All CounSol.com Reviews

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Jennifer

2 - 10 employees

Used more than 2 years

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

OVERALL RATING:

5

Reviewed March 2022

Great EHR for private practice!

User Profile

Heather

Verified reviewer

Mental Health Care, 2-10 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2021

The EMR that does it all.

[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.

PROS

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.

CONS

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

Reason for choosing CounSol.com

Cost and features.

Reasons for switching to CounSol.com

Cost and lack of needs being met.

Karen

Mental Health Care, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

Software that Streamlines Mental Health Practice

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

PROS

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.

CONS

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.

Reason for choosing CounSol.com

Some of the others seemed more geared to a medical practice than mental health.

Reasons for switching to CounSol.com

At the time, Therapy Appointment had some clumsy features, but I can't remember the details.

Angela

Used free trial

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

4

CUSTOMER SUPPORT

4

Reviewed August 2015

Huge Potential, not quite there yet

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.

Tammy

Mental Health Care, 1 employee

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed February 2022

Tammy's Review of CounSol.com

PROS

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.

CONS

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.

Reason for choosing CounSol.com

I was testing CounSol.com in March of 2020 because it had an online tele-health feature when covid hit. Because everything switched to remote, I was ready to meet with clients online because the feature was already a part of the program. So I decided to stick with CounSol.com and feel it has been a good decision for my company.

Tammy

Mental Health Care, 11-50 employees

Used daily for less than 6 months

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2021

This is THE Software for Clinical Social Workers and Therapists!

[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!!!

PROS

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.

CONS

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

Reason for choosing CounSol.com

The provider client loves that CounSol offers the Wiley Template library. The admin staff loves the ease of use.

Reasons for switching to CounSol.com

SimplePractice has no business categorizing itself as an EMR or practice management system. It is seriously lacking a lot of basic functionality; and support is essentially nonexistent. In addition, they make it very difficult to migrate to another system, in an effort to force clients to stay with them. It's rather sad because if our needs were to change, we would NEVER consider going back to SP!

Vendor Response

Thank you very much for taking the time to review our service. We are so glad you are enjoying the service and support offered by your account manager. We look forward to working with you for many years to come. Thanks for all that you do!

Replied March 2022

Annecy

Mental Health Care, 1 employee

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2021

Highly recommended

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.

PROS

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.

CONS

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.

Reasons for switching to CounSol.com

I had used others before switching to Counsol, then I switched to TherapyNotes because of the following reasons: 1. The interface, visually it was not modern enough, a little boring. https://www.therapynotes.com/ but they have a beautiful interface, very modern, clean, and appealing. I like that they have a to do list 2. The scheduling software is still a problem, too many steps to create a schedule and it is so frustrating. I still don't get it. TherapyNotes allowed me to create an appointment immediately. 3. Therapy notes also kept track of my to-dos for every client. 4. Therapy notes had lots of features that I really appreciated, yet I liked to create my own notes and none of the other software allows us to do this and if they did, which they promised they would, they wanted to charge for the feature. I then switched back to Counsol.com. 5. Another software also had an app that simplified things for me when I needed the info on a client. I loved that feature.

Anisha

Hospital & Health Care, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2021

User Friendly!

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!

PROS

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!

CONS

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.

Reason for choosing CounSol.com

CounSol.com was more affordable for all the features I needed to grow and maintain my private practice! Using a HIPPA Complaint Virtual Portal to my clients was a very important feature it offers at an affordable price for my private practice!

Reasons for switching to CounSol.com

CounSol.com was more affordable for all the features I needed to grow and maintain my private practice!

Alice

Mental Health Care, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2021

Satisfied Customer

The support team is always very helpful and responds promptly.

PROS

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.

CONS

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.

Reason for choosing CounSol.com

The other two options I looked at did not allow for me to have other kinds of 'clients' (i.e. supervision, consultation) Their calendar were only set up for mental health patients.

Reasons for switching to CounSol.com

I could never get customer service on the phone and their system kept losing some of my records.

Stephanie

Mental Health Care, 2-10 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

One of the BEST!

