ClinicSource Therapy Practice Management Software


ClinicSource is a cloud-based practice management solution that helps in scheduling and documenting the therapy appointments of the patients.

ClinicSource Therapy Practice Management’s scheduler includes billing and electronic medical record, where the patient’s information is recorded in the database and all the claims and invoices against the patient are displayed and can be generated automatically. The mental health practitioners can create notes and alerts on each patient that can be linked to the patient's medical records. This helps the patient to view their medical history at a common location.

The scheduler also helps in booking appointments that can be edited and modified using drag and drop feature. The appointment reminder feature gives the patient an alert a day before each appointment to avoid a no-show. The Patient can reschedule the appointment in case it is required at their end.

It is priced on a per month subscription basis. Support is available on call and live chat.

Evaluation template
Evaluation template

Evaluation template

Appointment setting interface

Appointment setting interface

Therapy billing

Therapy billing

Visits by provider

Visits by provider

Documentation

Documentation

Progress note

Progress note

Supported Operating System(s):

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



25 Reviews of ClinicSource Therapy Practice Management

Overall rating

4.0 / 5 stars

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Showing 1 - 20 of 25 reviews

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Danielle from Hospital & Health Care

Number of employees:  11-50 employees

Ease-of-use

Functionality

September 2018

Great documentation resource

Clinic Source is a great documentation resource, however I did prefer using Fusion because there was better/easier ways to make documentation for daily notes and evaluations fast and easy.

Pros

1. Easy for efficient and organized documentation.
2. Lists goals for each child above every note which allows you to check if addressed in session.
2. Allows you to pull from previous session notes.

Cons

1. Parts of the documentation take long, it would benefit from drop downs other than the goals for the objective part of the note for example: strengthening, fine motor, sensory, etc.

Review Source: Capterra

Maria from ITS

Specialty:  Multi-specialty

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Very very dissapointing

If you want to focus on your clients DONOT get this system!

Pros

Could be amazing if it really did what they purport it does! It is hypothetically my ideal system, however what it is capable of in reality stinks.

Cons

Everything. Nothing works. It eats up entire reports that take hours to write and the therapists are not happy about rewriting reports. Zero customer service. They only make sure to take maximum $ they can every month but never give a rebate if you cancel a therapist in the middle of a month but will anyway immediately send a new bill if you then added the person again a day or two later!!! No live person to ever help. They will threaten instead of shutting your system down and will. I would stay as far away as possible.

Review Source
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

medical looking EMR

Pros

The layout for each client is easy to understand. The DOS fall under the Eval and POC, and the goals are automatically populated into each note. The breakdown for the note is splint into a SOAP note format to ensure covering all areas of documenation.

Cons

The visual aspect is very "medical model," however it is not a big issue for me. Other therapists have commented on the general viewing screen.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

July 2018

EMR system for pediatric occupational therapist

Pros

The layout for each patient makes it easy to see which notes fall under which evaluation and plan of care. The documentation page for each note is separated into S, O, A, and P sections and displays goals with an area of percentage achieved and assistance required.

Cons

The display itself is a bit "medical model" looking and is not as aesthetically attractive to the eye as some other EMR systems I have encountered.

Review Source: Capterra

Ramon from Lynne Alba Speech Therapy Solutions, P.C.

Specialty:  Speech therapy

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

I am the Director of Operations and I am responsible for choosing CRM systems, Based on customer service an technical support I would not purchase the program again.

I would not buy this product again

Pros

Easier o use in basic areas. Price is right. That's it I have no more to say. The program is OK but not stellar.

Cons

Very poor follow=-up by customer service. If you have a request they don't have ab immediate answer for they say they will email you or phone you back but never do. The salesman drastically oversold support, very disappointed

Review Source

Trissa from Hawai’i Voice and Speech Studio

Specialty:  Speech therapy

Number of employees:  1 employee

Ease-of-use

Functionality

May 2018

Extremely useful for the busy SLP

Overall it is what was advertised. I’m still learning the system and will have to figure out the billing side as well as how to upload a voice protocol template

Pros

Apple compatible
Templates for many standardized tests
Ability to connect Careplan to SOAPs
Client can sign right on the Note

Cons

Learning curve is steep so there is much I don’t know how to do yet
Can be slow to respond on iPad
Custom templates are harder to create

Review Source

Kari from Enrichment Alternatives

Specialty:  Speech therapy

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Great product for multidisciplinary practices

We have been satisfied with this product and would recommend this to other practices!

Pros

It is user friendly and the customer support cannot be beat! The training we had before we started was helpful and informative.

Cons

Sometimes the service codes are duplicated multiple times on the progress notes. The lay out of the templates can be difficult to make the same across the different disciplines.

Review Source

Erick from Therapy For U

Specialty:  Speech therapy

Number of employees:  2-10 employees

Ease-of-use

Functionality

April 2018

Good concept, no so good execution.

