Built around your day, not a feature checklist.

Nestsera is organized around how you actually work — before sessions, during sessions, and after hours — so everything you need is right where you expect it.

Morning

Before the first session

Dashboard & Morning Briefing

Start your day with a clear picture of what needs attention — your schedule, action items, and key metrics in one place.

Action items with direct links — one click to resolve each
Today’s schedule with client names, service types, and appointment times
Quick stats: active clients, monthly revenue, sessions this month
Onboarding checklist for new practices — set up in under 30 minutes

Dashboard screenshot

Scheduling screenshot

Scheduling & Calendar

A calendar built for therapy practices — not repurposed from a generic tool.

Weekly and daily views with color-coded service types
Recurring appointments: weekly, biweekly, or monthly
Configurable buffer time between sessions (10, 15, 30 minutes)
Block time for lunch, admin, or personal — visible only to you
Availability overrides for specific dates (vacation, modified hours)

Online Booking

Clients book directly from your practice page — no phone calls, no email chains.

Practice page with your bio, credentials, services, and pricing
Real-time slot availability based on your schedule and existing bookings
Three payment modes: prepayment required, card on file, or flexible
Booking window configurable up to 6 months ahead
Booking confirmation email sent automatically

Online booking screenshot

Automated Reminders

Reduce no-shows without lifting a finger — reminders go out on your schedule.

Configurable: 24 hours before, 2 hours before, or both
Sent automatically — no action needed from you
Includes appointment details and cancellation policy

Waitlist screenshot

Waitlist

Never lose a potential client — keep them in the queue and notify them when a spot opens.

Clients specify preferred days and time ranges
Auto-notification when a matching slot opens (or manual notify)
24-hour hold — if not booked, the next person in line is notified
Practitioner can view queue, adjust priority, and manage holds

Sessions

During and after sessions

AI-Assisted Session Notes

Practice Pro

Spend less time writing notes and more time with your clients — AI drafts your documentation in seconds.

Structured input fields tailored to each format
AI drafts in SOAP, DAP, or BIRP format — choose per practice or per client
Drafts are ready in seconds. We notify you when it’s done
Review and edit the draft, then sign with your credentials
Signed notes are immutable — full audit trail
AI is included in Practice Pro at no additional cost — no per-minute fees

AI session notes screenshot

Treatment plans screenshot

Treatment Plans

Practice Pro

Structured, versioned treatment plans that keep your clinical work organized.

Diagnosis codes (ICD-10)
Structured goals and objectives
Interventions and modality
Versioned — every revision is preserved
Automatic review reminders sent to you on schedule

Psychotherapy Notes

Practice Pro

Private notes with the highest level of protection — separate from the clinical record.

Separate encrypted storage from session notes
Never visible in client portal
Additional access controls beyond standard PHI protections
Linked to each appointment for easy reference

Session Note Addenda

Add to any signed note without altering the original — because clinical records should never be rewritten.

Append to any signed session note
Immutable once saved — timestamped and signed
Full audit trail maintained

After Hours

The business runs itself

Invoicing

Invoices generated from completed appointments — no manual data entry required.

Auto-generated from completed appointments
Line items: date, service, CPT code, duration, fee
Sliding scale support with per-client custom rates
Batch invoicing for recurring schedules (weekly or monthly)
Track every invoice from creation to payment
No-show and late cancellation fees applied per your policy

Invoicing screenshot

Payments

Get paid faster with integrated payment processing — no chasing checks or Venmo requests.

Payments go directly to your Stripe account — we never hold your money
HSA/FSA card support
Three modes: prepayment, card on file, or flexible
Automatic payment receipts
Refund processing through Stripe

Superbill screenshot

Superbill Generation

Practice Pro

Give clients what they need for out-of-network reimbursement — without the paperwork.

Auto-populated: NPI, TIN, CPT codes, ICD-10, fees, amounts paid
Individual or batch generation (monthly)
PDF format
Clients download directly from their portal

Financial Dashboard

Practice Pro

Know where your practice stands financially — without spreadsheets or guesswork.

Revenue trends: this week, this month, last month, this year
Revenue by service type (individual, couples, intake, etc.)
Per-client revenue and session count
Outstanding balances summary
No-show and cancellation rate with financial impact
CSV export

Financial dashboard screenshot

Documents screenshot

Documents & Intake

Build intake forms, consent documents, and policies — clients complete and sign before the first session.

Build documents with text, form fields, and signature blocks — drag and drop
E-signatures: draw or type
Versioned — updated templates don’t overwrite signed copies
Auto-sent after booking (configurable)
Good Faith Estimates generated per the No Surprises Act (Practice Pro)
Intake status dashboard: green/amber/red per client

Client Portal

A secure, self-service portal where clients manage their own appointments, payments, and documents.

View upcoming and past appointments
Cancel within your policy window
View and pay invoices
Sign documents and complete intake forms
Download superbills
Secure messaging
Responsive web — works on any device

Client portal screenshot

Secure Messaging

HIPAA-compliant messaging built in — no need for a separate app or workarounds.

End-to-end encrypted message storage
Messages arrive instantly — no refresh needed
Read receipts
Threaded by conversation

Client management screenshot

Client Management

Everything you need to know about each client — organized, searchable, and secure.

Search by name, filter by status (active, waitlist, discharged), filter by tag
Custom tags with color coding
Client timeline: chronological view of all interactions
Emergency contact, diagnosis, treatment status — all encrypted at rest
Outstanding balance visible at a glance

Two plans. Pick the one that fits.

No surprises. Start with Starter, upgrade when you need more.

Starter

$49/mo

  • Scheduling & calendar
  • Online booking
  • Client management
  • Secure messaging
  • Documents & e-signatures
  • Invoicing & payments
  • Automated reminders
  • Waitlist
  • Client portal
  • Unlimited clients
  • Unlimited appointments

Practice Pro

$99/mo

Everything in Starter, plus:

  • AI session notes
  • Treatment plans
  • Psychotherapy notes
  • Superbill generation
  • Financial dashboard
  • Automated intake delivery
  • Good Faith Estimates
  • Balance alerts
Start Free Trial

Compare plans in detail →

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