TheraNest Software


 

TheraNest is an HIPAA compliant web-based mental health solution used by solo practitioners, large mental health practices, and nonprofit organizations. The solution is suited for therapists, psychologists, psychiatrists, and social workers.

TheraNest offers electronic medical records (EMR) software with a mobile app for Android and iOS. The solution also includes a client portal, patient scheduling, DSM/ICD codes, progress notes, treatment plans, and discharge notes. Users can review and cosign notes and build custom forms.

TheraNest’s billing features include insurance claims, credit card services, and batch invoices. Users can generate reports, including payroll, staff billing, and invoice reports. Unlimited document storage and unlimited support are included.

TheraNest’s client portal - TheraBook, allows clients to schedule appointments, complete demographic information, enter insurance information and submit intake forms from within their own secure accounts. Everything entered in the client portal will sync to clients’ accounts in TheraNest. The system also includes voice, text and email reminders for patients.

 

TheraNest - Dashboard
 
  • TheraNest - Dashboard
    Dashboard
  • TheraNest - Calendar
    Calendar
  • TheraNest - Progress note
    Progress note
  • TheraNest - Billing report
    Billing report
  • TheraNest - Ledger
    Ledger
  • TheraNest - Diagnostic codes
    Diagnostic codes
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

455 Reviews of TheraNest

 

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Software Advice Reviews (29)
More Reviews (426)

Showing 1-20 of 29

Cayte from Cayte Castrillon
Specialty: Mental & behavioral health
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

Helpful Software for my small practice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I liked the Dashboard feature of the program, as it helped to have a through overall picture of my practice when I first opened the program.

Cons

I did not like the cumbersome set up process. I felt as if there could better streamlining of the initial setup phase.

 
 

Melody from Melody Stiles, MSW, LCSW, MAC, LCAC
Specialty: Mental & behavioral health
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

The Supermodel of Mental Health Integrated Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I was literally so sad when I figured out how clunky and impractical this software is. So very sad. I had high hopes. Took a long time to move everything over, paid ahead for a YEAR, advised another therapist to go too, all for naught.

Pros

It is truly beautiful. It is downright gorgeous to look at. It walks down the catwalk with the grace of a gazelle.

Cons

The billing absolutely worse. The ERA's are a joke. Because even though you get ERA's, TheraNest can't do anything with them! YOU, as the provider, have to go in manually, and adjust everything so your numbers can be processed through the system! It is archaic and insane. It adds hours to your workload and I fail to see the point. The one thing this software should do is billing and automatic ERA operations. Even the most basic of billing softwares out there can do this. It was so disappointing. Also the calendar feature is frustrating. Of course we all have basic hours of operation, but what about the occasional exception and crisis client? Yeah, that's seriously a two page set of clicks back and forth. Like I said, the supermodel: it looks beautiful and seems so graceful at first, but ultimately that's all it can do. It is incapable of doing anything else but looking gorgeous.

 
 

jasmin from mental health
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Not sure on product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like that it allows you to create your own notes. You don't have to pay per each provider. Scheduling looks easy to use.

Cons

Even though you can create notes, it doesn't allow you to create the template the way you would want (i.e: font, placement) and it doesn't look as professional when viewed.

 
 

Ilana from Bethesda Psychotherapy
Specialty: Psychology/therapy
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Good for the limited use I have

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Add in basic drop down lists for intake, interventions, treatment goals.

Really really like that it offers to have group progress notes.

Pros

Simple, straightforward and intuitive. Fits with how I already take notes and schedule. Billing is probably easier than what I do with Quickbooks, but I don't file for insurance.

Cons

That it doesn't off any dropdown lists, even a few basic ones without buying the whole Wiley add-on product, which is more than I need.
The "create new forms" I thought would be helpful to add in a medication list, or basic intervention list, but it is tedious to use.