When everything is working... just ok, no bells or whistles. When something goes wrong... extremely frustrating at the lack of getting fixed on the spot.

Pros

The software in a lot of aspects is easy to use and the learning curve is not to steep. Affordable. Nice bank of icd10 codes that can be customized.

Cons

Rather unstable. For example... you can't print directly to a printer. The software first exports the item you are trying to print to a pdf format which you can print and/or save, but the problem is that every now and then, it doesn't work. Even though customer service is courteous, more often than not, they cannot fix the problem and it has to be sent to another department along with a service ticket. Usually it takes them 48 to 72 hours to get it fix. Time is money and that alone is something you should be aware of.

Review Source

Michael from Speech Pathway

Specialty:  Speech therapy

Number of employees:  2-10 employees

Ease-of-use

Customer support

Functionality

January 2018

Speech-Language Private Practice

Pros

Online based, Able to access documents from anywhere, Clinic Source has provided an online solution for the private practice I work at.

Cons

Reports, User Interface, 3rd party synchronization does not work adequately with google calendar, Limited reports w/o ability to create your own custom reports. No IOS or Android application.

Review Source

Sherrie from Sherrie Holmes counseling

Specialty:  Mental & behavioral health

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

December 2017

The software is awesome.

Pros

The sofyware is easy to use. Customer service is readily available and helpful. They are open to suggestions. This has helped me to cut down on valuable time I'm now able to spend on clients.

Review Source

He from OHT

Ease-of-use

Value for money

Customer support

Functionality

October 2017

Looked awesome initially, but does not fulfill promises

I was able to start my company with this software. I was able to use an integrated schedule, documentation, and billing software. The cost is reasonable.

Pros

Graphics are appealing. The technical support person is very kind and helpful. The cost is reasonable. I am a one-therapist company and for the most part, most of the system works.

Cons

(1) One has to place a "support ticket" to get any help. The initial person on the phone who takes your call is unprofessional and robotic and states that you "first" have to place a "support ticket". Then, the support ticket will be closed if a certain amount of time passes--even of your problem was unresolved. For example, I placed a "support ticket" on a Friday, and by Monday I was notified by that it was "canceled" due to "customer did not respond in a timely manner". So due to the fact that I placed the ticket on Friday, and I didn't respond to the 'automated message' in 1 day's time, (Saturday--when I was not working) my ticket was cancelled and I had to start the process over again. Once you are able to schedule "a help session", Steven, the tech, is wonderful. He is very kind and helpful. However, it is very frustrating go through all the "hoops" prior to getting help. (2) The company has not held on to the promise (when I signed on in September 2016) that there would be a "patient portal" or means to have clients register for service at home by October of 2016. They still haven't added this. It is now October 2017. (3) Additionally, the company does not know how to explain/correct Medicare billing. A tech (not Steven) did not /could not understand how to help me with G-code entries. Lastly, we can not use Clinic Source to bill Medicare Clients. Medicare rejects all. We have to bill using a different system.

Review Source: Capterra

Alisa from ALM Therapy, LLC

Specialty:  Physical therapy / rehab

Number of employees:  1 employee

Ease-of-use

Functionality

September 2017

My experience has been that the software is a great product for the money.

I think the product meets my needs.

Pros

Easy to use, able to customize. The cost of the software is reasonable. My practice consists of one provider and it is very practical, but more providers could be added.

Cons

I do not like the formatting of the documents and unable to change that. Once in a contract it is difficult to call to get assistance from customer service, but they respond within 24h of emailing a question/concern.

Review Source

Wendy from Chit Chat Speech and Language Therapy

Specialty:  Speech therapy

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2017

ClinicSource, Of Course !

The program is working well for us. It is meeting our needs and the needs for our clients.

Pros

The ease in which to add new and maintain clients, evaluations, daily plans and daily notes. The versatility to move the schedule around when needed. Because this is an internet based system, it makes billing easier and saves on time and is less paper intensive. It saves trees.

Cons

We developed our own written "guide" to transition our therapists from our old billing system to ClinicSource even though the company provides guidance, help and assistance. As with any new program it took a few tries to get all transitioned smoothly.


Wen from Complete Rehabilitation Services Inc

Specialty:  Speech therapy

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2017

clinicsource review for a speech language therapist's perspective. Pros and cons listed.

make the therapy sessions easier in general

Pros

easy access: I can have easy access to clinicsource at the clinic anywhere and time;
data sharing: it allows me to read the previous notes and POC and the progress easier, it also allows me to track the next re-eval time;
progress tracking: it allows me to check patients' progress made.

Cons

cyber security: when I came back from the my vacation trip, I was informed that my company's clinicsource security was breached and we had to pay money to get the data back. After that , we started to pay more attention to the log in/log off checking etc;
formatting: difficulty to change format, sometimes difficulty to paste tables to the impression section of the eval template;
diagnosis code: difficulty to make changes to the diagnosis code once the eval template is inserted.

