--- title: "ClinicSource Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of ClinicSource. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if ClinicSource is a good fit for you!" source_url: "https://www.softwareadvice.com/medical/clinic-source-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Mental Health Software](https://www.softwareadvice.com/mental-health/) / [ClinicSource](https://www.softwareadvice.com/medical/clinic-source-profile/) / ClinicSource Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/medical/clinic-source-profile/) Reviews [Alternatives](https://www.softwareadvice.com/medical/clinic-source-profile/alternatives/) # ClinicSource User Reviews ## Reviews summary - Overall rating: 3.7/5 - Total reviews: 91 ### Secondary ratings - Ease of use: 3.8/5 - Customer support: 3.6/5 - Value for money: 3.5/5 - Functionality: 3.7/5 ### Rating distribution - 5 stars: 39 reviews (43%) - 4 stars: 17 reviews (19%) - 3 stars: 16 reviews (18%) - 2 stars: 7 reviews (8%) - 1 star: 12 reviews (13%) ### Most mentioned pros - I am pleased to share that we have now found an excellent EHR system at a reasonable price that has greatly streamlined our practice management. When the company itself admits that their EHR is inadequate for behavioral health, it serves as a clear warning. - User-Friendly Interface: intuitive design, which simplifies patient data entry, scheduling, and billing processes. - clinic source allows me to be stress free when it comes to seeing who is the best for me. ### Most mentioned cons - The lack of personalization with documents and also the site itself. - The lack of communication within the company after services had been canceled. - Anyone familiar with the complexities involved in switching EHR systems understands how costly, time-consuming, and stressful this process can be. ## ClinicSource customer reviews Showing reviews 1-25 of 91 (page 1). ### Great Software for Private Medical Practices - Overall rating: 5/5 - Reviewer: Danieal J. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2019 - Review source details: This review was submitted organically. No incentive was offered ClinicSource offers organization to any medical practice. It provides video and documented tutorials to make training easier for new employees. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros ClinicSource is great for maintaining patients' personal info, medical records, insurance, billing, and payment information. ClinicSource gives you the ability to create accounts for the doctor and administrator. The administrator is able to schedule appointments, alerts, and notes according to the doctor needs. You can link Clinicsource to an email or phone to obtain alerts. #### Cons Unable to obtain deleted patient information through customer service. Therefore, click "SAVE" in each thread to ensure information is saved. --- ### A good platform, but has it's drawbacks - Overall rating: 4/5 - Reviewer: Jennifer A. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered ClinicSource is a fairly good product. They have a lot of add-ons that we don't use because of the price. I think that it requires a lot of start up work to get going. The platform itself goes down/lags not infrequently. It makes things take a long time. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 2/5 - Functionality: 4/5 #### Pros From an administrative perspective, I like that ClinicSource scheduling is super easy. Moving appointments is just a click and a drag. Also, setting up different kinds of appointment is easy. #### Cons Getting clinical documents OUT of ClinicSource is clunky & cumbersome and time consuming. They do not provide Zip file downloads, so clinical docs must be downloaded (converted to PDF) 30 records at a time. It's awful. --- ### There are better EMR options available - Overall rating: 2/5 - Reviewer: Ashley E. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: March 2026 - Review source details: This review was submitted organically. No incentive was offered ClinicSource was okay in the beginning. I chose it because I had previously used it at other job sites. It was less than exceptional. The price increased approximately $5/month, but there were no updates to the system. They charge for every extra service. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 1/5 - Customer support: 3/5 - Functionality: 2/5 #### Pros I liked the accessibility to speech language assessment templates, goals, and reports that were available. #### Cons The billing process for the subscription and how previous payments were still stored in their system even after new ones were assigned. The lack of communication within the company after services had been canceled. I was charged at least 3x for services that had been cancelled and confirmed via email. The lack of personalization with documents and also the site itself. No mobile app option available. #### Reasons for choosing ClinicSource It was the last EMR I used at a previous job --- ### A nightmare! - Overall rating: 1/5 - Reviewer: RACHEL T. