It is a quarter to eight in Guadalajara, Mexico. Daniela, a clinical psychologist, checks on her phone who is coming to her practice today: six patients, one of them by video call from Monterrey. Last night she messaged each of them on WhatsApp to remind them of their appointment, copying the date and time by hand. Last year she tried a program built for another country. It sent the reminders at a time that wasn’t hers and asked for a Spanish tax number before it would let her issue an invoice. She gave up after two weeks and went back to her notebook.
This guide is for psychologists who work in Mexico, Colombia, Argentina, Chile, Peru, Costa Rica or anywhere else in the region and are looking for software for psychologists in Latin America that works with their time zone, their currency and their patients’ WhatsApp. We go through what it should do, what some countries’ rules say about digital clinical records and how My Psico Agenda handles it all, using the names you will see on screen. We also tell you what it doesn’t do, so you can decide with the full picture.
Clinical time is scarce across the region. The Pan American Health Organization estimates that the mental health treatment gap exceeds 70% in many countries and that median mental health spending is only 2.1% of the health budget. With so many people waiting, every hour spent chasing confirmations or redoing invoices is an hour less of therapy.
What software for psychologists in Latin America has to solve
Almost any practice management program comes with a calendar, patient records and some way to get paid. The differences show up when you use it outside the country it was designed for. Before you choose, check these four things.
The time at your practice
If the program runs on another country’s time zone, everything drifts without you noticing: the reminder goes out in the middle of the night, the appointment is marked as started too early and the public calendar stops offering slots that are still free. The time zone has to be your psychology practice’s own, and you need to be able to change it if you move.
WhatsApp before email
In most of Latin America, WhatsApp is the normal way to talk to a practice, and email gets opened now and then. Appointment reminders have to arrive there, to numbers with each country’s dialling code, and the patient has to be able to confirm or cancel without calling you.
Invoices in your currency, with your taxes
A program built for Spain invoices in euros, with Spanish VAT and income tax withholding. You need your own currency (pesos, soles, colones, quetzales or dollars), your country’s tax if there is one and whatever withholding applies to you, if any. Ask too what happens with your country’s electronic invoicing, because in many cases it has to be issued through a system authorised by the tax authority.
Health data kept safe
Session notes and the clinical record are sensitive data under any law. Before signing up, ask where the servers are, whether the data is stored encrypted, how often backups are made and who can open a clinical record.
Your time zone, detected when you create your account
My Psico Agenda was born in Spain, so it is only fair to show you how it deals with each of those points. Every account has its own time zone, and when you sign up the app takes the one from your phone or computer. It tells you with a notice like this: “We’ve set your time zone: Mexico · Mexico City. If it isn’t yours, change it in Settings ▸ General.”
In Settings ▸ General, the “Time zone” section has a “Most common” list with Mexico, Colombia, Peru, Ecuador, Venezuela, Bolivia, Chile, Argentina, Uruguay, Paraguay, Costa Rica, Guatemala, Panama, the Dominican Republic, Puerto Rico and Cuba, plus “All time zones”. Before you save, a clock shows you the “Current time in this zone”.
That zone rules what matters: when the reminders go out, the red line that marks the current time on the calendar, the status of each appointment through the day and the free slots your patients see. Changing it doesn’t move your appointments: the ten o’clock one stays at ten.
WhatsApp reminders to numbers in any country
In the patient record, the phone field has a selector with 98 countries. You search by name or by dialling code (type “57” and Colombia appears) and the number is stored in international format. If you paste the full number with the code in front, it splits itself into country and number when you leave the field.
Once the number is stored properly, WhatsApp reminders go out on their own 24 hours before each appointment, from the app’s WhatsApp, with two buttons to confirm or cancel. If the patient confirms, the appointment shows as “Confirmed by the patient” on your calendar; if they cancel, the appointment is cancelled and the slot opens up for someone else. You can also switch on a notice “When the appointment is created”, and you always have the “🔔 Remind” button to write to them yourself from your own WhatsApp.
