01
First contact and intake
The client enters an organized path: Discovery, booking link, or invitation. The clinician sees the inquiry, contact details, and next steps without email sprawl.
- intake forms
- Discovery inquiries
- client intake status
Product tour
The therapy workflow, shown step by step.
Theranvio carries the practice through the whole cycle: first contact, session preparation, appointment, documentation, payment, Client Portal, and clinical continuity.
Theranvio workspace
Clinical workflow
01
Session Prep
Context ready before the visit
02
Client Portal
Forms, materials, and payments
03
Clinical Memory
Continuity visible before the next session
AIOutcomePayments
7
stages in the core workflow
1
client context throughout the process
1500+
tools in the Pro library
02
Session Prep Brief
Before the appointment, Theranvio assembles recent notes, outcomes, tasks, between-session signals, and areas needing attention.
- Clinical Memory
- questions worth asking
- risk and open-loop signals
03
Session and telehealth
The clinician can use Theranvio Video or their own professional meeting link. The appointment stays connected to the client record, portal, note, and payment.
- waiting room
- chat and screen share
- external Zoom/Meet fallback
04
Documentation and care plan
The note is not a dead document. It returns to the next brief, care plan, outcome tracking, and clinician decisions.
- AI notes under clinician control
- treatment plan
- outcomes and next steps
05
Practice Payments
The payment request appears in the Client Portal, while Stripe Connect separates patient payments from the Theranvio Pro subscription.
- direct charges
- refunds and disputes
- webhook reconciliation
06
Follow-through and next visit
Materials, messages, tasks, and forms return to the Client Portal, while the clinician sees what is ready and what needs attention.
- Client Portal
- materials and documents
- between-session continuity
Buying decision
The tour presents Theranvio as a work system, not a module list.
Theranvio is best evaluated through the full flow: the path from information to decision, the client's organized experience, and the way the practice maintains a mature operating rhythm.
The client sees a calm care path
The clinician sees context before decisions
Payment and documentation stay in the process
The Pro library strengthens each part of work
Theranvio Pro
Walk through the demo and see the workflow in motion.
The best way to evaluate Theranvio is the full scenario: client, session, note, portal, payment, and next step.