What TheraSaaS Clients Are Saying

(Intake Coordinators & Practice Owners!)

Are you frustrated with or experiencing:

  • Your intake process letting prospective clients fall through the cracks?

  • Concerns about HIPAA compliance when talking to prospective clients?

  • Wishing you could streamline your practice and stop wasting your time with tedious tasks?

Our Customers Have in 2023:

2039+

New Leads

2932+

Texts Sent

2023+

Emails Sent

234+

Phone Calls

Getting Started with TheraSaaS is EASY:

STEP 1. Click the “Get TheraSaaS” button

Then fill out the short form.

STEP 2. Schedule a call with us

To see if TheraSaaS is a good fit for your practice.

STEP 3. Begin Marketing Your Practice

Onboarding takes a few hours, not weeks. We walk you through setup step-by-step.

TheraSaaS CRM Forms Integrate with popular website builders:

Why Therapists Choose TheraSaaS As Their CRM

HIPAA Compliant Forms to Collect New Client Requests

  • Add a custom form to your website in 3 clicks.

  • Make your intake coordination process HIPAA compliant.

HIPAA Compliant Forms to Collect New Client Requests

  • Add a custom form to your website in 3 clicks.

  • Make your intake coordination process HIPAA compliant.

Why Practice Owner’s Choose
TheraSaaS

HIPAA Compliant Custom Website Forms

  • Add a custom form to your website in 3 clicks.

  • Make your intake coordination process HIPAA compliant.

HIPAA Compliant Forms to Collect New Client Requests

  • Add a custom form to your website in 3 clicks.

  • Make your intake coordination process HIPAA compliant.

Track New Client Requests in our Visual Pipeline

  • Automate and get full transparency with tracking prospective clients.

  • Never have a prospect fall through the cracks again!

Follow Up is EASY With Our Unified Messaging Inbox

  • Keep all communication with prospective clients in one place, and visible to your whole team.

  • And it’s as easy to use as texting on your phone!

Follow Up is EASY With Our Unified Messaging Inbox

  • Keep all communication with prospective clients in one place, and visible to your whole team.

  • And it’s as easy to use as texting on your phone!

Eliminate Busy Work With Simple Automations

  • Automate repetitive tasks so you maximize your productivity.

  • Easily automate SMS text messages & emails to client leads

Mobile App For Work On The Go

  • Access Opportunities, Contacts, and Conversations easily on your phone anytime & anywhere.

  • Utilize the unified inbox from your phone to make the intake process fast.

Mobile App For Work On The Go

  • Access Opportunities, Contacts, and Conversations easily on your phone anytime & anywhere.

  • Utilize the unified inbox from your phone to make the intake process fast.

Weekly Marketing Group Coaching Calls

  • 1 on 1 weekly meetings for your first month of onboarding!

  • Weekly group coaching with product updates and open Q/As!

Weekly Marketing Group Coaching Calls

  • 1 on 1 weekly meetings for your first month of onboarding!

  • Weekly group coaching with product updates and open Q/As!

Don’t just take our word for it.

Hear it from our customers.

“I love the real-time notifications and how easy TheraSaaS make it to keep track of our conversations. Great CRM!”

Kathleen Kelly

Syrona Counseling Retreats

“I save over an hour a day with TheraSaaS. The organization part of it is a god-send for me.”

Jackie Heinly

Silver River Counseling

I book clients so much faster and the technical support is amazing! They are so fast to respond to questions.

Susan Stutzman

Kid Matters Counseling

"As a practice owner, TheraSaaS has given me the organization peace I needed. I have all the metrics I need to evaluate our intake process.

Keri Sawyer

Group Practice Owner

“TheraSaaS helps me manage a large waitlist for the practice.”

Sue Di Santo

Intake Coodinator

“TheraSaaS helps us streamline our three services of counseling, testing, and psychiatry. It makes it so easy.”

Marie Geiser

Intake Coordinator

I love the notes I can make on each potential client. We average over 100 intakes a month so it makes it easy for me to organize the client leads.

Kate Martin

Intake Coordinator

“I love the visual pipeline so I know where a client is at... if I have to reach out to them or if they converted into a client.”

Jackie Arnold

Intake Coordinator

"It's amazing to replace all my spreadsheets and see all the potential growth of the business in one place.

Laryssa Creswell

Group Practice Owner

“The efficiency that TheraSaaS has brought to my practice has well exceeded the cost. ”

Madison Champman

Practice Owner

“I love the visual pipeline so I know where a client is at... if I have to reach out to them or if they converted into a client.”

