A Practice Management Solution Built with Large Practices in Mind
Building a successful group practice requires a team of experts - let us help. With unlimited staff members included at no additional costs and features created to manage the needs of large practices, TheraNest is the solution you’ve been looking for.
Have more than 150 clients? Talk to us to learn more about pricing and what TheraNest can do for you.
Everything you need to manage your group practice
In-depth reporting | Easy and fast billing |Top-notch customer support

Note taking made easy
- Every account includes access to our Progress Notes, Treatment Plans, and Initial Assessment templates to help you finish your notes faster.
- We offer DSM 5 ready individual and group notes with diagnostic codes already inputted and easy to pre-select.
- Create a seamless note taking process by electronically signing notes and treatment plans right in TheraNest.
- Easily complete Treatment Plans with treatment goals and objectives—select from existing MSE choices or add your own.
- Supervisor review and co-sign feature available to manage interns and monitor activities.
- Create Custom Forms to fit your practice’s every need.
- Take clients’ charts paperless by storing insurance cards, I.D.s and more in TheraNest.
- We offer a Wiley Practice Planner integration to help therapists finish notes faster.
A stress free way to manage your team
- Every TheraNest account allows you to add unlimited staff members at no additional cost—add clinicians, billers, interns, front desk staff, office managers, and more to ensure everyone on your team is on the same page.
- Detailed permissions settings allow account administrators to have granular control over what every member of the team can and cannot see—protecting client confidentiality while allowing everyone to complete their job on time.
- Our Payroll report makes it easy to pay therapists what they are owed at the end of every month.
- Enable alerts in the application when a clinician completes a note that needs supervision and co-signature.
- Your team can use our secure, HIPAA compliant in-app messaging system, Practice Chat, to communicate from anywhere.
- Administrators have access to Activity Log which showcases any action taken within TheraNest by any employee over the last 120 days—allows for increased accountability and oversight.


A calendar that does it all
- Keep your practice organized and maximize everyone’s schedule with our calendar.
- Create individual client appointments, group appointments, and multi-staff appointments. Filter calendar by service type and location for easy viewing.
- Set staff member availability, add non-clinical events, and create recurring appointments to keep track of the office schedule—always.
- Reduce no shows with email, text, and voice appointment reminders.
- Staff members can sync their TheraNest calendar with Google and Apple calendars to stay up-to-date.
Streamlined billing and invoicing
- Never forget about billing a session again—we make it easy to create, print, and email invoices and superbills, individually and in batches.
- With Batch Payments, easily charge multiple credit cards from a day or weeks worth of invoices with one click—saving your practice valuable time.
- Get paid faster by accepting credit cards in TheraNest. It takes moments to get started and we offer competitive credit card processing fees.
- Simplify the insurance billing process—submit claims, reconcile payments, and get ERAs all within TheraNest.
- Create, print, and download CMS-1500 forms with a few clicks of a button to mail to insurances that do not take electronic submission.
- Get access to a a hassle free way to track write-offs, client credits and balances and more.

We're here to help you!
Learn if TheraNest is the right solution for your practice by scheduling a call today!

Communicating with clients has never been more simple
- Our Client Portal is the gateway to serving your clients—every TheraNest account includes one secure Client Portal account. Additional users are also free unless secure messaging and client self-scheduling is required which incurs a $6/mo. per user fee.
- Make the intake process a breeze—design your own therapy Intake Forms, use our pre-built templates, or customize our templates to meet the needs of your practice and easily send to clients through the Client Portal.
- Clients can submit and update demographic and insurance information from the Portal at any time—plus therapists can resend intake and assessment forms throughout the course of the client’s treatment.
- Send HIPAA compliant secure messages to communicate with clients at anytime.
- Let clients have customizable control over their accounts—allow self scheduling to not only maximize your time but to empower your clients.
- Get paid faster—if you enroll in credit card processing in TheraNest, your clients can pay their bills right from the Client Portal.
A report for your practice's every need
- In-depth reporting provides a birds eye view of the practice—you don’t have to be everywhere at once to know exactly what’s going on.
- Reports help you and your staff members get caught up on what has been done and what still needs to be finished.
- Use the billing reports to track amounts billed, paid, and outstanding with a click of a button.
- See which appointments are missing Progress Notes.
- Keep tabs on cancelled, late cancelled and no show appointments.
- Track referrals to know which are sending the most clients to your practice.


Telehealth - A HIPAA compliant video conferencing tool at your fingertips
- Expand your reach and increase access to quality care in your area with online therapy.
- Fully integrated with TheraNest and our Client Portal—one tool for your practice management, billing, and now video conferencing needs.
- Clients only need their secure session link to get started—no additional app downloads or logins required.
- Access client notes and file in session with our fully moveable and dockable video conferencing window.
- Granular video and audio control for therapists and clients.
- Join sessions from desktops, laptops, tablets, and phones—all you and your clients need is a reliable internet connection.
We’re with you wherever you are
- Every account comes with access to the best support team in the industry—anyone at your practice can call us, email us, or message us from their account—we’re always here to help.
- Download our Apple and Android app to stay plugged in no matter where you are.
- Since we’re a cloud based software, you and your staff can access your TheraNest account and all of your information from any device that has a secure internet connection—take us wherever you go.
- We provide free unlimited storage that’s protected with bank level security—take your practice’s charts paperless.
