Our office was using one company for scheduling patients and patient notification (text messaging); one company for billing; and one company for notes which resulted in huge opportunities for human error; the specific needs of our office were not addressed with any one company. TheraNest addresses most of our office needs in one integrated program. Scheduling, appointment notifications, progress notes, billing, and ERA (eventually). I previewed the ERA and it looks like it will efficiently apply payments to billed services. I am very satisfied with TheraNest and strongly recommend it for other Behavioral Health providers.

Imported years of data from another system into TheraNest with no errors and very limited time commitment. Their customer support was very helpful and honest about the transition. TheraNest is full featured- Our office used a competitor program for 30+ years but wanted/needed a cloud based state of the art EHR program- Our office tried several other popular programs but they all had significant limitations. We are very excited about Theranest. Our Office is new to the program but so far so good. The customer support is excellent. They are adding features frequently, including specific features requested by users. The start up learning curve is doable and our staff picked it up in a few days versus weeks. The scheduling, pt. appointment notifications, calendar, and agenda are well thought out and fully integrated. The initial intake note and progress notes took some getting used too but they work very well- DX codes are easily entered and updated. The progress notes are very professional and signed and cosigned if necessary. I know this sounds like a paid advertisement but I have spent a lot of time, money and effort trying other programs and I was never more encouraged than with Theranest. Our goal was to be fully functional with the transition from our current system to Theranest by January 2019. We are ahead of schedule and our intention is to bill our first full month of receivables for November 2018.

The fees were initially off putting. But after becoming familiar with TheraNest, I see the potential for a very efficient, time saving, integrated system that is well worth the monthly investment. There is also flexibility with monthly billing based upon caseload (increasing or decreasing at discretion of the user) and it seems fair.

If you asked a few days ago I would have said it’s pretty decent but in recent changes they lack integrity and are taking advantage of customers in a pandemic. Not a company I want to be a part of anymore. Regardless of some great features I would look elsewhere.

I have used Theranest since it was a new company. In the beginning the customer service was wonderful. The look is clean and user friendly and they have great tools and tutorials. They offer a wide variety of services.

I liked most things up until this year. Their customer service has been spotty this year and I was giving a little grace due to COVID but have learned that they were bought by another company in Feb of this year and that has brought about the change. Their telehealth option has been reasonably priced and has worked fairly well with the occasional glitches- it could use some improvements but 8/4/20 they sent an email stating that they are raising the telehealth fees for anyone seeing more than 30 clients a month by about 400% and raising their already high credit card rates fairly significantly. In an email I was basically told by their customer service rep that my business wasn’t that important to them.

It's been awful. Their services are so terrible, the customer service is none existance, it almost forced me to close my business because of the billing issues Theranest created by using there in house billing. Worse, THEY DO NOT CARE! There is no customer service, only a chat bot and a random email that say "a ticket has been created". No one ever helps you to resolve your issue. Now I'm missing thousnads of dollars in claims and can't find a way to correct it. I've been in private practice for 10 years and always used office ally and always managed my own billing. I should not have left office ally. DO NOT TRUST YOUR FINANCES AND BUSINESS AT THERANEST!

It was a find product 5 years ago and worked primarily ok until Theranest offered for me to use their integrated billing system. I thought I was saving myself energy, time and money. The opposite has happened. I've had to switch EHRs because they took over my system and completely lost all of my bills, I have no way to track them, they are gone. They will not call me to help. I've lost thousands of dollars because of their billing system.

They offered integrated and managed billing. It never worked, they never assisted me with help, and now I am missing thousands in claims. I can not figure out how to fix it. Everything was find using Office Ally, and then I switched to Apex at their recommendation. I'm so upset. It has created hours and months of distress and they only feign a response. I'm constantly told "I'll create a ticket for this" and then they never get back to me, or deny accountability for there even being a problem. They are like working with another insurance company. I will never recommend this EHR. I will actively advise against it.

This software saves me so much administrative time! Using TheraNest, I also save by not having to hire a billing company! Billing is a matter of a few clicks! It is truly a MUST HAVE for private practice! The customer service and technical help are prompt, friendly and professional! It was easy to set up and get started using. The help database is amazing (videos and articles). I have referred three others because I am so impressed and enjoy using TheraNest! I researched and trialed others, and I am 100% happy with my decision to use TheraNest! Time saving TheraNest helps me get rest!!!

