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

238 Reviews of CounSol.com

 

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Software Advice Reviews (4)
More Reviews (234)

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 234

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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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
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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

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Value for Money

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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

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Customer Support

Value for Money

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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
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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
 

Kim from Healing Connections

January 2018

January 2018

It is very ease and quick to navigate!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

The customer support is always quick to respond and very helpful to answer my questions and break things down simply. It is also very affordable! It is simple to use and I love that it sends text reminders and confirmations of appt times at no additional cost.

Cons

Would like a few extra features, but they are always adding and improving services, and send out newsletters that tell you about features.

Review Source: Capterra
 

Sandra from Bainbridge Institute for Integrative Psychology
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

I love my HIPAA compliant Counsol.com scheduling software!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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I have HIPAA compliant scheduling and email with patients.

Pros

I can communicate with confidentiality with my patients with the confidence that the email is encrypted and secure. I can access my online schedule from anywhere and ensure that clients have completed registration paperwork. There are so many features that there is a learning curve involved, but customer rep is so attentive with customer support and explaining functions as I need it, and so prompt in his responses, that the learning curve isn't an issue. I love counsol.com.

Cons

I can only schedule a year ahead, whereas I need ongoing standing appointments. The system is quite complex, which of course goes with having many features, but the learning curve was considerable.

Review Source: Capterra
 

Jennifer from Family Navigator

January 2018

January 2018

I love the program. It stuctures notetaking and billing well.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Usability
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Pros

Everything in one place. Notes, communication, video counseling hippa compliant and billing. Jonathan is also terrific in helping to set everything up.

Cons

The cost. I am working to build my practice so i could use a cheaper software. But i like it snd do not want to change.

Review Source: Capterra
 

Randi from Randi Weber Thoma, LPC, CCMHC

January 2018

January 2018

I use it for Electronic Record, client portal, scheduling/reminders and billing/account management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

It is easy to use for both myself and my clients. It is easy to customize with your own forms and information. It efficiently bills for sessions. It is flexible enough to meet most of my practice needs.

Cons

Entering all of my client information correctly was a little difficult. Once it is entered correctly the systems are interconnected and save me time.

Review Source: Capterra
 

Nicole from Sacred Journeys LLC
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

Makes running my business easier so that I can focus on my clients! Customer service is excellent!

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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Support

Easy scheduling with appointment reminders for clients and easy billing.

Pros

The appointment reminders that go out have greatly decreased the rate of no-shows! My clients report that they love it and that it helps them to remember their appointments. You can electronically submit your claims, view your ERAs and reconcile your invoices with one click! If I ever have questions my account manager, Jonathan, is quick to respond with guidance. Counsol.com truly gives that personal touch. It is also set up so that I can do distance counseling and protect my client's PHI. It has built in DSM-5 note templates as well as a place for internal session notes. It also has the secure messaging feature which is great for communicating with my clients between sessions.

Cons

Nothing that can't be solved by taking time to learn all of the aspects of the software. This software can do SO much!

Review Source: Capterra
 

Jessica from Jessica Williams, Psy.D.

January 2018

January 2018

I've had a positive experience. Counsol is easy to use.

Ease-of-use

Functionality

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Value for Money

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Ease of tracking billing. Being a paperless office. Being able to create custom forms.

Pros

I like the client portal that allows secure messaging with clients, and that appointment reminders can be sent automatically to clients. I like the progress note feature because the layout makes writing the note easy, and you can turn on/off certain components.

Cons

The general practice settings apply to all clients, and some of them might not be applicable to certain clients, based on whether they're insurance or private pay. I have to go into the settings and turn off certain settings that aren't applicable to certain clients, and that setting back when it is applicable to other clients. Whatever settings are set, that's how it shows up for all clients.

Review Source: Capterra
 

Sheryl from Sheryl Dunn Watson, LPC

January 2018

January 2018

I tried at least 3 other EHR/practice management systems before I decided on CounSol.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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It helps me run my practice, communicate with my clients, and bill insurance.

Pros

It has all the features I want. The EHR is easy to use, I can create my own forms, bill electronically and receive ERAs, and it has a client portal that allows me to communicate with my clients, upload resources, and allows them to pay invoices online.

Cons

It took a bit to set up and understand how to use it but the help section is easy to follow. Customer support has been very helpful and quick to respond.

Review Source: Capterra
 


January 2018

January 2018

I have used three different software products and CounSol is by far the best.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

Easy to learn and user friendly. I signed up right after starting a new LLC and was able to utilize without problems the first day of business.

