CounSol.com Software

4.76 / 5 (463)

About CounSol.com


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.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

463 Reviews of CounSol.com

Average User Ratings

Overall

4.76 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(364)

4 stars

(87)

3 stars

(11)

2 stars

(0)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 463 reviews

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November 2018

Jonathan from MarriageEnvy

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Counsol is the most flexible of all the private practice platforms I tested.

Pros

One of the main selling points for me was the client portal. All the other ones that had portals required that the clinician approve the appointment request, with no other option. Why? I don't need more steps in my already busy schedule. And my clients, like any customer, want simple confirmations for their busy schedule instead of waiting to hear back so they can then make other adjustments for their schedule. I'm not a big fan of two steps when one does the job.

My clients REALLY like being able to schedule this way and not have to play phone tag with me, nor wait for a confirmation.

Flexibility and customization is a big selling point for me with Counsol. I don't bill insurance and I don't use the OMR feature--I still go old school paper charts. While most may not need this option, with Counsol I can still use it fully for robust scheduling, billing, and payment processing without having to enter progress notes and treatment plans--most of the other ones i tested required that you also use it for notes. That for me would've caused additional steps to enter notes when I already have a paper record. Again, less = better, and flexible customization = better.

Customer support has always been VERY responsive, personal, and helpful.

Overall, what I liked most is that Counsol is the most flexible of all the private practice platforms I tested, and I tested at least 10 of the most popular.

Cons

Concerns:
Many actions give the option to select if you want to send info about that action to the client. I would like to be able to change the default setting for the whole system to "do not send to client" rather than having to select that option each time. Again, less steps = better.

Wish could print billing statements that fit in #9 double window billing envelope--which is pretty standard billing practice. I've been told that is not an option, and while yes I can email statements that's not how my practice functions. So, when I mail invoices to third party payers (for me mostly clergy as I don't work with insurances at all), I have to print out the invoice AND an additional piece of paper with my return address and the recipients address formatted for that type of envelope. Again, this is a standard envelope that any program that includes billing uses. I would love to have that feature added.

Minor concern:
The interface isn't as polished/slick as some of the others out there. I think some more in-depth exploration there with users would be valuable.

November 2018

Tammy from Tammy Whitten, MS, LMFT, CFLE, PLLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

All-in-one service

I have saved so much time with scheduling thanks to Counsol. That alone is worth the monthly fee for me. It's also given me back a lot of time spent communicating with clients via phone, text, and emails. Now I can point them to one place and it makes like easier for them and for me! Throughout the time I have used them, they have continued to add more features. You can have other team members who help with billing or scheduling or other needs to access only the parts of the portal that they need- without sacrificing client privacy. Using Counsol has been the single best decision I've made for my practice!

Pros

I love that I can do so much with Counsol, and the features continue to evolve. I am going into my 5th year with them and it has made my life so much simpler. I am not only able to have client complete the paperwork beforehand, but they an schedule and get reminders for their appointments, too.

One feature that I especially love is the ability to add handouts and other helpful info inside the portal. I have recorded relaxation mp3s, designed sheets to help them work through thoughts, handouts to help with grief, and relationship assessments. I have them organized into folders, and then I can assign certain folders to appear for the clients. Then, in our sessions, I can show them how to use those tools when they are outside of session, and they find them to use again and again.

I have my own representative who contacts me whenever I have a question. He is fast and helpful.

Cons

I wish that the video feature worked on phones instead of just laptops. It's also best when both parties use earbuds or headphones to help with echoing.

October 2018

Mary from Mary Moonen, LCSW, CAP

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

My experience with trying Counsol

It's excellent . I have already told my peers about it. FIRST, it puts a much more professional touch to services from the very beginning! They can fill out the specific forms that you require, such as consent and Hippa forms, client data, they can fill out own biopsychosocial, so it has already saved me time, it is much easier as some clients have illegible writing. It is much better for me, because my writing isn't the best and it looks so much more professional. The notes are secure but client can access their records through their own secure portal, which is in keeping with many other medical offices. TX plans are easier as the standard measurable goals and interventions are included and can be individualized. The Ind progress notes are very easy and cover what most insurances would need to know, plus they are always a good reminder to cover all the basics each visit. So, it ok me a bit longer and I had more anxiety as I am " old school" but the support staff was great and it is well worth the money for time saved and professionalism. If people are already tech savvy then it's a walk in the park and a no-brainer to use! Lastly I picked this software because even though there was other software application available for therapists, most did not have a HIPPA compliant for Telemental Health. It gives me 9eace of mind that I can prove I am doing everything I can to keep all communications confidential, and the client feels better with it as well. Great product great service!

