CounSol's customer service is amazing. My rep gets back with me same day, usually within minutes via phone or email. There are suggestions I have made that end up being implemented. They are always striving to improve features.

It is most helpful to reduce administrative tasks. Reminder phone calls, cards saved on file, filing and billing made easy, clients self scheduling, etc.

There are things I feel could be streamlined and also would like to see more variety in the reports that are available.

This system does almost everything required to manage my existing clients. It's very easy to use and I like being able to see the current day's schedule and monthly overview from the summary page. Sometimes I don't even take my computer to the office - I just use my iPad. I'm also very pleased with the mobile phone version of the website - it's especially convenient to send username reminders and password resets directly from my phone since I'm usually away from the computer when those requests come through.

It has a client portal, it's easy to use from both the client and administrator side. It includes scheduling, billing, secure communication, and recording keeping all in one place. The company is very responsive to user issues and suggestions for new functionality. The product keeps improving. It encourages good record keeping by showing icons or plus signs to indicate if there are treatment plans for clients and notes for completed sessions.

Creating new forms can be cumbersome but my account manager offered to upload my form data from the back-end so I just had to make minor adjustments. I wish that my clients could either upload documents or add attachments to mail messages within the portal. The announcement function (basically an email blast) sends an email to the client stating that they have a message in the portal. Since users get locked out if it's been 2-3 months since their last login, I get a barrage of password reset requests everything I send out an announcement. From the user perspective I think they would like to at least see the title of the message in the notification email, even if they have to log in to see the full message.

Whenever I have needed help, [sensitive content hidden], was always available to walk me through several issues that I had in the beginning. I very much appreciate his hands on service.

It is extremely frustrating that I cannot do a large batch export of my session notes by the month unless I go to each client individually to download the month's session notes. I have asked 2 or 3 times to have this issue fixed.

First the pros: I chose Counsol.com after comparing and trying out similar services. I ultimately chose Counsol because of the fully integrated platform it offered (ability to process payments, online scheduler, secure video/chat platforms, etc.) Considering Counsol.com offers all these implements at HIPAA compliant levels made it a no-brainer for me. My clients repeatedly comment on the ease of use from their end, and are also appreciative of the convenience it affords them in terms of contacting the office (virtually) when it's easiest for them, and knowing those communications are secure. The option of requiring entry of a credit card to access the functionality of online scheduling for clients (most specifically new clients) would reduce "no shows" if that is an issue. Cons: the system often seems cumbersome on the practice end. It often seems to me there would be much easier (read streamlined) ways to accomplish many tasks. Additionally, while you can utilize attachments to send to your clients, there is no way for your client to return those to you electronically. Example: because my Intake forms are so specific, it makes far more sense for me to send them as an attachment to new clients for completion. As it currently stands, the client must then print them out and return a hard copy--basically defeating the purpose of an electronic medical record. There is an option to build "Forms", but again, that would be so labor intensive and could not actually replicate my current forms--which were crafted with purposeful specificity--that forms are not a feasible option. Even the ability to add forms via upload would be a huge improvement! This is less of a Con and more of a glitch: if clients want to utilize their HSA or FSA card for payment purposes, they cannot through this system. What I've been able to gather so far is that this is secondary to how Counsol is listed/appears on the back end as a product. Attempted transactions on Counsol.com are declined because Counsol appears as "software" or a software product, and since you can't use an HSA/FSA card to purchase software (or anything other than immediately identifiable health care costs), each transaction is declined. I have another payment method available while inside my office, but again, this largely defeats the purpose and keeps this platform from being fully and independently online operationally.