Social Work Case Management Software for Human Service Professionals

Social work case management software built for social workers and human services counselors. All the features you need supported by the best customer support team in the business.

FREE for 21 days! No credit card required. Cancel anytime.

Everything you need in a Social Work Case Management Software

HIPAA Compliant | Unlimited Note Templates | Credit Card Processing |Electronic Insurance Claims

Screenshot of Client Details in TheraNest

Robust Case Note Templates

  • Note templates for Progress Notes, Treatment Plans, Initial Assessments, Group Notes, etc. plus the ability to create your own Custom Forms.
  • Unlimited document storage so your practice can finally go paperless.
  • Electronic signatures for clients and staff members. with supervisory review.
Seriously if I could give them 10 stars on everything I would. I help operate a small nonprofit with approximately 20+ staff members. Up until we started using TheraNest in November we were still using paper notes for documentation. The majority of our work is done in the client's home, and we needed to transition to an easy to use software that allowed us to keep our client files organized on the go. I did some research into other electronic note taking systems, and I was honestly shocked at how expensive they were! TheraNest is incredibly affordable. They even offer an annual payment that cuts down on your monthly cost. The customer service is AMAZING. You can chat with their representatives during normal work hours, and they will get back with you quickly. I feel as though they are part of our team, and not like I am talking to someone who isn't familiar with TheraNest or its functionality.
Jay Williams
Spectrum Practice of Berkeley

In-depth Billing and Reporting

  • Streamline your payroll payouts - we help you report what's due to therapists in your practice.
  • Spend less time filing electronic insurance claims. ERA/EOB import.
  • Collect payments faster with Batch Payments - easily charge multiple credit cards at once
  • Process credit cards in your TheraNest account and through the Client Portal. Only 2.69% + 30¢ per successful charge. No monthly fee or gateway fee.
Billing inside TheraNest image
Screenshot of Billing in TheraNest

Stay Connected

  • Stay on the same page with your colleagues using secure messaging in TheraNest.
  • Take TheraNest anywhere with our mobile applications for Apple iOS and Android devices.

Meetings and Client Appointments in One Calendar

  • Multiple location and staff member support.
  • Easily filter your calendar to see what you need, when you need it.
  • One coordinated Calendar for you and your colleagues’ client appointments and meetings.
  • Create recurring appointments for both client appointments and staff meetings
Screenshot of calendar in TheraNest
Very practical and efficient. Definetely pros and no cons. This software is a life saver. Cuts back on administrative work, specifically the billing piece which is critical. Many therapist spend 50% of time just working on billing. Program is worth having for sake of efficiency.
Adriana Figueroa
LCSW, Vida Nueva Counseling

Time Saving Client Portal

  • Client Portal for clients to self-schedule, pay for services, send secure messages, and complete Intake Form packets.
  • One staff member included at no additional cost.

Top Rated Customer Support

  • A customer support team that makes you feel like family to ease your stress as you navigate a new software
  • Fast, friendly, and most importantly, helpful service--we will stop at nothing to provide top-tier support
  • In-depth guides, walkthrough videos, and group trainings so you can feel like a TheraNest pro in no time
  • Whether it’s via phone, in-app message, or email, our support team is here to help

Appointment Reminders

TheraNest includes appointment reminders via voice calls, email or SMS text. No set-up or contracts necessary. Turn on/off as needed.



Unlimited User Accounts

No matter your practice type or size, TheraNest fits your needs. Add as many therapists, billers, and staff as you want at no additional charge. We grow with you as your client base grows.

Secure and Cloud Based

HIPAA compliant – data is backed up multiple times a day and encrypted using bank level SSL certificates when you log in. Notes are web based and accessible anywhere!

Ready to grow your practice?

Start your free trial to join the thousands of therapists who trust their practice to TheraNest. ​

no credit cards required. cancel Anytime. free for 21 days.