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TheraNest Client Portal

One portal, every relationship

Most practices work with minors, couples, adults with caregivers. Every practice looks different. TheraNest’s client portal is built for that reality, letting clients and authorized contacts handle intake, scheduling, messaging, payments, and telehealth from one place.

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What sets our client portal apart

Most client portals are built for a single adult managing their own care. TheraNest’s client portal is built for how mental health care actually works, with families, minors, support networks, and multiple touchpoints all in one place. 

Built for real care networks

Most portals assume one adult, one account. TheraNest’s client contact network lets you authorize parents, guardians, or responsible contacts to complete intake, request appointments, message securely, and make payments, reducing front-desk calls and delayed intakes.

Precise access, not just on/off

Not every caregiver should see everything. TheraNest lets you configure exactly what each authorized contact can do, allowing a parent to pay and complete forms, for example, without accessing clinical messages. Your boundaries stay intact.

One place for every interaction

Intake forms, appointment requests, secure messaging, telehealth, and payments, all in one portal, accessible from any browser without downloading an app. When clients and families know where to go, fewer things fall through the cracks.

What’s inside the TheraNest client portal

Intake done before they arrive
Scheduling on your terms
Secure messaging and telehealth, in one place
Payments and balances, handled upfront
Intake done before they arrive

Clients and authorized caregivers fill out forms digitally before the first session. No paper, no staff data entry, no finishing paperwork in the waiting room. Forms arrive legible, complete, and already in the client record. 

Scheduling on your terms

Clients request appointments based on the availability you’ve set, no phone tag, no negotiating. Your schedule stays predictable, and double-booking isn’t a risk.

Secure messaging and telehealth, in one place

Portal messages are encrypted, HIPAA-compliant, and retained in the client record. Telehealth works the same way: clients join directly from the portal, no separate link or app required. Fewer missed sessions, fewer last-minute messages.

Payments and balances, handled upfront

Require payment before sessions begin and let clients view and pay outstanding balances directly through the portal. Fewer unpaid balances, fewer collection calls, fewer billing conversations at the end of a session.

Set up your client portal and start reducing front-desk work from day one. Explore pricing plans.

How therapists manage care through TheraNest

A better client portal changes more than you’d expect: fewer delayed intakes, less front-desk volume, and families who actually show up prepared. Here’s what clinicians say after moving to TheraNest. 

Leann F., Counselor/owner
“The client portal allows clients to fill out intake forms, view appointments, and make payments online. The integrated telehealth feature is secure and reliable for virtual sessions.”
Melissa W., Owner, Therapist
“TheraNest makes running my small private practice easy. It’s simple, affordable, and has everything I need in one place.”
Verified User in Mental Health Care
“I Love that patients have access to the portal, like the easy navigation between the documents and scheduling!”
Todd C., Director and counselor
“I like that the software has additional features such as advanced scheduling, a secure client portal, telehealth, and the Wiley planner.”
Verified User in Mental Health Care
“I really like that nearly everything I want for my private practice is in one location. A client portal, billing, invoicing, scheduling, intake paperwork, and an easy connection to create a video link are all there. Customer service is great.”
Nick S., Office Manager
“TheraNest is a one-stop shop for my practice. From billing to telehealth, it simplifies everything and keeps us organized.”
Verified User in Information Technology and Services
“Integrated billing, text confirmations, optional portal for clients to complete paperwork or make/cancel/reschedule appointments.”
Kyle M
“TheraNest makes the end of my session a 10 min wrap up with documentation, and the end of my day a 5 min wrap up to submit ALL billing.”
Ashley Williams, Cardinal Hope Mental Health Counseling Services
“Overall, I’ve seen a lot of areas where I’ve been able to save time, money, and help grow my practice with TheraNest.”
Marty Goehring, M.A., Ph.D., Formation Counseling Services
“TheraNest has brought much-needed harmony to our practice — it quietly handles the administrative work in the background so we can focus fully on care. It’s helped us save time, maintain balance, and ultimately serve more clients without burning out our team.”