 
 

Casey from Casey J. Simon, M.S., LMFT
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Theranest for Private Practice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have used several scheduling and billing programs in my private practice and find Theranest to be a top contender. Theranest offers a wide variety of useful tools, such as scheduling, schedule reminders, electronic insurance claims, billing, documentation, and analytics for attendance, billing, and scheduling. I have been using Theranest for a few years now and find it to be relatively glitch-free, and when I encounter an issue or have a question, customer service is extremely helpful and quick to respond.

Pros

Theranest does a great job when it comes to submitting electronic insurance claims, creating superbills and/or invoices, and has plenty of storage for electronic files. Theranest also has an ios application that is user-friendly and helps with scheduling and task management.

Cons

The program is not very user-friendly, unlike SimplePractice which offers a more streamlined and clean look. Theranest needs to work on their calendar feature as it is not user-friendly or very practical.

 
 

DeLynn from DeLynn Jacobsen, CATC, LMFT
Specialty: Mental & behavioral health
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

For the price, it's OK - but I need more.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I chose TheraNest because of good reviews and the price. It just wasn't a good fit for me in a new private practice. Their customer service is great, though! They're really receptive to feedback and improvement suggestions.

Pros

This is simple, no-frills software with good customer service who are quick to respond and open to feedback.

Cons

Lacks a chart-like appearance, has minimal features such as legal forms, difficult to navigate (at least it was for me).

 
 

Kathryn from PatientPop
Specialty: Mental & behavioral health
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Theranest is definitely better for smaller practices

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

TheraNest in my opinion is better for smaller practices that don't see hundreds of clients a week. Used this software at a smaller mental health treatment center and it was sufficient and a cheaper option compared to other platforms.

Pros

Mobile friendly! Very helpful for the therapists who can't access a computer between appointments. Covers the essential basics for a psychiatric practice.

Cons

A bit labor intensive to keep up to date with. Hard to train people to use - not the most user friendly. Very easy to accidentally delete important information.

 
 

Joy from Moore Joy Counseling
Specialty: Mental & behavioral health
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Easy to learn

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I really like the Wiley Treatment Plan integration.

Pros

Online chat assistance has been very helpful. Customer support is responsive and overall the software is easy to learn.

Cons

Remembering to save data before using the back button takes some getting used to. I've lost data I've entered.

 
 

Annie from CBT PSychological Associates
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Great PM and Billing Modules

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I really like that this is meant for the Mental Health Professions.

 
 

Meredith from LCMHC Psychotherapy
Specialty: Mental & behavioral health
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Theranest Softwarea

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

This product is easy to use, has many different features in one place and has great customer service that responds quickly.

Cons

The only con I have seen is that originally the product did not have certain features that other programs had. Since then, they have added them for an additional price- (such as treatment planning). Having been a member early on, I was able to get a discount.

 
 

Elia from Rivera Counseling LLC
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

User friendly!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I love this product it is very easy to use. I am able to navigate around the system very well and customer service is great. There is so much you receive for the little amount of money you pay.

Pros

I love that there is an app that I'm able to use because essentially I can use this as a dictation for my client notes.

Cons

I would like to see documents provided that are pretty general and are able to customize to your business such as the release of information, intake paperwork, HIPPA and privacy documentations provided.

Advice to Others

I would say take advantage of the 30 day free trial that way you are able to fall in love with it as well.

 
 

Jessica from Jessica M Pinkham LICSW
Specialty: Psychology/therapy
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Great Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This has so many helpful features .... ease of use and integrated to get it all done in one place

Pros

Integrated bulling5,note and treatment planner formats aND a great patient portal

Cons

No way to do annual updates or additional forms to clients, cost for each individual feature vs one inclusive cost and additional costs for more clients

Advice to Others

Use the tutorials and it's an easy to use.product

 
 

Christine from Long Grove Psych Associates
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Theranest

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This is a super easy software system for psychologists and therapists. It does everything you need for a private practice. You can do electronic charting and billing. This system also has a patient portal which many don't. I used to use a different software for these purposes, but with the addition of the portal and the fact that it is CHEAPER, Theranest is a win win!!!

