Using TheraSaaS with Your Phone System: Two Easy Options

Modified on Thu, 25 Jun at 10:26 AM

Use TheraSaaS alongside your current phone setup, or replace it entirely for intake.

What this covers

TheraSaaS can work alongside your existing phone setup — or replace it entirely for intake conversations. This guide walks through the two main ways to set it up so you can pick what fits your practice's workflow.

Your two options

Option 1

Text-first with call forwarding

Best for: Practices that want TheraSaaS mainly 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 it, the call can automatically forward to any number you choose — 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

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.
Make and receive calls through the LeadConnector Mobile App or the TheraSaaS Desktop App.

On the desktop app

If the number is saved in a contact's profile, start an outgoing call directly from your browser.
Use call scripts to guide intake coordinators through conversations.
End the call with a click.
Need a new number? Use the in-app dial pad to call any number.

Helpful tip

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

Which option should you choose?

Need	Option 1	Option 2
Keep existing phone provider	✓	✗
Centralized texting & calling	✗	✓
Need to forward calls	✓	✗
Use TheraSaaS as a full CRM hub	✗	✓

Option 1 in short

TheraSaaS for text messaging, with calls forwarded to your existing phone system.

Option 2 in short

Go all-in — handle both texting and calling directly inside TheraSaaS.