Easier for you and your clients

TheraNest’s client portal keeps communication, forms, and scheduling in one place so everyone stays on track with less effort.  

Simple for clients, supportive for families, and a huge time‑saver for your team.  

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Frequently Asked Questions

Can parents, guardians, or other caregivers use the portal on behalf of a client?
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Yes. TheraNest’s client contact network lets you authorize parents, guardians, and other responsible contacts to complete intake forms, request appointments, send secure messages, and make payments on behalf of a client. You control exactly what each contact can and cannot do through configurable permission settings. Authorized contacts cannot access clinical content like case information, treatment plans, or progress notes. This makes the portal practical for practices that work with minors, families, or adults who have a caregiver involved in their care.
Does the client portal sync with my TheraNest calendar and billing?
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Yes. Everything that happens in the portal flows directly into your TheraNest account. When a client or authorized contact submits an intake form, the information populates the client record. Appointment requests appear based on the availability you’ve set, so there’s no manual calendar entry. Payments made through the portal are recorded in billing automatically. Your team doesn’t need to re-enter data or reconcile across systems. The portal is part of TheraNest, not a separate tool bolted on.
Can I collect payment before sessions?
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Yes, when TheraNest’s credit card processing is enabled for your organization. Clients and authorized contacts can make payments through the client portal, view their payment history, and print invoices. Payments made through the portal notify the assigned clinician and the organization administrator.
Will setting this up add work for my team?
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There is some initial setup involved. An organization administrator controls which portal features are active for the whole practice: intake forms, self-scheduling, secure messaging, and online payments each need to be turned on. Individual clinicians then configure their own settings for features like self-scheduling and service types. Once setup is complete, the portal handles client intake, reminders, payments, and messaging without staff involvement.
Can we roll features out gradually?
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Yes. TheraNest lets you enable client portal features one at a time from your organization settings. Many practices start with intake forms and online payments, then add self-scheduling or secure messaging once the team is ready. Telehealth access through the portal depends on your plan. There’s no requirement to activate everything at once.
Do clients need to download an app?
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No. TheraNest’s client portal is browser-based. Clients and authorized contacts can access it on a phone, tablet, or computer without downloading anything. The portal is fully responsive, so it works across screen sizes. Clients join telehealth sessions through the portal the same way.
Can we put our practice name on the portal?
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TheraNest uses the information you enter in your organization profile to identify your practice throughout the portal experience. Your portal login and sign-up URLs use your organization’s site shortname in the format shortname.theranest.com, making it recognizable to clients when you share the link.
How is this different from other EHR client portals?
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Most EHR client portals are built for a single adult managing their own care. TheraNest’s client contact network supports multi-party access with role-based permissions. A parent can manage intake forms and appointments for a child. An authorized contact can make payments for an adult client who needs support. Access is configurable at the organization level, so practices working with minors, families, or adults with caregivers can run the portal in a way that reflects how their caseload actually works.
Is the portal included in all TheraNest plans?
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Yes, the client portal is included across TheraNest plans. The Essentials plan (starting at $29 per therapist per month) includes intake forms and online payments. The Advanced plan (starting at $59 per therapist per month) adds online booking and secure messaging. The Premier plan (starting at $89 per therapist per month) adds telehealth.
What if some of my clients won’t use a portal?
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TheraNest supports hybrid practices. Clients who prefer phone or in-person coordination continue working through your team the same way – scheduling, documentation, and billing all function normally without portal involvement. The portal gives self-sufficient clients and engaged families an option that doesn’t require staff time, but it’s not an all-or-nothing system. You decide which clients to invite and when.
Is this actually HIPAA-compliant for multi-party access?
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Yes. TheraNest is HIPAA-compliant, and the client contact network is built with role-based access controls. Authorized contacts can only access the administrative functions you’ve enabled – forms, appointments, and payments – and cannot view clinical records. Each portal account requires a unique email address to protect client privacy and prevent unauthorized access across accounts.

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