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?
‍
Curious? Let’s Clear Things Up
‍
‍
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
Get in Touch
What types of resources can I share with clients and team?
TheraSoar’s Resource Sharing feature allows you to upload and deliver a wide range of materials, including treatment plans, care guides, therapy worksheets, PDFs, interactive tools, and session resources. Whether you're providing individual, family, or group therapy, you can share evidence-based content instantly without printing or external tools
How do I upload and organize resources?

Simply go to the Resources section, click “Add Resource,” give your file a clear name and description, tag it for easy filtering, and upload it. The resource is then available in both your dashboard and the client portal for quick access.

Can I share resources directly through the Client Portal?

Yes. Clients receive secure access to relevant documents and tools through their Client Portal. They can view, download, or complete worksheets wherever they are perfect for remote or hybrid care.

Will shared resources be saved in client records?

Yes. Every resource you share becomes part of the client’s digital chart for session reference. This central storage improves continuity of care and ensures clients always have access to updated materials.

Is there a limit to storage or resource uploads?

There’s no per-client limit on resources. You can upload as many documents, tools, and worksheets as needed to support your practice. This makes TheraSoar ideal for growing solo or small-team practices.

Still have questions?
We’ve got your back
Get in Touch
The names used are fictional and for illustration only.
About us
About
Contact
About the Product
Pricing
All Features
Compare
vs. Simple Practice
vs. TherapyNotes
vs. ClinicNote
vs. IntakeQ
vs. Theranest
Compare All
Help & Support
Help Center
All Rights Reserved © 2025 TheraSoar
Terms
Privacy