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 to...


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Supported Operating System(s):

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

728 Reviews of CounSol.com

Average User Ratings

Overall

4.75 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(566)

566

4 stars

(145)

145

3 stars

(16)

16

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 728 results

June 2019

Jessica from Indy Child Therapist

Verified Reviewer

Company Size: 2-10 employees

Industry: Mental Health Care

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2019

Small Group Private Practice LIFESAVER

Overall, I am staying with CounSol. It allows me to have a virtually paperless practice and automates things that save me both time and money such as self scheduling and appointment reminders. My client report they like the portal and find it relatively easy to use. Although it is customizable, it again is not the prettiest looking thing, although I haven't had any client complaints about this.

Pros

I love almost everything about CounSol! I used it when I was a solo practitioner and have continued as my company has grown into a group practice. What I like: - Electronic intake forms as well as all other forms - FULLY customizable forms including progress notes - Client self scheduling/ Client portal - Online payments - Calendar sync with phone - Secure messaging- staff and clients - Quick claim submission and ERA reconciliation - Customer service- its amazing really!! - Generally accurate monthly payment reports - Appointment reminders via text, email and phone - I also love that they don't tack on costs for features- it is included in the plan you pick!

Cons

I have been with CounSol long enough that I have been able to see them grow, including them implementing suggestions I have personally made for the EHR. That said there are a few things I still don't like: - the interface itself is not as pretty as some of the other ones out there - there can be a lot of button clicking sometimes (this has improved) - my staff report they do not find it intuitive to use - the way the payment report screen handles refunds (however, if you know how it does, then it is easy to account for- just more button clicking) - Use of Office Ally for clearinghouse, but bc of changes on the part of Office Ally not CounSol - They don't have an app and I dislike the mobile view - Not a monthly all clinician view calendar, but there is a weekly one, but it doesn't show openings, just booked appointments

Reasons for Choosing CounSol.com

CounSol has the features I need to be truly paperless, has secure messaging and doesn't add on costs for features!

January 2021

Stephanie from Mirror 2 the Heart, PLLC

Company Size: 2-10 employees

Industry: Mental Health Care

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2021

One of the BEST!

Would still be with them if we didn't need E-prescribe. We brought in a nurse practitioner and needed to be able to document this information. I love them and would recommend any new start up company to try their services!

Pros

User friendly interface; client portal easy to use; video capabilities; email and text reminders are standard not extra; staff and biller use is standard; contract is month-to-month and so many other good features! They provide more than one merchant servicer. We used Square and we had no problems. The success coach is amazing always available to assist.

Cons

Billing piece can be a little tricky but not too much that they won't help you with it. You will learn a lot about billing using their system.

Reasons for Choosing CounSol.com

Pricing, excellent customer care, features and the ease of the client portal. It matters about the flow for the clients end as well!

Reasons for Switching to CounSol.com

Business was growing and CounSol had the perfect package at the time! Yellow Schedule only helped with scheduling and we wanted to get away from paper notes.

May 2020

Rachel from Rachel W Blogg, LCSW, PA

Company Size: 1 employee

Industry: Hospital & Health Care

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

5.0

Functionality

2.0

May 2020

Lots of positives and can be a much better product with changes

My notes are getting done quicker bc it's easier to get them done, I've realized although it's cheaper and there are some features that are better than my old product, it's not as professional as my old product and doesn't offer as many resources for measures that I would use as a LCSW

Pros

The invoice feature, the ease of calendar, birthday emails,

Cons

The intake measures aren't pulled into the initial intake note. This doesn't create a professional looking intake note like the other system I used. No ability to write a formal short note about a phone session, or missed sessions when you void the invoice you can't document it. Can't send attachments in an email via this site that I don't want to make available to all clients. The billing feature pages are very confusing and can be very overwhelming. The measures offered are limited and personally I don't want to have to input them and/or recreate them and it doesn't allow me to send specific measures to individual clients. It's like a one size fits all with this product.

Reasons for Switching to CounSol.com

Valant was costly however it's definitely worth it for many of the features that I would like for my profession although the ease of CounSol in certain aspects is better. Would really like it if CounSol could step it up and become more competitive with the professionalism of intakes, measures and notes as Valant.

November 2020

Amy from Flexible Counseling

Company Size: 1 employee

Industry: Mental Health Care

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

November 2020

Excellent Customer Service but Things Need to be Improved

I am staying because it is very difficult to leave and learn a new system. Over the past 5 years, I have tried 4 and this one had the least awful things about it. However, there are several key things that really need to be improved in the accounting system that are not getting addressed and I have brought them up multiple times. There is no good reason for invoices to have different balances depending on which screen you are looking at. I have used them exclusively for 2 years and I have yet to get all of my client accounts to balance out. This is frustrating. I also keep a separate spreadsheet because I do not find the system to be 100% reliable.

Pros

Scheduling works well. Most of my clients are technologically savvy and can schedule themselves. I also appreciate that I have a very knowledgeable, helpful, accessible, dedicated account manager. The help is not delivered through a bot or to a team where you receive minimal assistance, like some of the top rated software companies provide.

Cons

The accounting portion of this software is very difficult to use. There are hidden payments and transactions that you have to go hunting for and sometimes, invoice amounts can appear different on different screens. I cannot begin to count the number of hours I have labored over the accounts, trying to get them to balance.

Reasons for Choosing CounSol.com

Simple Practice had problems, too, with syncing calendars. I tried them before I used Theranest. They also charged for every text/email reminder.

Reasons for Switching to CounSol.com

Theranest caused double booking. I believe this happened because I had an assistant logging in from another state and this caused problems, using different servers. I had it synced with Google Calendar and I would have sessions show in Google Calendar that didn't show in Theranest. They insisted this wasn't possible, but it was definitely happening. Because Theranest charges you for the number of clients you have, I was financially penalized for having lots of family clients and couples.

September 2020

Amy from Amy M Pascarella, MS, LPC, LLC

Company Size: 1 employee

Industry: Mental Health Care

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2020

Everything you need for your private practice EHR

This program allowed me to go completely online and paperless. I had no billing experience, and was able to learn how to bill in minutes a week and track claims easily - saving me a lot of money in lost time as well as lost payments. The electronic record is great and can be downloaded with a password if you need to send records to someone.

Pros

Counsol is the most complete, user friendly and affordable EHR I found available, created for the therapist who is also does billing, instead of expecting you to have a separate billing dept. You can do everything, from clients filling out intake forms, scheduling, appt. reminders, video sessions, and it integrates with the billing invoices for easy submission. All the forms, notes, treatment plans and ability to upload any documents you need is right there for every client. Plus the cost is flat rate, no hidden extra fees for anything and will never go up.

Cons

Over the years, as I have found I needed something, the Counsol team has worked to add and integrate it to the program. For instance, now the client can upload insurance cards, and send attachments, but not yet their picture ID, so there is a little room for improvement. There is no app, but the site does work on phones, its's just not as smooth as it could be. The internal email is HIPAA compliant, but the client has to be logged in.

Reasons for Choosing CounSol.com

I looked at a bunch of different programs, and found Counsol had it all, at the best price and needed no special training to use it.

Reasons for Switching to CounSol.com

Therapy notes did not have the features I needed when I switched, and they were not adding features at that time. Plus they have extra small charges for all sorts of "extras" which can really add up over the month!