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?
We’ve got your back
Are custom forms and documentation linked to my profile?
Yes. You can link customizable forms, note templates, and clinical documentation directly to each provider profile. This ensures that all necessary paperwork is automatically assigned and accessible through the secure patient portal.
Can I add team members or assistants to my account?

Yes. You can invite team members such as co‑therapists, admin staff, or billing assistants and assign them customized roles and permissions. This setup supports collaborative workflows, without compromising sensitive information.

Can I control notification settings in my profile?

Yes. Through your profile settings, you can customize whether you receive email or in‑app alerts for new appointment requests, cancellations, billing updates, form submissions, and more. This ensures you stay informed without being overwhelmed by unnecessary notifications

How does this feature benefit mental health or speech therapy practices?

For mental health practice and speech therapists, having clear, accurate profiles with treatment focus, availability, and client care tools helps build trust and ensures clients are matched with the right provider.

Can I update my profile information anytime?

Yes. Providers can easily log in to the system and update their profiles in real time, whether it’s adjusting availability, updating certifications, or modifying care plans.

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 manage billing and payments through my profile?

TheraSoar allows you to configure your payment methods, link billing preferences, view invoices, monitor usage, and track subscription limits directly from your profile dashboard. This gives you full insight and control over the financial aspects of your practice.

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.

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
The names used are fictional and for illustration only.