TheraSoar vs. IntakeQ
Which EHR Solution is Right for You?
Choosing the right EMR platform is essential for therapists who want to spend more time with clients and less time on paperwork. Both TheraSoar and IntakeQ offer useful tools, but they serve different needs. Here’s how they compare so you can decide what’s best for your private practice or group therapy setting.

Feature

IntakeQ

TheraSoar

AI-Powered Documentation
Customizable templates and forms, but no AI assistance or dictation
Smart notes, AI suggestions, and voice-to-text save time during and after sessions
Scheduling Tools
Solid appointment booking and automated reminders, but lacks provider availability mapping.
Calendar sync, provider availability tracking, waitlists, and client reminders built in.
Client Portal
Client portal allows form filling, messaging, and appointments
Secure portal with messaging, digital intake, and resources.
Audio Dictation
No voice dictation feature
Record sessions or notes directly into the system with voice-to-text
Customization & Templates
Offers form builders and custom fields, mostly for intake purposes
Prebuilt and customizable templates for SOAP notes, goals, and treatment plans.
HIPAA Compliance
Fully HIPAA compliant
HIPAA compliance in progress with strong security standards already implemented.
Software Updates
Platform updates provided; frequency and responsiveness may vary.
User-driven updates delivered regularly based on feedback from therapists
Good
Better
Best
AI-Powered Documentation
Scheduling and Calendar
Client Intake Experience
Client Communication
Learning Curve and Onboarding
Audio Dictation
AI-Powered Documentation
TheraSoar stands out with its AI-assisted session notes. Therapists can use voice-to-text capabilities to dictate session notes directly into the platform, saving time and reducing manual effort. The AI assistant automatically suggests phrases, summarizes content, and adapts over time, making SOAP notes faster and more intuitive. This feature is especially useful for therapists managing high caseloads or trying to improve documentation compliance and accuracy.

IntakeQ, while offering customizable templates and intake forms, lacks AI integration. Therapists must manually enter session notes or build templates themselves. While effective for basic documentation, it may be more time-consuming, especially for those looking to streamline or automate repetitive tasks.

Scheduling and Calendar
TheraSoar provides a clean, easy-to-navigate calendar with scheduling, color-coded appointment types, and built-in time buffers between sessions. You can offer clients the option to self-book based on your availability or handle scheduling entirely in-house.

IntakeQ supports online scheduling with automation features and multiple calendar integrations. While flexible, it may require more configuration upfront and may feel more clinical than personal.

TheraSoar excels at providing a simplified, user-first calendar system tailored to therapists.

Client Intake Experience
TheraSoar offers a beautifully simple intake process that allows therapists to customize the experience for every client. With customizable forms, secure portals, and easy file uploads, new clients can complete everything from one place without confusion. You can also set intake tasks and send automated reminders—no chasing paperwork.

IntakeQ is known for its strong intake form builder. It supports logic rules, e-signatures, and conditional fields. However, some therapists may find the setup more complex, and branding options may require advanced customization.

Client Communication
TheraSoar puts communication at the center with automated reminders, session follow-ups, and secure messaging between therapist and client. It supports personalized, branded messages to help maintain rapport and professionalism.

IntakeQ also offers client communication tools, but therapists may find the messaging system more functional than warm. Some clients may receive communications that look more like system alerts than personal check-ins.

Learning Curve and Onboarding
TheraSoar is built with simplicity in mind. Most users report being able to onboard in under an hour, with helpful guides and fast customer support. You don’t need tech experience to get started.

IntakeQ is feature-rich but may feel overwhelming at first. With many advanced options and workflows, therapists may need extra time to explore and configure settings.

Audio Dictation
TheraSoar offers a built-in audio dictation tool that allows therapists to speak their notes directly into the system. It’s designed to reduce time spent typing progress notes or treatment plans after sessions. With real-time voice-to-text conversion, therapists can document their thoughts naturally, whether it’s during a session break or at the end of the day.

On the other hand, IntakeQ does not offer a native audio dictation feature. While you can use third-party tools like Google Voice Typing or other browser-based voice dictation workarounds, these require extra steps and may not be as reliable or streamlined. Therapists who rely heavily on voice-to-text workflows may find TheraSoar's built-in dictation far more convenient and better integrated into their documentation process.

Advantages of TheraSoar
TheraSoar is built to grow with your practice. Whether you're a solo provider or managing a team of multidisciplinary professionals, it gives you the tools to deliver better care, automate routine tasks, and scale operations. Its strengths include:
Broad specialty support for physical therapy, nutrition, mental health, and more
Built-in AI tools and customization features that save time and improve accuracy
Always-on customer support and training so you're never left waiting for help
Faster, more efficient client communication through integrated messaging
Responsive customer support that listens and improves with your feedback
A platform that’s continuously updated to meet future practice demands

Why Therapists Choose TheraSoar

If you’re a private-pay therapist looking for a simple, elegant, and flexible practice management platform, TheraSoar is designed just for you.

While IntakeQ offers a wide range of features, it may be more than what many therapists need, especially if you're not dealing with insurance or complex workflows. TheraSoar keeps things streamlined, personal, and easy to manage, so you can spend more time with your clients and less time on admin.

Experience TheraSoar

TheraSoar is an intuitive, modern platform built specifically for solo and group therapy practices. It focuses on ease of use, streamlined client communication, and customizable tools that grow with your practice.
Why Choose TheraSoar Over
IntakeQ
Whether you're solo or running a team, TheraSoar grows with you, without forcing you into higher-priced tiers. Many users experience excellent customer support and reliable customer service
AI-Powered Tools: Speed up documentation, reduce admin work, and get real-time support.
Paperless intakes and customizable intake forms
A secure client portal feature for communication and document sharing
Patient portals and client communication tools to boost engagement
Customizable note templates for progress notes and clinical documentation
Calendar sync with Google Calendar
Business scheduling for group practices and business hours customization
Client onboarding with a powerful form builder and consent builder
Support for mobile payments and avoiding payment errors

Looking to Switch?We've Got You.

Make the smart move. Stop choosing between basic and outdated. Choose TheraSoar—the platform designed for providers who want to do more, grow faster, and work smarter.

Running a private practice comes with a wide range of administrative tasks, from handling appointment scheduling to managing intake forms and creating detailed treatment plans. Choosing the right practice management software can help behavioral health professionals, social workers, and mental health providers focus more on patient care and less on paperwork.
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