CounSol.com software


CounSol.com offers a cloud-based practice management solution that includes management tools for electronic medical records (EMR) such as client notes, insurance claims, appointments and billing. It is best suited for solo practitioners and is HIPAA compliant.

Users can configure a client web portal that allows patients to view emails from users' practices, schedule appointments, pay bills and write in a patient journal. Clients can also access online video and chat sessions with their practitioner. Clients can also receive automated appointment reminders via email, text message or phone recording.  

CounSol.com also offers configurable client forms, practice terms and policy agreements, which clients can fill out online. Billing and invoicing tools support integrations with Stripe, Braintree, BluePay, Forte, Payscape and Authorize. Users can also sync iCalendar with the calendar feature to help manage scheduling.

Pricing is per user per month. Support includes an account manager, email and phone support.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8 , Windows 10

257 Reviews of CounSol.com

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  • Diane from Diane Hilleary, LCSW LLC

    Number of employees: 1 employee

    August 2018

    CounSol keeps me organized!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    I highly recommend CounSol to therapists in private practice!

    Pros

    Before I integrated this software into my therapy practice, I was very disorganized. Turns out, I still am but CounSol is in the background making sure I don't drop the most important balls. I keep track of client paperwork, scheduling, notes, insurance and billing all in one streamlined place! I have also found that they are constantly updating with new functionality I didn't even know I wanted.

    Cons

    They fixed the thing I liked least which is that now when I update an invoice or a calendar item I have the option to make batch updates to all other invoices rather than having to do each one.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Rhonda from Priority Counseling Services

    Number of employees: 1 employee

    August 2018

    Review for Counsol.com

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    My overall experience with Counsol.com is great. In the beginning, I had many questions to get started. Jonathan was informative and patient with me during my learning curve. I mainly use the system for scheduling and documenting intake and progress notes. I use my own forms and upload them as attachments in my clients' charts.

    Pros

    I love the calendar that allows me to look at my schedule for a month at a time.

    My clients get a text message 24 hours before their appointment.

    Cons

    Clients who have an android cell phone cannot access the videoconferencing feature on Counsol.

    I would like for Counsol to provide a handout that I can give to clients about accessing the videoconferencing feature.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Charisma from More Than Words Counseling

    Number of employees: 1 employee

    August 2018

    Very happy!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I have been more than happy with my experience with CounSol! I have referred several colleagues. As I've mentioned, the customer service is so wonderful! Most of the time I have responses within 24 hrs. Usually much quicker if I'm emailing during the day.

    Pros

    The customer service - you are assigned a person when you sign up and they are yours to help you with whatever you need!
    Client portal/e-signing of documents (especial release/request of information document!!!)
    Thorough biopychosocial form
    Check boxes and autofill on the notes template
    Credit card on file option
    Lots of room for customizing - language wise (client vs patient, male/female/transgender/non-binary) as well as feature wise
    Secure message
    Ability to submit claims (once linked to OfficeAlly)

    Cons

    Aesthetically it is not super sleak/shiny looking. It felt a bit overwhelming when I first logged in (admittedly I did not take utilize the guided tour option), however it is very easy to navigate and figure out. Also for what you can't figure out you have a rep (whoever you are assigned) to help you out!

    To keep accounts fully current I have to go in and fill out insurance payments when they come in and then account for the remainder of the amount owed (as insurance pays less than what I charge).

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Beth from Beth Franchini, LPC

    Number of employees: 1 employee

    August 2018

    Counsol streamlined my practice

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I’ve used it for years. It manages everything for me and I can use it anywhere. I can schedule appointments, bill clients, manage my schedule all from my phone.

    Pros

    It’s very user friendly and manages all aspects of my business in one place.

    Cons

    You have to pay extra for video sessions.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Veronica from Climb Counseling

    Number of employees: 1 employee

    May 2018

    I have enjoyed using Counsol.com it's help me to run my business more efficiently and professionally

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    organization, easy access to client files, billing

    Pros

    I like that it keeps me organized and sends out reminders to my clients. I have everything in once place.

    Cons

    I'm not very techy so I've had trouble utilizing some of the features but I was able to get customer service to help me out.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Angel from Charleston Christian Counseling Associates

    May 2018

    Using Counsol has greatly cut down the amount of time it takes me to manage my practice.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I love that it keeps track of which progress notes that I haven't completed, it allows me to do various searches within the billing section, and also I love being able to send a link to new clients and have them complete intake paperwork before the assessment.

