01
Forms and consent
New clients can receive intake while existing clients receive focused tasks or check-ins.
new and existing-client paths
completion status
client-record connection
Client Portal
A client portal for messages, forms, materials, visits, and payments.
Clients get one place for appointments, messages, forms, tasks, documents, and payment requests while the clinician stays in control.
Theranvio
A connected client experience between visits
The portal reduces scattered messages, files, links, and instructions. The client sees what to do; the clinician sees status.
persistent account or secure link
messages and shared materials
forms, payments, and visits
02
Materials and documents
Clinicians can share materials, links, and files in a private client space.
private access
sharing history
between-session materials
03
Payments and visits
The portal connects visits, telehealth, payment requests, and billing instructions.
Practice Payments
secure visit access
clear appointment status
Workflow
How it works in practice
01
Invite the client
02
Complete forms
03
Join the visit
04
Return to materials
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