Pros

The support staff has been extremely friendly and helpful, as well as patient! I am not a very tech-savvy person at all but knew I wanted to go digital with records. I also recently got certified for Telemental health and needed a HIPPA secure platform, so I set it up. They promised me excellent customer service and said I could call as many times as needed to get training, and he would book a full hour session with me! I needed several sessions and that's only because as said I am not tech savvy, but NOW that has gotten the swing of things it has already made my office management, documentation a lot easier!

Cons

Actually I don't like the "WHODAS" lable I understand is called that as far as measuring disability, but sounds weird to clients, and some tend to skip it though it's very simple. I would reword it to " Disability Screening Tool" and then in parentheses, write out the official name if screening as it is a widely used and recognized tool, but hard for clients to unduid they are seeing me for depression why am I asking them to fill out a questionnaire about how long they can stand or sit, then they skip the whole thing even though there is relevant content on emotional well being.

August 2018

Robert from New Perspectives

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Comprehensive therapy practice software

I am pleased with my choice of CounSol.com. It's my first EHR and I don't imagine switching to another. It seems to do almost everything I want it to do and, since customer service is so responsive, I'm confident that they will be able to implement many of my suggestions over time.

Pros

Covers all aspects of practice management including scheduling, documentation, and billing. It's a HIPAA-compliant interface that includes secure video sessions (for a small additional monthly charge). A secure client portal is included, allowing clients to manage their own sessions, pay their bills, and send secure messages to you. It's possible to upload and/or create your own forms/assessment measures within the software and specify which clients receive them and when. You can share session notes with clients securely. Clients can journal within the system and choose to share it with you. It also includes your own referral page at counselorlisting.com at no additional charge. Session reminders via text, email, and/or recorded telephone message are included at no charge. Insurance billing is built into the software to make it easier to submit claims and increase your revenue. Session notes include check boxes and drop-down menus, which speed documentation time. You are assigned a customer service representative, who I have found to be *excellent* in helping me learn the software and troubleshoot difficulties. You can potentially reduce your monthly bill to nothing ($0/month!) by using referral code GMCSCU when you enroll and then referring others to their software.

Cons

If you're new to setting up EHR software, the learning curve can be pretty steep. There are so many things to set up and so much that the software can do that it feels pretty overwhelming initially, to be honest. Documentation is generally pretty comprehensive and my customer service representative have been able to help me through this, though. The interface isn't immediately intuitive and can feel somewhat clunky. Despite excellent functionality, the icon choices are (in my opinion) a bit cheesy in appearance. Initial setup of banking, insurance panels, credit card processing takes some time. Setting up forms for clients to complete is a nice option, but is somewhat laborious. Formatting options are limited. Not currently possible to have forms scored automatically. Very few preconfigured assessment tools included.

March 2017

Alison from Alison Jedrick, LCSW

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

March 2017

HIPAA Compliant video platform with EHR and personal customer support!

It has everything I need for a small practice- I could even do my billing through it but I have a long-standing relationship with my biller and will try to keep her until I retire because I'm sentimental like that. It does let me invoice directly and get paid through the site. Some of my clients have had difficulty using the platform for video counseling and journaling, but this is usually easy to resolve or related to their hardware/ wifi. The only reason I give 4 stars for customer support is that tech support is not 24/7 and video counseling can be after hours. Clients cannot access tech support directly due to confidentiality. I love the scheduling feature because it allows you to schedule recurring appointments with versatility to the client's needs, and allows options for updates on all recurrences when changes are made. I have asked for a document to share with clients for troubleshooting. Jonathan has been very helpful with translating my forms into easy-to-complete web forms for my clients, and very responsive to my questions and requests. I hope in the future CounSol will offer additional or premium options like uploads for Qliq (or a phone app with HIPAA compliant texting), rating scales offered to the client upon each login for sessions (You can do this now but have to have them created, and assign for each session), and an option that does allow you to print notes using less paper in the event hard copies are required. It's a great EHR for a solo mental health practitioner, and the price is affordable with quality service.

