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Common questions, answered.

An active client is any patient or client you have not archived. In short, you determine what an active client is. You can archive and unarchive as you please. Archived clients are not counted toward your limit and you cannot bill or add notes to an archived client.


TheraNest is HIPAA compliant. All data is encrypted and stored securely using Amazon Web Services. Amazon’s servers infrastructure are certified, ensure the highest physical security and guarantee a 99.9% uptime. You can read more at Amazon Web Services are also, HIPAA, and SOC compliant. AWS has achieved ISO 27001 certification and is a Level 1 service provider under the PCI DSS standards We perform continuous data backups and snapshots. All data in TheraNest are also encrypted using SSL in transit, and encrypted at rest.


While we own the intellectual rights to our software, you own all your inputed data and can request it at anytime. We will never sell, or use your data in any way beyond helping you with client care. We may use your email, phone and address to contact you to better deliver our services. 


Any computer, tablet or smartphone with an internet connection and a modern browser can access the software. We support and recommend Google Chrome, Mozilla Firefox, and Safari.


There are no hidden costs to using TheraNest. However, there are additional services provided that you may choose to use such as our automated reminder service, insurance claims service, credit card processing, and data migration services. The cost of our reminder services is shown in the software based on the call locations (U.S. or International).


All annual subscribers can pay by check if they so choose. Monthly subscribers currently have to pay by credit card. Want to discuss payment? Send us a note and we will respond as soon as possible.


Yes. We provide HIPAA compliant, EDI insurance claims service through our clearinghouse partner, Apex EDI. Learn more about our billing features here.


Yes. You can export any data you want. If you need help exporting any data that the software does not allow you to export, please contact us and we will help you. There are also built-in reports and tools that help you export data to Excel, CSV, and PDF.


All clients have access to unlimited web, email, phone and chat support. There is also a communication portal in the software for direct access to us.


Easily create note templates and forms using our Custom Form builder in TheraNest. Currently, we’re unable to import note templates into TheraNest to be completed in the application. Our Customer Happiness team is happy to guide you through the Custom Form builder.


Yes, we provide comprehensive data migration services for your organization to convert your legacy data into TheraNest. 


Unlike most therapy notes software, we do not charge per staff/therapist, no matter if you have 1 therapist or 200, so you can use your account with as many staff and never have to worry about extra charges.


Easily create note templates and forms using our Custom Form builder in TheraNest. Currently, we’re unable to import note templates into TheraNest to be completed in the application. Our Customer Happiness team is happy to guide you through the Custom Form builder.


Definitely. We simply want you to contact us if you have more than 150 active clients so we can provide the kind of support you’ll need when you subscribe. Contact us to learn more about how we serve large therapy practices.


The cost of our reminder services is 2 cents per text and 5 cents per call (U.S./Canada rates). Email is free.


You can upgrade to any subscription any time during your trial. However, if you hit the end of your trial without choosing a subscription plan, your account will be put on hold (your files and data will eventually be deleted) unless you choose a subscription (or cancel).


No contracts on monthly plans, just pay as you go, and you can cancel any time without penalty. You can also switch between plans at anytime, and you’ll be prorated for time spent on each plan during the month. You can however switch to an annual plan for a significant discount.


Yes. Supervisors can have access to Intern and student notes and set the level of supervision required, including co-signing notes.


Every TheraNest account includes one Client Portal account. Our Client Portal is the gateway to serving your clients. Client records are automatically synced in TheraNest. Clients can submit demographic and insurance information. The portal allows you to use our built intake forms or design yours. Clients can fill it out and submit with electronic signatures. Everything syncs with TheraNest. You can also add a link to your site for new clients to set appointments.


Need more help getting started?

Check out our on-demand training to learn more about how TheraNest can help you manage and grow your practice.​

Hear what others have to say

Amanda Rickard

Amanda Rickard, PsyD, LLC

Capterra Rating

TheraNest provides an intuitively easy therapy software system. I love being able to do everything I need in one software program.

Alexandria Hayes

The Labyrinth Institute, PLLC

Capterra Rating

I appreciate the convenience of having everything I need in one place - scheduling, assessment, notes, invoicing - and not having to maintain paper records with all the concomitant HIPAA concerns.

Caroline Adelman

Chicago Psychotherapy, LLC

Capterra Rating

TheraNest has made the transition into running a private practice relatively seamless for me. I use it for all of my clinical scheduling, billing, and notes. This product is well-designed and their customer service is excellent! Highly recommend to all private-practice clinicians!

Jackie King

Ozarks Counseling Center

Capterra Rating

I'll start by saying TheraNest has some of the best customer service I have ever encountered which made the difficult transition to using practice management software so much easier for our office. From the very beginning of setting up a demo to on-going questions, they have been patient, understanding, and very helpful.

Alan Strong

Strong Therapy and Community Support

Capterra Rating

Love this software. It is easy to use and learn. Staff are always friendly and helpful.