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TherapyPM
#Secure, simple, and built for effortless client communication.

A Client Portal That Brings Convenience and Care Together

Make every client interaction effortless. TherapyPM client portal offers secure access to forms, appointments, payments, and family profiles, helping your practice build trust, transparency, and stronger relationships.

  • 30-day Free trial
  • Access all features
TherapyPM Practice management software Client Portal Feature Panel Mockup image image
TherapyPM Practice Management software Client portal panel Image
#Secure, simple, and built for effortless client communication.

A Client Portal That Brings Convenience and Care Together

Make every client interaction effortless. Therapypm's client portal offers secure access to forms, appointments, payments, and family profiles, helping your practice build trust, transparency, and stronger relationships.

  • 30-day Free trial
  • Access all features
Self-Service Tools

Let clients upload forms, schedule visits, request changes, and make secure payments all in one place.

Stronger Engagement

Improve treatment outcomes with secure messaging, progress monitoring, and access to therapy plans anytime.

Safe Digital Access

Offer a secure HIPAA-compliant portal that simplifies onboarding, payments, and communication for every client.

See what's inside

TherapyPM Practice management software Client (Patient) portal Freature Overview illustrated gif

Submit Intake & Forms Digitally

Simplify your patient onboarding with TherapyPM’s secure client portal software. Assign intake forms online and let clients complete and submit them electronically from any device. Instead of paperwork, automated email alerts guide clients through the process, ensuring information is collected accurately for faster onboarding and efficient therapy practice management.

Submit Intake & Forms Digitally

Simplify your patient onboarding with TherapyPM’s secure client portal software. Assign intake forms online and let clients complete and submit them electronically from any device. Instead of paperwork, automated email alerts guide clients through the process, ensuring information is collected accurately for faster onboarding and efficient therapy practice management.

TherapyPM Practice management software client portal feature intake form illustrated image
TherapyPM Practice management software client portal feature Scheduling acces illustrated image

Access Scheduling & Session Details Easily

Patients can log in anytime to view upcoming therapy appointments inside the Client Portal. With clear calendars and automated text or email reminders, clients stay updated and prepared. TherapyPM’s scheduler helps reduce no-shows, prevent double-booking issues, and ensures families always know when and where therapy sessions are scheduled.

Access Scheduling & Session Details Easily

Patients can log in anytime to view upcoming therapy appointments inside the Client Portal. With clear calendars and automated text or email reminders, clients stay updated and prepared. TherapyPM’s scheduler helps reduce no-shows, prevent double-booking issues, and ensures families always know when and where therapy sessions are scheduled.

Pay Securely Online & Store Card-on-File

TherapyPM allows parents and clients to securely store a card on file for stress-free transactions. Through the Client Portal, clients can make credit card payments, track charges, and view payment history. This secure payment feature improves billing accuracy and enhances convenience for both therapy practices and families.

Pay Securely Online & Store Card-on-File

TherapyPM allows parents and clients to securely store a card on file for stress-free transactions. Through the Client Portal, clients can make credit card payments, track charges, and view payment history. This secure payment feature improves billing accuracy and enhances convenience for both therapy practices and families.

TherapyPM Practice management software client portal feature online payments integration illustrated image
TherapyPM Practice management software client portal feature invoice notification illustrated image

Receive Faster Invoice Notifications & Multiple Payment Choices

Clients will receive automated invoice emails to quickly log in to the HIPAA-compliant portal and complete payments. Whether it is copays, private pay, or session fees, they can choose their preferred payment option. TherapyPM supports timely payments and ensures financial communication remains transparent and organized.

Receive Faster Invoice Notifications & Multiple Payment Choices

Clients will receive automated invoice emails to quickly log in to the HIPAA-compliant portal and complete payments. Whether it is copays, private pay, or session fees, they can choose their preferred payment option. TherapyPM supports timely payments and ensures financial communication remains transparent and organized.

Manage Family Profiles Together and Get Guided Support on TherapyPM

Families can manage multiple children under one login and switch between profiles easily with TherapyPM’s client portal. No extra accounts needed. Plus, built-in step-by-step video tutorials help new users navigate features confidently, reducing onboarding time and support requests for therapy practices.

Manage Family Profiles Together and Get Guided Support on TherapyPM

Families can manage multiple children under one login and switch between profiles easily with TherapyPM’s client portal. No extra accounts needed. Plus, built-in step-by-step video tutorials help new users navigate features confidently, reducing onboarding time and support requests for therapy practices.

TherapyPM Practice management software client portal feature Manage Family Profiles Together and Get Guided Support on TherapyPM illustrated image

Plus, additional features are always included at no extra cost

Complete Security

HIPPA-Compliant

Live Support

Explore the Other Key Features of TherapyPM

Dive into our comprehensive suite of essential tools designed to streamline practice management for therapists.

Authorization

Avoid Care Delays with Timely Authorizations

Add, edit, clone, and manage primary and secondary authorizations. Track service utilizations, auth statuses, and expiration dates.
Learn more 🡺

Scheduling Feature

Appointment Management Simplified in Seconds

Schedule, view, and manage therapy appointments. Send automated SMS/Email reminders, sync sessions, and block off time.
Learn more 🡺

Insurance Billing

Reduce Claim Denials & Get Paid Faster

Cross-check claims before submission with built-in error detection. Verify patient coverage and benefits instantly, and manage the revenue cycle.
Learn more 🡺

Documentation

Document Sessions Instantly Without Stress

Customize SOAP/BIRP or treatment plans for specialty types. Write notes in real-time, view and manage them, and add signatures. 
Learn more 🡺

Payroll

Process Provide Payments Accurately on Time 

Process, generate, and submit payroll or timesheets. Calculate punch in/out, manage time off, and view payroll reports by service or rate.
Learn more 🡺

Telehealth

Intuitive Telehealth Sessions - Anywhere & Anytime  

Start video sessions securely in one click.
Manage video & audio, share screens, distribute meeting links, and chat in real time.   
Learn more 🡺

Have a Question?
We Have Answer!

Here are some commonly asked questions, or read all FAQs.

Yes! The scheduling software sends automated reminders via SMS or email to ensure clients or providers don’t forget about the upcoming sessions. It also reduces no-shows and overbooking/underbooking sessions. 

Clients will receive notifications for:

  • Upcoming appointments 
  • Alerts when new forms or documents are available
  • Invoices and payment confirmations 
  • Messages from providers regarding treatment plans or advice.

Currently, clients cannot schedule appointments, but they can view their schedule details. However, they can submit intake forms through the Client Portal, as providers assign the form to clients via the portal link. Clients can then view the form through the email link, fill out the form, and submit them directly. 

You can easily duplicate (clone) the existing authorization to make necessary edits, instead of creating a new authorization from scratch. This is particularly useful for reauthorizations and saves a lot of time.

Since all your authorization details are already stored in TherapyPM, you can just edit details or attach additional documents. You can also view the authorization history log for further reference and compliance.

Missing the expiration date can mean a higher risk of claim denials and a negative impact on your revenue. However, with TherapyPM, it is highly unlikely, because the authorization tracking software tracks your reports, so you can take quick action or appeal if required.

Read all Faqs

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