on G2 report that parts of the claims workflow can feel cumbersome and that some rejected claims required support. OT Potential advises therapy practices to confirm support for their area and payers during the demo because Jane does not publish a US payer list.

A pediatric caseload adds tests that neither vendor answers with a product label. Jane positions the product broadly across health and wellness rather than around pediatric therapy. A practice should build an invented evaluation, recurring school-year schedule, caregiver contact pattern, and authorization scenario during evaluation. Jane has waitlist and resource tools that may help operations, but the practice should inspect every clinical handoff instead of assuming broad customization covers it.

Callie starts from the documentation patterns of SLP, OT, and PT practices. The AI Notetaker accepts a session recording, a voice memo, or typed shorthand. It drafts into SOAP, Progress, Evaluation, Plan of Care, General, or a custom template, including Articulation, Language, and Fluency options. The clinician reviews and edits every word before signing. An authorship ledger records who created, edited, and finalized the note. Custom templates and unlimited manual notetaking are on every plan, while AI generation and voice-to-note start on Plus.

The schedule joins the clinical and payment work at the appointment. Callie supports recurring appointments, online requests, patient-managed rescheduling, and two-way Google Calendar sync. Text and email reminders include a morning reminder, a final message 30 minutes before the visit, and the video link. Attendance, payment, and claim status stay on the appointment. Multi-provider practices can see every provider in one grid and share patients, notes, and templates under practice rules.

For US insurance, Callie checks eligibility through Stedi against 3,400 or more payers. An AI summary translates the payer response into coverage status, the speech-therapy copay, deductible remaining, and any stated prior-authorization requirement. Staff build a queue from completed insurance visits and submit selected claims. Clearinghouse statuses return to a full event timeline. Callie does not claim automated prior-authorization management, claim scrubbing, ERA posting, denial work, or appeals inside the software. Jane provides more downstream claim tools when its insurance setup matches the practice.

Patients and families use Callie’s browser portal for secure messages, intake forms, saved payment methods, and appointment management. Every appointment can include browser-based video, and telehealth recordings enter the AI Notetaker when the practice has explicit written consent. Callie does not offer a native mobile app or a home-program builder. Jane wins those comparisons through Jane for Clients and the Physitrack integration.

Choose from the work your practice performs most often, not from the longer feature list. Jane covers more operational edges. Callie concentrates on a smaller set of therapy workflows and publishes a lower entry price. The right choice can change with country, payer mix, staffing pattern, and how much clinical structure the practice expects from its EHR.

Before leaving Jane, export patient demographics, signed charts, uploaded files, intake forms, schedules, invoices, payment history, claim records, insurance details, and template definitions. Ask Jane what arrives as structured data and what arrives as a document. Keep read access until the new practice totals match the old system and the team can retrieve a complete record. The therapy EHR migration checklist gives owners a sequence for inventory, test exports, cutover, and validation.

A practice with pediatric caseloads should place cutover beside a school break or another lower-volume week, not at a calendar boundary by habit. Preserve future recurring visits, caregiver contact relationships, authorizations, and unsigned notes in the test migration. Sign the new vendor’s business associate agreement before any protected health information moves. Use the therapy software evaluation guide to rerun the practice’s worst scheduling, documentation, and billing scenarios before go-live.

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“Choose the system whose trade-offs match your ordinary week, not the one with the longest feature list.”