CounSol.com Software


 

CounSol.com offers a cloud-based practice management solution that includes management tools for electronic medical records (EMR) such as client notes, insurance claims, appointments and billing. It is best suited for solo practitioners and is HIPAA compliant.

Users can configure a client web portal that allows patients to view emails from users' practices, schedule appointments, pay bills and write in a patient journal. Clients can also access online video and chat sessions with their practitioner. Clients can also receive automated appointment reminders via email, text message or phone recording.  

CounSol.com also offers configurable client forms, practice terms and policy agreements, which clients can fill out online. Billing and invoicing tools support integrations with Stripe, Braintree, BluePay, Forte, Payscape and Authorize. Users can also sync iCalendar with the calendar feature to help manage scheduling.

Pricing is per user per month. Support includes an account manager, email and phone support.

 

CounSol.com - Billing
 
  • CounSol.com - Billing
    Billing
  • CounSol.com - Calendar
    Calendar
  • CounSol.com - Client overview
    Client overview
  • CounSol.com - New claim
    New claim
  • CounSol.com - Practice summary
    Practice summary
  • CounSol.com - Progress notes
    Progress notes
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

212 Reviews of CounSol.com

 

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Software Advice Reviews (3)
More Reviews (209)

Showing 1-3 of 3

Tammy from Forward Thinking Perspectives PLC
Specialty: Psychology/therapy
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

Not sure there is a perfect solution for my needs but Counsol comes close

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have done 30 day trials of several others before trying Counsol.com and a few after but I found this one to be the easiest and most complete for my needs. I also really like having the video option in the portal instead of having to have separate programs. It is $65 a month.

Pros

Options for Video sessions, secure chat and emailing. Client portal is nice and allows me to keep handouts in folders and dictate by labels what clients have access. I do different treatment groups and individuals so it is very nice to be able to have handouts and homework in folders that clients can access on the portal. Templates are very easy to create and customer support is great. They uploaded my privacy polices and consent forms so that clients could electronically sign and there is electronic intake all on portal. I like that all is included in one price.

Cons

I found the some of the functions a bit confusing to get used to and I feel like I am still figuring out the billing but I have never used billing software before so that is probably why. Office Ally is the service they use and I know it is popular and so I am sure it is more about me than the software.
I wish there was an option to do a note for groups that would go to all the group members files automatically but that may be asking too much.

 
 

Laura from Windham Counseling Services, LLC
Specialty: Mental & behavioral health
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

Private Practice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Ease of use (intuitive) and fantastic customer support/service.
When starting a practice, there is a lot to think about and Counsel.com creates an easier transition.

Cons

N/A no negative issues to report at this time/
I can't think of anything that I don't like about this product.

 
 

Frank from Frank Mullins & Associates
Specialty: Mental & behavioral health
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

New to using software for my practice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Do not have to send reminders to clients daily, help with sending forms and doing billing in one place

Cons

Not a lot of support, have to use other companies they work with for the billing and credit card services. I find the billing service confusing and not alot of support.

 
 
 
Showing 1-20 of 209

Jennifer from Psychotherapist

August 2017

August 2017

The customer service assistance is phenomenal.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
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Value
Support
Pros

Customization of forms and features. The customer rep converted my practice forms into the Counsol system, and attended to detail enough to find a discrepancy and a duplication of information that I had not noticed before!

Cons

Would like to be able to cancel/change appointments from my phone. Appointments and patient codes are visible with subscribing to the calendar, but one must log in to the web portal to make any changes.

Source: Capterra
 

Marta from health clinic
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

I really enjoy working with CounSol. It has almost everything I need to run my counseling practice.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Functionality
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Value
Support

Online scheduling; easy way to do clinical notes; ability to have clients complete paperwork online; ability to create my own forms

Pros

I love being able to create my own online forms and have clients fill them out online. I also love their customer support! Jonathan is very responsive and helpful.

Cons

As my private practice is growing and I am hiring more therapists to work with me, I do wish CounSol offered a group practice option.

Source: Capterra
 

Terry from Renaissance Counseling & Psychological Specialists
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

I have been generally pleased with CounSol and plan to keep using it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Support

Handles almost all of my practice management needs, is relative easy to learn and use and is affordable.

Pros

Has all the functions that I need for my solo private practice: client records, scheduling, secure email, billing/client accounts, credit card processing and client journaling. I have also found the platform to be very reliable; no glitches or difficulties accessing.

Cons

I wish there was a multi-practitioner option. This was not available when I started using it over a year ago.

