Using TheraSaaS with Your Phone System: Two Easy Options

Welcome to TheraSaaS!
In this guide, we'll walk you through how TheraSaaS can be used alongside your existing phone setup — or even replace it entirely for intake conversations. Let’s dive into the two main options. 

Option 1: Text-First with Call Forwarding

Best for: Practices that prefer to use TheraSaaS primarily for text messaging, while keeping an existing phone system for voice calls.

How It Works:

• Use TheraSaaS to send and receive manual or automated text messages ?.

• Your TheraSaaS number is a real phone number.

• If a client calls your TheraSaaS number, the call can automatically forward to any phone number of your choice:

  • Cell phone

  • Google Voice

  • Spruce Health

  • Grasshopper

  • RingCentral

  • … or any other provider!

✅ Pro Tip: Forwarding ensures you don't miss any client calls while keeping texting centralized in TheraSaaS.

Option 2: All-in-One Text + Call Handling in TheraSaaS

Best for: Practices that want everything in one place — texting, calling, and documentation.

What You Can Do:

• Continue using TheraSaaS for manual and automated text messaging.

• Receive and make phone calls through:

  • The LeadConnector Mobile App ?

  • The TheraSaaS Desktop App ?

On the Desktop App:

✅ Receiving & Making Calls:

• If the phone number is saved in a contact’s profile:

  1. Initiate an outgoing call directly from your browser.

  2. Use call scripts to guide your intake coordinators through conversations.

  3. End the call with a click.

Want to dial a new number?

• No problem! Use the dial pad in the app to call any number.

Helpful Tip: Call scripts help standardize intake conversations for better consistency and professionalism.

Which Option Should You Choose?

Summary

• Option 1: Use TheraSaaS for text messaging + call forwarding to your existing system.

• Option 2: Go all-in with TheraSaaS and handle both texting and calling directly in the platform.

Both options help streamline how you engage with client leads and prospective clients — choose what works best for your practice’s workflow!