01
Invite the client
Send portal access or a secure link.
All features
Client Portal
A client portal for messages, forms, materials, visits, and payments.
Clients get one place for appointments, messages, forms, tasks, documents, and payments while the clinician sees process status.
persistent patient account or secure invitation link
forms, messages, materials, visits, and payments
completion status visible to the clinician
Theranvio workspace
Client Portal
01
Forms
Intake, outcomes, and consent before visits
02
Messages
Short contact without email sprawl
03
Payments
Request status visible next to the visit
FormsMessagesPayments
1
private client space
2
access modes: account or secure link
0
scattered files and links
Why it matters
The client experience feels like part of professional care.
The portal reduces scattered messages, files, and instructions. The client sees what to do; the clinician sees what needs attention.
- persistent patient account or secure invitation link
- forms, messages, materials, visits, and payments
- completion status visible to the clinician
01 · Intake
Forms and consent without manually sending files
New clients can complete intake while existing clients receive focused check-ins or tasks.
new and existing-client paths
completion status in the client record
answers ready for next-session prep
02 · Between sessions
Materials, tasks, and messages in a secure space
Clinicians can share materials, links, documents, and tasks without losing clinical context.
sharing history
materials connected to the client
messages outside random channels
03 · Billing
Payments and visits inside the same experience
The portal connects appointment, telehealth, payment request, and follow-through.
Practice Payments through Stripe Connect
external payment instructions as fallback
secure online-visit access
How it works in practice
02
Collect forms
The client completes intake, check-in, or task.
03
Run the visit
Visit, telehealth, and materials stay connected.
04
Close next steps
Payment, tasks, and documents return to the record.
FAQ
Questions that shape buying confidence
Mature feature pages do not avoid practical questions. They answer calmly, without pressure.
Does every client need a permanent account?
Not always. Theranvio supports persistent patient accounts and secure invitation links depending on the clinician's process.
Does the portal replace crisis contact?
No. The portal is a care-organization tool. Urgent situations should follow the crisis path agreed with the clinician.
Related features
See how modules work together
AI notes and Clinical Memory
AI documentation that works inside the full therapy context.
Theranvio helps organize notes, session preparation, outcomes, signals, and next steps. The clinician remains the author of the record and decides what is saved.
Theranvio Video
Telehealth embedded in the clinical workflow.
Theranvio Video connects online visits with the client record, waiting room, chat, screen sharing, backgrounds, payment, and documentation.
Practice Payments
Client payments designed so funds go to the clinician.
Theranvio supports Stripe Connect payments or professional external instructions. This flow is separate from the Theranvio Pro subscription.
Theranvio Pro
See this feature inside the full Theranvio workflow.
The demo shows how modules connect client, session, portal, documentation, payments, and clinical intelligence.