TheraNest

Supergood | TheraNest API

Alex Klarfeld

Alex Klarfeld

— 6 min read
Supergood | TheraNest API

TheraNest is practice management and EHR software for behavioral and mental health providers. It helps clinics manage client intake, scheduling, telehealth sessions, clinical documentation, and insurance billing. With an unofficial API, you could programmatically sync client rosters, create and update appointments (including telehealth links), generate and lock progress notes and treatment plans, and assemble insurance claims—end to end.

If you’re a behavioral health clinic, group practice, or health tech company integrating with TheraNest, an unofficial API unlocks practical data flows and features:

  • Pull: Clients, insurance policies, diagnoses, appointments, telehealth session details, clinical notes and treatment plans (including sign-offs), invoices, claims and remittance summaries
  • Push: New/updated clients from your CRM or intake solution, scheduled appointments with correct CPT/POS codes, progress notes and outcome scores, billable sessions, and claim submissions
  • Build: Cross-system calendar sync, authorization-aware scheduling, outcomes tracking (PHQ-9/GAD-7), automatic CMS-1500/837P claim assembly, and reconciliation across clearinghouses

What is TheraNest?

TheraNest provides cloud-based practice management and EHR tools designed for behavioral and mental health practices. Core workflows include intake forms, appointment scheduling and reminders, telehealth sessions, progress notes and treatment plans, billing and insurance claims, client portal, and reporting.

Core product areas include:

  • Scheduling, reminders, and telehealth session management
  • Client portal (intake forms, payments, document sharing)
  • Clinical documentation (progress notes, treatment plans, diagnoses)
  • Billing (invoices, statements), insurance claim submission, ERA posting
  • Staff/provider management and roles/permissions
  • Reporting and outcomes tracking (e.g., PHQ-9, GAD-7)

Common data entities:

  • Clients (demographics, contacts, portal status)
  • Providers (clinicians, supervisors, support staff)
  • Appointments (service codes, POS, status, telehealth links)
  • Clinical Notes (progress notes, treatment plans, signatures)
  • Diagnoses (ICD-10), problem lists, goals/objectives
  • Insurance Policies (payers, subscriber details)
  • Invoices, payments, and write-offs
  • Claims (CMS-1500/837P service lines, statuses)
  • Remittances (ERA summaries for reconciliation)

The TheraNest Integration Challenge

Teams rely on TheraNest daily, but converting portal-first workflows into automated pipelines is challenging:

  • Limited public APIs: Many essential scheduling, documentation, and billing features are available only via the web app or exports
  • Reporting/export constraints: CSV/Excel downloads and timing windows lead to brittle, manual data ops
  • Telehealth link management: Creating and distributing session links from external schedulers is hard without automation
  • Cross-calendar workflows: Keeping TheraNest schedules in sync with Google/Microsoft calendars or field apps requires careful reconciliation
  • Clearinghouse variability: Claim submission, status retrieval, and ERA posting may differ across channels (e.g., Apex EDI, Claim.MD)
  • Enterprise security: SSO/MFA and role-based permissions complicate headless automation

How Supergood Creates TheraNest APIs

Supergood reverse-engineers authenticated browser flows, batch interfaces, and network interactions to deliver a resilient API endpoint layer.

  • Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
  • Maintains session continuity with automated refresh and change detection
  • Normalizes client, appointment, documentation, and claim objects across TheraNest account configurations
  • Aligns with customer entitlements and licensing constraints to ensure compliant access
  • Bridges batch exports and clearinghouse flows where applicable with signed URL retrieval and delivery

Use Cases

Intake and Roster Synchronization

  • Push clients from your CRM or intake tool into TheraNest
  • Update demographics, portal status, and insurance details automatically
  • Maintain a single source of truth for client profiles

Scheduling and Telehealth Automation

  • Create appointments with correct CPT, modifiers, and place of service
  • Generate telehealth session links and deliver reminders to clients
  • Keep external calendars (Google/Microsoft) reconciled with TheraNest