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered I purchased Clinic Source services over two years ago with the intention of streamlining my psychotherapy practice. The sales presentation was compelling, and we were assured that any system issues could be addressed through necessary modifications. We were also told that this software was specifically designed to support psychotherapy practices. Unfortunately, these statements proved to be inaccurate. From the outset, we experienced numerous difficulties, including billing problems, a lack of integration between different areas of the program, inaccurate reports, incorrect accounts receivable data, and missing diagnostic codes in documentation. Out of necessity, I personally learned how to create and modify documents, despite not being a computer expert, which required a significant amount of time and effort. Due to inaccuracies in basic documents, the program was not functional without these modifications. The system was exceedingly complex and added numerous steps, which compelled us to hire additional staff to manage the practice effectively. When contacting support, we were often directed to the message board, where if enough users submitted similar requests or issues, consideration might be given. I also submitted a detailed letter outlining our experiences and highlighting that much of the program was not well-suited for behavioral health providers. I requested specific improvements to reduce the many extra steps required to operate efficiently. The company responded by acknowledging that their current platform falls short for behavioral health providers and stated that they do not have immediate plans to address these concerns, but would notify us if they made updates. Anyone familiar with the complexities involved in switching EHR systems understands how costly, time-consuming, and stressful this process can be. I strongly advise against using this program if you are a behavioral health provider. It has been a challenging experience and cost us thousands of dollars and considerable time in efforts to make it work. I am pleased to share that we have now found an excellent EHR system at a reasonable price that has greatly streamlined our practice management. When the company itself admits that their EHR is inadequate for behavioral health, it serves as a clear warning. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Integrated software, billing, clinical documentation, scheduling. Good marketing. Friendly staff, good onboarding. #### Cons Not suited for Behavioral Health providers. This software added a significant amount of work in managing the practice. --- ### Great calendar but slow system. - Overall rating: 3/5 - Reviewer: Mark S. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I became very efficient with it after working with it for a while. However, I utilized many self-learned shortcuts and learned to avoid things that would cause the system to struggle. The slowness and bugs that resulting in lost documentation/time were very frustrating. Overall, I enjoyed the calendar/schedule interface but was frustrated by the slowness of the system and how it slowed down documentation. #### Ratings breakdown - Ease of use: 2/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros The ease of managing and viewing the schedule, finding basic patient information for quick contact, referring physician information, and tracking authorizations from the calendar. I liked the readily available text boxes and how easier they were to use along with the "copy forward" option. #### Cons The consistent freezing of the software during high volume times was a huge problem for being productive as a therapist (almost every Monday, many days first thing in the morning, and often times on Fridays too). This freezing also occasionally caused loss of documentation that required being rewritten (which was greatly frustrating when an entire evaluation was lost). The difficulty/slowness of finding documents that had been scanned into the patient file as attachments. The organization was not great for attachments, and it would have been easier to find things if there was an "expand all" option for the categories. The slowness of modifying the evaluation templates while writing an eval. The evals also start freezing on you if you are copying from a personal template. Not being able to minimize areas that were not going to be used during the eval (so having to scroll past them every time). Also, having to load multiple pages/screens before getting to work on each daily note definitely slowed down the documentation, rather than opening the note and being able to do everything within the same page/screen. --- ### ClinicSource just doesn't care about Speech Therapy / SLP practices / SLPs! - Overall rating: 1/5 - Reviewer: David H. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered Really terrible experience. It would be one thing if they cared / were trying at all, but they clearly just were wanting to raise prices and milk users for every last dollar. Even when we had decided to leave, they tried to hold our data hostage. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 2/5 #### Pros Clinic Source was better than hand written notes. Allowed us to digitize our legacy hard copy - driven practice. #### Cons Customer Service just didn't care! We asked for basic help and it took forever. Clearly not focused on speech therapy / SLPs (or OTs / PTs either). --- ### Speech-Language Pathologist - Overall rating: 3/5 - Reviewer: Stephanie V. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I used ClinicSource as a novel clinician. ClinicSource was the first EMR system I used. At the time, ClinicSource was efficient; however, once I used a different EMR system, I realized how much I disliked ClinicSource. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 2/5 #### Pros ClinicSource provided an easier overview of daily appointments and check-ins and cancellations. #### Cons Data collection on ClinicSource was not user friendly. It did not provide sufficient viewpoints of the data and therapists had to calculate the percentages when completing progress notes and re-evaluations. --- ### User-Friendly Interface, but High Pricing and Technical Issues Impact Experience - Overall rating: 3/5 - Reviewer: Colleen K. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered Technical issues that made documentation cumbersome, below average customer service experience, high pricing. Scheduling layout is intuitive. