Mental & Behavioral Health

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TheraNest Lite

Small but Mighty

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Simple and easy-to-use small therapy practice management software.

The perfect option for a solo or small-group practice, including those just starting their venture. Get up and running in no time, with no obligation, and see how easy things can be. TheraNest Lite is sensibly priced for a small practice, with add-ons like telehealth and Wiley notes at the ready when you want them.

Everything You Need with Room to Grow

TheraNest Lite is a simple and easy-to-use practice management software small practices can grow into. We offer everything you need to power your solo or small practice, all in one place, at a price you can afford. We make switching easy and will have you up and running in no time.

So, what are you waiting for? Try before you buy with a zero-risk test run. Get started with your free 21-day trial today. No credit card is required.

Practice Management

Everything you need to power your practice, all in one place—intuitive interface and 24/7 web-based access from wherever you are. Paperless records, comprehensive reporting, and easy scheduling with alerts, all in a just few clicks. Know how your practice is running, always.

Intelligent Scheduling

Quickly schedule group, individual, and telehealth sessions, including assignment of locations and rooms.

Easily set staff availability without double-booking therapists and rooms. Filter by staff member, service type, location, and client to quickly find the information you need.

Customizable Note Templates

Customizable Note Templates

Extensive base templates are adaptable to your needs, and fully custom form creation is a breeze. Create multiple custom session note templates with access control; store your client charts electronically; and streamline supervisor review, approval, and cosigning.

Client portal

These days, clients demand convenient, no-touch experiences. Self-service intake, scheduling (and rescheduling), and secure messaging with your office are non-negotiable.

Our HIPAA-compliant portal lets clients view upcoming sessions, intake forms and questionnaires. You can create and share good faith billing estimates and annual privacy and consent updates. Clients can update their own demographic and billing information and it’s synced back to TheraNest.

Parents can manage multiple children’s accounts, and multiple parents can manage children’s accounts to accommodate separated parents.

The portal can be used to launch your telehealth sessions, and clients are able to view and pay their bills online. Everything they need, everything they expect.

Credit card payments

It’s the twenty-first century; who uses checks?

Accepting cards is easy. For their convenience, clients can pay their bills in the portal.

Bill clients electronically and receive their payments electronically—easy, fast, and efficient.

Audit and Management Reporting

Audit and Management Reporting

See what’s driving your business with easy-to-use analytics and reports.

Gain insights on which referrals result in the most clients. View clients and demographics and cases and notes to see which interventions are most effective for improving outcomes.

Appointment and detailed billing reports show you where and with what types of clients your practice is succeeding and where there’s room for growth.

Secure messaging

Clients are consumers, and today’s consumers demand top-notch customer service and convenience in all aspects of their lives.

They expect the ability to easily communicate with their therapist and the front office and to receive timely replies.

Our secure, HIPAA-compliant messaging platform also allows document uploads.

Implementation and Training

If it seems like a pain to switch to a new practice management system, fear not. Our data import tool lets you quickly set up a template to transfer your client and payer/insurer data to TheraNest.

Between our intuitive software and video tutorials, you’ll enjoy easy workdays in no time.

No pain; lots to gain.

Appointment reminders

Clients can opt to receive appointment reminders via email, text, or voice call. Customizable reminders mean fewer no-shows, which means more revenue for your practice.

You’ll receive an alert when your schedule has been updated, and the online calendar lets you see your day, week, or month at a glance.


Our software is dependable, easy to install, and easy to use. But let’s face it—everyone needs a little help sometimes. And when you do, we’ll be here.

Whatever your issue, our friendly in-house support team is experienced and eager to help.


Billing and RCM


Let’s be honest—dealing with insurance and billing clients is tedious at best. We make it easy.

Create invoices, statements, and payments. Submit primary and secondary billing, and track insurance write-offs, client credits, and balances. Create and print CMS-1500 forms, and auto-post ERAs with adjustments to reduce time spent posting payments.

Process EOB files, and create daily billing reports.

Optionally, let us take care of everything for you. Our dedicated team of specialized billers handles all your claims and denial management, freeing you up to spend more time with your clients.

Wiley Notes and Practice Planner


We’ve partnered with Wiley, the leader in practice planning, to save you time and create better treatment plans for your clients. Access over 1,000 prewritten treatment goals, objectives, and progress notes with Wiley Practice Planners.

Fully DSM-5 compatible, you can build customized, client-specific treatment plans in minutes instead of hours.

Included progress note planners let you create ongoing documentation just as easily.



The telehealth genie isn’t going back in the bottle. Clients have learned to love it, and today it’s an essential part of any practice, of any size.

Video chat’s not going to cut it (especially post-pandemic). You owe it to your clients to use a secure, HIPAA-certified system that protects their privacy, and our system is easy—no download, no log in, no hassle.

We offer integrated telehealth right in the scheduler—start secure video sessions in seconds from your calendar or appointments list. With a group plan you can host sessions with up to six participants.

Share telehealth appointment links with customers via text and email appointment reminders, or through secure messaging in the client portal.

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Real Quotes from Real Customers


We’re happy to help you choose the plan that’s right for you. Call our team for help.

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