Pros

Built-in video, HIPAA-compliant w BAA, Jonathan (personal assigned CSR), Ability to customize forms and share with clients, upload attachments and save to a specific client.

Cons

When I have to print, the forms use way too much paper even double sided. Clients can't call customer service if they are having trouble connecting, leaving it to me to do troubleshooting, which is tough afterhours. It doesn't happen often, but I would like more troubleshooting resources available for the client. I also don't understand the full fee/ copay thing- are they charged for both? Is it the negotiated rate for their insurance company or my full rate? I just want them to be able to pay their copay online because I don't currently use the platform for billing.

March 2017

Cliff from North Valley Counseling

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2017

Great Practice Software & Great Support

I have used CounSol for about 2 years now. It is well worth the money. Some of the ways I use it: I created custom intakes which all client's fill out in the encrypted portal before the first visit (if I see something concerning, I'm able to contact the client before our first visit, plus I already have an idea about what to expect). Client's also electronically sign HIPPAA, Informed Consent, Policies, etc. I am able to create labels for clients such as "couple" "minor" etc., so that the system automatically assigns certain forms or resources to be available just to those clients. Client's often schedule on line, saving us all time and the reminder emails/texts help my clients to show up and help me look professional. One of the greatest features is that the portal colors, fonts, etc. are easily customized so that the portal matches my website and logo and it doesn't say "CounSol" anywhere. This gives the impression that it's in house and not just a service. Then there is all the billing (customized invoices, super bills, printing 1500 insurance claims), private encrypted messaging, progress notes/psychotherapy notes, interactive calendar, etc., etc., I also can download everything and store pass-word protected files just in the event that something goes very wrong (which won't happen because CounSol has redundancy, but I like the extra security and knowing that I can access records without a connection). Now, I've saved the best for last! If I get stuck, I can call and customer service is usually right there or call back very soon! For me that is the biggest reason I made the switch from another service. If I'm stuck, I need help, just like my clients! I embrace technology, but need a human being to aid me if I don't understand. Give it a shot and I think you won't look back!

Pros

Flexible & Easily Customized
Great Customer Support
Private Labeled (doesn't mention CounSol to clients)

Cons

No real cons. I sometimes find little things I wish were different and if I let them know and it makes sense for everyone, they have actually added the feature. Pretty Cool yeah?

February 2017

Tammy from Tammy Whitten, MS, LMFT, CFLE, PLLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2017

Great streamlined my private practice

After years of being in private practice, I could tell that I was getting close to burn out. Like most of us, I am the therapist, the janitor, the office manager, the marketing team, and everything in between. It was just too much on me. At the suggestion of a friend, I started looking at scheduling software. I searched online and ran across several different options, and even tried them out. I found one that I liked, but it was designed for hair salons and similar business. I made notes of my favorite features and then started another search once I realized that electronic records and scheduling systems were actually within my cost point. I had no idea what was possible before. I still have the piece of paper somewhere in my stack where I sat down with all of the various software programs I found that were designed with therapists in mind. I wrote down all of the features and then bubbled in which programs had which features. Counsol was the only one that had all of the features that I needed. Client scheduling, reminders, records, and a way to complete all paperwork online before the session, check. A way to integrate credit card/online payments and to work seamlessly with my website, check. A way to conduct sessions via secure electronic means inside the system (so no one has to download special programs), check. A place for me to store common worksheets that I share with clients, and even to set it up so clients only get access to those things that pertain to their treatment, check. A way for clients to download Superbills to share with their insurance companies, check. A way to share notes with clients on what to do between sessions, check. A place for me to privately share my reflections to help keep me on track, check. A journal option for clients that allows them to record their thoughts between sessions and to decide whether or not to share it with me, check (no one else has this to my knowledge and my clients absolutely adore it). A way to block clients from being able to schedule at certain times, or to only allow certain session lengths or types (phone, video, etc.), check. Everything with Counsol has been perfect. Once the tech team made an upgrade that wasn't my favorite. I contacted Jonathan and within hours, they had made it possible for me to go back to the other way. I can't say enough good things. They have made my life much easier for the past few years. I can't imagine functioning without them. I now have peace of mind!

