TherapyNotes Software


 

TherapyNotes is a web-based mental/behavioral health software system that includes an electronic health record (EHR), client/patient portal, patient scheduling and billing. The solution is suitable for practices of all sizes, including those with multiple locations or with providers who need access outside the office.

TherapyNotes provides access to several types of specialty note templates for various type of medical practices such as psychotherapy, psychiatry and behavioral health. Using TherapyNotes, medical professionals can create and customize treatment plans, progress notes, psychological evaluations and termination notes, and more.

The solution also includes a billing module, which gives providers the ability to create statements and billing reports. The credit card processing module lets users enter/swipe cards directly into the system and save card information for future transactions. Users can create recurring appointments, set staff work schedules and send appointment reminders to the patients directly from the system.

TherapyNotes is an HIPAA-certified application and complies with PCI-standards for data security. Entire data is stored in a fully encrypted SAS 70 Type II certified data centers.

 

TherapyNotes - Welcome page
 
  • TherapyNotes - Welcome page
    Welcome page
  • TherapyNotes - Client portal
    Client portal
  • TherapyNotes - Scheduling calendar
    Scheduling calendar
  • TherapyNotes - Intake note
    Intake note
  • TherapyNotes - Treatment plan
    Treatment plan
  • TherapyNotes - Progress notes
    Progress notes
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8

254 Reviews of TherapyNotes

 

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Software Advice Reviews (52)
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Showing 1-20 of 52

Deanna from Oceanside
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

It's ok for a new practice but as needs grow too basic

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Very easy to use. Easy to input patients information and schedules. Like that I can change clinician info so easily.

Cons

Password issues are very difficult. If you get locked out (forget password, have to change or expires) you get a msg saying you'll be notified in 48 hrs if it's accepted. Means you can't access records! Not acceptable! Can't add a clinician or intern to work on documents or to even see/review documents and can't even let someone log in while you're on. So if you need someone to review your notes, treatment plans or assessments they can't unless they get on your computer. Very difficult! Couldn't navigate to figure out if there were new features.

 
 

David from SCRx-LifeTransitions
Specialty: Mental & behavioral health
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

With some minor adjustments and additions this would be five stars all around.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I would really like to have the documents be customizable. I would also like the client portal to have documents such as intake paperwork or other documents needing review and sign to be available for clients to do so outside of my office.

Pros

Price is very reasonable. Ease of use is good. Customer support is very responsive. Definitely a solid product for what I need.

Cons

Cannot customize the forms. No ability to have clients electronically sign documents. Client portal is limited.

 
 

Dr. Susanne from Beier Counseling Services
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Dr. Susanne Beier

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We are very happy with this product for several reasons. One is the ease of accessing client information. Second ease of completing client therapy treatment plan and follow up documentation.
The one area that I find not positive is that the system will not allow you to bill online unless all client treatment plans are updated. There are times when I do not complete the narrative until the next day and, therefore, cannot bill for that time.

Pros

Ease of access

Cons

Inability to bill online without having treatment updates entered into the system.

 
 

Annie from Wilson Wellness
Specialty: Mental & behavioral health
Number of employees: 1 employee Employees number: 1 employee

March 2017

March 2017

Makes a small practice possible!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I've been using TherapyNotes for a year. The improvements over time make the program easier to use, which only improves my satisfaction. With the note taking template I find my practice to be more goal oriented, as opposed to "problem du jour," and the ability to print out professional looking Intake Evals, notes and billing records provides very professional looking communication. I was skeptical that I had the brain to do billing, but the features of this program are intuitive and the phone support is so patient and knowledgeable, that even I can pull this off without hiring a biller. The price is quite reasonable. I was paying a lease fee that was a quarter to a third of what I was making at a group practice. The text message reminders are effective and scheduling portal saves me time on the phone. I have only had one person miss an appointment. TherapyNotes allows me to practice in a rural, underserved population without having a long commute to make my living. I feel a sense of satisfaction every time I use it. It's almost like having your own staff in a tablet! I use an iPad and a jet pack. I have a laptop for downloading the Electronic Funds Transactions that are not yet automatic. The service is reliable. It's never not come through and the system always responds.

