[SENSITIVE CONTENT] assisted in transfer of data and help setting up initial forms and guidance and support since. Overall I have had an amazing experience and enjoy working with the software.

This program is amazing. I switched from another software a little over 2 years ago. The developers and customer service is supportive and willing to add features as needed. Forms are customizable and features are well rounded to cover all bases of my therapy practice. The help feature assists in keeping someone from having to call and ask for support and is detailed with pictures to guide. I love that I can share documents and notes with clients to prevent having to print and send out records and assists with collaborative care.

Nothing comes to mind. Most of the features I would like added I submit a request and developers add the features.

Any time I've had a question or problem I've contacted my account manager and he has responded immediately. Customer service is excellent.

This software sends appointment reminders, has helped me organize client information, file insurance claims and collect practice data (like number of monthly sessions, monthly income taken in, etc.) It has a nice, clean layout and offers many customization options.

It was a little challenging learning how to use the billing features, but there would be a learning curve for this with any practice software.

First the pros: I chose Counsol.com after comparing and trying out similar services. I ultimately chose Counsol because of the fully integrated platform it offered (ability to process payments, online scheduler, secure video/chat platforms, etc.) Considering Counsol.com offers all these implements at HIPAA compliant levels made it a no-brainer for me. My clients repeatedly comment on the ease of use from their end, and are also appreciative of the convenience it affords them in terms of contacting the office (virtually) when it's easiest for them, and knowing those communications are secure. The option of requiring entry of a credit card to access the functionality of online scheduling for clients (most specifically new clients) would reduce "no shows" if that is an issue. Cons: the system often seems cumbersome on the practice end. It often seems to me there would be much easier (read streamlined) ways to accomplish many tasks. Additionally, while you can utilize attachments to send to your clients, there is no way for your client to return those to you electronically. Example: because my Intake forms are so specific, it makes far more sense for me to send them as an attachment to new clients for completion. As it currently stands, the client must then print them out and return a hard copy--basically defeating the purpose of an electronic medical record. There is an option to build "Forms", but again, that would be so labor intensive and could not actually replicate my current forms--which were crafted with purposeful specificity--that forms are not a feasible option. Even the ability to add forms via upload would be a huge improvement! This is less of a Con and more of a glitch: if clients want to utilize their HSA or FSA card for payment purposes, they cannot through this system. What I've been able to gather so far is that this is secondary to how Counsol is listed/appears on the back end as a product. Attempted transactions on Counsol.com are declined because Counsol appears as "software" or a software product, and since you can't use an HSA/FSA card to purchase software (or anything other than immediately identifiable health care costs), each transaction is declined. I have another payment method available while inside my office, but again, this largely defeats the purpose and keeps this platform from being fully and independently online operationally.

Excellent! I have used several billing applications over the past 15 years, all of which offered some very useful tools. CounSol offers me all of the support I need to manage my practice in an affordable package.

CounSol makes the challenging administrative tasks of billing, record keeping, etc that therapists in private practice hate, very manageable. I have had the same patient, knowledgeable and responsive client support person ([sensitive content hidden]) since beginning to use the program, which has been immensely helpful!

Nothing other than the learning curve involved in implementing any new application.

Overall this has been a great product to help with the backend of my private practice in keeping track of income and number of sessions. It provides texts, emails and alerts for scheduling which is invaluable to keeping appointments full and it provides professional looking invoices for clients to use for out of pocket reimbursement. I also like that client credit cards are stored in the system for ease of payment.

As I am using this to manage my entire practice, I think it would be beneficial to have a more robust reporting options with regard to the financial features. It would be nice to be able to print out sales by month, quarter or year. If there is this mechanism in place already, I have not found it. It would also be helpful to have a smart feature when typing notes into the system that autocorrects. It is frustrating to be typing a word in and the system does not recognize it to give suggestions for the correct way to spell the word. When client's credit card expires, it is a pain that a new card has to be keyed into the system, that a simple expiration change can not be done instead, as most keep the same credit card number.

[SENSITIVE CONTENT] is our account manager and he has been absolutely amazing! I remember being on the phone with him and I noticed that it was past his shift, but he continued working with me regardless. He almost always answers his phone when I call. If he doesn't (which is rare), he calls me back pretty quickly. In addition, he responds to emails pretty quickly. [SENSITIVE CONTENT] had no problem rolling up his sleeves when I needed assistance with adding forms to the system. This was a HUGE help! [SENSITIVE CONTENT] is an easy going guy who takes time looking into questions that pop up. YOU ROCK [SENSITIVE CONTENT]! Thanks for all you do!!!

I love the little help pop-ups. The system is very user-friendly. But, if I have a question about a feature/function, the help pop-up typically gives me the help I need. The software team obviously put a lot of thought into developing this software because it fits perfectly into our workflow.

There's a lot manual work involved when migrating from another system. But, it's clearly worth it.

