CounSol.com Software

4.76 / 5 (486)

About CounSol.com


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.



Read More

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

486 Reviews of CounSol.com

Average User Ratings

Overall

4.76 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(382)

4 stars

(92)

3 stars

(11)

2 stars

(0)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1-20 of 486 reviews

Do you use this product?Write a review

April 2019

Deirdre from Deirdre Staton, LCSW, PLLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2019

A Game Changer!

I have loved CounSol since I started using this practice management system in 2014 and have only grown to appreciate it and the people behind the scenes more and more. Not only does it simplify my life and‚Äč practice but my clients are pleased and complimentary as well. I recently contracted with another clinician to serve as records custodians for one another in the event of death or impairment. As part of this process, we were educating each other on our practice management platforms. She uses Simple Practice so I signed up for a free trial to familiarize myself with it. In web reviews, these systems look very comparable but I found Simple Practice to be lacking visually and was surprised at the absence of some features such as sending out a secure group announcement to all clients (e.g, if going on vacation, posting revised policies, etc.). I did not make an inventory of the differences in Simple Practice and CounSol as I was not planning to write a review. However, I did come away from the experience with renewed conviction that I had chosen the best system!

Pros

* Variety of features, options/customizability‚Äč especially compared to other practice management programs
* Ease of use and my own rapidly responding, personal account manager to consult when needed--I'm still trying to figure out if he ever goes home or takes a vacation!
* Automatically generated reminders and invoices sent to clients
* Ease of scheduling for clients online if they wish
* Mobile accessibility for clients but also myself when I need to manage details outside of the office
* The visual design and ease of navigating
* The company's dedication to continually improving their system and their responsiveness to suggestions

Cons

I can't identify any dislikes but have found myself wanting automatically generated reminders if a progress note is not completed as I've had this with other electronic health records. Such a feature can be a lifesaver for those irritatingly fallible human moments we all have occasionally.

April 2019

Wendy from Greater Potomac Counseling, LLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2019

CounSol was the best choice, by far

Pros

I evaluated several EHR options when I started my solo therapy practice. I decided to give CounSol a trial, and I was hooked within a day. The customer service literally can't be beat. Upon my first phone call, I was assigned an IT representative, whom I can reach *directly* via e-mail or phone. No phone trees. No voicemail. No waiting. He helped me set up the system exactly the way I wanted it, including customizing forms and other components. He has responded promptly to questions, helped me fix mistakes I've made, and passed along suggestions to the development team -- ALL of which were implemented within days. CounSol was wonderful when I began using it, and it keeps getting better all the time. It has all the features I need, and more. I've recommended CounSol to colleagues, and every one of them is glad to be using this system. Of all the options out there, CounSol is the most comprehensive, versatile and customizable. And beyond all of that, the personalized IT service literally can't be beat. I'll never switch!!

Cons

Because CounSol is so comprehensive, there was a bit of a learning curve at the beginning and it felt somewhat overwhelming. However, my IT rep walked me through every step at the beginning and responded immediately to questions (no matter how trivial!) as I learned the system. I've never experienced customer service like I have with CounSol. That alone is worth every penny. Moreover, the development team continues to make CounSol increasingly user-friendly and intuitive as time goes on. I really love this system.

November 2018

Jonathan from MarriageEnvy

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2018

Counsol is the most flexible of all the private practice platforms I tested.

Pros

One of the main selling points for me was the client portal. All the other ones that had portals required that the clinician approve the appointment request, with no other option. Why? I don't need more steps in my already busy schedule. And my clients, like any customer, want simple confirmations for their busy schedule instead of waiting to hear back so they can then make other adjustments for their schedule. I'm not a big fan of two steps when one does the job.

My clients REALLY like being able to schedule this way and not have to play phone tag with me, nor wait for a confirmation.

Flexibility and customization is a big selling point for me with Counsol. I don't bill insurance and I don't use the OMR feature--I still go old school paper charts. While most may not need this option, with Counsol I can still use it fully for robust scheduling, billing, and payment processing without having to enter progress notes and treatment plans--most of the other ones i tested required that you also use it for notes. That for me would've caused additional steps to enter notes when I already have a paper record. Again, less = better, and flexible customization = better.

Customer support has always been VERY responsive, personal, and helpful.

Overall, what I liked most is that Counsol is the most flexible of all the private practice platforms I tested, and I tested at least 10 of the most popular.

Cons

Concerns:
Many actions give the option to select if you want to send info about that action to the client. I would like to be able to change the default setting for the whole system to "do not send to client" rather than having to select that option each time. Again, less steps = better.

