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.

 

CounSol.com - Billing
 
  • CounSol.com - Billing
    Billing
  • CounSol.com - Calendar
    Calendar
  • CounSol.com - Client overview
    Client overview
  • CounSol.com - New claim
    New claim
  • CounSol.com - Practice summary
    Practice summary
  • CounSol.com - Progress notes
    Progress notes
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

253 Reviews of CounSol.com

 

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Software Advice Reviews (4)
More Reviews (249)

Showing 1-4 of 4

Pamela from Chrysalis Coaching and Counseling Services LLC
Specialty: Mental & behavioral health
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Affordable and Excellent Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I have been using Counsol for over a year now after trying out 2 other EHRs, Therapynotes and Theranest. The features of emailing or texting my clients of their appointments and the insurance billing functions are helpful for running my practice more efficiently. The customer service is top notched and they are quick to respond to any questions that I have.

They seem to be also upgrading the software to add or modify features.

My clients have told me how much they appreciate completing the paperwork before hand also.

Cons

Interface could be better and to use their insurance billing, I had to also pay a monthly fee to OfficeAlly.

Review Source
 
 

Tammy from Forward Thinking Perspectives PLC
Specialty: Psychology/therapy
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

Not sure there is a perfect solution for my needs but Counsol comes close

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have done 30 day trials of several others before trying Counsol.com and a few after but I found this one to be the easiest and most complete for my needs. I also really like having the video option in the portal instead of having to have separate programs.

Pros

Options for Video sessions, secure chat and emailing. Client portal is nice and allows me to keep handouts in folders and dictate by labels what clients have access. I do different treatment groups and individuals so it is very nice to be able to have handouts and homework in folders that clients can access on the portal. Templates are very easy to create and customer support is great. They uploaded my privacy polices and consent forms so that clients could electronically sign and there is electronic intake all on portal. I like that all is included in one price.

Cons

I found the some of the functions a bit confusing to get used to and I feel like I am still figuring out the billing but I have never used billing software before so that is probably why. Office Ally is the service they use and I know it is popular and so I am sure it is more about me than the software.
I wish there was an option to do a note for groups that would go to all the group members files automatically but that may be asking too much.

Review Source
 
 

Laura from Windham Counseling Services, LLC
Specialty: Mental & behavioral health
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

Private Practice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Ease of use (intuitive) and fantastic customer support/service.
When starting a practice, there is a lot to think about and Counsel.com creates an easier transition.

Review Source
 
 

Teresa from Teresa R. Foster, LCSW
Specialty: Mental & behavioral health
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

New to using software for my practice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Do not have to send reminders to clients daily, help with sending forms and doing billing in one place

Cons

Not a lot of support, have to use other companies they work with for the billing and credit card services. I find the billing service confusing and not alot of support.

 
 
 
Showing 1-20 of 249

Veronica from Climb Counseling
Number of employees: 1 employee Employees number: 1 employee

May 2018

May 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
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Value
Support

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.

Review Source: Capterra
 

Angel from Charleston Christian Counseling Associates

May 2018

May 2018

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

Ease-of-use

Functionality

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Customer Support

Value for Money

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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.

Review Source: Capterra
 

Jenae from Synergy Counseling Services, LLC

May 2018

May 2018

Love CounSol!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Review Source: Capterra
 

Mary from Mary E Rich LLC
Number of employees: 1 employee Employees number: 1 employee

May 2018

May 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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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.

Review Source: Capterra
 

Laura from Private Practice

May 2018

May 2018

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

Ease-of-use

Functionality

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Value for Money

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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).

Review Source: Capterra
 

Jennifer from Jennifer Carter LLC
Number of employees: 1 employee Employees number: 1 employee

May 2018

May 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Review Source: Capterra
 

Teri from Appalachian Counseling LLC
Number of employees: 1 employee Employees number: 1 employee

April 2018

April 2018

This is way better than Simple Practice.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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. Matt is able to walk me through the many features.

Review Source: Capterra
 

Varnell from TAJ Management, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Review Source: Capterra

  Response: CounSol.com, CounSol.com

Date: March 2018

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

March 2018

Great for independent practices

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
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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 Jonathan responded quickly and patiently to all my questions. There is also a helpful guide which answers many questions.

Review Source: Capterra
 

Julie from Self-employed

March 2018

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

Product Quality

Customer Support

Value for Money

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Pros

The absolute best part about this program is the customer support. My representative Matt 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.