Nataile from Inspire Communication, INC

Specialty:  Speech therapy

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2017

Perfect for a Started EMR

We have been using CS for about 3 or 4 years now and it has served us well. Until recently, we had no concerns, however, our pricing was increased without notice which left us feeling concerned. We enjoy the calendar feature (pushes to Google Calendar) as well as the ability to use some simple templates with check boxes and narrative capability as well as the ability to upload various documents. We understand price increases however we aren't seeing any new features which might make us want to consider an increase.

Pros

- relatively inexpensive
- relatively easy to learn
- good for small businesses
- unlimited storage for documents
- billing capability (we don't currently use this feature but we could)

Cons

- poor training manual
- limited customer support
- no notice regarding price increases
- interface and organization is somewhat disorganized - not as intuitive as other EMRs

Dan from Timpanogos Speech Clinic

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2017

Good team seems interested in making it better. Good control of business, but room for improvement.

Better documentation speeds up time of clinicians. I am still discovering the billing methodology and processes, so I am hoping it will deliver on promise of decreasing office time, too.

Pros

ability to save time on provider documentation. Online billing with insurance companies. Goals seem to works well.

Cons

Needs to offer more control to clinics - multiple email, reminder text, communication to clinicians of cancellations, on the fly reporting.

Review Source: Capterra

Megan from Kids Speak

Specialty:  Speech therapy

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2017

Behind on features and not very efficient

Overall Clinicsource is just behind on features that help with efficiency.

Pros

Basic tasks can be done in main screen, Full patient list first thing you see under patients, pretty basic features and ease of use for a small patient base.

Cons

Auto import for billing reconciliation not available, no auto alerts for ending insurance authorizations, too much room for error in billing and insurance auth expiration. Not customizable.

Glenda from Dany's Physical Therapy

Specialty:  Physical therapy / rehab

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2017

Very slow, very basic

This was our first foray into electronic practice management. It was only $ per month for two clinics, but it didn't do things like populating CPT and diagnosis codes. About two weeks after we bought the system, the scheduler was "upgraded" and while it provides a lot of information, it made the task of scheduling excruciatingly slow. Actually, the system is overall very slow, even when using high speed internet. It takes about 10 minutes to add a single diagnosis code. Now, they have upped their price 100% without any improvements. If you are looking for a basic system and are a small practice, and don't bill Medicare, this might work for you. Otherwise, I wouldn't recommend it.

Pros

At least it is not paper? You can schedule on line an file claims online. It is really hard to fill up this box.

Cons

Slow scheduling
No auto save; clinicians would lose their notes
Slow overall
Does not populate CPT or diagnosis codes for you.
Etc....

Michael from A Matter of Communication, Inc.

Specialty:  Speech therapy

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

February 2017

A Matter of Communication/Integrated TherapyWorks

Overall I feel Clinic Source has met my needs for an EMR. As is likely the case with any, there are things that don't fit they way I would do it if I built the system myself but can be managed ok. They have been pretty responsive to changing things when we contact tech support. I was concerned when we had the Medicare G-code changes coming and no one there seemed to be at all aware and I had to spend time on the phone for a couple hours explaining and sending information to get the G-codes in the system. In addition, I am feeling the same way about a recent ASHA webinar in which we talked about Exception I and Exception II codes that I realized are not indicated in the system at this time. While I understand this is ultimately our responsibility, I feel we are paying a sufficient amount monthly that we can expect the EMR company to be looking into the existing and upcoming changes in our coding that necessitates updates to the system.

Pros

It does flow pretty well between records. It is comforting to know everything is backed up, so will not be lost if my computer were to crash. I feel tech support is quick to respond and typically has always come up with a viable solution whenever we pose an issue.

Cons

Most recently we were not pleased with the almost doubling of the monthly cost. I understand there has to be adjustments, but this seemed like quite a big jump and almost resulted in us changing companies (In the end too much work and too much to lose in the process made us decide to change). As I work with adults/adolescents, I would like a table for the Functional Assessment of Verbal Reasoning and Executive Strategies (FAVRES) adult and student versions in the evaluation portion because currently I end up making my own table and attaching it. I have asked before, but was told these changes are usually not made until several people ask for it. I also would prefer some type of combined summary report and updated POC, as it is time-consuming to do both. I like the idea of the summary in which you then see the progress for each goal, but would like to have a way to have that within the updated POC, as usually, that is the only thing different in the summary and update POC. We have a biller whom we want to continue to use and thus have no need for the billing portion, so it would be nice to have an option to pay without that portion.

Hubert from Little Star Therapy Services

Ease-of-use

Value for money

Customer support

Functionality

December 2016

Continuously improving

ClinicSource is a great tool for pediatric therapy practices and they continuously add more features to it free of charge. Customer service response is exceptional

Review Source: Capterra

Displaying 1 - 20 of 25 reviews