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.

Client Self-Scheduling

New and existing clients can create appointments based on staff availability.

Securely Accessible

Clients can access their Client Portal accounts from anywhere and any device.

Accept Credit Card Payments

Securely process credit card payments for Client services. Low processing fee of 2.69% + $0.30.

Efficient Client Intake

Clients can fill out, sign and submit Intake Forms online to your TheraNest account.

Customize Client Experience

Design your own therapy Intake Form, use our pre-built templates, or customize our templates to meet your needs.


Send Forms via 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.

Customize Client Portal Invitation Emails

Customize Client Portal invitation emails to meet your client intake needs.

Client Secure Messaging & Mass Email

Send messages and share files securely with your clients through the client portal.

Improve Client Retention & Engagement

Clients can enjoy the flexibility of self-service while you stay in touch with their needs.

Fully Integrated into TheraNest

Client records and Intake Forms are automatically synced from the Client Portal into TheraNest.

Ensure Client Data is Up to Date

Clients can submit and update demographic and insurance information from their Client Portal account.

Hear what others have to say.

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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.

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