Pros

Ease of use

Cons

You really should have some basic education in billing. It won't take much time, but knowing basic terms and the limits of billing codes is important .

 
 

Elise from TIdelands
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Throw away paper to-do lists, and focus on treatment of patient versus cumbersome note writing.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I love that the notes that are pending automatically pop up on a to-do list. I love that it reminds me when treatment plans or release of information expires. It is very intuitive. I am supported by the structure, but not constricted by it. My only complaint is that sometimes customer service couldn't fix my unique billing requirements with an insurance vendor. On the whole very happy with the interface or Therapy Notes.

Pros

User friendly.

Cons

Insurance billing can't be tailored to one of my vendors.

Advice to Others

Intakes take about an hour to do notes unless you enter information during the session on the computer.

 
 

Bevin from Inner Peace Behavioral Health
Specialty: Psychology/therapy
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Love this software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This product worked really well for my private practice! It has made life easier......scheduling, billing, reminder texts, etc... Everything has been running smoother since I started using TherapyNotes

Pros

Not scheduling issues; reminder texts or emails to clients; ability to have clients reschedule on their own with client portal
Processing of claims and posting of payments are super easy

Cons

I only wish the reports such as A/R and missing payments were able to be tailored more to my specific needs

Advice to Others

If you are not looking to spend a lot on a billing system or company and have been struggling to streamline the claims process, this is the software for you

 
 

Dr. Lee from Dr. Lee Morand & Associates
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Simply the best!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We have been using Therapy Notes at my small private practice for almost 1 year. Almost every day- we say "that's Therapy Notes for you"- with absolute astonishment! In starting a private practice you there are a lot of decisions to make and some of them you have to make twice- because your first decision wasn't right. We went through that with our phone service- it was a nightmare. However, with Therapy Notes, we have been continually amazed at how much they have to offer us and their beautiful product. It is truly amazing. My office manager was the one who decided that we were going to put our schedule in therapy notes. Brilliant idea- we can schedule simultaneously - and send text reminders. I can't say enough great things about this product and all that it has to offer for a growing practice!

Pros

Everything!

Cons

There aren't any that I know of!

Advice to Others

Stop struggling with paper- and make your life much easier... try Therapy Notes. What other company would offer a month for free? Seriously, after 30 days you will be sold!

 
 

Mona from Mona Mentors
Specialty: Psychology/therapy
Number of employees: 1 employee Employees number: 1 employee

November 2016

November 2016

Life Saver Software!! Awesome.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I was unsure how I was going to start my practice and the direction for handling a heavy work load for a contracted position. Threapy notes save the day and I could produce really nice reports, fast.

Pros

The client intake report helps you to cover all areas of the clients' life that is needed for an accurate diagnosis.

Cons

The text reminders are a bit expensive but all worth it due to it limits now show clients and track if they have acutally read the text reminder.

Advice to Others

Purchasing this software allowed me to increase my revenue 60% and produce really neat reports for review.

 
 

Joe from PROV 205 LLC
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Frustrating System

Ease-of-use

Functionality

Product Quality

Customer Support

Working with a small practice, at first you would think that TN would be the perfect product for the solo provider. NOT SO. The system is not intuitive nor is it workflow minded. It seems that it was put together as different pieces to make a whole, instead of really thinking through how the workflow would affect the provider. For example, if you are on the Billing Page, you filter the list of claims you want to work, you click to go into a claim and it literally takes you to that page instead of bringing up a new page. This means that when you are done, you have go back to the beginning to find the other claims that you are working and refilter your list to find what you need.

Pros

The cost is minimal and you can get started right away.

Cons

No thought behind workflow. Appointment Scheduler is too basic, the Billing portion is not automated in any way and the patient statements look HORRIBLE!!! The patient statements do not give enough detail. Voiding or changing a transaction is a hassle.