Easy to learn and use! Super user friendly and intuitive! Great value! Telehealth option with interactive worksheet feature!!! Has mobile app version. Calendar syncs with google calendar. Processing payments is a breeze! Forms and client portal save time and paper! Billing is quick and easy--few clicks and done! Reports are nice business management feature! Client reminders and self-scheduling options! Customer service is TOP NOTCH! Progress notes and treat

Honestly, I cannot think of any cons. I have nothing negative to say about TheraNest!

I had never used an EHR/PMS in the past. (The company we left was still using paper files.) I can't believe how much easier it is to keep up with my paperwork. I am more organized and efficient. Thank you TheraNest!

When my business partner and I decided to go into private practice together in 2016 we looked at many different EHR/PMS software brands. I read reviews and did trials of the top 3. TheraNest was by far the most comprehensive, cost conscious, and easiest to use. They are always working on improving and expanding the functions and listen to customer feedback. I occasionally look at others to compare again, but TheraNest continues to be the best!

I wish it kept track of when I create and send invoices to clients. I have to download and save them in my files, so I can keep tack of when and if they were sent.

I am very happy with my experience with TheraNest. I feel secure knowing all my files are in one place and I can access from anywhere, anytime. Training staff is easy too with so many videos and articles to help train them on how to use the system.

The product is intuitive and easy to use. I love the note writing (can copy from last note), treatment planning (wiley system) and billing features. I love that TheraNest is constantly updating and making the system better and better!

Creating custom forms can be difficult. You can't copy and paste a document easily and have to re-create each one. Once you get used to it, it becomes easy just takes some learning :) Sometimes it takes a day or two to hear back from customer service if you use the chat feature.

If you are wondering if you should, and you have spent hours searching like I have. You can stop. Theranest has got it all.

I have to say, I was scare to take on a venture of switching EHR’s. Our previous EHR was spectacular. Theranest was a lot to understand at first, and had way more features than our previous EHR. But within 1 week, we made a complete merge and once our platform was completed functional, the easiest part was bringing out clients over. The ease Theranest has instilled in their system makes it work every single penny spent.

I am not sure if any EHR does do this, but I wish merging our clients documents and implementing all of their information into our Theranest was a bit easier. But spend time getting used to the system and where everything is, and you’ll have no problem.

Overall, I really enjoy using Theranest for my EHR, & billing needs. Since it is all in one place, I am able to take care of these needs with ease.

It took me a bit to get to learn all the ins & outs of the software. However, on a personal level, I have to practice something until I am able to do it with ease. The Knowledge base in Theranest helped me look up anything I needed to learn to do and the instructions are very easy to follow, especially because they have videos to show you as well. Thus, it was in this way that it made learning how to navigate all the features with ease.

The process that was the most difficult, and still have not figured out is the APEX system, I thought I had gone through all the steps, but it still kept giving me trouble and then I gave up.

I have used Theranest for over five years since starting my solo private practice. The ease of use has been outstanding. I have everything I need to keep organized records, appointments and invoices all in one place. I transitioned to providing Telehealth seamlessly with Theranest during the Covid pandemic as well.

There is really nothing I don't like about it.

This keeps our program running well and all the counselors can stay on top of their paperwork. It has it's limitations but it is working fine for us.

It is very intuitive and easy to learn how to use the basic functions. All our staff use it daily and generally can use all of the needed functions with limited training. The price is reasonable and the support is pretty good. They are friendly and understand the problem.

We have found several limitations for our counseling center: 1) we see multiple members in a family with different counselors. You cannot create more than one account with one email. So if there is only 1 parent and 2 children that need to be seen we need to be creative in how to get intake paperwork to them. 2) Some of the forms are not customizable. We tried to use our own Intake and Treatment Plans, but then none of it had interface with the other features, so we went back to using their forms, but they are not in the format we need for Medicaid and for our own needs. 3) we do assessments to track progress. They recently added a few basic standardized assessment tools, but we would prefer to use our own that we developed. So we need to use Survey Monkey for that function. Generally we would prefer a product we can tailor more to our program needs, but realize this would cost a lot more. So for the money, this is an adequate product for us.

In the beginning the experience was great. Good service, training, and responsiveness. Over past year this has changed and I was told larger accounts get prioritized. I am looking for a new medical billing service but will likely continue using the EHR part for now.

Inputting progress notes is quick and easy. Navigating adding clients, storing records, and reliability of site working is the best thing about TheraNest

The billing service is expensive for what you get. You will spend a lot of time tracking payments and following up on your own. Your invoice records will not be kept in a timely way and you won’t be alerted if invoices aren’t paid. If not paid you won’t know why unless you spend hours contacting insurers.