Pros

All of the features (my clients love it, too). I can make announcements about dates I am out of office or reminders on the log-in page so clients can all be made aware of changes, etc.

Cons

Not all of the features are available in the mobile version (but I just click "full site" and I can access them easily that way.

January 2017

Holly from C.A.T.S. LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

4 of 5

January 2017

Best value you will find, ease of use and the additional text message reminders are worth it alone!

I have been using CounSol for a few years now and it has made my life so much easier. Online scheduling, the ability to have clients complete their forms prior to their intake appointment speeds things up. Also the ability to track everything; progress notes are easier, forms are easier, filing is easier. This was our first venture away from paper files and I can honestly say I have been more than impressed. There are a few things I would still like to see first and foremost the ability to have more than one clinician on a single account. I am a small agency whom employs another counselor only part time so all of the entering and tracking on the system still has to be done by me; the account owner. Also, you are assigned a single account manager -where I could see could be very beneficial. However, sometimes I feel the one I have been assigned isn't always the most professional or courteous. I have taken to making my requests on their help page if I absolutely cannot find the answer under FAQ's. Overall, however; this is a wonderful program and has helped my business keep up in the world of technology. My clients love the text message and email reminders about appointments and for the price you won't find anything better!!

Pros

Ease of use. Ability to have clients complete paperwork ahead of time, text message reminders, ability to send announcements to all clients, how organized it keeps my files, ease of progress notes

Cons

Inability to have multiple counselors on one account and being supplied only one account manager, could be fantastic but I am slightly intimidated by mine and don't know how to switch

January 2017

Heather from Center for Sexual Health and Rehabilitation

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Simplifies my practice

Switching to counsol has made managing my private practice much easier. Customer support has been very responsive and the developers have implemented many of my suggested changes. The other development changes that have been made have all been imprints improvements and made this a very flexible and robust system. The free initial setup input all of my client intake forms, and then I was able to go into those forms and improve them in order to take advantage of the technology. I have also copied and modified those forms for individual clients, as needed. Modification and customization is very easy and intuitive for me. These features were much better than some of the very expensive systems I encountered during my search. My clients love the ease-of-use, and that we don't need to spend time on forms or payment during our sessions. They also love receiving appointment reminders (which I send out on their cancelation cutoff day). Some of my clients enjoy using the journaling feature, which allows them to choose whether or not they share an entry with me. I mainly use the system for scheduling, billing, and collecting client intake documents. The integrated scheduling and billing features have been major accounting time savers for me, and having secure credit card storage in the system means that I don't have to worry about billing clients, and I have a way to confirm appointments with credit cards (especially virtual sessions), as well as charge clients for late cancelation, according to my cancelation policy. I still take notes on paper, as I prefer not to be typing during my clinical sessions. However, in order to keep client files as required by law yet manage paper in my office, I have been scanning and uploading closed client files to CounSol as attachments, and then shredding the paper. One downside was that one of the main features I hoped to use when selecting a system was the video chat feature. I have not found that to be reliable. It might be because of my Windows 8 operating system or drivers, but the customer support for that feature was lacking. I have been a user for over 3 years now, so perhaps that has improved along with the other features. Other than that, the system is perfect for me and a major time, money and space saver. I can't imagine life without it now. Thank you!

Pros

Ease of use, flexibility, support.

Cons

Video chat feature and support needs improvement

January 2017

A. Samantha from Dr. Samantha Dreyer, Psychologist

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2017

CounSol.com Has Provided My Practice a Solid Foundation

I have been using CounSol.com since I started my practice in 2014. I looked at several other EHRs, and I was impressed by CounSol.com's functionality, as well as the access that I would have to my records when/if I close my practice. Since then, it has only improved. When the ICD10 changeover happened, it automatically changed all the codes, and I only have to type a few words of a diagnosis in for it to pull up a short menu of full diagnosis names and codes for new patients. I can take credit card payments through it, and it added the ability to seamlessly bill insurance companies in a few minutes and then keep track of which claims have been paid. It's easy to schedule appointments, review progress notes, and determine which clients I still need to submit insurance claims on, and it enables me to run my practice without having any staff. My patients also love getting text message reminders for appointments. Customer service also has been quick to respond to any issues. For example, I recently started billing a very small insurance company that only takes paper claims. Counsol.com's clearinghouse partner is able to print claims, but my account interface wasn't designed to let them know that I needed a paper claim. I contacted the clearinghouse and they told me what I needed my submission to them to say, then I contacted Counsol.com, and within 24 hours, Counsol.com had adjusted the interface to enable requesting a paper claim. It's worked perfectly since then. All in all, I am extremely happy that I chose this EHR, and I recommend it whenever a colleague is considering making the switch from paper records.