Advice to Others

Go with another product.

 
 

Gregory B Milbourne from Dr. Gregory B Milbourne
Specialty: Mental & behavioral health
Number of employees: 1 employee Employees number: 1 employee

November 2016

November 2016

A good product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Having just transferred from paper records, this is working well.

Pros

Ease of use

Cons

Not fully automated intake

Advice to Others

A good system

 
 

Katie from Keys to Mindful Mending
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2016

October 2016

Awesome in Every Way!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Therapy Notes is the most Outstanding clinical documentation & billing software system I have ever used. It's "Ease of Use" is exceptional. But during times it may be difficult to solve your problem on your own, TN has a Rapid Customer Service Response Time (typically 24 or less via email), in addition to a vast array of Tutorials to access that are clearly written and easy to follow on just about every topic imaginable. I love having access to a knowledge-based library this comprehensive that I can utilize at times I need to look up a quick procedure I had forgotten or for when I need an answer quicker than it may take for TN to respond (NOTE: I'm referring to an email response!) You do have the option of calling the TN support team and receiving instant customer service from a friendly, patient TN support representative. One thing I love is that in the 4-5 short months I've been using TN, I've had to contact Support for a number of matters, as I am a new, first time practice owner. It's very comforting to be greeted by or responded to by the same set of people on staff to assist me. The consistent low turn over rate says a lot about the management of a company and the staff at TN genuinely make me feel as if they're getting to know me and my company/account personally. Some of the actual features that has made my job easier by switching to Therapy Notes is their multiple drop down menu features for Clinical Interventions, or the History drop down tap, which you can click on during a session with your Client to instantly review their status from their last session. Scheduling is a breeze, Billing is effortless and the Patient Portal is exceptional. The features are endless and I can't rave about it enough. Not to mention, they take ALL suggestions for improvement into consideration and actually respond to those requests with gratitude while providing you feedback on your request. IF YOU ARE LOOKING FOR A SIMPLE, YET THOROUGH AND COMPREHENSIVE SYSTEM DESIGNED SPECIFICALLY FOR THE MENTAL HEALTH PROFESSION, THEN THERAPY NOTES IS THE ONE TO CHOOSE. HANDS DOWN, IT HAS MADE MY JOB SIMPLER AND HAS FREED UP VALUABLE TIME IN MY LIFE THAT I CAN NOW ALLOCATE TO MY FAMILY OR OTHER AREAS OF INTEREST. STOP RESEARCHING NOW! I personally signed up for the 30 day free trial to 5 or 6 different systems simultaneously when trying to make my choice as to which company to use. THERAPY NOTES IS ALL YOU NEED. Enjoy!

 
 

Kat from Simplicity Wellness, LLC
Specialty: Psychology/therapy
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2016

October 2016

Intuitive, Easy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

An excellent practice management app. I have been using this in my private practice for months and it is much more intuitive and seamless than any other system I have used my 2 previous practices. TherapyNotes consistently pushes updates for issues that arise in the software as well as overall site improvement. The billing is much less complicated than other systems. Intakes, treatment plans, an therapy progress notes are all intuitive with easy prompts. All notes may be easily accessed after upload to the secure cloud. The system is extremely helpful with the all new ICD-10 codes as well. There are too many features to note everything about TherapyNotes, not to mention the outstanding customer service and technical support. I highly recommend!

 
 

Kelli from McLeod Counseling
Specialty: Mental & behavioral health
Number of employees: 1 employee Employees number: 1 employee

September 2016

September 2016

Awesome and time-saving software.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

This is a great practice management tool that helps me stay organized and efficient.

Pros

Ease of use.
To-do list.
Billing is a breeze.
Client portal.

Cons

Researching ERAs is a little cumbersome and I'm not sure I have been able to efficiently do it yet. I am still going to availability for researching ERAs at this point.

Advice to Others

Give yourself a short learning period ... and then it's a breeze.