Source: Capterra
 

Jennifer from Reflections Counseling Services

August 2017

August 2017

Customer service rep's are very helpful and quick to respond. The website is very easy to navigate.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
Value for Money
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Pros

Easy to use
Very organized
I like that I have the opportunity to customize my forms
Love the reminder messages for client's appointments
Love that I can bill, schedule, chart, etc. all in one place
I like that I have the option to do video conferencing
Hippa compliance is extremely important
Customer service is very efficient with replies and assistance
Easy for clients to use on client portal

Cons

There are a few aspects of the site that are not as efficient as I would like them to be. I wish there was a way to edit documents (i.e. when there is a typo). I would tweak the progress note, treatment plan, etc. templates. The document looks different on the site versus when it is printed which can sometimes be confusing . I wish client's could customize how they receive the reminders.

Source: Capterra
 

Nzinga from Cates Counseling & Consulting PLLC

August 2017

August 2017

Counsol is a wonderful attribute to my practice for myself as well as clients.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

The simplicity of it & how it has improved keeping track of client information & retention. The clients enjoy the journal feature & reminders.

Cons

There are not many cons to the system. I know that when I am ready to utilize certain features customer service is at hand to help.

Source: Capterra
 

Diana from The Power Inside You, LLC
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

Perfect for my needs!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
Value for Money
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Support

It has been easy to use and it has all the features I need. Besides I like I can customize the forms that are already uploaded and/or ask to have my own uploaded. It has helped me to stay organized.

Pros

I love the easiness and effectiveness of their customer service and the fact that you have a persona assigned to your account. Jonathan has been great! He responds and gives solutions to my requests very quickly. I love that I can communicate with the clients securely and that my forms were uploaded and the patient just fill them out there before coming to the first session. The reminders for the appointments via text have been very effective too.

Cons

I have not use the features for billing insurance companies so I cannot give you any feedback on that. I will be using the online sessions soon though. I have not tried yet but I like that is HIPAA compliant and I can take private notes right there, while in session.

Source: Capterra
 

Evie from Floreas LLC

June 2017

June 2017

CounSol meets all my expectations for running my therapy practice.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

My service representative was instrumental in implementing CounSol, teaching me best practices, and daily support. He is knowledgeable, patient, and accessible. I think a professional such as our rep helps the software come alive.

Cons

My practice is small and part-time. The monthly fee is a bit steep for a part-time practice. I am grateful for the amount off the monthly service for each of my referrals.

Source: Capterra
 

Lesli from Lesli Maul, LCSW, CEDS-S, CDWF

June 2017

June 2017

I have been with CounSol for over a year now and absolutely love using it!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

It keeps my records so organized, everything is in one place and so easy to access. I love that it interfaces with Office Ally for insurance submissions and that clients can pay online prior to their appointment. What a time saver. Also, the HIIPA compliant online format is the best. It is so nice to be able to offer that as an option to clients.

Cons

I wish that it has a feature that notified me when a progress of treatment note needed to be completed.

Source: Capterra
 

Marta from Vibrant Couples and Family Counseling
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

I really enjoy using CounSol. There are so many great things about this software.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Online scheduling, ability to create my own forms for clients, reminder of client's sessions, easy way to complete progress notes.

Pros

I love the fact that I can easily create my own forms/ handouts for clients. They fill out these forms themselves online and I get a notification that this has been completed. It really made it so easy for me to do initial sessions and intakes now.

Cons

I recently hired an independent contractor and I wish I was able to connect her to my account. Instead, I had to open a brand new account for her and create all the new forms again. I am about to hire again and will have to go through the same process and I will not be getting much of a discount either.

Source: Capterra
 

Jessi from Atlanta Mindfulness Therapy, LLC

May 2017

May 2017

I'm so glad I started using this software.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
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Pros

It's made my practice so much more organized and efficient and my administrative work is so much easier now.

Cons

I wish I could customize the client data page more.

Source: Capterra
 

Diana from Diana Zilly LLC
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

The software has made it tons easier for me to run my therapy practice. Life changing, really.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Functionality
Functionality
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Value for Money
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It makes my life easier and brings my practice into the modern age. I have been able to book more sessions because I can use the video session feature. I'm very happy with it.

Pros

I really like that there is a video feature built into the software and my clients and I don't have to download anything. The messaging works well and gives my clients confidence about their confidentiality. The scheduling and appointment reminders are a life saver. Also, my clients like when their appointment pops into their texts and they instantly add it to their calendars as they are standing in my office. I haven't use the insurance billing through the site, and I haven't used it to collect payment simply because I was already using QuickBooks. However, I think it's great that those features are included in the software.

Cons

I wish that the site was more mobile device friendly because it would be so nice to use my iphone for the video session rather than my computer. Other than that, I'm really happy with it.

Source: Capterra
 

Karen from Carolina Counseling Partners

May 2017

May 2017

Generally I have been pleased with this software. Allows for efficient creation of progress notes.

