Easily add inquiries yourself or let clients submit through a form. Either way, everything is stored in one place.
Set automated appointment reminders and follow-ups to keep prospective clients engaged.
Link your inquiry process to practice management tools, calendar, and payment systems for a smooth intake-to-care workflow.
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.
Practice inquiry management centralizes all incoming inquiries from phone, email, or the client portal into one dashboard. This makes it easier for teams to review, prioritize, and respond, reducing missed opportunities and admin workload.
Yes. Inquiry Management integrates seamlessly with your practice’s scheduling, clinical documentation, and payment processing systems, supporting a smooth transition from inquiry to client onboarding.
Yes. Whether you run a solo private practice or a larger group, TheraSoar’s Inquiry Management scales with your needs and helps you grow without added administrative burden.
TheraSoar is built for mental health professionals, speech-language pathologists, occupational therapists, and other allied health practitioners who want to streamline their intake and onboarding process.
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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