Provider Profile Setup
Create and Customize Your Professional Profile
Take control of your practice with our Streamlined Practice Management system, designed to help healthcare providers from mental health practices to speech therapists build a professional presence through customized provider profiles.

Whether you're part of a private practice, a CCBHC, or a growing organization, our platform supports complex care delivery with intuitive tools that simplify administrative tasks and boost patient outcomes.
Personalize your practice, streamline operations
Set up and manage your provider profile in minutes. TheraSoar’s profile tools help you centralize your business details, control notifications, and manage billing preferences, all in one place.
Use your profile to guide clients toward the right care by clearly communicating your areas of focus.
Ideal for group practices—each therapist or provider can create and manage their own profile with individualized settings.
Add your logo to personalize client-facing communications like appointment emails and invoices.
Keep track of subscription usage, user limits, and system capacity for better planning and compliance.
TheraSoar supports comprehensive care with features that help therapists deliver quality patient care while spending less time managing admin tasks.
Customize Your Profile

Easily enter your company name, email, phone number, preferred currency, and payment links. Keep your information current and consistent across your practice.

Control Notifications

Choose which email or in-app alerts you want to receive—like new inquiries, cancellations, or billing updates, so you’re always informed but never overwhelmed.

Manage Billing and Payments

Securely update payment methods, track invoices, and view your current usage. Know exactly where your practice stands financially at a glance.

Set Team Roles and Permissions

Assign access levels for team members. Whether it’s admin-only features or billing access, you stay in control of who sees what.

Optimize your workflow with built-in smart features
Quickly set up your practice profile so you can start scheduling, billing, and managing clients without delay.
With payment links and currency preferences set, your invoices are automatically aligned with your practice’s needs.
Stay in control by receiving only the updates that matter to you—whether it's a new appointment, payment received, or form submitted.
Seamless integration with Telehealth, Billing, and Client Notes
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.

Manage Your Provider Profile and Account Settings
Setting up your provider profile is the first step to getting started on TheraSoar. Here's what you can set-up:
Profile: Update your general information, services, availability, and notification preferences all in one place.
Access: Manage your billing, payment methods, and monitor your usage and account limits easily.
1. Complete Your Basic Information

Fill in your personal and professional details to create a complete and trustworthy profile.

2. Notification Preferences

Customize how you receive alerts about appointments, messages, and important updates.

3. Set Up Billing and Payments

Add and manage your payment methods to ensure smooth and timely transactions.

4. Assign Roles

Grant access to team members by assigning roles with specific permissions to help manage your account.

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.
Still have questions?
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Can I add team members or assistants to my account?
Yes! TheraSoar allows you to add assistants, co-therapists, or admin staff to help manage sessions, documents, and communication — all with customized permissions.
Can clients book their own sessions?

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.

Is client information secure?

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.

How do I get started?

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.

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.

What kind of AI features are included?

TheraSoar’s AI supports you with structured session note suggestions, client progress tracking, and insightful trends — helping you reflect and grow without added effort.

Does TheraSoar include session reminders for clients?

Yes. Automated reminders are sent to clients before each session, helping reduce no-shows and improve attendance.

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?
We’ve got your back
Get in Touch
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