User Management
User Management: Seamless Administration & Role-Based Access
TheraSoar’s User Management system is built to simplify streamlined practice management. Designed for solo providers, private practices, and multi-location clinics, it gives you full control over your team. Assign roles, pair clients with therapists, and manage access to treatment plans, notes, and more.

Whether you're managing rehabilitative therapists, behavioral health tools, or administrative tasks, TheraSoar supports smoother workflows for better patient care.
Centralized Control Over Every User
Manage every role in your mental health practice in one secure place. You can:
Add therapists, clients, admin staff, guardians, and support roles
Assign customized access to progress notes, scheduling, and billing processes
Track activity logs and portal usage to improve patient outcomes
Match clients with the right providers using intelligent filters
TheraSoar supports comprehensive care with features that help therapists deliver quality patient care while spending less time managing admin tasks.
Role-Based Access

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.

Smart Client-Therapist Matching

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

User Overview Dashboard

This interactive dashboard offers real-time visibility across your organization. You can view assigned clients and providers. Portal activity and upcoming appointments.

Built for Any Size Practice

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.

Optimize your workflow with built-in smart features
Support team-based, comprehensive care across disciplines
Clean dashboard with instant access to assigned clients.
Document therapy notes and use connected tools
Share files securely and support virtual care
Session history and scheduling tools
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 do I add a new user?
To add a new user, go to the User Management panel, click “Add User,” fill in the role, email, and user details. The new user will get an email invitation to set up their profile.
Can I customize what each user can access?

Yes. You can assign role-based access or even customize permissions further within each role.

Can I deactivate or delete users?

Yes. Users can be deactivated without losing their data. You can also reactivate them later.

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
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
The names used are fictional and for illustration only.