Clinical Documentation and Outcomes

  • Create progress notes with SOAP sections, diagnoses, and measures
  • Lock/sign notes with auditable metadata and provider attribution
  • Track PHQ-9/GAD-7 trends to drive outcomes reporting

Claims Generation and Reconciliation

  • Assemble CMS-1500/837P claims from completed appointments and signed notes
  • Route submissions via your configured clearinghouse (e.g., Apex EDI or Claim.MD)
  • Pull claim statuses and ERA summaries for automatic reconciliation

Audit and Compliance

  • Export machine-readable note packets, signatures, and treatment plan histories
  • Preserve audit trails for changes and sign-offs
  • Demonstrate documentation coverage for billed services

Available Endpoints

Authentication

POST /sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": {
      "type": "totp",
      "code": "123456"
    }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_12f71b",
    "name": "EHR Admin",
    "entitlements": ["clients", "appointments", "notes", "claims"]
  }
}

Clients

GET /clients: Retrieve client profiles with demographics, insurance policies, diagnoses, and portal status. Use filters to limit by provider, last update, or active status.

Query parameters

  • providerId: string
  • updatedSince: ISO 8601 timestamp
  • active: boolean
  • name: string
  • dob: ISO 8601 date

Example response

{
  "items": [
    {
      "clientId": "cl_9b42f0",
      "firstName": "Jordan",
      "lastName": "Patel",
      "dob": "1991-08-17",
      "gender": "nonbinary",
      "email": "[email protected]",
      "phone": "+1-555-202-0042",
      "address": {
        "line1": "1200 Lake Ave",
        "city": "Madison",
        "region": "WI",
        "postalCode": "53703"
      },
      "status": "active",
      "primaryProviderId": "prv_41cf92",
      "portalEnabled": true,
      "insurancePolicies": [
        {
          "policyId": "ins_7342c1",
          "payerName": "Blue Cross",
          "memberId": "A12345678",
          "groupNumber": "GRP-8821",
          "relationship": "self",
          "subscriber": {
            "firstName": "Jordan",
            "lastName": "Patel",
            "dob": "1991-08-17"
          }
        }
      ],
      "diagnoses": ["F41.1", "F32.1"],
      "createdAt": "2025-11-03T20:14:22Z",
      "updatedAt": "2026-01-19T15:55:02Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

Appointments

POST /appointments: Create or update an appointment with service details, telehealth settings, reminders, and status transitions.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/appointments \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "clientId": "cl_9b42f0",
    "providerId": "prv_41cf92",
    "service": {
      "cptCode": "90837",
      "modifiers": ["95"],
      "units": 1
    },
    "placeOfService": "02",
    "startTime": "2026-01-19T14:00:00Z",
    "endTime": "2026-01-19T14:55:00Z",
    "timezone": "America/Chicago",
    "locationId": "loc_madison",
    "telehealth": {
      "enabled": true,
      "joinUrl": "https://video.example/session/abc123"
    },
    "reminders": {
      "email": true,
      "sms": true
    },
    "status": "scheduled",
    "referenceId": "ext-cal-42391"
  }'

Example response

{
  "appointmentId": "apt_58d3e0",
  "status": "scheduled",
  "telehealth": {
    "enabled": true,
    "joinUrl": "https://video.example/session/abc123"
  },
  "createdAt": "2026-01-19T14:02:02Z",
  "referenceId": "ext-cal-42391"
}

Clinical Notes

POST /clinical/notes: Create or update a clinical note or treatment plan. Supports SOAP sections, diagnosis codes, outcomes measures, and locking/sign-off.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/clinical/notes \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "type": "progress_note",
    "clientId": "cl_9b42f0",
    "providerId": "prv_41cf92",
    "appointmentId": "apt_58d3e0",
    "diagnosisCodes": ["F41.1"],
    "soap": {
      "subjective": "Client reports reduced anxiety.",
      "objective": "Coherent speech, appropriate affect.",
      "assessment": "Generalized anxiety disorder, moderate.",
      "plan": "CBT-focused interventions; weekly sessions."
    },
    "measures": {
      "PHQ9": 6,
      "GAD7": 9
    },
    "signOff": {
      "signed": true,
      "signedAt": "2026-01-19T15:01:47Z",
      "signatureMethod": "attestation"
    },
    "locked": true,
    "attachments": [],
    "referenceId": "ehr-doc-77821"
  }'