I am solving a time and storage problem through the use of Nest. The more I become comfortable with this software, the more I am able to do with leaving the office and having time for myself. In addition, I no longer pay an outside service for billing and bill almost immediately through the Nest program, understanding the ins and outs of how insurance panels prefer the electronic billing to another means. In the 6 or so months that I have used nest, I find it a tremendous asset to my business life as a therapist.

TheraNest continues to revamp and update its software making it more compatible to my needs as a clinician. Once you begin the experience of Nest and take it one step at a time, you realize that you are making progress with virtual notes and storage, billing and even telehealth! At first I was overwhelmed with learning to do everything online (changing from paper and pencil note taking, having an outside billing service to all electronic needs) I have made excellent progress where I am saving both time and money with the Nest Service. One great aspect of this service is the customer care with live online support and articles to read on areas I may need help. Training is offered on the areas I need the most help and the staff frequently ask how they can make this software product better and more compatible to my needs as a therapist's. A final accolade of Nest is being able to store secure photos of client art work and additional notes and documents. There is a secure client portal too if you choose to use this for intake and other virtual needs.

As a seasoned professional with little to no electronic note taking experience, my learning curve is not as adept to electronic storage, billing and virtual sessions. So, I find that sometimes the training tapes are too fast and too in-depth for one sitting. Therefore, I need to review them a few times in order to understand what area of Nest to access and what tabs I need to use for processing. Fortunately the support staff are ready to help me in all of my questions.

Overall, I have truly valued using theranest for my work. It has been a wonderful system for practice management that I can do virtually everything I need to for my clinical practice. Once you’re familiar with the system, it is so easy to navigate through and complete the work in a timely manner. Although not without its frustrations, Theranest still has room to grow and develop. But I’m happy to wait along for the changes they have made.

TheraNest offers our practice the ability to effectively manage a caseload from all different sizes, and enables us to maintain confidentiality of patient information even across different users. I love that I don’t have to worry about someone else seeing the notes or appointment dates other than those who should. TheraNest’s template for progress notes, intakes, and treatment plans are super helpful in keeping me organized and making sure that I do not miss any information that needs to be documented. Additionally, I appreciate the software’s consistent updates that take into consideration feedback received from users like me. I was especially appreciative of their addition of separate gender identity and pronoun lines in the client details section.

Learning the software is difficult - wherein we notice a lot of people making errors in setting up appointments or being able to navigate through the site. We also find that few people use TheraNest the same way across the board, which creates some inconsistencies for us on billing and case management. Additionally, I have noticed minor fixes that could help to change the overall experience. For example, there’s no option for a user to cancel/change multiple appointments at one time; e.g., when a therapist is going out of town for a week. Also, there is no option to maintain a history of client demographic information, once you update the information (or the client does) it is gone. Lastly, there are seemingly no options to enter notes or addendums to notes that are signed or attached to a billed invoice. As a clinician, we notice mistakes at times and need to include additional comments like follow-ups with collaborative providers, client homework, etc. that would be best attached to the session note.

Exceptional. Our journey started with their [SENSITIVE CONTENT HIDDEN], who did an exceptional job explaining what Theranest would provide and how the system works. My big issue is customer service, if it involves a client's experience, whether its billing or telehealth assistance. When I have occasionally come upon a problem (which sadly is often user error....me...), I have gotten prompt response and excellent customer service. ([SENSITIVE CONTENT HIDDEN]? Amazing. And those articles by [SENSITIVE CONTENT HIDDEN], so helpful) . We are delighted with the switch.

I love the clean interface and the ease of use this product provides. As someone who is not particularly technically savvy, this was an easy platform to learn and to teach. Secondly, and VERY important to me, the customer service is exceptional. They respond in good time, and they are incredibly helpful when they do. Its worth mentioning, that often I'm sending in a request for help at the end of my day, knowing that I won't hear back until tomorrow. While I usually loathe being referred to an article to address a problem, the articles they provide are exceptionally written, and give clear concise STEPS to resolve an issue. (Kudos to their writer, who is worth her weight in gold). So I can say we are extremely happy that we switched to Theranest.

I haven't found any yet. We've had this for 6 months and nothing has happened that is problematic. In fact, its been a pleasure learning and working with the system and the Theranest Team. (And they are a TEAM) [SENSITIVE CONTENT HIDDEN] particularly is phenomenal. I even like the bot system that does the initial chat space! I usually hate that but its SO effective.