Wish could print billing statements that fit in #9 double window billing envelope--which is pretty standard billing practice. I've been told that is not an option, and while yes I can email statements that's not how my practice functions. So, when I mail invoices to third party payers (for me mostly clergy as I don't work with insurances at all), I have to print out the invoice AND an additional piece of paper with my return address and the recipients address formatted for that type of envelope. Again, this is a standard envelope that any program that includes billing uses. I would love to have that feature added.

Minor concern:
The interface isn't as polished/slick as some of the others out there. I think some more in-depth exploration there with users would be valuable.

November 2018

Tammy from Tammy Whitten, MS, LMFT, CFLE, PLLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2018

All-in-one service

I have saved so much time with scheduling thanks to Counsol. That alone is worth the monthly fee for me. It's also given me back a lot of time spent communicating with clients via phone, text, and emails. Now I can point them to one place and it makes like easier for them and for me! Throughout the time I have used them, they have continued to add more features. You can have other team members who help with billing or scheduling or other needs to access only the parts of the portal that they need- without sacrificing client privacy. Using Counsol has been the single best decision I've made for my practice!

Pros

I love that I can do so much with Counsol, and the features continue to evolve. I am going into my 5th year with them and it has made my life so much simpler. I am not only able to have client complete the paperwork beforehand, but they an schedule and get reminders for their appointments, too.

One feature that I especially love is the ability to add handouts and other helpful info inside the portal. I have recorded relaxation mp3s, designed sheets to help them work through thoughts, handouts to help with grief, and relationship assessments. I have them organized into folders, and then I can assign certain folders to appear for the clients. Then, in our sessions, I can show them how to use those tools when they are outside of session, and they find them to use again and again.

I have my own representative who contacts me whenever I have a question. He is fast and helpful.

Cons

I wish that the video feature worked on phones instead of just laptops. It's also best when both parties use earbuds or headphones to help with echoing.

October 2018

Mary from Mary Moonen, LCSW, CAP

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2018

My experience with trying Counsol

It's excellent . I have already told my peers about it. FIRST, it puts a much more professional touch to services from the very beginning! They can fill out the specific forms that you require, such as consent and Hippa forms, client data, they can fill out own biopsychosocial, so it has already saved me time, it is much easier as some clients have illegible writing. It is much better for me, because my writing isn't the best and it looks so much more professional. The notes are secure but client can access their records through their own secure portal, which is in keeping with many other medical offices. TX plans are easier as the standard measurable goals and interventions are included and can be individualized. The Ind progress notes are very easy and cover what most insurances would need to know, plus they are always a good reminder to cover all the basics each visit. So, it ok me a bit longer and I had more anxiety as I am " old school" but the support staff was great and it is well worth the money for time saved and professionalism. If people are already tech savvy then it's a walk in the park and a no-brainer to use! Lastly I picked this software because even though there was other software application available for therapists, most did not have a HIPPA compliant for Telemental Health. It gives me 9eace of mind that I can prove I am doing everything I can to keep all communications confidential, and the client feels better with it as well. Great product great service!

Pros

The support staff has been extremely friendly and helpful, as well as patient! I am not a very tech-savvy person at all but knew I wanted to go digital with records. I also recently got certified for Telemental health and needed a HIPPA secure platform, so I set it up. They promised me excellent customer service and said I could call as many times as needed to get training, and he would book a full hour session with me! I needed several sessions and that's only because as said I am not tech savvy, but NOW that has gotten the swing of things it has already made my office management, documentation a lot easier!

Cons

Actually I don't like the "WHODAS" lable I understand is called that as far as measuring disability, but sounds weird to clients, and some tend to skip it though it's very simple. I would reword it to " Disability Screening Tool" and then in parentheses, write out the official name if screening as it is a widely used and recognized tool, but hard for clients to unduid they are seeing me for depression why am I asking them to fill out a questionnaire about how long they can stand or sit, then they skip the whole thing even though there is relevant content on emotional well being.

August 2018

Robert from New Perspectives

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2018

Comprehensive therapy practice software

I am pleased with my choice of CounSol.com. It's my first EHR and I don't imagine switching to another. It seems to do almost everything I want it to do and, since customer service is so responsive, I'm confident that they will be able to implement many of my suggestions over time.

