Client information scattered across separate files makes it hard to see the full picture. thera keeps each client's dossier — history, goals, questionnaires and notes — in one record.

• Single Client Record: Sessions, notes, goals and questionnaires live in one dossier.

• Quick Overview: See a client's recent history the moment you open their file.

• No Duplicate Entry: Reference earlier sessions without re-typing existing details.

Getting a full clinical picture at intake matters for everything that follows. thera keeps an anamnesis alongside the client's ongoing session notes, so early context is never buried in a separate document.

• Structured Intake: Capture background, history and presenting concerns in a consistent format.

• Always Accessible: Refer back to the anamnesis from any later session.

• Editable Over Time: Update intake information as you learn more about a client.

Rebuilding the same note structure every session wastes time. thera lets you save and reuse templates for the session types and formats your practice relies on.

• Reusable Templates: Save a structure once and apply it across sessions.

• Per-Session-Type Formats: Use different templates for intake, follow-up or assessment sessions.

• Practice-Wide Consistency: Every clinician can work from the same documentation standard.

Not every note is meant for the client to see. thera separates internal clinical notes from anything you choose to share, so your reasoning stays private by default.

• Private By Default: New notes stay internal unless you mark them for sharing.

• Selective Sharing: Choose exactly what appears in the client's own portal.

Clinical notes are sensitive by nature, and thera treats them that way. Note content is encrypted, with access limited to your own practice.

• Encrypted At Rest: Session note text is encrypted, not stored as plain text.

• Practice-Scoped Access: Data stays isolated to your practice — never visible across tenants.

A client's progress only makes sense in the context of what came before. thera keeps a full, chronological session history attached to their record.

• Chronological View: Scroll back through every past session in order.

• Cross-Episode Context: See notes from earlier episodes of care alongside current sessions.

• Fast Lookup: Search past sessions instead of scrolling through paper files.

Standardised questionnaires and outcome measures are only useful if they live alongside the rest of the client's notes. thera attaches completed questionnaires directly to the client's record.

• Attached To The Record: Questionnaire results sit next to the session notes they relate to.

• Trackable Over Time: Compare results across sessions without exporting anything.

• Standardised Measures: Use recognised questionnaires alongside your own notes.

Homework set between sessions is easy to lose track of when it lives outside the client's file. thera keeps homework alongside the session note it came from.

• Linked To The Session: Homework is attached to the note where it was assigned.

• Visible Next Session: Pick up where you left off without searching for a separate document.

• Client-Visible: Share homework through the client portal when you choose to.

• Progress Continuity: Keep a clear thread between what was assigned and what changed.

Who can see a client's notes matters as much as how the notes are written. thera gives you role-based access so sensitive records are only visible to the people who should see them.

• Role-Based Access: Control which team members can open which client records.

• Audit Visibility: See who accessed or edited a note and when.

• Practice Isolation: Records never cross between separate practices on thera.

Reviewing a client's documentation shouldn't mean piecing it together by hand. thera gives you a clear, exportable view of a client's notes and history.

• Full Record View: See a client's notes, goals and questionnaires in one place.

• Session Summaries: Review documentation across a date range at a glance.

• Exportable Records: Generate a client's record for transfer, referral or their own request.

• Consistent Formatting: Exports follow the same structure as your templates.

• Ready For Review: Prepare records for supervision or case discussion in a few clicks.