Pros

Ease of use, customer service is great, patient portal!

Cons

None

Advice to Others

Make use of the customer service to help you begin! They also have a free trial period.

 
 

Katie from Arrow Speech Company
Specialty: Speech therapy
Number of employees: 1 employee Employees number: 1 employee

January 2017

January 2017

Excellent product for the money, but very mental health oriented

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

What I love:
-the price point
-the ability to write treatment notes from a smartphone app
-billing software

What I wish were better:
- evaluation report template
- treatment note options
- no goal bank/saved treatment goals

 
 

Valerie from Ascent Psychotherapy Center
Specialty: Mental & behavioral health
Number of employees: 1 employee Employees number: 1 employee

December 2016

December 2016

Great EHR for Therapists

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

What I love most about this product is that it allows me to have client's complete all intake paperwork online, without them having to print it out. It's easy to use and to set up.

Pros

The client portal

Cons

I wish they didn't charge extra for it. I also wish they had more therapy note templates already built in for different age groups as I also provide play therapy.

Advice to Others

If you need an EHR that offers client portal access, is easy to use, has built in capabilities for billing, and has great customer service, then this is the product for you.

 
 

Misty from MBH Wellness Clinic
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Theranest...do a trial

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This product was not the easiest to use. We found it difficult to access using our smartphones. Our front office felt confused. The initial views appeared very user friendly, but this is not what we found upon paying for a subscription.

Pros

Features appear to be wonderful for a small counseling group.

Cons

It was not user friendly, especially not on a smart phone.

Advice to Others

Definitely get assistance, and do lots of demos before paying for a subscription.

 
 

Kasidee from Psychological Associates
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

TheraNest is Great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We are really enjoying TheraNest, there have been really no complaints from the providers who use it, and I believe the transition will be easy for the other providers who haven't yet.

Pros

Ease of use, Simple to use and navigate in.

Cons

No Cons at this time. :)

 
 

Lisa from Therapy
Specialty: Psychology/therapy
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Use for work notations and client notes. Also for the client's schedule
And my working calendar .

Pros

User friendly

Cons

Cost

 
 

Paul from Rainwater Counseling
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Efficient

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Theranest has helped my practice become more efficient in all I do. When I have a question, support helps me. There are updates on a regular basis.

Pros

Ease of use. Efficiency. Quality of the website.

Advice to Others

Get this software. You won't regret it.

 
 

Anne from Spring lake counseling center
Specialty: Mental & behavioral health
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

So user friendly !!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have geor multiple other and find TheraNest to be the most bang for your buck. I own a group practice and the features are great. Very user friendly , support is always available. They constantly seek feedback for updates /new features and do not up the price. Highly recommend.

Pros

Support, ease of use, great features

Cons

Some glitches with auto posting ERAs

Advice to Others

Do the free trial and see how easy it is !!

 
 
 
Showing 1-20 of 426

Josh from Josh Kellar Counseling

July 2017

July 2017

I've been totally impressed with Theranest from start to finish.

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

I like the ease of use. The dashboard is easy to navigate and find exactly what I am looking for. I never have trouble getting to a feature, even if I have never used it before.

Cons

I think there could be a few more integrations with the mobile app. Specifically, it would be good to be able to access the client documents section from time to time.

Source: Capterra
 

Toni from Riverbank Therapy, LLC

July 2017

July 2017

TheraNest has made running my practice so fast and simple for both me and my clients!

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

Ability to house billing, notes and scheduling all in one place makes this software convenient and easy.

Cons

Some of the features are not intuitive and require some practice, but after talking with customer service and practicing they all become easy to use.

Source: Capterra
 


June 2017

June 2017

Best Inclusive System for Coat

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

- intuitive interface/ easy to use for clinicians
- customer service accessible within the system through chat
- customizable forms that can be accessed and used within the system just like pre-provided forms

Cons

- internal chat can be a bit slow to respond (longest wait was 4 days/ average wait 1 day)
- billing system a bit less intuitive than clinical side

Source: GetApp
 

Meagan from Achieve Wellness, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Excellent customer service, user friendly

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

Saves time, cost effective, customer service

Pros

The customer service, ease of billing, reports, scheduling...it's all really great. I've used other software and Theranest is far superior, the most cost effective and user friendly. Another great bonus is that you can grow at your own pace.