Pros

Extensive functionality - scheduling and automatic text message reminders to patients, billing, tracking of payments, ability to accept credit cards, easy to use progress note and biopsychosocial history forms, sending claims to insurance.

Cons

I haven't figured out how to track releases of patient info as required by HIPAA.

January 2017

Kate from Supporting Wellness and Growth

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

January 2017

Counsel is fantastic

I am in private practice, and did not want the expense of an office manager. When I found Counsol I was more than excited as it was an office manager, and so much more. I love that we do not have to have paper files, and we no longer have the expense of needing extra storage. All of my fellow practitioners use Counsol and love it. Our clients often remind us how they like that they can book online, cancel and reschedule without having to wait for a call back. It has saved our practice a lot of money and time as it caters to our every need. Thank you Counsol for putting such a great program together. I honestly do not know what we would do without it.

Pros

Booking Online, Invoicing, and that my files are all in one spot

Cons

I think because we are in Canada some of the information does not relate to us across the border. It is also costs more money then other programs I have seen and it would be great if there was a better bundle plan for clinics that have many clinicians.

The feedback from my staff has been that when they need assistance or help it has been difficult to get immediate assistance, or no follow through. They end up figuring it out, but it would be nice if there was a call in number for general questions or assistance perhaps.

November 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Best Solution for Our Practice

We have been using CounSol for almost 5 years. It's been the best all in one solution for us. CounSol handles everything - billing, patient management, progress notes and treatment plans, online portal, video conferencing... Customer Service is downright excellent - super responsive and we've had the same support person since the beginning. Highly recommend.

Pros

Easy to use, short learning curve, great price, meets ALL of our needs. We looked at a lot of options that were way more expensive and didn't have the features CounSol offers. The ability for our clients to book and pay through the client portal (a lot of similar solutions do NOT allow clients to pay through the portal), the ability to use our merchant account and not being restricted to Stripe or similar - so we get better rates on our credit card processing. Love that we have the ability to customize our client portal with our logo and branding. And so many other customizable features - just can't say enough good things.

Cons

We don't like the lack of a mobile application - which CounSol has promised is coming. It's getting to be more of an issue for us because our online counseling with families and teens is increasing. We hope that this technology is available soon or sadly, we will be forced to find another product. The only other thing I would say is that the overall look could be more modern. But what it lacks in that area it more than makes up for in functionality.

November 2018

Norma from IHS Psychotherapy and Counseling LLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

User since 2013 - Very Happy!

Overall, CounSol.com has been a cost effective way to run my private practice. My account manager has been very responsive and helpful. I would highly recommend.

Pros

The combination of many services in one such as online scheduling, appointment reminders, secure record management, templates as well as the ability to upload custom forms, billing including invoices and credit cards and even submitting to insurance -- all in one place helps me manage my private practice well and efficiently. With appointment reminders, my no shows were drastically reduced. Most clients really appreciate them. Customer support is excellent and very responsive by telephone and email. The software is often updated and new features added. It is very easy to learn and use. I have been an extremely satisfied user since 2013.

Cons

I would like to see two features added - an app for cell phones and encrypted appointment reminders. I can still use the service on my phone through a browser, but would like to see an app at some point. In order to comply with HIPPA, I require clients who want appointment reminders to sign a release acknowledging that messages are not sent encrypted, but would prefer the appointment reminders be encrypted. Overall, the service meets my expectations for HIPPA compliance especially with the Business Associate Agreement.

February 2018

Clifton from CH Fuller & Associates Counseling

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2018

Needed strong HIPAA compliant format for mental health provider office

Ease of use, safety protocols are strong, support is excellent, user-friendly, easy integration.

