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Client Management for therapy practices
TheraFocus Feature

Client Management

Complete client profiles, digital intake, and secure communication—everything you need to manage your caseload.

HIPAA-compliant - 14-day free trial

Why Therapists Love Client Management

From first contact to discharge, manage every aspect of the client relationship. Intake forms, documents, messaging, and appointment history in one place.

01

Comprehensive Profiles

Store demographics, emergency contacts, insurance info, diagnoses, and treatment history. Everything about a client in one searchable location.

02

Digital Intake

Send customizable intake forms before the first appointment. Collect consent, policies, and clinical questionnaires electronically.

03

Document Storage

Upload and organize external documents, referral letters, and assessment results. HIPAA-compliant storage with version control.

04

Secure Messaging

Exchange encrypted messages with clients between sessions. Set boundaries with office hours and response time expectations.

05

Family & Couples

Link related client profiles for family therapy. Manage couples with shared and individual documentation.

06

Discharge & Referrals

Generate discharge summaries and referral letters. Track client status from active to discharged with clear workflows.

Everything You Need,
Nothing You Don't

Access complete client information instantly
Collect intake forms before first appointments
Communicate securely within HIPAA guidelines
Organize documents with easy search
Manage family and couples therapy relationships
Track client status throughout treatment
Generate professional referral letters
Reduce data entry with smart form pre-fills
Client Management interface

5+ hrs

Saved weekly with AI

Built for Modern Therapists

The only practice management platform with AI built into every feature

From intelligent scheduling to automated documentation, TheraFocus uses AI to handle the administrative work so you can focus on what matters—your clients.

Ready to Transform Your Practice?

See why therapists are switching to AI-powered practice management. Start your free 14-day trial today—no credit card required.

No credit card required - 14-day free trial - Cancel anytime