Review Source: Capterra
 

nancy from Nancy Schleich Counseling

January 2018

January 2018

old computer-impaired psychotherapist likes this unified practice program.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

The support, definitely. Very helpful and available. This program offers portal, credit card linkage, email, online insurance submissions, and tele-health capability, with good presentation of data, easy movement throughout the program, I can correct my numerous errors. All HIPPA compliant and encrypted. I've tried therapy Partners, Therapy Notes, Simple Practice, and like Counsol best. The clinical side is fine, I know how to keep therapy notes no problem no matter the program,, it's the billing/insurance/balances/statements bookkeeping side that makes me crazy and this program makes me much less crazy than others I've tried, or at least, I have access to Johnathan (who is now on medication) who fixes the problem.

Cons

Would it kill them to write a freaking manual? Nothing is particularly complicated to do, but you have to know where to click first and where to click second, and these are state secrets! Known only to Johnathan!Their help section is designed for people who don't need much help. The calendar is small, and doesn't let me set the colors I want to show different kinds of sessions, also I really would like a system to track No shows and cancellations on the calendar.

Review Source: Capterra

  Response: CounSol.com, CounSol.com

Date: January 2018

January 2018

 

Thank you for taking the time to write your honest review of CounSol.com. Please note that we have a help guide on the top right corner of your admin, maybe you missed it? The help guide will address common questions and show you step-by-step instructions. Please reach out to your account manager so they can go over your other concerns.
Thank You CounSol.com Team

 

John from Kansas City Family Therapy
Number of employees: 1 employee Employees number: 1 employee

November 2017

November 2017

Best overall EMR on the market.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Cutting my documentation and billing time in half.

Pros

I've tried at least three other EMR software programs before using CounSol. Each one lacked in one or more areas but CounSol brings all of the features I need to my office. From online calendar and scheduling to secure conferencing and billing, I'm more than satisfied with this program. If I have questions or during the many times I needed assistance with set-up I called my account manager Jonathan and he was eager to assist. I can't see myself using another EMR now that I have CounSol.

Cons

Setup on any program is an issue but one call to my account manager and my worries are alleviated. Other than setup, I had no issues with the program.

Review Source: Capterra
 


November 2017

November 2017

Immensely helpful.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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Support

Billing and file organization which is crucial to the ease of my business.

Pros

Easy to use. Organizes my files and billing. Everything all in one place makes my monthly billing chore much easier. Customer support is non-paralleled. Customer rep helps me with everything within minutes of my email to him.

Review Source: Capterra
 

Gregory from Obsessive-Compulsive Solutions of Chicago

November 2017

November 2017

Electronic records and office management software for a small private practice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

Easy-to-use software with enough convenient features for my small practice.

Cons

Sometimes certain features and options are oddly nested or categorized and so are not intuitive to find.

Review Source: Capterra
 

Jessica from Indy Child Therapist

October 2017

October 2017

Easy to use, customizable, and time saving.

Ease-of-use

Functionality

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Customer Support

Value for Money

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I save time typing notes instead of writing, electronically filing claims and reconciling claims received in the same system, typically with only a few clicks, and money from not paying a set amount for claims submission.

Pros

I like that clients can fill out forms online and that I can create my own forms. I like that clients can schedule and cancel their appointments online. I like the electronic claims submission and ERA integration. Overall, I feel the interface is clean and easy to use.

Cons

Some of the finer details are burdensome and require extra clicking, however, when I email customer support they usually try to fix this down the road.

Review Source: Capterra
 

Meredith from Meredith Wilson LCSW, PC
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

Excellent value, fully customizable, great support!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Having everything in one place and great customer support!

Pros

Ease of integration with merchant payer gareway, syncing with ERA to keep track of claims payments, appointment reminders for clients, electronic progress notes/treatment plans, electronic form completion for clients

Cons

Not compatible with Square reader so I have to manually enter those transactions. Started off with BluePay but it was far too pricey - would love to see CounSol integrate with Square, this is the payment processing that most therapists I know use

Review Source: Capterra

  Response: CounSol.com, CounSol.com

Date: September 2017

September 2017

 

Thank you for taking the time to write your honest review of CounSol.com. We are please to announce Square is now one of the approved gateways for card payments within CounSol.

Thank You CounSol.com Team

 

Marta from Vibrant Couples and Family Counseling
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

I have been using CounSol for about 2 years now and I really enjoy this software.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Value for Money
Value
Support

- Online scheduling
- Ability to create my own forms
- Billing
- Easy note taking

Pros

I love the fact that I can create my own forms for clients and that they can fill out these forms online. This really makes the intake process easy. My clients also enjoy using the "Journaling" option. Online scheduling is super helpful too.

Cons

Being a group practice owner, I don't like the fact that I have to create a separate CounSol account for each of my contractors.

Review Source: Capterra

  Response: CounSol.com, CounSol.com

Date: November 2017

November 2017

 

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

 
 
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