My overall experience with Counsol.com has been positive, they have more features than any other management system, there is flexibility to create your own forms, you can upload pdfs for your clients to support them in between sessions, they can use the journal feature and share with the therapist, and it is user friendly, plus they have great support.

My overall experience with Counsol.com has been positive, they have more features than any other management system I know, and I have tried several of them. There is flexibility to create your own forms, you can upload pdfs for your clients to support them in between sessions, they can use the journal feature and share with the therapist, and it is a user-friendly softwar, plus they have great support. I also appreciate that they are always looking for user feedback to improve their service, and they are responsive to our recommendations. In addition, they share new features with us in their newsletter so that we are never lost. Overall, all other features are excellent, from the biopsychosocial both the short and long-form, treatment planner, and the new integrative feature of therascribe, that is a real plus. Lastly, creating a bill or invoice is also pretty easy. I deeply appreciate all of the hard work that goes on in continously improving this service, and the support they provide. I highly recommend Counsol.com.

The scheduling of appointments can be a little user-friendly, but then I learned the trick. I think having little videos on different features may help the user. The visual interface can be upgraded more modernized. I would not publicize this, but Therapynotes has a beautiful interface and a very easy-to-use scheduling system, but I prefer the flexibility of features provided by Counsol.com. Such an amazing software, but the telemental health feature needed updating. I stopped using it in favor of Doxyme and Zoom.

CounSol.com is very practical and convenient for everyday use for your counseling practice. It helps with your billing, scheduling, notes, online video HIPPA Compliant Portal Services all at an affordable price!

I have been using CounSol.com for my private practice for over 4 years now and I have been very happy with their services and features it has to offer. The set up is easy and my account manager [SENSITIVE CONTENT HIDDEN] has been very responsive to my needs. Since last year I had to start offering counseling virtually, it was a huge relief that their platform is HIPPA Compliant and it was easy to add that feature on the account and yet kept my monthly operational costs reasonable. I use the scheduler daily to manage my practice with appointment reminders going out regularly, user friendly for most of my clients and good video connectivity. I would highly recommend it for your practice!

What I like the least about CounSol.com is that sometimes I have clients who have a challenge Logging Into the portal as it is not best supported on other browsers such as Firefox or Safari. Not everyone has Google Chrome browser, so for some clients it is inconvenient to have to switch to Chrome on their device to access the video session on the portal.

The support team is always very helpful and responds promptly.

I appreciate that this software allows me to do all the many aspects of my business. As a mental health provider I also offer supervision, consultations, and trainings. This software allows me to consolidate all the aspects of my business into one platform.

Some of the features could use some updating. For example, when I click on a client and 1 area of the client, I have to go through the whole process again to locate another aspect of the client record (e.g. find the client, then find what I need). I'm sure there could be a more efficient way.

It has its pluses but the minuses tend to outweigh its good points. I am still on the fence as to whether this was a good move. Only time will tell.

Its ability to protect client data but allowing us to invoice, send claims, use telehealth, communicate electronically, and chat. Great for getting documents signed and completed. Great for creating new clients as the system is user friendly (outside of very small font).

It is made for one type of bill... outpatient therapy sessions (90832,90835, 90837). Things like, crisis, client contact, groups, case management, peer support specialists, and prescribers, are no billable due to the documents that are tied to invoices/ claims. It also allows you to bill without regard as to whether the appointment actually happened or not. No need for notes or documents, just make an appointment and send in the bill. The calendar is very clunky and hard to use. The font is extremely small with no way to make it bigger. There is no ability to do groups/ couples treatment unless everyone is piled up under the same webcam (so much for 6 feet). It is very difficult to make appointments. There is no way to edit an appointment after it has been made either... it has to be canceled. There is an overlord of your account who has to help you do most everything.

I like that you have the add-on for treatment plans to assist with notes. I love the secure portal/website. I've been able to use that homepage in-lieu of getting my own website with hosting. The customer support has been great when I've utilized it. I will be in contact with them again as I work towards utilizing all of the features effectively.

There is a learning curve with using the platform. It does get easier the more you use it. I do need to invest some more time in it personally so I can fully utilize what its capable of. The overall look and user interface could be updated to be more appealing. It could appear to look outdated compared to newer platforms.

What is so great about CounSol is that everything you need for electronic medical records, billing and overall practice management can be found in this platform. It has been very user friendly to set up and clients can access anything they need from forms, handouts and superbills.

I needed plenty of time to set up a description of services offered as well as establishing the platform and billing third parties. But I was provided with support for these matters and once it is set up, it is very easy to use and modify as needed.

