With TheraSoar’s Client Management Portal, you can streamline appointment scheduling, intake collection, and progress tracking. Access a complete history of client communication and securely manage payments, allowing you to build stronger, more organized client relationships with less manual work.
Quickly onboard new clients by simply entering their information directly into the portal. This feature lets you get clients set up fast, so you can immediately start managing appointments, intake forms, and treatment tracking, all within one streamlined platform.
Empower your clients by giving them the tools they need to manage their care. TheraSoar’s intuitive client portal enhances engagement, helping you build lasting client relationships. Personalized features like progress tracking and appointment rescheduling foster client retention and satisfaction, improving overall treatment outcomes.
Let your clients request or book sessions directly through your secure Client Portal. No more endless back-and-forth messages. You stay in control with real-time approvals and customizable intake workflows.
Yes, clients can complete all necessary intake forms and personalized questionnaires via the portal. This streamlined process ensures you have all relevant information upfront, saving time and improving the overall client experience.
Yes, clients can securely process payments via cash, bank transfer, or credit card directly through the portal. Payment reminders can be automated to help streamline payment processing, reducing administrative workload and improving cash flow.
Yes, clients can easily access their progress through the portal. Whether it’s viewing session notes or tracking outcomes from personalized treatment plans, the portal offers a clear view of their journey, improving their engagement with your practice.
No! There are no limits. Every client you work with can access the portal, ensuring a uniform experience for all users, whether you're managing a large private practice or a small mental health clinic.
Clients can request appointments through their portal, and you can approve or reschedule them directly. This keeps your calendar in your control while still offering flexibility.
Yes. TheraSoar is built with client confidentiality at its core. We use secure servers and encrypted storage to keep your data safe, and are actively working toward full HIPAA compliance.
You can sign up for a free 14-day trial here. Once you’re in, we’ll guide you through onboarding with tutorials, live demos, and support as you set up.
Absolutely. Our team is just a message away. You can reach out through the in-app support tab, or schedule a 1:1 call anytime via our Calendly link.
Yes! TheraSoar is available internationally and works across time zones, making it a great fit for global practices and remote teams.
TheraSoar’s AI supports you with structured session note suggestions, client progress tracking, and insightful trends — helping you reflect and grow without added effort.
Yes. Automated reminders are sent to clients before each session, helping reduce no-shows and improve attendance.
You’ll have the option to continue on a paid plan that suits your needs. Don’t worry — we’ll send reminders before your trial ends, so you’re never caught off guard.
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