    Cons

    The software was difficult to learn at first but once I got the hang of it I have found that it saves me a great deal of time each week.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jenae from Synergy Counseling Services, LLC

    May 2018

    Love CounSol!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The integrated client portal, messaging service, and claim submission make this an easy choice. I love the back end changes that I can make to client documentation and portal permissions.

    Cons

    The only issue I have with CounSol is that they use OfficeAlly which does not have direct connections to all the insurance companies I am paneled with. This is a headache because I have to track payments using other means for several different payers rather than having them all, or most of them, come through one clearinghouse.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Mary from Mary E Rich LLC

    Number of employees: 1 employee

    May 2018

    Jonathan is always responsive to my need for help and is patient with me.

    Ease-of-use
    Functionality
    Quality
    Support

    Decreased no shows

    Pros

    The ease of intake paperwork for my clients and all of my clients love the appointment reminder system which greatly reduces the number of No Shows that I have.

    Cons

    The billing feature. I am still struggling with it and then go to insurance providers websites to enter billing.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Laura from Private Practice

    May 2018

    I tried several EHR before Counsol.com and found this to be the easiest to use.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Ease of use. The software is designed specifically for mental health therapists. Clients can complete all their new client forms online before session and from there I can use Counsol.com to keep record of all their notes and communicate with clients.

    Cons

    I wish there was a little more freedom with the biopsychosocial to customize it. Also, the payment portal is not as convenient as I use another program (IvyPay).

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jennifer from Jennifer Carter LLC

    Number of employees: 1 employee

    May 2018

    I have found Counsol to be extremely helpful in starting my business!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It's like having an office assistant without the cost. It makes progress notes, treatment plans, billing, and sending insurance claims extremely easy! And I love that Counsol will save all of my information for 7 years so I don't have to keep boxes upon boxes of client files. So helpful! Thank you Counsol for making it easy to run a small business!

    Pros

    What I love most about this software is how easy it makes billing, taking and keeping notes, and sending insurance claims. Counsol is like having an office assistant but for much less. Thank you Counsol!

    Cons

    Well, it seems as though each con I have Counsol either has fixed it already or is in the process of fixing it. The only thing I can think of is that it would be really nice to have an application to access information on my phone.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Teri from Appalachian Counseling LLC

    Number of employees: 1 employee

    April 2018

    This is way better than Simple Practice.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I can manage my practice by myself. The billing is a snap, once you get it set up with office ally. I am saving so much money by being on my own, instead of with a group. The best thing is having an account manager to help you figure it all out. This saves so much time and preserves your sanity.

    Pros

    You are assigned an account manager who is available during business hours to help you with any problems. When I was on Simple Practice, they best you could do was email and then they email you back, eventually, and tell you to watch an online tutorial , which is very time-consuming and does not always answer your questions. It was very frustrating. My account manager, is so helpful and patient and kind with someone who is not very technologically savvy.

    Cons

    Nothing really. It's not as slick as simple practice, but it works. It is really pretty easy to use. Cust support rep is able to walk me through the many features.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Varnell from TAJ Management, LLC

    Number of employees: 2-10 employees

    March 2018

    Easy to use, good that features are being added, prompt response with answers to queries.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The software is easy to use once you get familiar with where everything is located. I can't recall receiving any referrals form the Counsol.com website, so I'm not sure of how useful this might be in terms of marketing.

    Cons

    The program is costly and requires me to purchase licenses for each user. It is limited to one person. Also, it doe snot have the ability to write one group note for multiple clients. I wold love to have strategies and other objectives pre-loaded in a drop down fashion for treatment plans. This could be offered based on primary focus, llike mine is substance abuse.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: CounSol.com, CounSol.com

    March 2018

    Thank you for taking the time to write your honest review of CounSol.com. We are proud to announce our service now offers practice management for group practices. Thank You CounSol.com Team

  • Laura from Healthcare

    March 2018

    Great for independent practices

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like that it's hipaa compliant and allows my patients to schedule, change appointments, complete forms, pay, leave messages and journal in an easy accessible way. It allows me to bill from the site and create invoices for out of network people. Customer rep. has been wonderful about talking me through all my questions setting up my portal. It even permits encrypted video sessions. It's a one stop solution for folks like me who can't afford to hire an administrator to handle all this. It also allows me to enter therapy notes efficiently. It's very comprehensive.

