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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 — all in one HIPAA-compliant hub.

Digital Intake Forms Secure Payments Appointment Access Family Profiles

Secured Client Portal Software for All Therapists

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 Authorization module
Digital Intake

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 and securely before the first session.

  • Assign and track intake forms online
  • Automated email alerts guide clients
  • Submit forms from any device
  • Secure and paperless onboarding
Digital intake form submission
Scheduling Access

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 their next session is.

  • View upcoming appointments anytime
  • Automated SMS and email reminders
  • Reduce no-shows and missed sessions
  • Always-accessible session details
Scheduling and session details in client portal
Secure Payments

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 therapists and clients.

  • Store card on file securely
  • Credit card payment processing
  • View complete payment history
  • Convenient self-service billing
Secure online payment portal
Invoice Notifications

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 efficient for every client.

  • Automated invoice email notifications
  • Copay, private pay, and session fee options
  • Multiple payment method support
  • Transparent financial communication
Invoice notifications and payment choices
Family Profiles

Manage Family Profiles Together and Get Guided Support

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.

  • Multiple children under one account
  • Easy profile switching
  • Built-in video tutorial support
  • Reduced onboarding time
Family profile management in client portal
Always Included

Plus, additional features are always included at no extra cost

Every TherapyPM subscription includes enterprise-grade security, compliance, and support at no additional cost.

Complete Security

All client portal data is protected with end-to-end encryption and secure authentication.

HIPAA-Compliant

Every form submission, payment, and message meets HIPAA privacy and security standards.

Live Support

Our support team helps you and your clients get started with the portal quickly and confidently.

Have a Question? We Have the Answer!

Commonly asked questions about the TherapyPM client portal.

Yes! TherapyPM sends automated reminders via SMS or email to ensure clients and providers don't forget about upcoming sessions. It also helps reduce no-shows and prevents overbooking or underbooking.

Clients receive automated email and SMS notifications for upcoming appointments, new invoice alerts, form assignments, and important practice updates. These notifications keep clients informed and engaged without requiring manual outreach from your staff.

Currently, clients cannot self-schedule appointments, but they can view their full schedule details. They can submit intake forms through the Client Portal — providers assign the form to clients via a portal link, and clients can view, fill out, and submit the form electronically.

Clients can securely store a card on file, make credit card payments, view payment history, and access invoices directly through the Client Portal. Automated invoice emails make it easy for clients to log in and complete payments promptly.

Yes! TherapyPM's client portal allows families to manage multiple children under a single login. Parents or guardians can easily switch between child profiles without needing separate accounts, making it ideal for ABA and pediatric practices.

Absolutely. The TherapyPM client portal is fully HIPAA-compliant. All data exchanged — forms, payments, messages, and documents — is protected with end-to-end encryption and strict access controls to ensure patient privacy at every step.

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