Social Work Case Management Software for Human Service Professionals


Social work case management software built for social workers and human services counselors. Note templates with a custom form builder, electronic billing with in-depth reporting, and an easy to use Client Portal. HIPAA compliant and encrypted to ensure your client's information is safe and secure. Everything is supported by the best customer happiness team in the business.


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Free 21-day trial • Cancel anytime

The Theranest Software is now taking me to newer and higher ground as far as therapy is concerned and I am truly very grateful for this.

-Henry R.

In-depth Billing and Reporting

 Streamline your payroll payouts - we help you report what's due to therapists in your practice.

 Spend less time filing electronic insurance claims. ERA/EOB import.

 Process credit cards in your TheraNest account and through the Client Portal. Only 2.69% + 30¢ per successful charge. No monthly fee or gateway fee.

Robust Case Note Templates

 Note templates for Progress Notes, Treatment Plans, Initial Assessments, Group Notes, etc. plus the ability to create your own Custom Forms.

 Unlimited document storage so your practice can finally go paperless.

 Electronic signatures for clients and staff members. with supervisory review.

Meetings and Client Appointments in One Calendar

 Multiple location and staff member support.

 Easily filter your calendar to see what you need, when you need it.

 One coordinated Calendar for you and your colleagues’ client appointments and meetings.

Stay Connected

 Stay on the same page with your colleagues using secure messaging in TheraNest.

 Take TheraNest anywhere with our mobile applications for Apple iOS and Android devices.

Time Saving Client Portal

Client Portal for clients to self-schedule, pay for services, send secure messages, and complete Intake Form packets.

One staff member included at no additional cost.

Top Rated Customer Support

 Unmatched customer support via in-app chat, email, phone.

 Weekly training classes to help you and your staff take full advantage of TheraNest’s many features.

 We care about our customers and are here to support you through all steps of your TheraNest journey.

Hear what others have to say.

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