Jackie Arnold

Intake Coordinator

As a remote intake coordinator for two practices, I spend most of my day inside TheraSaaS. The visual pipelines help me keep track of the clients. I'm so glad not to be using Google Sheets anymore!

Edwin Tan

Intake Coordinator

"I love TheraSaas. All-in-one software is not always the best, but this is actually really good all around. This is the perfect software for private practices."

Gabe Fennema

Marketing Consultant

"I love the power of TheraSaaS. The onboarding has been great! The staff has been super-supportive!"

Susan Heemstra

Group Practice Owner

"We had Google Sheets & Docs, but didn't have any automations. TheraSaaS has put it all together and is a second brain for my practice."

Dr. Amy Parks

Practice Owner

TheraSaaS is Recommended by:

Simple, Transparent Pricing

**Buy Annual Plan And Get:
1. Two Months FREE &
2. Extra Onboarding to Customize Your Automations
MonthlyAnnually
**Buy Annual Plan And Get:
1. Two Months FREE &
2. Extra Onboarding to Customize Your Automations

See How TheraSaaS CRM Saves You Money!

You've Made It This Far... Watch A Longer Demo!

Frequently Asked Questions


How Do Monthly Credits Work?

The amount of monthly credits you have represents how many texts, emails, and phone calls you can make with what is included with your subscription. You can continue to text, email, and call prospective clients if you have already used all your credits. You will receive an additional charge for surpassing the credit allotment based on the rates above (*subject to change).

To put it in perspective, $10 would get you 5 hours of phone calls, 300 texts, or 3700 emails.

How do I get started with TheraSaaS?

Click the “Get TheraSaaS” button and schedule a call with us to see if TheraSaaS is a good fit for your practice. Then we’ll help you get started!

Is there a free trial?

We do not offer a free trial, but we do have a demo call and a TON of feature videos so you can be confident that TheraSaaS is the right plan for you.

Can I cancel my membership anytime?

Yes. If you choose to cancel your membership your payment will not be processed again and you will keep access to TheraSaaS until the ending of your current billing period.

Does TheraSaaS replace my intake coordinator?

No. TheraSaaS doesn’t replace an Intake Coordinator. However, after implementing TheraSaaS the intake coordinator will likely be able to perform their role more efficiently than before and allow the practice owner greater insight into their work.

Does TheraSaaS offer web development services?

Not at this time. TheraSaaS has the ability to host your already existing website, but TheraSaaS does not currently offer website development services. If there is an overwhelming demand for this service we will look at expanding TheraSaaS’ offer to meet this need. So if this is something you would like to see please let us know.

Are You HIPAA Compliant?

Yes. We have BAA's signed with our technology vendors and ensure they are in HIPAA compliance. We are also 3rd party certified HIPAA compliant with The Compliancy Group.

Compliancy Group’s HIPAA compliance program addresses:

1) Six mandatory self-audits (5 for business associates)

2) Gap identification and remediation plans

3) Policies and procedures

4) Employee training and attestation

5) Business associate management

6) Incident response and breach notification

Compliancy Group’s Seal of Compliance is the recognized third-party HIPAA compliance verification standard for healthcare professionals, vendors, and IT professionals across the healthcare industry.

Compliancy Group has issued its Seal of Compliance, verifying and validating that the organization has taken the necessary steps to demonstrate its good faith efforts to achieve compliance with HIPAA regulations.

To earn the Seal, the organization completed the following efforts:

- Security Self-Audits (Security Standards, Asset and Device, Physical Site, and Security IT Risk Analysis),

- Documented a good faith effort to comply with the administrative, physical, and technical safeguard requirements of the HIPAA Security Rule, set forth in 45 CFR 164.308, 164.310, and 164.312, respectively.

- The HIPAA Privacy Standards Self-Audit, documented a good faith effort to comply with the Privacy Rule standards. The HITECH Subtitle D Self-Audit, has made a thorough, documented assessment of its preparedness for a data breach, and has documented procedures for breach notification identification, response, and remediation.

FAQ image

Does TheraSaaS integrate with other EHR's?

At this time, TheraSaaS does not integrate with other EHR's because most EHR's do not have an open API.

Our Mission

Lots of private practice owners need a HIPAA-compliant intake process. But, until now they didn’t know that was an option or how to execute it properly. That’s why we created TheraSaaS, to help private practice owners get one step closer to the practice of their dreams!