    Cons

    There is a learning curve and it took me a while to get the billing and accounting down. However customer rep. responded quickly and patiently to all my questions. There is also a helpful guide which answers many questions.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Julie from Self-employed

    March 2018

    As someone who has put off going to an online system, I am so pleased I finally did it with Counsol.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The absolute best part about this program is the customer support. My representative could not have been more helpful. He was incredibly prompt, thorough, and patient. He helped troubleshoot issues I had wanting to customize my forms. I also found that he was very knowledgeable about common practices in the field.

    Cons

    I found that not everything is as intuitive as I expected it to be. The set up was pretty straight forward, but sometimes navigating within the system can be a little cumbersome.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Sonja from Healing Wounds, LLC

    February 2018

    Love it, my patients schedule their own sessions, I write all my notes in it :)

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It is very easy to use, the templates are great and it is very user friendly. Billing is easy and I can get ERA's sent directly to the program.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jennifer from Jennifer J. Greene Counseling

    February 2018

    Overall a very good program.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Ease of scheduling and reminders for clients.
    Ease of notes/progress notes.
    Ease of submitting claims .

    Cons

    Wish had more options for Progress notes.
    Paperwork on Client portal is convoluted.
    Video Sessions have a delay without very high speed internet! Problem with clients.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Rick from Affair Recovery

    February 2018

    Counsol has improved my work with clients. The journaling feature has improved communication.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Clients ability to schedule and cancel their own appointments. Appointment notification has helped with no shows.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Elizabeth from Elizabeth Armstrong, LCSW, PLLC

    February 2018

    Wish I had signed up sooner!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Counsol has made my life immeasurably easier and more organized! Way fewer no-shows with the automated text and email reminders, too! Love that patients can download and print their own invoices whenever necessary. Amazing, responsive customer service!

    Cons

    I do wish the site could somehow be linked to QuickBooks.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Lesley from Serendipity

    February 2018

    I love Counsol and it's easy to learn

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Ability for clients to make appointments and the ease of learning the process. I like that it is HIPPA compliant so the client's information is safe and you can take payments.

    Cons

    I need software that has the ability for two divorced parents to see appointment and each pay separately. I also need to be able to create ONE account, because right now I have Parent 1, Parent 2, and the child as clients and it's confusing. I don't like the client view though, it does seem a bit cheesy.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Clifton from CH Fuller & Associates Counseling

    Number of employees: 2-10 employees

    February 2018

    Needed strong HIPAA compliant format for mental health provider office

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Ease of use, safety protocols are strong, support is excellent, user-friendly, easy integration.

    Pros

    1. Strong security protocols for both client & providers. 2. Ease in setting up. 3. Visually user-friendly design. 4. Excellent Tech support (something we've NEVER said about any program before). (tech assigned to us) is always friendly, patient & responds quickly, even after initial set-up. There's a 'submit help request form' & a well-organized "Help Manual" icon also available 5. We were able to do most of set-up ourselves, but if we hit a snag & contacted tech support, they'd walk us through it or advise us re better methods. 6. Integrated credit card process went smoothly, as did PCI, scheduling & video set-up (in plan we choose). 7. We receive a lot of leads through our website & were pleasantly surprised to discover an increase in traffic immediately after we began using Counsol (& their integrated partner counselorlisting.com). We saw an increase of 3-4 new clients per week (over our normal averages). 8. We recommended a few ideas (automated birthday notices to clients, etc.). Counsol appears to be responsive to customer's ideas. 9. Very easy to link from our existing website into their server based system for client's to schedule appointments & fill out forms online. It's been a fairly smooth transition for clients visiting our website. 10. During initial transition, Counsol had us upload our forms & they set them up quickly, then walked us through edit process. It helped get us up & running very quickly. We're already recommending Counsol to our peers.

    Cons

    Forms layout could be refined a bit (greater horizontal layout ability, rather than vertical, would decreases of pages. It's the only concern any of our clients expressed, even though the registration process actually goes quickly. (Some people look at of pages or 'length' of a form, not actual of questions or the click-through ease of those questions).

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
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