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

Scheduling, bill payment, appt reminders, and esp customer service. Customer service is always quick to respond and has been able to answer any questions I may have. The reporting features and client registrations and database feature as well. Plus interfaces seamlessly with my marketing website. Overall I'm pleased and would recommend to other professionals.

Cons

Progress notes are not ideal if you work with couples or families. Doesn't allow you to write impressions of all participants, only individual. Also- if a client is having more than one issue related to sleep for example the quick click doesn't allow for choosing more than one identifier.

Source: Capterra
 

Mary from Pederson Counseling
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Our rep was very helpful with a 72 year old lady that isn't use to using new computer systems .

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy to get into the system as I do that multiple times during the day. Easy to put information in the system. I like the fact that it is so easy to pull up past information when needed.

Cons

Learning to use the site and figure out what goes where. Clients don't keep track of their passwords to go back in to update information. Don't like it that clients can go into the system and cancel a session as they then forget to tell me.

Source: Capterra
 

Vena from Honey Bee Behavioral Health
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Exceptional. Excellent. Great customer service when needed and the system is easy to maneuver.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
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Pros

I like the reminders/prompts that my clients received for their appointments. I like that the site easily converts to mobile when I access it by phone. I also like the ease in which I can modify parts of my office procedures/policies, etc.

Cons

Sometimes it is difficulty for me to find certain parts of the system (e.g., where to change my rates in the system, etc.). However, I attribute this to the infrequency in which I need to go to that area.

Source: Capterra
 

Joey from Healing Hearts Counseling

April 2017

April 2017

User-friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
Value
Support

Positive experience using this software . Very user-friendly and when problems do arise, the account manager is quick to offer a solution. Would recommend to others.

Source: Capterra
 

Donald from Clear Lake Family Counseling
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Need more codes

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
Value for Money
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Support

This system is much better than no system. However, it has some shortcomings. It took me a while to figure out how to open a session not that is transferable, printable etc. There are no codes for 90 minute sessions which i provide. I cant figure out how to make notes for a couple session that applies to both parties. The note is saved for one client, not both. My favorite part is that the calender is syncable to my google calender so i can see my schedule on my phone. I also cant figure out how to add attachments to messages sent to clients. Links yes, documents as attachments no. My biggest complaint is this. Clients can make payments through the bluepay gateway, but they cant attach a payment to an invoice. I have to manually go in and show the invoice paid. Other than that, I am very happy with the system overall.

Pros

calender syncing

Cons

difficulty with session notation in couples sessions. Clients seem to be treated as individuals, even if they are linked. I want the clients who make payments online to be able to appply the payment to an invoice.

Advice to Others

none

Source: Capterra
 

Jackie from Dr. Jackie Jiang Counseling & Evaluation, LLC
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Easy to use; good for solo practice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
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So far, I have enjoyed all the features. Very impressed with how fast my assigned rep responds to my email questions. Wish it has features of customizing your text message and billing 2 insurances. So far, it's a pain to bill if there are a primary and a secondary insurances.

Pros

Easy to use; clean interface

Cons

Can't do billing if there are 2 insurances; can't customize the text messenger reminders.

Source: Capterra
 

Marta from Vibrant Couples and Family Counseling

April 2017

April 2017

Great Software!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

I have been using CounSol for over a year now and I love it. I love creating my own forms and having clients fill them out--all online. I also love their customer support. I work with Jonathan and he is my go to person for all of my questions. I put 4 stars for features because I would love for CounSol to create a way where I can add clinicians under my business. I recently hired an independed contractor and had a create a separate account for her and that definitely makes things harder.

Source: Capterra
 

Susan from Phoenix Psychological Group, P.C.
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

A feature-rich system for a reasonable price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
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I chose Counsel as my practice management system because of the integrated secure online video feature, but have been very pleased with all of the available features. The video option is very easy to use, both for me and my patients. I appreciate the note-taking, treatment planning, and other templates in addition to the ability to create my own forms. Customer support responds quickly and has always been very helpful. The U.I. is decent but may not be to everyone's liking. The company seems to add or improve features regularly, which is great. Overall, I have been very satisfied with the system and receive positive feedback about it from patients, particularly regarding the video option and the calendar.

Pros

it is fairly easy to use and has all of the features I need for managing my practice.

Cons

the U I is not as attractive as it could be. The forms creator is somewhat limited.

Source: Capterra
 

Maritza from Concierge Counseling Services

April 2017

April 2017

LPC-Intern

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

I have been using Counsol for almost two years and I love it. It's easy to use and such a help in managing scheduling, billing, and taxes.

Pros

The billing

Cons

I would like to see more in depth information gathering questions in psychosocial intake form

Advice to Others

Would like ready to use templates that I can adjust to fit my needs.

Source: Capterra
 
 
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