 
 

Jerry from Jerry E Butler, Mental Health Counselor
Specialty: Mental & behavioral health

September 2016

September 2016

Makes record keeping and billing very easy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

Prompts and reminders to make sure I complete tasks in timely manner. Ease of billing. Has complete list of diagnose, so makes it easy to find the correct code. Can easily print out a billing statement.

Likes Least

I am not able to think of any major or significant flaws

Recommendations

Wait until you have used the software for at least six months before you evaluate it.

 
 

Francine from patsconsultants
Specialty: Mental & behavioral health

September 2016

September 2016

Grown out of it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

Easy to use and largely intuitive. It is a better product that what i used in the past. I used Availity and MyClients Plus before.

Likes Least

Does not have an internal messaging or email function. If you have a comment or questions about something... you have to send it externally through a regular email account.

It also has very little financial reporting. I look for something that can provide me with productivity measures across clinicians and possibly some interface with quickbooks.

Recommendations

This is a good "starting" software. It was far better than the other two i had used before and hand's down better than paper documentation.

 
 

Patricia from Shumay Counseling Services
Specialty: Mental & behavioral health

June 2016

June 2016

Therapy Notes gets 2 Thumbs Up

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Therapy notes streamlines my paperwork from beginning to end in a user-friendly format.

Likes Least

One improvement that can be made to therapy notes is the ability to transfer notes from my old system to Therapy Notes.

Recommendations

I recommend giving Therapy Notes a try while shopping for software. Once you do so, you will be hooked!

 
 

Michelle from Gebhart Counseling Solutions, LLC
Specialty: Mental & behavioral health

May 2016

May 2016

Effective software

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Easy to navigate and use. We liked how there was a direct link between appointments, notes needing to be done, etc.

Likes Least

The documents lacked the ability to customize all areas to fit our changing needs.

Recommendations

Ensure that you have a clear idea of your needs when exploring options and ensure software can change as your needs change.

 
 

Melissa from AACA, LLC
Specialty: Mental & behavioral health

May 2016

May 2016

Some major issues

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Great customer service, easy to use, intuitive, sleek

Likes Least

There are some major issues that business owners should be aware of. While the program itself is sleek, user friendly, intuitive, and encompassing. Some major issues include accounting inaccuracies. The most costly one for business owners is that any refund issued to a client, or a redacted payment by insurance, is only reflected on the actual date of service. So if you have already paid your therapist months ago for that session, and pull an income report for this current payperiod, in which you issued the refund, you will not find it. It gets deducted, on paper, from the therapists income at the date of service, not the date it was issued. So you can't easily deduct the refund back from the therapists pay using their accounting features.

Another major issue is diffulty navigating the calendar if you are scheduling for many therapists at once. We have 12 therapist and there is no way for the system to identify regular openings on a therapists scheduled without looking at them one by one on a week view of multiple therapists on a day view but you still must scroll through week to week to make sure it is a consistent opening if you like to schedule that way. Our previous system would allow us to search slots by selecting AM, Afternoon, PM and Morning, Day, Evening and it would present all the options available like "12 upcoming slots on wed. at 9AM with Sam, for example. This one is extremely cumbersome when locating slots. We made several attempts at working with TN to resolve these issues but after over a year they are still not even in the queue. They roll out lots of little stuff but the big things don't seem to ever make the list.

Recommendations

If you are a serious business owner consider that these things may cost you considerable time and money in the long run.

 
 

Trisha from Trisha Szymanski, MSW, LCSW
Specialty: Mental & behavioral health

May 2016

May 2016

Good so far

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The software is easy to use and has all the features necessary for a private practice.

Likes Least

I was not contacted by the company during the introductory offer.

Recommendations

Check out many sites if you can't get a free introductory month.

 
 

Lisa from Lisa Hanson MFT
Specialty: Mental & behavioral health

April 2016

April 2016

Therapy Notes

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

It makes running my business so much easier!

Likes Least

The fact that I need a treatment study done prior to taking notes.

Recommendations

It takes a while to get used to it, but the more you use it the more it helps

 
 
 
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