Cons

It was difficult to figure out how to do billing with Office Ally and Medicaid, but once it was figured out, it's been really great, easy and time saving!

Source: Capterra
 

Rev. Dr. Henry A. from Burlington County Special Services School District

May 2017

May 2017

I am learning this new software and I am getting more and more comfortable with Theranest.

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

This software is easy too use once you get to really know the software. I am still struggling with some aspects of this software, but what I am finding out is that the more that one uses this software the more easy it is to use. I feel that this software now that I find myself really getting use to using it, is extremely valuable especially when it comes to seeing a lot of clients/patients on a regular basis. I basically by history as a therapist am not used to writing anything in front of my patients/clients unless it has to do with gathering information on a first visit in connection with an evaluation; otherwise, I love to devote as much eye contact with the individuals that I am serving as possible. The Theranest Software is now taking me to newer and higher ground as far as therapy is concerned and I am truly very grateful for this.

Cons

I find it sometimes difficult to write and complete progress notes for my clients so that the notes can be signed after each session, but I am presently getting more and more comfortable with this.

Source: Capterra
 

Meagan from Achieve Wellness, LLC

May 2017

May 2017

Easy to use, cost effective!

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

Saves time, efficient!

Pros

Great calendar, notes, submitting credit card payment, ease of use! We have all been very happy with the program.

Cons

Hoping that theranest becomes compatible with quickbooks.
Still trying to get theranest compatible with submitting bills to medicaid.

Source: Capterra
 

Alyce from Dr. Alyce Cisine, LLC

May 2017

May 2017

I have enjoyed using TheraNest since opening my private practice a few months ago.

Ease-of-use

Functionality

Product Quality

Value for Money

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

It is by far more user friendly than the program we had at my old group practice. I like the interface, the scheduling/text reminder options, and customer service!

Cons

I wish it were mire customizable - though maybe I just haven't explored it enough yet to see how to make the small changes I want.

Source: Capterra
 

Chris from Seven Bridges Therapy
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Excellent 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
Pros

It is very simple and intuitive. We appreciate the level of depth with ease of navigation. Training and support are excellent. The support staff works hard to help, explain and provide guidance when needed.

Cons

Does not link to Quickbooks. We really need to be capable of integrating with accounting.
It is very difficult to have all of our sales, payment details, AR and billing separate from our accounting software. Client Portal is still in need of improvement

Source: Capterra
 

Lexi from Connections Counseling Services

May 2017

May 2017

good experience; mostly intuitive

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

When I've needed customer service, my experience has been very positive. Friendly, fast, and seemed genuinely willing to help.

Cons

It's silly, but I hate that if I am entering new client information and click that there is insuranc with mental health coverage and then click the "enter insurance info" without saving first i lose all the information I just entered.

Source: Capterra
 

JudyAnn from My Solution Services

May 2017

May 2017

Generally very good.

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

Broad ability to search client/patient lists. Quick SAVE reminders, Sensible time/calendar system for specifying appointments. Easy to send portal invitations. Custom form creation tools. Internal research ability. Security, Polite support Attractive and clear calendar views.

Cons

Difficulties with Thera-book on the client/patient side with intake forms. Vague knowledge base that seems aimed at set-up and presenting features. I would like to have more problem solving.
Having to clear the entire staff calendar EVERY time I refresh or make a change.

Source: Capterra
 

Marie from Avery Centre
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

I love that it is easy to use and has pre-filled areas( template)

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

TheraNest is easy to use. I am able to use on my IPAD so makes it mobile and more accessible. I have used two other programs in the past and had many technical issues with them. So far I have had no problems using TheraNest these past 6 plus months.