Automatic reminders have a monthly allowance depending on your plan and go out in the language you choose for your account. A tip if you work in Argentina: WhatsApp needs mobile numbers to have a 9 between +54 and the area code, without the 15. Save them like that (+54 9 11…) and the reminders will arrive. There is more detail in our guide to WhatsApp reminders for patients.
Bookings from your own link, straight to your WhatsApp
In Settings ▸ “Patient Space” you can open your calendar to the public. You get your own link, something like mypsicoagenda.com/reservar/your-name/, to put on Instagram, on your Google profile or on your website, where you can also embed the calendar with a code. Visitors see your free slots for 60-minute sessions, with a note at the top saying which city’s time they are in (for example, “Buenos Aires time”), and when they pick one your WhatsApp opens with the message already written: “Hi! I’d like to book on 14/11/2026 at 18:00”. The appointment is booked once you confirm it.
It is the closest thing to an online booking calendar (“turnos online”, as they say in Argentina and Uruguay) without the patient having to create an account. If you want to compare options, see our guide to online booking for therapists.
Invoices in pesos, soles or colones
The first time you go to issue an invoice, the app asks “Where is your tax address?” with your country already selected (“We pre-selected it from your time zone: change it if it is not yours”). You press “Save and continue” and from then on your invoices follow the rules for an account outside Spain:
- Your currency. Invoices in your currency show its code on the PDF (for example, 60.000,00 CRC). If you prefer another one, such as US dollars, you choose it in “Currency of your invoices”. Each invoice keeps the currency it was issued in.
- Your tax and your withholding. Instead of the Spanish rates, you type the percentage that applies in “Tax (%)” and “Withholding (%)”, or leave them at zero. If your services carry no tax in your country, you mark the invoice as exempt.
- Your tax ID. The “Tax ID” field in your billing details takes your RFC, NIT, CUIT, RUT, RUC or cédula. On the PDF it appears as “Tax ID”, with your country’s name in the address.
- No extra steps. With “Create and issue”, the invoice is issued straight away with the next number in your series. If you are switching from another program, “Coming from another program? Start at no.” lets you carry on with your numbering.
VeriFactu, the Spanish Tax Agency’s system, only applies to a tax address in Spain, so it doesn’t apply to your account. The invoices you issue count towards your plan’s monthly allowance.
Which currency the app sets in each Latin American country
When you confirm your country, the currency is set for you. These are some of them:
| Country | Currency | Code |
|---|---|---|
| Mexico | Peso | MXN |
| Colombia | Peso | COP |
| Argentina | Peso | ARS |
| Chile | Peso | CLP |
| Peru | Sol | PEN |
| Costa Rica | Colón | CRC |
| Uruguay | Peso | UYU |
| Guatemala | Quetzal | GTQ |
| Ecuador | Dollar | USD |
| Panama | Dollar | USD |
Paraguay (PYG), Bolivia (BOB), Honduras (HNL), Nicaragua (NIO), the Dominican Republic (DOP), Venezuela (VES), Cuba (CUP) and Brazil (BRL) are there too. In El Salvador and Puerto Rico, as in Ecuador and Panama, invoices are in US dollars.
Electronic invoicing in Latin America: what the app doesn’t do
In many countries in the region, an invoice with tax validity is electronic and goes through the tax authority: the CFDI stamped by a provider authorised by the SAT in Mexico, the electronic invoice validated by the DIAN in Colombia or the electronic “boleta de honorarios” from the SII in Chile, to name three. My Psico Agenda doesn’t connect to those systems. What it issues is a document with a sequential number, a date, your details and the patient’s, useful as a receipt and as a tidy record of what you charge, but it doesn’t replace the electronic tax document. If your country requires one, you keep issuing it with your provider or on your tax authority’s website, and the app takes care of the rest: appointments, reminders, records and payments.
Clinical records and data protection in Latin America
Each country has its own rules on clinical records and personal data, and the safest thing is to go over them with your professional college or association. Two examples of how they treat the digital version:
- Mexico. NOM-004-SSA3-2012, the clinical record standard, accepts records made up of electronic documents and requires keeping them for at least five years from the last medical act.
- Argentina. Law 26.529 on patients’ rights allows computerised clinical records (article 13) as long as their integrity, authenticity, inalterability, durability and recoverability are ensured.