Set up to document all phases of counseling; ability to upload documents into client records; MSE with each progress note; can email clients through client portal for HIPPA compliance; clients can securely complete, sign, and submit intake paperwork through client portal; ability to accept credit and debit cards easily for services rendered; GREAT invoicing and billing features; automated appointment reminders; integrated calendar; multi clinician capability; Wiley planner and progress note features; the reports feature is fantastic for tracking payments, invoices, and notes status. Subscribers can also develop custom forms for clients or for clinician documentation needs. The help and tutorial features are easy to follow, and customer service has been responsive. TheraNest continually seeks feedback about subscriber needs and uses that feedback to improve their product. There is also an internal office chat box feature.

Like any product, it is not perfect. The calendar feature is good but has room for improvement with respect to appointments spilling into nonwork hours or the occasional time I choose to see clients outside my regular hours to compensate for conferences or other needs taking time from my regular client schedule. I understand this issue is being addressed. Progress notes can be lengthy due to incorporation of the client's entire treatment plan into the note. I have yet to find a way to mark treatment goals and objectives as completed in the treatment plan even when using the review feature. This would be a helpful feature to track a client's progress quickly and for planning future session interventions to address unmet goals.

Theranest provides everything that is needed for my practice. It has been simple to learn and use throughout the years. I appreciate all the updates that are made to accommodate the various practices, the access to Knowledge Base and the quick response from customer support when I've needed additional help.

I've been working with Theranest for almost 10 years. Theranest software keeps my client files HIPAA compliant, which is crucial in the mental health/medical field; I have never had a problem. Once set up, billing is very simple. If I'm having a difficult time with billing, records , program, etc, customer support is easy to access. I appreciate the Knowledge Base that has been developed as well as how Theranest has consistently improved the software or made adjustments based on their customers recommendations.

I'm a very small practice (3 individuals). I don't like having to pay extra for changes that I would like to make i.e. using Wiley notes. I understand how Theranest makes it's money but for something that doesn't require ongoing support, some things should just be another option ie. choosing between Standard note or SOAP note.I also feel the percentage for assistant billing (following up with insurance providers for unpaid invoices) is very high, considering once you figure out the problem and I begin to be reimbursed for services and no further assistance from Theranest staff is required; I am still expected to provide you with a percentage of what I'm billing. Perhaps just charging a one-time fee.

The mobile feature; Notes/scheduling/billing all in 1 program and platform; Client portal; Visually easy to understand and use without a lot of needed guidance;

1) The notes are rudimentary and unprofessional 'looking' when you print them. 2) The signature feature does not have enough characters to include full name and credentials & the hand-written option ends up looking like a preschooler signed your name; 3) all the demographic and other info that a ct fills out in ct portal forms DO NOT auto-populate to your intkae note template or anywhere, so you end up having to re-type a tone of information; 3) ct oprtal forms are easy to edit, but the actual intake and progress forms are NOT editable. They advertise "customizable forms" but neglect to tell you that if you use these, you don't get any of the built-in, dynamic software features such as the DSM-5 dx box, all demographic info, date/etc... that's the whole point- you can't run reports on these notes, etc.!!! 4) the text boxes that you type you notes in are not user-friendly...you have to scroll down if you type a longer paragraph in order to read/view and edit it. It's time-consuming and difficult to review your note. 5) not easy to upload photos or handouts that you and a ct create. You have to email it to yourself, download it and then upload it to TheraNest...too many steps! Overall, the note taking features in this EMR are poor.

There is nothing more reassuring than good customer support. Any time I have needed assistance, I have been offered answers and often good suggestions.

First of all, the instructional materials and webinar made implementation far less stressful than I had imagined. Customer support is ALWAYS extremely responsive. The functionality is intuitive and allows me to set or change functions based on the needs of staff and clients. Also, if there is a clear need to upgrade or change functions or features, TheraNest seems quite willing to adapt to the needs of their customers, which is very reassuring.

Integration was NOT difficult at all. There aren't really any cons. There are only things that I would add to cater spicifically to OUR office. Obviously, that isn't possible. And TheraNest already has a "suggest a feature" feature to allow customers to chose new functions by voting. Pretty cool.

We have been users of Theranest for the last year. It is very, very user friendly, especially compared with some of the other products that we demo'd. Most things were very, very well --- scheduling, appointment reminders, progress notes, reporting features that help us know who is current with progress notes and assessments and who has gotten behind, treatment planning and diagnostic features. We do not use the Wiley Treatment Planner library, but we might at some point and are thrilled that it is available. We initially used the merchant account features to run credit/debit/flex cards through the system, but we found we could save considerably by having a merchant account with our bank instead. Switching back and forth was not a problem. We have generally been very pleased with most aspects of the service, especially the finance terms. This platform works very well for a practice that has several clinicians and when the work is exclusively individuals, couples or families.

