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.

My overall experience has been wonderful. I rarely have cancelations. I use customized forms and notes. I have a secure way to communicate with clients and their parents. I can attach pictures to specific notes. It has everything I need.

I have been using counsol since around 2012. I tried two or three other similar services when I briefly worked for a nonprofit. Counsol has prompt, thorough, and friendly customer service—the best. I also really like the level of customization I have.

I don’t like that I can’t click and drag appointments around the calendar like I could with other software I have tried.

CounSol is the foundation upon which my practice exists. From scheduling and documentation to collecting payments and submitting insurance claims, CounSol.com is a one-stop-shop. I have not opted for the telehealth meeting feature through CounSol.com yet, just because I'd been using a different video platfrom for telehealth before I signed up for CounSol, but it's also an option that can be used while simultaneously documenting a session.

The product is easy to use, the platform feels intuitive. The help guide is very useful and having one dedicated customer care professional to ask questions and get help from as needed has been absolutely wonderful. Whenever I turn to [sensitive content hidden] for questions or assistance, he has responded quickly, accurately, and has gone above and beyond several times to help me resolve my issue of concern in every area of using the platform from document creation to figuring out why a client's account might not be balanced.

Nothing of great consequence. Maybe there could be more fonts to chose from.

There are a number of visual reminders to help me stay on task to write progress notes, apply payments and treatment plans.

The overall design is well thought out. Treatment planning can be Wiley Structured or DSM for a more flexible plan. I still haven’t had time to implement all of their features. When I get a free minute, I do adjust messages to clients or the appearance of my statements. I want to design more forms to screen symptoms and environmental conditions, because CounSol has the ability to let me incorporate my own forms with theirs.

The more I use it the more I like it. No changes necessary.

The program works amazingly, and I have referred several colleagues already, but the customer service is outstanding as well. I am certain you can find programs that do comparable things, but you will not find another program that has customer service like Counsol.com. I could not have done this on my own with the new learner curves I had just going out on my own in new practice without the help of Jonathan, my support person with Counsol.com. So, between the ease of the program, all the time this program saves me to actually enjoy my free time again as sole provider and owner of my practice and the absolute outstanding customer service, I highly recommend this program to anyone in field!

For someone who runs their own practice by themselves, this has made my job so much easier!!! It's like having a secretary without having one and has given me my free time back to actually enjoy my days off. The clients being able to schedule themselves and connecting my ERA's and Square one accounts is amazing. In just a few short clicks of the mouse, all my payments are registered, it's fantastic. As well as the clients being able to access the portal and enter all their own information makes setting up new clients so much easier!

Nothing, except I wish I would have started with this program versus having to transfer all my clients two years into my practice.

It took a minute to learn, but josh was always ready to lead me through the areas I needed guidance.

The ease of negotiating priority Information and tech support

It took time to master the program, but I am a little slower than most end users.

My experience over the years has been excellent. I also used them to store my records when I was temporarily retired and they were great.

I loved the ease of this EHR service. Whenever I had a problem on my end, such as wanting the service but needing to go part time, their customer service and flexibility was amazing. I felt like I was dealing with people who cared.

Nothing about it I can think of that I didn't like.

Overall, I love Counsol and have been using them for over 3 years now. I recommend it to all of my friends in the mental health field. It is so easy to use and the price is amazing. LOVE LOVE LOVE this product!

I love how easy it is to customize, understand and train staff to learn and understand how to use the features. The price point is fantastic for the quality and amount of features.

I wish that some of the information that I can see was not accessible to the clinicians that work for my company. EX: The rate of service when booking a client or for them to input the CPT codes, just little things like that. I also wish there was an automated To Do List. EX: As soon as I have held a scheduled session with a client, the system would remind me to complete the progress note, billing, treatment plan etc.

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.

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.

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.

I like that you have the add-on for treatment plans to assist with notes. I love the secure portal/website. I've been able to use that homepage in-lieu of getting my own website with hosting. The customer support has been great when I've utilized it. I will be in contact with them again as I work towards utilizing all of the features effectively.