Would still be with them if we didn't need E-prescribe. We brought in a nurse practitioner and needed to be able to document this information. I love them and would recommend any new start up company to try their services!

PROS

User friendly interface; client portal easy to use; video capabilities; email and text reminders are standard not extra; staff and biller use is standard; contract is month-to-month and so many other good features! They provide more than one merchant servicer. We used Square and we had no problems. The success coach is amazing always available to assist.

CONS

Billing piece can be a little tricky but not too much that they won't help you with it. You will learn a lot about billing using their system.

Reason for choosing CounSol.com

Pricing, excellent customer care, features and the ease of the client portal. It matters about the flow for the clients end as well!

Reasons for switching to CounSol.com

Business was growing and CounSol had the perfect package at the time! Yellow Schedule only helped with scheduling and we wanted to get away from paper notes.

dee

Health, Wellness and Fitness, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2021

Great product for bililng but not so great for clinicians

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.

PROS

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).

CONS

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.

Reason for choosing CounSol.com

It had the features we needed to make our business work better.

Reasons for switching to CounSol.com

The EHR is very user friendly but has few billing features. We couldn't send clients invoices causing HIPAA issues. We needed a reliable telehealth platform. We needed a better way to get clients to sign/ complete intake documents. and we needed a more developed billing program to keep a budget for our company.

Claire

Mental Health Care, 1 employee

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2021

Great EHR system!

I have had a great experience with Counsol! I have used them for over a year while I started my practice in the pandemic. They've made it really easy to start a practice.

PROS

I really like the customized scheduling features in this software. It makes it easy to keep my boundaries in place for scheduling which can be hard to do on my own. There is a spot to put how long of a break you want between sessions, what types of sessions you want to do on which days (for example, you can see new clients only on Mondays), and you can assign default session types to each client. I also really love their quick and thorough customer service!

CONS

I wish there were more ways that Counsol was inclusive to different communities. They have made some efforts but there is room to grow. For example, having a place to write in gender rather than pick from options. I also wish they could improve the video software. It works well but is lacking basic features that Google Meets and Zoom provide.

Reason for choosing CounSol.com

I chose Counsol for the scheduling and high levels of customization for the EHR and client portal. The price was decent for the features available.

Catherine

Mental Health Care, 1 employee

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

Just switched to CounSol and so glad I did!

Fantastic customer service and a well-developed EHR system. They have been so easy to work with and helpful every time I had a question. I feel like they genuinely care about their customer base.

PROS

CounSol is amazing. It's easy to use and understand. I have a personal account manager assigned to handle all inquiries I might have and he is quick with his responses. I love the CounSol calendar and the intake forms I was able to easily build. Set up didn't take me long at all and my account manager was there to help me every step of the way, which is not true of my previous EHR provider. I appreciate the appointment reminders feature being included. They also offer tiered pricing that is competitive. They have options for every practice size which is super helpful!

CONS

I thought the appearance of it was outdated looking at first, but honestly it works better than my previous EHR. I like it so much better. While the "look" might throw some people off like it did me, I am so glad I gave it a chance. I have no complaints about this software.

Reasons for switching to CounSol.com

I made the switch because SimplePractice had a major price increase while taking away key, basic features. I would have had to pay significantly more per month ($30 or $60) to keep the features I had before while also losing some features. I started a free trial with CounSol and wish I had made the switch sooner. CounSol offers more bang for your buck, significantly better customer service, and they honor their word!

Mary

Mental Health Care, 1 employee

Used daily for less than 2 years

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

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Deirdre

Mental Health Care, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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​ 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​ 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.

Heather

Health, Wellness and Fitness, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2017

Simplifies my practice

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!

PROS

Ease of use, flexibility, support.

CONS

Video chat feature and support needs improvement

Billie

Mental Health Care, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2020

Best Software, Superb Customer Service

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.

PROS

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.

CONS

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.

Reason for choosing CounSol.com

all of the reasons listed above

Reasons for switching to CounSol.com

There was NOTHING simple about Simple Practice, and the customer service was AWFUL.