Cons

Since I am still a relatively new user, I haven't had any issues. I have used two other programs before, and found that TheraNest is much easier to use.

Source: Capterra
 

Kim from It's A New Day Counseling
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

TheraNest has elevated the quality of our office procedures.

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

We were able to go paperless at our office, which was amazing.

Pros

I like the scheduling support and the ease of accessibility from any device anywhere that TN provides.

Cons

I wish the billing statements were a better quality. They do not print well and they look plain. One client misunderstood the verbiage and under paid the balance amount due.

Source: Capterra
 

Donna from Peace In Mind Counseling, LLC

May 2017

May 2017

Supportive, convenient, affordable, quality product!

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

The client portal and the fact that the intake can be done online! I love custom forms, the appointment reminders, emails, payroll.... I love it all! I especially love the customer service. I'm a loyal customer especially because of the way they are with their customers (texting, emailing and constant improvements). 10 stars!

Cons

Id like payroll to be able to have the option to select the payouts due tab and pay clinicians when claims are paid in full. Copays are attached to this currently and I have to select "copay paid to clinician" even though it's not in order for payouts due to work the way I need it to.

I also need to be able to print out a demographics sheet on a single client to an option.

I'd also like the email to have a time that an email was sent.

Source: Capterra
 

Kasey from Kasey Louis LMHCA

May 2017

May 2017

Great experience. Kind staff.

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 access to software. Self explanatory access for intake forms. Excellent calendar options. Thank you.

Source: Capterra
 

Sarah from Sarah Karytko, Psy.D.

May 2017

May 2017

This software is great but has room to grow!

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

Ease of use and functionality is wonderful! It is a great tool and I love the client portal. As I said, there are still ways it can be improved.

Cons

Several things could be improved. I have left my thoughts so far on the Feedback pages by liking other suggestions or suggesting my own.

Source: Capterra
 

Lea from Positive progressions
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Overall a good experience with some possible improvements

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Makes my job easier

Pros

The linking of treatment plans to notes. I like the Wiley Treatment planner and Wiley Treatment notes.

Cons

The inability to use Wiley Treatment plans/notes on the phone app. Also have been unable to figure out how to write group notes with Wiley system

Source: Capterra
 

Stephen from Upper Room Christian Counseling, LLC
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

It takes a little getting use to. But with some repetitious use I'll get better.

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

Billing, HIPAA compliant software, scheduling and note taking and auto client reminders.

Pros

Over all I like the all-in-one features. I'm not having to go outside of Theranest for any of my administrative needs. I've run into some issues on my part, e.g. not understanding a function however the CSR support is aways friendly and patient to walk me through it. :)

Source: Capterra
 

Justin from Justin Woodward Counseling, LLC
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Fantastic for therapists. They know how we think!

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

Ease of use, integrated billing, electronic health records that are HIPAA Compliant, and overall a good workflow.

Pros

Files are organized and help to keep me accountable with a great, relatively easy workflow which includes billing, treatment planning, assessment, etc.

Cons

The assessment and forms are still in their rudimentary form. There's a lot of customization that they could have, and probably should have, but they can't provide that...yet...

Source: Capterra
 

Claudia from Infinity Supportive Services, Inc.

May 2017

May 2017

My experience has been ok but could be better.

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

My agency likes the cost. As a new agency it helps us with budgeting while managing our files. We would really enjoy if we could control and manage our documentation better. We do not really use any of the pre-existing documents because they do not have what we need.

Cons

Developing and managing documents needs to be improved. Ex; would be to be able to upload pre-existing documents and work from the uploaded document.

Source: Capterra
 

Lara from Trillium Path Counseling

May 2017

May 2017

This software has saved me tons of time and the development team is responsive to feedback

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

There are many features that save me a ton of time in writing notes, billing insurance companies and tracking income. The development team seems to be making improvements that are truly linked to user feedback.

Cons

The financial tracking features could be more user friendly specifically when insurance payments change for a particular client after billing.

Source: Capterra