Resource Sharing
Share Resources Easily with Clients & Team
TheraSoar’s Resource Sharing feature gives private practitioners like mental health professionals a powerful way to deliver therapy materials, treatment plans, worksheets, and documents directly to clients or colleagues all through a secure client portal.

Perfect for solo private practice or group settings, it’s built to streamline collaboration, improve client care, and support a streamlined practice management experience. No printing, no extra tools, no delays.
Easy, Secure Sharing
Share the tools that help your clients move forward. No extra apps or emails needed.
Upload and share treatment plans, care guides, and therapy worksheets
Provide evidence-based resources for individual therapy, family therapy, or group care
Share digital forms, PDFs, or interactive tools directly through the client portal
Support continuity across the therapy process, especially in remote or hybrid care
Boost client engagement with timely and relevant support resources
TheraSoar supports comprehensive care with features that help therapists deliver quality patient care while spending less time managing admin tasks.
Upload treatment plans and worksheets

Easily share care guides, treatment plans, and therapy worksheets directly through the client portal for quick access.

Provide evidence-based resources

Offer trusted materials tailored to individual, family, or group therapy to support learning and engagement.

Send forms and interactive tools

Upload digital forms, PDFs, or worksheets for clients to complete online—no printing or scanning required.

Support remote and hybrid care

Keep clients on track between sessions by providing continuous access to key materials in one central place.

Improve Client Experience with Every Session
Clients can access all shared materials anytime, helping them in their care journey.
Resources are saved in the client’s digital chart for easy reference
Customize what each client receives based on their therapy goals or diagnosis
Share internal documents, progress notes, and session notes securely
Keep documents organized for easy access in team-based care
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.

How to Add and Share Resources Using TheraSoar
The Resources feature lets you upload and organize helpful materials for your clients—all in one place.
Open the Resources section and click the “Add Resource” button to get started.
Give your file a clear, recognizable name (e.g., “Anxiety Workbook” or “Session 1 Worksheet”).
Include a brief note about the resource: what it's for or how it supports the client's care.
Choose one or more tags from the dropdown to categorize your resource. This helps with easy search and filtering later.
Click the upload area or drag and drop your file. You can upload PDFs, worksheets, guides, and more.
Click “Save” to add the resource to your library. It’s now ready to share with clients through their portal.
Improve Client Experience with Every Session

Clients can access all shared materials anytime, helping them in their care journey. Resources are saved in the client’s digital chart for easy reference Customize what each client receives based on their therapy goals or diagnosis.

Designed for Modern Mental Health Practice

TheraSoar simplifies communication and document sharing so you can focus on care, not admin. Compatible with accessible telehealth and in-person sessions Integrated with appointment reminders and other behavioral health tools. Easy to use for both providers and clients, on desktop or mobile. Works seamlessly within TheraSoar’s all-in-one practice management software

Support Team Collaboration in Private and Group Practices

Deliver high-quality care with connected tools for your team. Share internal documents, progress notes, and session notes securely. Coordinate care across therapists, case managers, and support staff

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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