Example response

{
  "noteId": "note_71af2b",
  "status": "locked",
  "type": "progress_note",
  "createdAt": "2026-01-19T15:05:42Z",
  "referenceId": "ehr-doc-77821"
}

Claims

POST /billing/claims: Assemble a CMS-1500/837P claim from completed appointments and signed notes. Supergood normalizes service lines and can route the generated file to your configured clearinghouse.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/billing/claims \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "claimType": "837P",
    "payerId": "payer_blue-cross",
    "billingProvider": {
      "npi": "1234567890",
      "taxonomy": "Behavioral Health",
      "name": "Madison Behavioral Group",
      "billingAddress": {
        "line1": "100 Wellness Way",
        "city": "Madison",
        "region": "WI",
        "postalCode": "53703"
      }
    },
    "renderingProviderId": "prv_41cf92",
    "subscriber": {
      "memberId": "A12345678",
      "relationship": "self"
    },
    "patientId": "cl_9b42f0",
    "serviceLines": [
      {
        "appointmentId": "apt_58d3e0",
        "cptCode": "90837",
        "modifiers": ["95"],
        "units": 1,
        "diagnosisPointers": ["1"],
        "chargeAmount": 150.00,
        "placeOfService": "02",
        "dateOfService": "2026-01-19"
      }
    ],
    "submissionChannel": "clearinghouse",
    "referenceId": "billing-batch-jan19"
  }'

Example response

{
  "claimId": "clm_88ce45",
  "status": "queued",
  "edi": {"format": "837P", "size": 45123},
  "submissionChannel": "clearinghouse",
  "createdAt": "2026-01-19T16:05:42Z",
  "reviewUrl": "https://download.theranest.example/signed/abc123...",
  "referenceId": "billing-batch-jan19"
}

Get full API Specs →

Technical Specifications

  • Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
  • Response format: JSON with consistent resource schemas and pagination
  • Rate limits: Tuned for enterprise throughput while honoring licensing and usage controls
  • Session management: Automatic reauth and cookie/session rotation with health checks
  • Data freshness: Near real-time retrieval of appointments, notes, and claim artifacts
  • Security: Encrypted transport, scoped tokens, and audit logging; respects TheraNest entitlements and compliance requirements
  • Webhooks: Optional asynchronous delivery for appointment updates, note sign-offs, and claim status changes

Performance Characteristics

  • Latency: Sub-second responses for list/detail queries under normal load
  • Throughput: Designed for high-volume scheduling, documentation, and billing pipelines
  • Reliability: Retry logic, backoff, and idempotency keys minimize duplicate actions
  • Adaptation: Continuous monitoring for UI/API changes with rapid adapter updates

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your TheraNest product mix, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened TheraNest adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as TheraNest evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which TheraNest workflows can this integration cover?

Supergood supports commonly used TheraNest portals and agency-facing features, subject to your licensing and entitlements. We scope coverage (e.g., clients, scheduling/telehealth, documentation, billing/claims, and exports) during integration assessment.

Q: How are MFA, SSO, and batch interfaces handled for automation?

We support username/password + MFA (SMS, email, TOTP) and operate behind SSO/OAuth when enabled. For batch flows, we manage export timing, generate CMS-1500/837P files, and retrieve signed URLs or delivery confirmations programmatically (e.g., via clearinghouses such as Apex EDI or Claim.MD).

Q: Can I generate claims directly from completed appointments and signed notes?

Yes. You can assemble CMS-1500/837P from billable sessions with payer-specific formatting. We can route submissions via your configured channel and return statuses and artifacts for reconciliation.

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