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros User-Friendly Interface: intuitive design, which simplifies patient data entry, scheduling, and billing processes. Customizable Templates: tailored to various therapy disciplines, including pediatric occupational therapy, helped make documentation more efficient. #### Cons Pricing is higher compared to other software options, which can impact smaller practices especially. Technical issues: We had a lot of issues with slow loading, especially when multiple tabs were open. This stopped happening once we switched to Fusion. Contractual Commitments: Contractual obligations attempts to lock users into a service --- ### I do not recommend. - Overall rating: 1/5 - Reviewer: Robyn D. - Verified reviewer: Yes - Industry: Education Management - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: April 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It served its purpose for the time I needed it. It was frustrating to have to 'email' the families their tx notes. I did not like the simplicity of it as it didn't have any bells and whistles. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros I didn't like it. But the only good thing was it was cheap. #### Cons I didn't like that forms had to be created. I didn't like that it was basic and unprofessional look of it. --- ### Do Not Waste Your Money - Overall rating: 1/5 - Reviewer: Michelle K. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered Negative. My experience, from a billing perspective, has been awful. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Absolutely nothing. Especially from a billing perspective, this app makes no sense. #### Cons Very slow, times out in the middle of posting payments/adjustments, times out while therapists are writing notes, no ledger for billing, you can write a note in a payment, but can't run a report for the notes. ClinicSource, from a billing perspective, is the worst software I have ever worked with. --- ### Clinicsource - Overall rating: 5/5 - Reviewer: Fehmida I. - Verified reviewer: Yes - Industry: E-Learning - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: January 2025 - Review source details: This review was submitted organically. No incentive was offered comprehensive features specifically designed for therapy practices, user-friendly interface, strong customer support, and integration capabilities, #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Offers a full suite of tools for managing patient information, scheduling appointments, electronic medical records (EMR), billing, and insurance verification, tailored to therapy practices. #### Cons Once a document is signed, users cannot edit it, which can be frustrating if mistakes are made. --- ### Raja_Ahmed - Overall rating: 5/5 - Reviewer: Rowida A. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used monthly for free trial - Reviewed: January 2025 - Review source details: This review was submitted organically. No incentive was offered It was be a nice experience and I will repeat it #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I like the design of the website There is an organism of patients and clinics It's simple to use #### Cons The advertisements that be shown on the platform --- ### Extremely disappointed - Buyer beware! - Overall rating: 1/5 - Reviewer: Marsha M. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: June 2022 - Review source details: This review was submitted organically. No incentive was offered Sales team assured me it was an easy set up process with lots of training and would make my job less about paperwork and more about my clients. Unfortunately, I was never able to utilize this due to such a headache of setting it up. After 3 weeks the system was still not usable with comments back from support stating things like "maybe just try to reset your password". I even had a trainer state to me at the two week mark "this isn't even set up for you correctly, it is not usable yet, we can't get all of the training in today, I will email and get them to address this right now". That trainer attempted to help me, it seems he is not responding now? The lack of support and continuing to not be useable forced me to go elsewhere in order to fulfil my needs of documenting for my clients, the next service I tried I was able to have up and running in 1 day with little difficulty. After weeks and several tries to have these issues looked at, I was informed "we did not do anything wrong although the telehealth was found to be faulty, which is "now fixed". They are now stating that I am required to pay near $800 as a way of canceling a service that I was never able to get running and was not offered adequate support to clear up bugs. Buyer beware! Do not sign a contract without first seeing and utilizing the product first. This has been so very disheartening to get so low standards of customer care and then to be charged when their product does not work, what a scam! #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Unknown - was not able to utilize the service due to difficulty getting it up and running, after 3 weeks still not usable and now being charged to cancel a product that is not useful. #### Cons Lack of support - product not usable, service not set up in a way that a user can utilize it in a timely manner - charge for cancel when product is not what was promised. #### Reasons for choosing ClinicSource Sales team was convincing - my mistake in believing that they truly were offering what they stated #### Reasons for switching to ClinicSource Sales team was convincing that this product was the right one for me. Looked at several and unfortunately decided that this would be a good one to try due to the promised ease of use and customer support in setting up. --- ### Run from clinic source you have been warned - Overall rating: 1/5 - Reviewer: Jessica H. