The TheraSoar Calendar gives you a bird’s eye view of your schedule for the week, whether you’re a solo therapist or part of a large practice.
Toggle between Day, Week, and Month views. Zoom into each session or plan your month ahead with ease. Designed to fit different working styles
Link your session bookings to financial workflows: Upload or request payment evidence, automatically generate invoices upon confirmation, track paid and unpaid sessions directly from the calendar.
Document session details directly from the calendar interface. Receive AI-generated feedback, summaries, and next-step suggestions. Our AI adapts to your therapy style and client data, offering meaningful insights that enhance your therapeutic approach.
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TheraSoar’s Calendar Management keeps your practice efficient, organized, and client-focused.
Yes. Use the “Select Provider” dropdown at the top of the calendar to view appointments for a specific therapist. This is especially helpful for group practices managing multiple schedules at once.
Yes. Just click on any scheduled session to edit, reschedule, or cancel it. Changes made in the calendar are instantly reflected in the client’s portal, and they are notified automatically.
Yes. You can navigate backward or forward by week or month using the arrow buttons. Past sessions are marked as completed and can be clicked for session history or note review.
Yes you can toggle between Day, Week, and Month views to suit your planning needs, and filter by provider using the dropdown menu. This flexibility helps therapists and administrators quickly review schedules, avoid double-booking, and maintain an organized workflow.
Yes. TheraSoar’s Calendar links directly into your billing workflow: you can mark sessions as “Pending” or “Paid,” attach payment proofs, and generate invoices right from the calendar interface. This seamless connection ensures accurate session tracking and simplifies financial management.
Yes. You can document session notes or even access AI-generated summaries and feedback directly from the appointment entry in the calendar. This integration enhances clinical workflows by helping you reflect on sessions and plan follow-up steps efficiently.
Clients can request appointments directly through their secure Client Portal. These requests are submitted into the calendar as tentative items, giving you the ability to review, approve, and slot clients into available times so you stay in control while offering flexibility.
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