Practice Inquiry Management
Efficient Inquiry Handling for Your Practice
At TheraSoar, we understand that managing inquiries from prospective clients is the first step toward delivering high-quality patient care. Our Practice Inquiry Management feature is built to streamline the way your private practice handles new client requests, ensuring no opportunity for connection is missed.
Convert Inquiries into Care with Confidence
Our all-in-one platform centralizes every inquiry, whether from phone, email, or your client portal, into a single, easy-to-navigate system. Designed with mental health practices, speech therapists, and occupational therapists in mind, TheraSoar makes initial contact more efficient, organized, and compliant.
Manual or Client-Submitted Entries

Easily add inquiries yourself or let clients submit through a form. Either way, everything is stored in one place.

Follow-Up Reminders

Set automated appointment reminders and follow-ups to keep prospective clients engaged.

Seamless Practice Integration

Link your inquiry process to practice management tools, calendar, and payment systems for a smooth intake-to-care workflow.

Designed for Growth and Better Client Outcomes
Enable Comprehensive care by centralizing inquiry and follow-up communication.
Use intelligent solutions to improve scheduling efficiency and reduce administrative burden.
TheraSoar empowers your team to provide better service, improved responsiveness, and ultimately, better outcomes from the very first interaction.
Empower clients with self-booking

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.

Streamlined Practice Management from Day One
By simplifying inquiry workflows, TheraSoar supports a Streamlined practice management experience.

Therapists can either:
Manually input a new client inquiry directly into TheraSoar
Share a secure inquiry form link with clients to fill out themselves
Once submitted, all inquiries appear in a single, streamlined dashboard, making follow-up easy and ensuring no one falls through the cracks.
Does it integrate with the rest of my practice workflow?

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.

Is this feature suitable for solo practitioners?

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.

What types of practices can use this?

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.

Why Mental Health Practices Trust TheraSoar's Practice Management Software?
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Reduces time spent on repetitive admin tasks
Helps maintain smoother workflows and smoother cash flow
Supports solo and group practices in delivering exceptional care
Flexible invoicing solutions from customizable templates to unlimited invoices
No setup fees. Free trial. Transparent pricing.
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How does this feature help with client intake?
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.
Can I set follow-up reminders for prospective clients?

Yes. TheraSoar allows you to schedule automated reminders and follow-ups, ensuring timely engagement with prospects and improving the chances of successful onboarding.

​​Does it integrate with the rest of my practice workflow?

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.

Is there customer support available?

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.

Can I use TheraSoar if I don’t live in the U.S.?

Yes! TheraSoar is available internationally and works across time zones, making it a great fit for global practices and remote teams.

How do I get started with Inquiry Management?

You can sign up for a free 14-day trial, then begin entering inquiries or sharing your inquiry form link. TheraSoar provides onboarding support, tutorials, and live demos to help you get set up quickly

What happens after the free trial ends?

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.

Still have questions?
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Get in Touch
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