Heather

Mental Health Care, 1 employee

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed February 2022

Does really well in some areas but is lacking in others

Overall, CounSol is not an inferior product, however it has not met my needs in the way I have been looking for and I am considering switching. They have been able to change small features for me (adding time zone to text reminders, for example), but the other features I really need are not in the works to be added, and it's making the process of documentation and managing my practice more complicated than I would prefer.

PROS

The support is superb, as you are assigned your own account rep when you create your account, and I don't think I have ever waited longer than a few hours for a response. I love that the client portal is customizable, and that CounSol offers custom templates. The color coding on the calendar is also great.

CONS

I wish the custom forms had more customization. There's no ability to change font size, make bullet points, or format the text in many ways. The question types are good but there are a few that are missing, as well as a few options within the question types that are available (box opening up when 'other' is selected, for example.) There is no way to add two separate people with separate emails to the client portal, making it difficult to work with minors that have divorced parents/guardians. I wish the appointment reminders were customizable. The platform in general is easy to use once you get the hang of it, but there is definitely a learning curve involved.

Reason for choosing CounSol.com

Price, support, and features

Reasons for switching to CounSol.com

I was unhappy with the support with SP.

Tammy

Mental Health Care, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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.

Cynthia

Mental Health Care, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

Excellent Product!

PROS

I use the telehealth platform and it’s fantastic- never an issue. I love that after a session, the credit card gets billed automatically, the invoice gets automatically noted as paid and if you chose, sent out. (All of that is optional too but included in the monthly price which is worth every penny, in my opinion.). I also use them for notes and forms clients sign right on the platform (both which you can customize, and for an additional fee Wiley planners are available), email (confidential), sending of claims with the click of ONE button (you have them filled out as you want via a template when you set up the client and can change this of course). Their customer service is GREAT and they help you along with questions-most often the DAY you call/email. You are assigned one person too, which I like. There are so many other great features- clients have a confidential journal they can, if they choose, share with you, folders for handouts you may want to put in the system for them to access, online scheduling if you choose, w email/text reminders as an option, -- it goes on and on. Can you tell I’m a fan? Tax season becomes a breeze too!

CONS

Billing is complicated , so much so I can’t even say in what areas specifically

Reason for choosing CounSol.com

Can’t recall. Price I believe.

Vendor Response

Thank you so much for taking your time to post a review of Counsol.com. We appreciate your kind words and are a fan of you as well :)

Replied March 2022

Dee

Mental Health Care, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2020

Great business asset!

PROS

While I have been using parts of Counsol.com's features for many years, when the Covid-19 was coming at us like a train, I had to completely change my approach to providing my clients the support services they needed. I was able to pack up my practice, move out of my town office and reconstitute my practice at home, LITERALLY OVERNIGHT. Paper systems that I had had in place for 20 years had to be replaced with electronic systems. New paperwork had to be uploaded overnight for clients to sign. The only things that didn't change were me and the dog in the office. Without Counsol.com's multiple features and amazing support staff, I could not have provided uninterrupted services to my clients. WELL DONE COUNSOL.COM!

CONS

The change in accounting programs was the most challenging and nerve-wracking part. Nobody likes to have uncertainty about their finances, especially when it involves keeping track of insurance submissions, adopting a whole new payment system, and a change in software that you have to master quickly. While Counsol.com's system and my brain were clearly on different pages, the support staff was SO PATIENT and HELPFUL and RESPONSIVE to my pleas for help and easily untangled several issues that resulted from my insufficient understanding of how to use the accounting software. It would be helpful to have training videos on how to use the accounting features.

Jennifer

Mental Health Care, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2020

Counsol.com is my administrative assistant

I have encountered one or two glitches in the 5 or 6 yrs I have had counsol.com. Each time, my concern was addressed timely and professionally. This is a system I can rely upon.

PROS

Initially, I liked the fact that I could purchase by the month. After using this software for years, I really like that my account has 1 dedicated tech/customer service rep. I like the ease of use of this software. There are very few technical “glitches” so I feel my data is very safe with Counsol.com.

