Manage Your Client Scheduling & Intake Needs with Ease

Client Portal (4)

Our Client Portal is the gateway to serving your clients. Client records are automatically synced in TheraNest. Every TheraNest account includes one Client Portal account.

An efficient client intake experience

  • Clients can fill out, sign and submit Intake Forms online.
  • Design your own therapy Intake Form, use our pre-built templates, or customize our templates to meet your needs.
  • Customize Client Portal invitation emails to meet your client intake needs.
  • Client records and Intake Forms are automatically synced from the Client Portal into TheraNest.

Convenient for you and your clients

  • New and existing clients can self-schedule appointments based on staff availability.
  • Clients can securely access their Client Portal accounts from anywhere and any device.
  • Allow clients to pay their statement balances online— process credit card payments via the Portal.

Communication made secure and easy

  • Send HIPAA compliant messages and share files securely with your clients through the client portal.
  • Track the status of forms sent, resend and revoke forms, and send new forms securely through the Client Portal throughout the course of a client’s treatment.
  • Clients can submit and update demographic and insurance information from their Client Portal account.
  • Let clients enjoy the flexibility of self-service while you stay in touch with their needs.

Hear what others have to say

Amanda Rickard

Amanda Rickard, PsyD, LLC

Capterra Rating

TheraNest provides an intuitively easy therapy software system. I love being able to do everything I need in one software program.

Alexandria Hayes

The Labyrinth Institute, PLLC

Capterra Rating

I appreciate the convenience of having everything I need in one place - scheduling, assessment, notes, invoicing - and not having to maintain paper records with all the concomitant HIPAA concerns.

Caroline Adelman

Chicago Psychotherapy, LLC

Capterra Rating

TheraNest has made the transition into running a private practice relatively seamless for me. I use it for all of my clinical scheduling, billing, and notes. This product is well-designed and their customer service is excellent! Highly recommend to all private-practice clinicians!

Jackie King

Ozarks Counseling Center

Capterra Rating

I'll start by saying TheraNest has some of the best customer service I have ever encountered which made the difficult transition to using practice management software so much easier for our office. From the very beginning of setting up a demo to on-going questions, they have been patient, understanding, and very helpful.

Alan Strong

Strong Therapy and Community Support

Capterra Rating

Love this software. It is easy to use and learn. Staff are always friendly and helpful.

Getting started is easy - be up and running in minutes!

TheraNest is used by practices and organizations of all sizes. See how TheraNest can streamline your practice. Free 21-day trial, no credit card required.

Looking for more direction?

Schedule a call with our sales team and learn all the ways TheraNest can help your practice. Or, give us a call right now: 205-498-5312

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