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: September 2024 - Review source details: This review was submitted organically. No incentive was offered Painful: Covering myself in Papercuts and dipping my hand into a bowl of alcohol would have been easier #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros I liked the familiarity of the software, I’m so sorry, but that’s it #### Cons I hated the customer service, lack of training with contracted customer, service agents, lack of follow up with urgent concerns. Lack of help with billing if you are a private practice and a small business, this is not the EMR or billing software for you. --- ### Gets the Job Done but can be highly irritating! - Overall rating: 3/5 - Reviewer: Julie A. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: Self-Employed - Product usage: Used weekly for less than 12 months - Reviewed: September 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, ClinicSource is a fairly easy yet somewhat archaic system. I primarily use the system for compiling pediatric evaluation reports and creating care plans, so I can not really comment on the functionality of day to day use, such as documenting daily notes. Also, if you are a night owl and tend to do work late at night, BEWARE of the nightly system LOG OFF! #### Ratings breakdown - Ease of use: 3/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros ClinicSource is relatively easy to use once you play around with it for awhile to test out its functions. I like the ease of typing up an evaluation report; once you have your template set up (which can be a bit tricky to muddle through) it is relatively easy to click through the evaluation using helpful drop downs and checkboxes. You can also design multiple templates to use for different types of patients. There is a pretty good amount of pediatric-relevant terminology, embedded score reporting for many pediatric assessments, and the pre-loaded goals are pretty helpful. #### Cons The user interface is somewhat old and clunky. It kind of feels like you are using an outdated program that was created in the early 2000s. The single most annoying about this EMR program is that there seems to be nightly outage (most likely due to system maintenance) but I have never seen any kind of warning message about it. In fact it doesn't even show you a pop up message after it has logged you out with no warning whatsoever! Luckily, the system auto-saves every 2 minutes, but sometimes within that 2 minute period, I have typed a good amount of information, especially if I am in the zone!! And guess what? All of that information is basically lost when the system logs you off...poof! gone! After a fruitless search of their website, I emailed the ClinicSource Help Desk, to inquire about the specifics of this nightly log off. I still have not received a response to this question, which is highly annoying. --- ### ATP Review - Overall rating: 5/5 - Reviewer: Aileen C. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros We started with Clinicsource when the company was a lot smaller. It is easy to use and therapist driven. #### Cons I would have liked for CS to more quickly have added a teletherapy option that is already included in pricing. Pricing per user and separating features such as memory, billing, appt confirmations, etc drive up pricing which is the biggest issue I have with the use of this program. If prices continue to go up, I may need to look into other EMR options that are much more reasonable in price. #### Reasons for choosing ClinicSource I chose CS over 8 years ago when prices were not as high as they are now. CS offered similar features as other programs with similar prices. Now the prices are very high. --- ### Perfect for a Started EMR - Overall rating: 4/5 - Reviewer: Nataile J. - Industry: Medical Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 1/5 - Functionality: 4/5 #### 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 --- ### Customer Service Rocks - Overall rating: 5/5 - Reviewer: Maura C. - Verified reviewer: Yes - Industry: Medical Practice - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: March 2021 - Review source details: This review was submitted organically. No incentive was offered I find managing the variety of income streams (payments from insurance companies and from individuals, copays, cash pay) to resolve efficiently in the system. All of the documentation looks refined and professional. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The software is easy to navigate and comprehensive. I am a therapist who needs to be able to document comprehensively and with speed, and the clinic source software makes that possible. Learning the billing and accounting management part of the system was facilitated by excellent customer service with knowledgeable support staff. [SENSITIVE CONTENT HIDDEN] has patiently walked me through the billing and accounts system step by step and in a short time, I have developed confident competence in this area which was previously unknown to me. #### Cons I was intimidated about the accounts and billing portion of my practice, and initially I did not like this part of the system. With the help of customer service, I have learned how to manage billing and payments and no longer feel that way. #### Reasons for choosing ClinicSource I selected ClinicSource because I found the pricing to be competitive, the software to be comprehensive, and the customer service to be responsive and helpful. --- ### Review of billing training. - Overall rating: 5/5 - Reviewer: claire b. