Theranvio for Teams

A path for teams and clinics that need more than solo EHR.

Theranvio Pro is the foundation for an individual clinician. For teams, we run a qualified design-partner pilot: roles, clinical oversight, shared operating rhythm, reporting, billing operations, and migration are scoped before we promise self-serve team checkout.

Theranvio workspace

Clinical workflow

Pro
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

Honest product stage

This is not an automatic Enterprise plan. It is a sales and product path for practices that want to help define a durable organization model before a full team rollout.

2-20

clinicians in the first pilot profile

1

workflow from inquiry to report

pilot

scope and pricing agreed upfront

Who it is for

The right first team customer has a real operating process, not only a feature list.

We are looking for practices with a business decision, active clinicians, and a concrete operational problem: intake, supervision, scheduling, documentation, payments, reporting, or migration.

Group practice owner

Needs visibility into team work, documentation quality, calendar load, and client status without manually building reports.

Clinical lead or supervisor

Needs oversight, structured supervision, risk signals, and documentation quality without breaking confidentiality boundaries.

Operations manager

Owns intake, reminders, payments, reconciliation, data import, and smooth onboarding for new clinicians.

Pilot scope

A team pilot has to build the foundation that later supports higher ARPA.

We do not start with a multi-seat discount. We start with the organization model and workflows a clinic will actually pay more for than a solo clinician.

Organization, roles, and permissions

  • owner, admin, clinician, supervisor, and billing contact
  • boundaries around client records and documentation
  • auditable changes to settings and data export

Shared operating rhythm

  • team view for schedule and intake
  • client handoff and referral workflow
  • clinical and operational attention queue

Clinic analytics

  • clinician activity without unnecessary data exposure
  • outcomes, no-show, documentation, and workload
  • value reports for owners and clinical leads

Billing and onboarding

  • seat billing or pilot commercial terms
  • Practice Payments and reconciliation as an operating process
  • data import and onboarding for new team members

Promise boundaries

What can be evaluated today, what is scoped in pilot, and what belongs to Enterprise.

This page opens a clinic conversation without selling self-serve functionality that is not yet in the product.

01

Available today at clinician level

  • EHR, documentation, Session Prep, Clinical Memory, and outcomes
  • Client Portal, forms, materials, messages, and payments
  • Theranvio Video or a professional external meeting link

02

Defined in the team pilot

  • organization, membership, and role model
  • shared schedule, reporting, and attention views
  • migration, training, and team support process

03

Later Enterprise layer

  • SSO/SAML, SCIM, and advanced audit logs
  • formal SLA, procurement package, and dedicated support
  • automatic team checkout after unit economics are validated

How we qualify

The pilot starts with clinic workflow, not a discount conversation.

01

Scope

Clinician count, roles, locations, intake process, and current stack.

02

Risk

Clinical data, migration, billing, oversight, and legal requirements.

03

Pilot

Agreed scenario, success metrics, decision-makers, and budget.

04

Decision

Further build only when the clinic confirms real value.

Qualification

The conversation checks budget, decision-maker, clinician count, and the real operating problem.

Written scope

A pilot should have measurable scope, responsibilities, and clear success criteria.

Value-led decision

Team build makes sense only when the clinic confirms value beyond a bundle of Pro accounts.

Theranvio Pro

If you run a team, discuss a pilot instead of guessing a plan.

The best conversation starts with clinician count, supervision model, current schedule, intake workflow, and the data that needs to move.

Theranvio for teams and clinics - Theranvio