Review Source: Capterra
 

Sonja from Healing Wounds, LLC

February 2018

February 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Review Source: Capterra
 

Jennifer from Jennifer J. Greene Counseling

February 2018

February 2018

Overall a very good program.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
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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.

Review Source: Capterra
 

Rick from Affair Recovery

February 2018

February 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Value for Money
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Pros

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

Review Source: Capterra
 

Elizabeth from Elizabeth Armstrong, LCSW, PLLC

February 2018

February 2018

Wish I had signed up sooner!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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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.

Review Source: Capterra
 

Lesley from Serendipity

February 2018

February 2018

I love Counsol and it's easy to learn

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Review Source: Capterra
 

Clifton from CH Fuller & Associates Counseling
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Needed strong HIPAA compliant format for mental health provider office

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Functionality

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Value for Money

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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). Matt (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).

Review Source: Capterra
 


February 2018

February 2018

The software is very user friendly.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

The software is very user-friendly. I love the online user manual. It is very useful. I love the uploading feature that allows me to upload any attachments I want. I can also customize folders to store attachments. I love not having to manually add any diagnostic codes, as the software has that loaded into the progress note.

Cons

While you can upload and create any form you want, you cannot tweak any existing forms. As a result, I have to create additional forms. Customer service is great about helping create the forms you need.

Review Source: Capterra
 

Stephanie from Mirror 2 the Heart, PLLC

February 2018

February 2018

CounSol is a one stop shop!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Video Conferencing, Online Journaling, Use of Office Ally as the clearinghouse, Billing component to do ERA's as well; client secure portal, being able to send text, email and voice alerts, feature that allows you to combine clients, able to set up group sessions, having your own personalized Counseling Account Manager and a lot more!

Pros

I love everything about this software. I am not that computer savvy but this program made it easy for me to transition to my first EHR. What makes it even better is they assign you with a CAM "Counselor Account Manager" who is available to assist you in navigating through the system and with any roadblocks you may encounter. I needed an EHR that I didn't have to do a complete overhaul to get adjusted too. I was working with SquareUp (merchant) and Office Ally (clearinghouse) already and CounSol accepted both of those. The video conferencing feature is great for distance counseling and backup for weather issues. My clients just click on a button and we're in session. I must say my CAM is phenomenal. While working through the tutorials I saw that there was a feature that they were not using. Talked to the agent and he went to research it. Called me back to say "hey talked to my programming team and we are going to add this feature, thanks for pointing this out." So cool! I mean I could go on and on but I'll leave you with this one last piece. They have a online journal through my clients secure portal and to cut down on buying journals or telling clients to get one they now can go into their profile and write daily. I don't have to see it but if they want me to all they have to do is click the "share" button and its easy as that and I can respond to them as well. CounSol I think I've fallen in love! (smile)

Review Source: Capterra
 

Laura from LF Therapy

January 2018

January 2018

I recommend CounSol to all of my colleagues - I can now offer my clients a professional online space

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
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Support
Pros

CounSol allows me to run a fully functional online office for my clients, and to offer professional and HIPAA compliant teletherapy. Additionally, I have access to Matt, an account manager, who is available to work with me to create solutions to any challenges I face with the software and who is always available and incredibly helpful. I love it!

Cons

I don't have any cons at this time! I am always interested in ways online platforms can be expanded to provide additional services to clients, but CounSol is always open to working with me to create new ways to incorporate these ideas.

Review Source: Capterra
 

Elizabeth from Authentic Transitions Counseling and Coaching

January 2018

January 2018

Ease and stability with great customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Pros

When looking for practice management systems, I researched many different options. I originally landed on Counsel because they offered the video feature within the practice management system, however I stayed with Counsol for the ease in features. I was able to upload my own forms, which made it feel like a more personal fit for my clients. The client portal allows clients to have access to their own account. They can fill out paperwork, access an on-line journal, check appointments, see notes I've left for them from our session and even pay their bill on-line.

The integrated ERA feature has streamlined my billing process. It is incredibly easy to keep up with client billing and send bills electronically. I love that all client information, notes, etc. are filed in one place.

Perhaps one of the best features is the customer service. I have been pleasantly surprised at how responsive my personal customer service person has been. He is thorough, helpful and very quick in response.

Cons

My major struggle is with the video component. It did not work well for me. Most of my clients did not have a large enough bandwidth to allow for the video to work. I finally ended up dropping the video portion of the system, and I'm using another video platform. I signed up for the video feature, however I stayed with Counsol because the rest of the features are so good.

Review Source: Capterra
 
 
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