CONS

Overall, I would rate the intuitiveness of the software about a 7 on a scale of 1-10 with 10 being highly intuitive. That said, once I learned the system, it is very reliable and makes sense to me. You can get a financial report of income daily, weekly, monthly, yearly or any timeframe you request. I wish more statistical reports were available but what is offered is definitely enough for my accountant.

Reason for choosing CounSol.com

Price and features were better.

Delee

Mental Health Care, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2021

Truly a Star-Studded Product

CounSol.com is a one-stop shop. I don't need a calendar system integrating with a telehealth platform or to have to create and send forms to clients for signatures. It is so easy to use and is like 2nd nature. As a solo-practitioner, this really encapsulates everything that I need. Customer Services is stellar. They are quick to respond, via phone or email, and very helpful.

PROS

I have used CounSol for years and did some pretty extensive research before deciding to land here. I have not regretted that decision. The platform is so easy to use. Set-up and personalization were not at all difficult and if/when I did (or do) run into a snag, customer services was easy to reach (and still are to this day!). The integration of clients, billing, scheduling, client portal, forms (easy to start with what's programmed and also to personalize to my business. The HIPAA compliant telehealth software has been pretty flawless throughout Covid and I look forward to using it in the future as well. I also strongly appreciate that Customer Service is approachable and responsive to suggestion for enhancements.

CONS

I truly cannot think of a thing that I dislike.

Reason for choosing CounSol.com

I chose CounSol because it felt smoother, better integration and better look, feel and design.

Reasons for switching to CounSol.com

The professional look to the product/platform really caught my eye.

Emily

Health, Wellness and Fitness, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2017

Private Practice Rave Reviews

I learned of Counsol almost 4 years and have had an incredible experience. Most striking is how invested and responsive Jonathan (my assigned representative) has been in helping me address any questions or needs. I am a bit technologically challenged, and yet found Counsol to be very user friendly, particularly because Jonathan was available to answer my questions over the phone and in real time. The features I most appreciate are the electronic scheduling feature, which has saved me hours each week that I used to spend playing email/phone tag with clients, only for them to respond after the offered time has been accepted by another client. I also appreciate the ease of billing, whether to submit client's out of network insurance claims or to keep payment records for myself. The mail feature puts me at ease given it is HIPAA Compliant, and has also been recommended to me by HIPAA trainers above all others for this reasons. Also note that I have referred dozens of friends and colleagues to Counsol, all of whom have thanked me for the recommendation given their similar positive experiences. Thank you to Jonathan and Counsol for allowing me to focus on what matters most, which is client care, and helping me to efficiently and effectively take care of the rest.

PROS

See my review.

CONS

That it isn't yet offered to Group practices. I would love if the out of office feature for email could be set up on a recurring basis. i.e. I am offsite on Mondays and Fridays and would love to somehow represent that to clients on the calendar feature and in email response. (Maybe this is already possible though...?)

Jennifer

Mental Health Care, 1 employee

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2018

Counsol review

This program has streamlined my practice. I have been able to lessen time on paperwork, billing, etc. and spend more time face-to-face with my clients.I also love the referral program where you get a discount for referring someone else! I also love that Counsol is on top of HIPAA compliancy and making the program more and more easy to use, current with the times, and improving the overall quality of the program. Thank you!

PROS

Very user friendly Modeled and tailored specifically for mental health providers This program has cut my "paperwork time" down significantly I appreciate that I can conduct nearly all my business through this program (billing, documentation, reminders for client appointments, video counseling, etc.) Customer service is very quick to respond and very helpful

CONS

Not much I would change. I really like this program! I wish there was a way to view upload files to the program (like maybe a "preview") without having to download them. I wonder if there is a way to build faxing ability into the program? (i.e. If I needed to fax a treatment plan to another provider, it would be incredibly time saving and convenient and also money saving (because I could eliminate separate fax service), if I could just fax through the program some how. Not sure if that is a possibility, but it would be great if there was a way. Lastly, I wish you could change margins, text size, etc. or something, so when you print a document it doesn't take up so many pages (this is hard to fax or mail and also creates excess paper files)

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