Pros

Covers all aspects of practice management including scheduling, documentation, and billing. It's a HIPAA-compliant interface that includes secure video sessions (for a small additional monthly charge). A secure client portal is included, allowing clients to manage their own sessions, pay their bills, and send secure messages to you. It's possible to upload and/or create your own forms/assessment measures within the software and specify which clients receive them and when. You can share session notes with clients securely. Clients can journal within the system and choose to share it with you. It also includes your own referral page at counselorlisting.com at no additional charge. Session reminders via text, email, and/or recorded telephone message are included at no charge. Insurance billing is built into the software to make it easier to submit claims and increase your revenue. Session notes include check boxes and drop-down menus, which speed documentation time. You are assigned a customer service representative, who I have found to be *excellent* in helping me learn the software and troubleshoot difficulties. You can potentially reduce your monthly bill to nothing ($0/month!) by using referral code GMCSCU when you enroll and then referring others to their software.

Cons

If you're new to setting up EHR software, the learning curve can be pretty steep. There are so many things to set up and so much that the software can do that it feels pretty overwhelming initially, to be honest. Documentation is generally pretty comprehensive and my customer service representative have been able to help me through this, though. The interface isn't immediately intuitive and can feel somewhat clunky. Despite excellent functionality, the icon choices are (in my opinion) a bit cheesy in appearance. Initial setup of banking, insurance panels, credit card processing takes some time. Setting up forms for clients to complete is a nice option, but is somewhat laborious. Formatting options are limited. Not currently possible to have forms scored automatically. Very few preconfigured assessment tools included.

March 2017

Alison from Alison Jedrick, LCSW

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

March 2017

HIPAA Compliant video platform with EHR and personal customer support!

It has everything I need for a small practice- I could even do my billing through it but I have a long-standing relationship with my biller and will try to keep her until I retire because I'm sentimental like that. It does let me invoice directly and get paid through the site. Some of my clients have had difficulty using the platform for video counseling and journaling, but this is usually easy to resolve or related to their hardware/ wifi. The only reason I give 4 stars for customer support is that tech support is not 24/7 and video counseling can be after hours. Clients cannot access tech support directly due to confidentiality. I love the scheduling feature because it allows you to schedule recurring appointments with versatility to the client's needs, and allows options for updates on all recurrences when changes are made. I have asked for a document to share with clients for troubleshooting. Jonathan has been very helpful with translating my forms into easy-to-complete web forms for my clients, and very responsive to my questions and requests. I hope in the future CounSol will offer additional or premium options like uploads for Qliq (or a phone app with HIPAA compliant texting), rating scales offered to the client upon each login for sessions (You can do this now but have to have them created, and assign for each session), and an option that does allow you to print notes using less paper in the event hard copies are required. It's a great EHR for a solo mental health practitioner, and the price is affordable with quality service.

Pros

Built-in video, HIPAA-compliant w BAA, Jonathan (personal assigned CSR), Ability to customize forms and share with clients, upload attachments and save to a specific client.

Cons

When I have to print, the forms use way too much paper even double sided. Clients can't call customer service if they are having trouble connecting, leaving it to me to do troubleshooting, which is tough afterhours. It doesn't happen often, but I would like more troubleshooting resources available for the client. I also don't understand the full fee/ copay thing- are they charged for both? Is it the negotiated rate for their insurance company or my full rate? I just want them to be able to pay their copay online because I don't currently use the platform for billing.

March 2017

Cliff from North Valley Counseling

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2017

Great Practice Software & Great Support

I have used CounSol for about 2 years now. It is well worth the money. Some of the ways I use it: I created custom intakes which all client's fill out in the encrypted portal before the first visit (if I see something concerning, I'm able to contact the client before our first visit, plus I already have an idea about what to expect). Client's also electronically sign HIPPAA, Informed Consent, Policies, etc. I am able to create labels for clients such as "couple" "minor" etc., so that the system automatically assigns certain forms or resources to be available just to those clients. Client's often schedule on line, saving us all time and the reminder emails/texts help my clients to show up and help me look professional. One of the greatest features is that the portal colors, fonts, etc. are easily customized so that the portal matches my website and logo and it doesn't say "CounSol" anywhere. This gives the impression that it's in house and not just a service. Then there is all the billing (customized invoices, super bills, printing 1500 insurance claims), private encrypted messaging, progress notes/psychotherapy notes, interactive calendar, etc., etc., I also can download everything and store pass-word protected files just in the event that something goes very wrong (which won't happen because CounSol has redundancy, but I like the extra security and knowing that I can access records without a connection). Now, I've saved the best for last! If I get stuck, I can call and customer service is usually right there or call back very soon! For me that is the biggest reason I made the switch from another service. If I'm stuck, I need help, just like my clients! I embrace technology, but need a human being to aid me if I don't understand. Give it a shot and I think you won't look back!

Pros

Flexible & Easily Customized
Great Customer Support
Private Labeled (doesn't mention CounSol to clients)