We love it that we pay a rate based on the number of active clients, not the number of users. We have several part-time staff who want and need to be able to use the same system, and other EHRs charge by clinician. The best part, though, is that it looks and feels very much like a paper record, and getting tech-anxious clinicians to make the switch from paper really very easy. Even the most reluctant found that they love it and do not complain about changing from paper to EHR.

Group rosters, group notes and scheduling of groups is possible but definitely a weak area for Theranest. Other weak areas include the way the ledger interfaces with attendance in the creation of invoices and superbills (putting cancellations on them, even if there was no charge). And lastly, reporting features could be better for helping practice managers better assess productivity and other information. The dashboard looks great, but as far as I can tell, we can't change the data that the graphics are pulling from and they always are reporting information that is from the beginning of the practice's use of Theranest, not with any particular timeframe or different variables. This may be possible to change, but if so, it's not easy enough for THIS user to figure it out.

Ease of use. Start up almost immediately is possible.

Astonishing this company put a rate increase in the middle of COVID 19. At a time when most Mental Health Therapist are reducing rates to help clients, as well as losing clients due to the difficult circumstances GLOBALLY. THERANEST decide to increase their rates. Shameful. I reduced my registration immediately when this came to my attention to counteract their increase as best I could and if this actually goes through, I am looking for a new application. I do not want to support a company who is looking out for themselves to the point that they put in a rate increase during a GLOBAL CRISIS.

I find the company is always growing, looking for ways to improve based on clinician feedback. Two changes/improvements have been made that I've requested (along with others) and they've made many many other improvements that hadn't necessarily occurred to me but that have increased efficiency or streamlining. The customer service is excellent. I used to spend hours doing my billing, and before that paid a human being by the hour to do it for me, and now it's literally a few clicks. I have very busy solo practice (30-35 patient hours per week) and I am 100% on top of my Intakes, notes, billing and incoming payments.

It has definitely steadily crept up in cost since I started using it in 2014, but I've compared it to other platforms and it's comparable or less for what you get. There are many features that I don't need at all in a solo practice, but again, this is probably true in other platforms (this, I'm not positive about) and anyway, I don't feel like I'm paying for a bunch of stuff I don't need.

I aids my practice in running efficiently in all areas.

The user friendly software, color scheme, and efficiency is what I like most. I recommend it to my clients and I have not gotten one complaint about your EHR. It is great for the administrative staff, clients (Therabook), and the therapist. I love that their staff make me feel like we are one big happy family working together. My questions are answered in a timely manner and they are answered effectively. The same day I might add. Theranest is the best choice for a mental health private practice.

I honestly do not have a CON. I guess since I have to submit 100 characters as a min. I will say.... I setup many account for different mental health professionals and I have to use a different email every time. That can be a pain, because I do business with my company email.

TheraNest is one-stop shopping! For an affordable monthly cost, I get everything I need to keep my practice running smoothly - I can schedule patients, send them forms ahead of their appointment via the Client Portal, submit my insurance claims in two simple clicks, and keep track of my income by running monthly reports. I also like being able to write assessments and progress notes in my own style using the customs forms feature. Can't forget about customer support; TheraNest is great over the phone, and they certainly listen to customer requests by continuously adding new features each month. For someone looking for a paperless and organized practice, TheraNest is a must!

TheraNest can be a touch confusing when initially navigating its features. However, after repeated practice, I now find it so simple and easy to use. I wish the Client Portal/Custom Forms could be advanced so that we can change the font size and have control over bolding/italicizing/underlining certain headings and words.

Nothing I didn't already get from other EHR's. Nothing special.

It looks great, the implementation of Wiley planner is fantastic, and it gets the job done. The color scheme is nice (it looks pretty)

Extra fees for: wiley planner, customer portal, reminders, adding staff (pay once to add them, then to give access to wiley, then to give access to client portal!), more than 30 clients, etc! Plus, there is a 10 mb limit on uploading docs to client files. The editor for the intake paperwork is atrocious (let me upload a PDF!). The credit card payments take MONTHS to post in your account. No direct notifications when a client messages you! Unable to edit "non patient appointments" on the mobile app! Several buttons within forms direct you away from a page WITHOUT SAVING PREVIOUS INFORMATION! I've worked with other EHR's in the past and this one is not the worst, but the fees leave a bad taste in my mouth. There are other EHR's that just offer a flat rate and do ALL of these functions. I will be switching at the end of the year.