There is a learning curve with using the platform. It does get easier the more you use it. I do need to invest some more time in it personally so I can fully utilize what its capable of. The overall look and user interface could be updated to be more appealing. It could appear to look outdated compared to newer platforms.

Fantastic customer service and a well-developed EHR system. They have been so easy to work with and helpful every time I had a question. I feel like they genuinely care about their customer base.

CounSol is amazing. It's easy to use and understand. I have a personal account manager assigned to handle all inquiries I might have and he is quick with his responses. I love the CounSol calendar and the intake forms I was able to easily build. Set up didn't take me long at all and my account manager was there to help me every step of the way, which is not true of my previous EHR provider. I appreciate the appointment reminders feature being included. They also offer tiered pricing that is competitive. They have options for every practice size which is super helpful!

I thought the appearance of it was outdated looking at first, but honestly it works better than my previous EHR. I like it so much better. While the "look" might throw some people off like it did me, I am so glad I gave it a chance. I have no complaints about this software.

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!

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!

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.

I have loved CounSol since I started using this practice management system in 2014 and have only grown to appreciate it and the people behind the scenes more and more. Not only does it simplify my life and​ practice but my clients are pleased and complimentary as well. I recently contracted with another clinician to serve as records custodians for one another in the event of death or impairment. As part of this process, we were educating each other on our practice management platforms. She uses Simple Practice so I signed up for a free trial to familiarize myself with it. In web reviews, these systems look very comparable but I found Simple Practice to be lacking visually and was surprised at the absence of some features such as sending out a secure group announcement to all clients (e.g, if going on vacation, posting revised policies, etc.). I did not make an inventory of the differences in Simple Practice and CounSol as I was not planning to write a review. However, I did come away from the experience with renewed conviction that I had chosen the best system!

* Variety of features, options/customizability​ especially compared to other practice management programs * Ease of use and my own rapidly responding, personal account manager to consult when needed--I'm still trying to figure out if he ever goes home or takes a vacation! * Automatically generated reminders and invoices sent to clients * Ease of scheduling for clients online if they wish * Mobile accessibility for clients but also myself when I need to manage details outside of the office * The visual design and ease of navigating * The company's dedication to continually improving their system and their responsiveness to suggestions

I can't identify any dislikes but have found myself wanting automatically generated reminders if a progress note is not completed as I've had this with other electronic health records. Such a feature can be a lifesaver for those irritatingly fallible human moments we all have occasionally.

I haev saved time and money, been able to reduce no-shows because of reminders sent to my clients, been able to recoup losses for no-shows because of the ability to integrate a credit card system (that's low cost) where clients are required to keep a card on file (secure, meeting Federal standards) that I can run if they do not show up. I would keep going, but my next therapy appointment just walked in! Got to go! I can't recommend them enough.

I have been with Counsol for 5 years. It's like having my own administrative assistant. It has freed up more time (for me to fill with other things, lol). When I first looked for software, I signed up for free trials and even made a chart comparing the features. Counsol has the most features then, and continues to have them now. You can use Counsol as your website, since it has the ability to add pages on your portal that are visible to the public. Just buy your name as a domain name and then point it towards your Counsol URL. You can select which options show up on forms, create your own forms, tweak treatment plans, decide what clients can and can't access, provide teletherapy, upload handouts and mp3s for your clients by topic (couples, parenting, ADHD, depression, etc.). You also have your own personal account representative. I have had the same one since I started. Each time I have a question, I get a prompt response back from him. If there's a problem, he works to find out what's going on and they troubleshoot with the software team to find solutions. They are also open to ideas and feedback and since I have used them, they have continued to add more features and capabilities. You can create users to have access to certain aspects of the software, so others can do scheduling or billing for you. I can't give enough kudos!

Until recently, the video software has been in need of some updating. But they have worked to develop an even better platform for distance therapy. It's currently being finalized and I am excited to test it out ASAP!

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!

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

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?

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.

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.

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.