Pros

1. Strong security protocols for both client & providers. 2. Ease in setting up. 3. Visually user-friendly design. 4. Excellent Tech support (something we've NEVER said about any program before). (tech assigned to us) is always friendly, patient & responds quickly, even after initial set-up. There's a 'submit help request form' & a well-organized "Help Manual" icon also available 5. We were able to do most of set-up ourselves, but if we hit a snag & contacted tech support, they'd walk us through it or advise us re better methods. 6. Integrated credit card process went smoothly, as did PCI, scheduling & video set-up (in plan we choose). 7. We receive a lot of leads through our website & were pleasantly surprised to discover an increase in traffic immediately after we began using Counsol (& their integrated partner counselorlisting.com). We saw an increase of 3-4 new clients per week (over our normal averages). 8. We recommended a few ideas (automated birthday notices to clients, etc.). Counsol appears to be responsive to customer's ideas. 9. Very easy to link from our existing website into their server based system for client's to schedule appointments & fill out forms online. It's been a fairly smooth transition for clients visiting our website. 10. During initial transition, Counsol had us upload our forms & they set them up quickly, then walked us through edit process. It helped get us up & running very quickly. We're already recommending Counsol to our peers.

Cons

Forms layout could be refined a bit (greater horizontal layout ability, rather than vertical, would decreases of pages. It's the only concern any of our clients expressed, even though the registration process actually goes quickly. (Some people look at of pages or 'length' of a form, not actual of questions or the click-through ease of those questions).

January 2017

Emily from Emily Green, LLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Private Practice Rave Reviews

I learned of Counsol almost 4 years and have had an incredible experience. Most striking is how invested and responsive Jonathan (my assigned representative) has been in helping me address any questions or needs. I am a bit technologically challenged, and yet found Counsol to be very user friendly, particularly because Jonathan was available to answer my questions over the phone and in real time. The features I most appreciate are the electronic scheduling feature, which has saved me hours each week that I used to spend playing email/phone tag with clients, only for them to respond after the offered time has been accepted by another client. I also appreciate the ease of billing, whether to submit client's out of network insurance claims or to keep payment records for myself. The mail feature puts me at ease given it is HIPAA Compliant, and has also been recommended to me by HIPAA trainers above all others for this reasons. Also note that I have referred dozens of friends and colleagues to Counsol, all of whom have thanked me for the recommendation given their similar positive experiences. Thank you to Jonathan and Counsol for allowing me to focus on what matters most, which is client care, and helping me to efficiently and effectively take care of the rest.

Pros

See my review.

Cons

That it isn't yet offered to Group practices.

I would love if the out of office feature for email could be set up on a recurring basis. i.e. I am offsite on Mondays and Fridays and would love to somehow represent that to clients on the calendar feature and in email response. (Maybe this is already possible though...?)

November 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

CounSol does it all, and does it well!

CounSol has facilitated my group practice to grow without a hitch, reduced client no-shows because their notification system works by text, email and phone, and gives me peace of mind because I know my records are accessible, safe and secure.

Pros

CounSol does it all! I've been using CounSol for five years. Every once in a while I hear about another EHR and upon exploration, they always fall short of CounSol's features. Where others fall short, CounSSol excels. It's hard to put a limit on sharing what I love best, but I'll try to list a few: the group practice feature works well; invoicing, credit card and insurance integration make billing a breeze; it's very fast to complete treatment notes; clients can self-schedule; the notification system really works and has reduced no-shows and late-shows; I can easily create fillable forms; the secure message system (email) is HIPAA compliant and easy to use; my clients love the client portal and journal feature; and everything is automatically part of the client record. Oh, can't forget to mention that customer service at CounSol is great-- they are easy to get in touch with, swift to respond and listen well.

Cons

Some clients have struggled finding their invoices because they need to click the print button in order to view, print or download them.

November 2018

Jennifer from Reflections Counseling Services

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Counsol review

This program has streamlined my practice. I have been able to lessen time on paperwork, billing, etc. and spend more time face-to-face with my clients.I also love the referral program where you get a discount for referring someone else! I also love that Counsol is on top of HIPAA compliancy and making the program more and more easy to use, current with the times, and improving the overall quality of the program. Thank you!