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: July 2021 - Review source details: This review was submitted organically. No incentive was offered I recently completed training for claims and billing with [SENSITIVE CONTENT]. He provided for me an excellent training experience in which he offered a clear and concise description and demonstration of Clinicsource electronic billing procedures. His pace in teaching the invoicing and claims process was excellent for me with responsiveness to questions, repetition when necessary, and with explanations about the electronic recording system and how to best utilize it. [SENSITIVE CONTENT] demonstrated superb teaching skills with patience and attunement to my learning process and clarifications as necessary. [SENSITIVE CONTENT] is an unusually qualified trainer for users of electronic medical records systems, and he is a valuable asset to the Clinic Source training team. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros Like availability of end of month statements and HCFA 1500 forms for patients. #### Cons Too soon to know. The relationship between Clinicsource and IBS is a little unclear , #### Reasons for choosing ClinicSource [SENSITIVE CONTENT] was able to respond to my questions in a pleasant, straightforward, and honest manner. She affirmed the needs I expressed for my small private practice and followed my process with Clinicsource through the trial period. --- ### ClinicSource review - Overall rating: 5/5 - Reviewer: Katie A. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: March 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I like how most of what we need is integrated into one platform. Also, ClinicSource has exceptional customer service and training. [SENSITIVE CONTENT HIDDEN] has gone above and beyond multiple times to remedy a situation (usually an error we made!) or provide further training. Thanks, [SENSITIVE CONTENT HIDDEN]!!! #### Cons The price of the additional fax service is way too expensive, but it would be nice to add it if cost efficient. It would be helpful if there was another way to add attachments to a patient's account. As of right now, you can only attach documents to the evaluation. #### Reasons for choosing ClinicSource Cost, functionality. --- ### Behind on features and not very efficient - Overall rating: 2/5 - Reviewer: Megan J. - Industry: Medical Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall Clinicsource is just behind on features that help with efficiency. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 2/5 #### 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. --- ### Review - Overall rating: 5/5 - Reviewer: Cindy E. - Verified reviewer: Yes - Industry: Medical Practice - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: March 2021 - Review source details: This review was submitted organically. No incentive was offered [SENSITIVE CONTENT HIDDEN] was Excellent very good at explaining!!! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros All the features ......ease of system... #### Cons Not sure yet...haven't had time to explore all features #### Reasons for choosing ClinicSource I'm somewhat familiar with it --- ### EHR after 6 months - Overall rating: 4/5 - Reviewer: Bonnie V. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: December 2020 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Select multiple notes to save and print Notes are easy to write with repeat feature Reports have checklists in subsections #### Cons No support on setting up automatic posting of paid claims Inability to provide space for adequate signature on reports All tests are not supported in reports Some sections are not available in reports Does not use logo on client reports #### Reasons for choosing ClinicSource Cost #### Reasons for switching to ClinicSource I was told I could reduce cost which has not been the case. --- ### Easy to use, does a lot, inexpensive, but lots of bugs. - Overall rating: 2/5 - Reviewer: Cath R. - Product usage: Used unspecified for unspecified - Reviewed: December 2016 - Review source details: This review was submitted organically. No incentive was offered This software seems to error while scheduling. Scheduled appointments can disappear. It is fairly easy to use but unstable. Customer service is virtually nil. They refer to help manual, don't answer a phone ever, say to chat to buy the product but then try to chat and will just say chat unavailable at this time, especially if you want to support. I don't now do the billing, but it seems to have interesting functions for billing but think there are easier platforms that are more reliable . It is a fairly cheap alternative, but wouldn't mind paying more for more reliability. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 1/5 - Functionality: 2/5 #### Pros Does a lot of functions in one platform. #### Cons Bugs, little support, dated, unreliable. #### Vendor response Dear Ms. Rain, we are sorry to hear about your experience. ClinicSource has a world-class support team standing by to answer calls during regular business hours, and also after hours in emergency situations. Furthermore, in the event an issue is found in our product, our in-house development team addresses and corrects it in real time. ClinicSource provides one of the finest therapy-centric EMR¿s in the industry, and our support team is ready to help you make the most of it. Please contact us and allow us an opportunity to address your concerns. Kind regards, ClinicSource Customer Care Replied January 2017 --- ### Invaluable Practice management software for pediatric therapists! - Overall rating: 5/5 - Reviewer: Jon E. - Industry: Medical Practice - Product usage: Used unspecified for more than 2 years - Reviewed: October 2015 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The product offers a wide array of features and is very adaptable to the needs of practices both large and small. The vendor is quick to respond and provides excellent customer service. #### Cons I wish there was a dashboard providing summary data. This information can however be accessed through the "reports" section in the software. ## More reviews [Next reviews](https://www.softwareadvice.com/medical/clinic-source-profile/reviews/?page=2) --- ClinicSource Reviews, Pros and Cons - 2026 Software Advice