Manage Your Client Scheduling & Intake Needs with Ease

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.
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: 205-537-9167
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