Pros

Very user friendly
Modeled and tailored specifically for mental health providers
This program has cut my "paperwork time" down significantly
I appreciate that I can conduct nearly all my business through this program (billing, documentation, reminders for client appointments, video counseling, etc.)
Customer service is very quick to respond and very helpful

Cons

Not much I would change. I really like this program! I wish there was a way to view upload files to the program (like maybe a "preview") without having to download them. I wonder if there is a way to build faxing ability into the program? (i.e. If I needed to fax a treatment plan to another provider, it would be incredibly time saving and convenient and also money saving (because I could eliminate separate fax service), if I could just fax through the program some how. Not sure if that is a possibility, but it would be great if there was a way. Lastly, I wish you could change margins, text size, etc. or something, so when you print a document it doesn't take up so many pages (this is hard to fax or mail and also creates excess paper files)

January 2018

Elizabeth from Authentic Transitions Counseling and Coaching

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2018

Ease and stability with great customer service

Pros

When looking for practice management systems, I researched many different options. I originally landed on Counsel because they offered the video feature within the practice management system, however I stayed with Counsol for the ease in features. I was able to upload my own forms, which made it feel like a more personal fit for my clients. The client portal allows clients to have access to their own account. They can fill out paperwork, access an on-line journal, check appointments, see notes I've left for them from our session and even pay their bill on-line.

The integrated ERA feature has streamlined my billing process. It is incredibly easy to keep up with client billing and send bills electronically. I love that all client information, notes, etc. are filed in one place.

Perhaps one of the best features is the customer service. I have been pleasantly surprised at how responsive my personal customer service person has been. He is thorough, helpful and very quick in response.

Cons

My major struggle is with the video component. It did not work well for me. Most of my clients did not have a large enough bandwidth to allow for the video to work. I finally ended up dropping the video portion of the system, and I'm using another video platform. I signed up for the video feature, however I stayed with Counsol because the rest of the features are so good.

March 2019

Kristina from Wolfe Counseling

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2019

Great company. AWESOME customer service.

My no-show rate wasn't great before I got CounSol. Now, it's very rare for me to have a no-show with their reminder texts. Confusion around scheduling is virtually eliminated. I used to have to do a lot by hand to create invoices, write notes, log communications and reschedule clients. CounSol has streamlined all of that. The option for clients to reschedule, print invoices, communicate with me and sign forms all online and all on the same interface is so great. My practice and my professional life are very organized now. Thanks CounSol for all you've done for me in all the times I've had to reach out. You've been consistently awesome!

Pros

The reminder texts has reduced my cancellations by 75% and increased my revenue as a result. The customer service has been amazing. I probably hound them too much about possible changes and they always hear my needs and and either forward ideas to their tech team or give me a really understandable reason why my request is may not help others. They've incorporated several of the suggestions I've made. They're really open to helping and taking feedback whenever they can and I've see the database grow steadily and quickly as a result. It's VERY easy to use which makes it great for those who are intimidated by technology.

Cons

Only tiny personal preferences really. Most of my requests they've incorporated. Pretty awesome.

January 2017

Jonathan from MarriageEnvy.com

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Best of all I tested!

I tried and tested over 10 different online scheduling, billing, practice management options. Many had good features, but none had the range of flexibility I needed for my unique needs--except for CounSol, that is. For example, I primarily need it for scheduling and billing, but not for an online medical record (which it does very well though) as I use old school paper charts still. I can opt out of having to make notes with CounSol and can't with others. Another thing I needed was for my clients to be able to schedule themselves if they want through their own portal. Other programs require you to approve the appointment request though first. In my practice, I want LESS steps, not more. And CounSol let's them schedule their own sessions without my approval, though I think I can require them to if I want. The bottom line point is that they have the most flexibility in how YOU need to customize it for YOUR practice vs conform your practice to its system like so many others I tried. And my clients love not having to play phone, text, or email tag just to get an appointment (as a solo practitioner somedays are busier than others and I can't always get back to people right away). That aspect alone has made my life SO much simpler and has improved the client experience as well. Also, customer support responds very quickly and I have the same account person assigned to me who knows my account! So bottom line: as someone who researches the heck out of products and services before settling in them, I can say this is hands down the best online practice management tool I've ever tried and recommend it highly.