My overall experience with Counsol.com has been very good. I love the ease of using it the platform. My clients appreciate the ability to stay in contact between sessions when they need to. The billing information is thorough for both insurance and private pay. The most important aspect of Counsol.com is the customer service. I've had to contact them on a few occasions with questions over the years I've been using the product and my questions and concerns have consistently been met with fast, professional, service. I send an email and get a reply within 24 hours mostly less than 24. Their answers are thorough and I've never felt that my need was too much for them to take care of.

Many of the features in CounSol.com such as being HIPAA compliance, HIPAA release forms, ease of billing, progress notes, session notes, journal which features ability for clients to share with me or keep private for themselves, email service for client to keep in touch between sessions when needed and ability to use required forms and practice specific forms. It can be accessed via computer and phone. It also gives me control how everything is set up according to ethical and client specific needs.

I would like to see the video platform of this software become more user friendly. I have had difficulty with it freezing during sessions .

Increased ability to track income (daily, weekly, monthly, custom dates). Increased ability to allow new clients to register easily with all paperwork completed ahead of scheduling an appointment.

We have used it since 1/2018 and continue to enjoy its ease of use, ability for clients to schedule 24/7, and our ability to track income. We've made recommendations and CounSol team reviewed and implemented several, which we appreciated (such as Happy Birthday notices to clients). Clients submit complete intakes online prior to the session, secure pmt billing info (that we or our staff don't keep or have access to but 3rd party encrypted site manages). That translates into more actual counseling time with clients and payment for sessions at the beginning of each day (& notification if payment didn't go thru so client is contacted for updated info, that is verified, prior to their session. The video and phone counseling links are excellent, as is the ability for clients to schedule weeks in advance. Multiple methods of reminders send 24, 36 or 48 hrs prior to sessions (text, email and automated voice) which clients can select as to notifications they prefer. Great support team who respond immediately or within hours. This program has improved the operations of our practice greatly!

The only negative we'd have is that setting up the forms (intakes) doesn't allow choice of font size, so the intakes are more pages than we'd like, due to font and layout spacing that we are unable to change. Other than that...we're very happy with the program and have recommended it to other mental health professionals we know.

Benefits for scheduling and intake forms and billing.

Scheduling features. Reminders to client which they can choose preferences. New options and updates have been thoughtful to users and clients. Customer service is fast efficient effective and empathetic

Inability to have 2 emails for divorced parents that do not agree to share one log in. However, with new update news this was explained why it is not recommended to have two users for same client.

It provides a stable platform that assists not only with maintaining clinical records but also with a solid client portal, additional practice management features, and a backup telehealth platform. While switching providers is a real challenge, I have not felt a need to based on the growth of the product and its reasonable price. When I look at having an EHR (such as CounSol.com), these other benefits usually are enough savings to justify the cost of the platform.

The company is responsive to suggestions for new features and improvements. I have seen real growth in the platform over the years that I have used it., including the integration of group plans and the ability to bill insurance. Once set up, it is relatively easy to use, with the ability to customize as needed. Long-term pricing has nice stability built in. There are good options in a number of areas, such as multiple credit card processors. Clients also speak well of the functions and ease of use of the client portal.

The visual appearance is on the older side, which some would dislike, although it does help in the stability of appearance for long-term users. There are still some group features that are a little awkward to use. There are also better telehealth platforms available, and the built-in solution does not allow multiple clients in different locations, so I use a different outside platform.

I have encountered one or two glitches in the 5 or 6 yrs I have had counsol.com. Each time, my concern was addressed timely and professionally. This is a system I can rely upon.

Initially, I liked the fact that I could purchase by the month. After using this software for years, I really like that my account has 1 dedicated tech/customer service rep. I like the ease of use of this software. There are very few technical “glitches” so I feel my data is very safe with Counsol.com.

Overall, I would rate the intuitiveness of the software about a 7 on a scale of 1-10 with 10 being highly intuitive. That said, once I learned the system, it is very reliable and makes sense to me. You can get a financial report of income daily, weekly, monthly, yearly or any timeframe you request. I wish more statistical reports were available but what is offered is definitely enough for my accountant.