Secure Client Portal for Mental Health Practices
Provide each client with their own dedicated, HIPAA-compliant portal for secure document sharing, assessments, and forms. Eliminate insecure emails and scattered file-sharing while maintaining complete privacy and organization.
The Challenge of Secure Client Communication
Mental health professionals face a constant dilemma: how to share sensitive documents, assessments, and forms with clients while maintaining HIPAA compliance and client confidentiality. Email is insecure, third-party file-sharing services lack proper healthcare safeguards, and managing scattered communications leads to confusion and lost documents.
Insecure Emails
Vulnerable to breaches and non-compliant
Scattered Files
Documents lost across multiple platforms
Secure Portal
HIPAA-compliant, organized, accessible
Everything You Need for Secure Client Communication
A comprehensive, encrypted portal that centralizes all client documents and communications in one accessible location.
Secure Document Sharing - Share Files Safely
Share therapy assessments, intake forms, treatment plans, and session materialsdirectly through an encrypted portal. No more insecure email attachments or unreliable third-party file-sharing services. Every document is organized, tracked, and accessible from a single secure location.
HIPAA-compliant document sharing for therapy assessments, treatment plans, and consent forms
Encrypted file storage with end-to-end security for sensitive mental health records
Organize documents by category: intake forms, assessments, homework, treatment plans, and more
Track when clients view or download shared documents with real-time notifications
Eliminate vulnerable email attachments and scattered file-sharing across multiple platforms
Two-Way Document Exchange - Client Uploads
Clients can upload health documents, insurance forms, personal records, and homework assignments directly to their secure portal. This eliminates vulnerable email communication while ensuring complete confidentiality and seamless organization for both therapist and client.
Secure client file uploads for insurance forms, medical records, and homework assignments
Automatic document organization with unread/read status tracking for therapists
Client-friendly interface accessible from any device - desktop, tablet, or mobile
Filter and manage client-uploaded documents with status indicators and timestamps
Reduce administrative burden by eliminating manual document collection via email
HIPAA-Compliant Security - Enterprise Protection
Every portal is built with end-to-end encryption, secure access controls, and regulatory complianceat its core. Maintain the highest standards of healthcare data privacy and patient confidentialitywhile delivering a modern, digital-first experience that clients appreciate.
HIPAA-compliant client portal with BAA available and full regulatory compliance
End-to-end encryption for all documents, communications, and client data
Secure authentication with role-based access control and session management
Complete audit logs tracking all document access, uploads, and sharing activities
Regular security updates and monitoring to protect against emerging threats
Access Anywhere, Anytime - Multi-Device Support
Clients can access their portal from any device—desktop, tablet, or mobile. All documents are automatically synchronized and organized, providing a professional, streamlined experience that enhances client engagementand satisfaction with your practice.
Responsive design optimized for desktop, tablet, and mobile devices
Automatic document synchronization across all devices and platforms
Secure access from anywhere with internet connectivity
Clean, intuitive interface that clients can navigate without training
Professional experience that reflects positively on your practice
Real-Time Visibility - Track Document Status
Therapists maintain full control with real-time visibility into document status—knowing exactly when clients view or upload materials. Track document engagement, manage unread notifications, and ensure clients have accessed important information before their next session.
Real-time notifications when clients upload new documents or view shared materials
Document status tracking: unread, read, uploaded - see everything at a glance
Filter views to show only unread documents or recently uploaded client files
Ensure clients have reviewed intake forms, assessments, or homework before sessions
Reduce session time spent confirming whether clients received or reviewed materials
Unlimited Storage & Organization - Never Run Out of Space
With unlimited storage, automatic organization, and smart categorization, your practice can deliver a modern experience while reducing administrative burden. Focus on therapy, not on managing scattered files, email threads, and document requests.
Unlimited document storage - never worry about running out of space
Automatic organization by client, date, and document type
Smart categorization: assessments, forms, treatment plans, homework, and more
Reduce administrative work by 50% - no more managing email attachments
Centralized document management accessible from your existing client records view
Complete Mental Health Practice Solution
Seamless integration: Client portal automatically links to your existing client records, notes, and treatment plans
Professional branding: Portal reflects your practice identity with customizable experience for clients
Client engagement: Improve client satisfaction and adherence with easy access to resources and materials
Practice efficiency: Eliminate email clutter, reduce administrative tasks, and streamline client communication
Team collaboration: Share portal access with colleagues and supervisors with granular permission controls
Document versioning: Track document history and maintain complete audit trail of all portal activity
Ready to Modernize Your Client Communication?
Join mental health professionals who have eliminated insecure emails and scattered file-sharing with Serene's dedicated client portal. Provide a professional, HIPAA-compliant experience that clients appreciate while reducing your administrative burden.