What the app brings to the table: servers in the European Union (in France), the tables holding patients, clinical records and consents encrypted at rest, encrypted daily backups, two-step verification by email if you turn it on and an optional four-digit PIN to lock the clinical record and other sections. Informed consent forms are signed with a finger on the patient’s phone and saved in their record.
Patients in another country and online therapy
If you see patients who live in another country by video call, keep one thing in mind: the calendar, the reminders and the patient’s space use your practice’s time. A patient who lives in Madrid and sees you in Bogotá gets the reminder with your time, so make it clear in the first session. You run the video call itself on whatever platform you already use, because the app doesn’t include one.
For payments, “Record payments” handles partial payments, several methods and different dates, and you can also keep track of session packages. If you want to go over the practical side of working with patients abroad, see our guide on international patients, written from Spain but full of ideas that work just as well in the region.
How much it costs and how to pay from Latin America
Plans are paid monthly, in euros and by card, with no commitment: you cancel whenever you want from Settings. Your bank converts the amount into your currency, so check whether it charges a fee for foreign purchases. Prices before tax:
- Semilla, €4.99 a month: up to 15 patients, 20 automatic reminders and 20 invoices a month.
- Junior, €19.99 a month: unlimited patients, 100 reminders and 100 invoices a month.
- Senior, €29.99 a month: unlimited patients, 250 reminders and unlimited invoices.
- For centres, Center Mini (€99.99 a month, up to 5 therapists), Medium Plan (€129.99 a month, up to 10) and Center Super (€159.99 a month, up to 15).
Your first month can be free: when you log in you choose “Claim 1 free month” and get 30 days of the Junior plan (Center Mini if you are a centre), no card needed. When it ends nothing is charged and you decide whether to stay. You can see the full comparison on the pricing page and everything included in the software for psychologists.
How to get started with your software for psychologists in Latin America
- Create your account from your phone or computer with your name, your email and a password. The time zone is set for you.
- Choose “Claim 1 free month” in the welcome window.
- Bring your patients in, one by one with their dialling code or all at once from an Excel or CSV file in Settings ▸ “Import”.
- Book your next appointments and let the reminders go out on their own.
- When you are ready to invoice, confirm your country and check the currency in “Currency of your invoices”.
FAQ about software for psychologists in Latin America
What psychologists from Mexico, Colombia, Argentina, Chile, Peru and Central America ask us most.
Does My Psico Agenda work in Mexico, Colombia, Argentina and the rest of Latin America?
Yes. It is an online calendar that runs in the browser on a phone, tablet or computer, in any country. Every account has its own time zone, reminders reach numbers in any country by WhatsApp and invoices come out in your country’s currency.
Can I issue invoices in pesos, soles or colones?
Yes. An account with a tax address outside Spain invoices in its country’s currency (Mexican, Colombian, Argentine, Chilean or Uruguayan pesos, soles, colones or quetzales, among others) or in the one you choose in “Currency of your invoices”, with the tax and withholding that apply to you.
Does it issue CFDI or DIAN or SII electronic invoices?
No. The app doesn’t connect to the SAT, the DIAN, the SII or any other tax authority in the region. If your country requires an electronic tax document, you issue it with your authorised provider; the app’s invoice works as a receipt for the patient and as a record of what you charge.
Do WhatsApp reminders reach Latin American numbers?
Yes, as long as the number is stored with its dialling code, which the record adds with the country selector. They go out 24 hours before each appointment with two buttons to confirm or cancel. In Argentina, mobile numbers need the 9 after +54 and no 15.
What currency is the subscription paid in?
In euros, by card and monthly, with no commitment. Your bank converts the amount into your currency. The first month can be free: 30 days of the Junior plan with no card, and nothing is charged when it ends.
What time do my patients see in their reminders?
Your practice’s time, which is your account’s time zone. If you see someone online who lives in a different time zone, remind them of the difference in the first session.
Where is my patients’ data stored?
On servers in the European Union, in France, with the tables holding patients, clinical records and consents encrypted at rest and encrypted daily backups. Also check what your country’s rules require for clinical records.
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