Tailor what each user can see or do based on their responsibilities. You can customize permissions per role or fine-tune them for individual users. Custom permissions allow your practice in harmony to scale without losing control.
Optimize care delivery by pairing clients with providers based on need and availability. You can assign manually or auto-match by specialty, schedule, or location. Maintain full session history when reassigning. Support team-based, comprehensive care across disciplines
This interactive dashboard offers real-time visibility across your organization. You can view assigned clients and providers. Portal activity and upcoming appointments.
From solo providers to teams managing thousands of therapy practices, TheraSoar grows with you. Group users by team, location, or department, set access protocols, and maintain organization at scale.
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.
Yes. TheraSoar offers flexible permission controls that allow you to assign access based on user roles, such as therapist, admin, or billing assistant. You can also further customize these permissions within each role to control access to scheduling, notes, billing, or messaging features ensuring every team member sees only what’s relevant to their responsibilities.
Yes. You can deactivate users at any time without losing their data or impacting historical records. Deactivated users can be reactivated later if needed. While user deletion is limited to protect data integrity, deactivation ensures you maintain accurate records while managing active access securely.
Security is built in. With role-based access controls, encrypted data storage, and permission segregation, only designated users can access sensitive client data, helping protect patient privacy and support compliance.
Yes. 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.
Yes! TheraSoar is available internationally and works across time zones, making it a great fit for global practices and remote teams.
TheraSoar’s AI supports you with structured session note suggestions, client progress tracking, and insightful trends, helping you reflect and grow without added effort.
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.
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.
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