After years of being in private practice, I could tell that I was getting close to burn out. Like most of us, I am the therapist, the janitor, the office manager, the marketing team, and everything in between. It was just too much on me. At the suggestion of a friend, I started looking at scheduling software. I searched online and ran across several different options, and even tried them out. I found one that I liked, but it was designed for hair salons and similar business. I made notes of my favorite features and then started another search once I realized that electronic records and scheduling systems were actually within my cost point. I had no idea what was possible before. I still have the piece of paper somewhere in my stack where I sat down with all of the various software programs I found that were designed with therapists in mind. I wrote down all of the features and then bubbled in which programs had which features. Counsol was the only one that had all of the features that I needed. Client scheduling, reminders, records, and a way to complete all paperwork online before the session, check. A way to integrate credit card/online payments and to work seamlessly with my website, check. A way to conduct sessions via secure electronic means inside the system (so no one has to download special programs), check. A place for me to store common worksheets that I share with clients, and even to set it up so clients only get access to those things that pertain to their treatment, check. A way for clients to download Superbills to share with their insurance companies, check. A way to share notes with clients on what to do between sessions, check. A place for me to privately share my reflections to help keep me on track, check. A journal option for clients that allows them to record their thoughts between sessions and to decide whether or not to share it with me, check (no one else has this to my knowledge and my clients absolutely adore it). A way to block clients from being able to schedule at certain times, or to only allow certain session lengths or types (phone, video, etc.), check. Everything with Counsol has been perfect. Once the tech team made an upgrade that wasn't my favorite. I contacted Jonathan and within hours, they had made it possible for me to go back to the other way. I can't say enough good things. They have made my life much easier for the past few years. I can't imagine functioning without them. I now have peace of mind!

All of the features (my clients love it, too). I can make announcements about dates I am out of office or reminders on the log-in page so clients can all be made aware of changes, etc.

Not all of the features are available in the mobile version (but I just click "full site" and I can access them easily that way.

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.

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.

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.

Switching to counsol has made managing my private practice much easier. Customer support has been very responsive and the developers have implemented many of my suggested changes. The other development changes that have been made have all been imprints improvements and made this a very flexible and robust system. The free initial setup input all of my client intake forms, and then I was able to go into those forms and improve them in order to take advantage of the technology. I have also copied and modified those forms for individual clients, as needed. Modification and customization is very easy and intuitive for me. These features were much better than some of the very expensive systems I encountered during my search. My clients love the ease-of-use, and that we don't need to spend time on forms or payment during our sessions. They also love receiving appointment reminders (which I send out on their cancelation cutoff day). Some of my clients enjoy using the journaling feature, which allows them to choose whether or not they share an entry with me. I mainly use the system for scheduling, billing, and collecting client intake documents. The integrated scheduling and billing features have been major accounting time savers for me, and having secure credit card storage in the system means that I don't have to worry about billing clients, and I have a way to confirm appointments with credit cards (especially virtual sessions), as well as charge clients for late cancelation, according to my cancelation policy. I still take notes on paper, as I prefer not to be typing during my clinical sessions. However, in order to keep client files as required by law yet manage paper in my office, I have been scanning and uploading closed client files to CounSol as attachments, and then shredding the paper. One downside was that one of the main features I hoped to use when selecting a system was the video chat feature. I have not found that to be reliable. It might be because of my Windows 8 operating system or drivers, but the customer support for that feature was lacking. I have been a user for over 3 years now, so perhaps that has improved along with the other features. Other than that, the system is perfect for me and a major time, money and space saver. I can't imagine life without it now. Thank you!

Ease of use, flexibility, support.

Video chat feature and support needs improvement

The customer service meets all expectations that I could have had for a software program! Each client gets a personal account manager that is literally at your service with one phone call, that actually goes to a REAL phone with a REAL person. My account manager, [SENSITIVE CONTENT HIDDEN], has created documents for me, has walked me through many of the processes of insurance submission, ERA reconciliation, and so much more. This personalized service and "training" that he offered helped me to get comfortable with the program very quickly. He was out of town once when I had sent an email (I had no idea), but my email was answered by a colleague. I so appreciated that I wasn't "left hanging" for the period of time that [SENSITIVE CONTENT HIDDEN] was unavailable.

I did a trial run of five different programs before I chose this particular one. This software has been a game changer in my practice! I love the versatility of being able to create (or have created) my own forms, mental health assessments, and documents at my fingertips AND at my client's fingertips. I love that it has capabilities of an "all in one" program from intake paperwork, to treatment plans, to submission of insurance claims, to account reconciliation, to telehealth calls, to collection of payments...this program literally does it all! Each client gets a personal account manager that is literally at your service with one phone call, that actually goes to a REAL phone with a REAL person.

I feel that the client portal is lacking in visual appeal and user friendliness. I often have clients who log into their portal, but then cannot "find" the things they are needing to complete or where to pay their invoices. I also feel the program is a bit pricey, as many features are an "add on" and you have to pay "per user". When you have multiple users and expect to add more to your practice, this can get quite expensive pretty quickly. There is a learning curve with the program that was a little tougher than I expected it to be considering my extensive computer skills background, but the customer service made the learning curve feel much less overwhelming.