CounSol's customer service is amazing. My rep gets back with me same day, usually within minutes via phone or email. There are suggestions I have made that end up being implemented. They are always striving to improve features.

It is most helpful to reduce administrative tasks. Reminder phone calls, cards saved on file, filing and billing made easy, clients self scheduling, etc.

There are things I feel could be streamlined and also would like to see more variety in the reports that are available.

This system does almost everything required to manage my existing clients. It's very easy to use and I like being able to see the current day's schedule and monthly overview from the summary page. Sometimes I don't even take my computer to the office - I just use my iPad. I'm also very pleased with the mobile phone version of the website - it's especially convenient to send username reminders and password resets directly from my phone since I'm usually away from the computer when those requests come through.

It has a client portal, it's easy to use from both the client and administrator side. It includes scheduling, billing, secure communication, and recording keeping all in one place. The company is very responsive to user issues and suggestions for new functionality. The product keeps improving. It encourages good record keeping by showing icons or plus signs to indicate if there are treatment plans for clients and notes for completed sessions.

Creating new forms can be cumbersome but my account manager offered to upload my form data from the back-end so I just had to make minor adjustments. I wish that my clients could either upload documents or add attachments to mail messages within the portal. The announcement function (basically an email blast) sends an email to the client stating that they have a message in the portal. Since users get locked out if it's been 2-3 months since their last login, I get a barrage of password reset requests everything I send out an announcement. From the user perspective I think they would like to at least see the title of the message in the notification email, even if they have to log in to see the full message.

Whenever I have needed help, [sensitive content hidden], was always available to walk me through several issues that I had in the beginning. I very much appreciate his hands on service.

It is extremely frustrating that I cannot do a large batch export of my session notes by the month unless I go to each client individually to download the month's session notes. I have asked 2 or 3 times to have this issue fixed.

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.

My overall experience has been wonderful. I rarely have cancelations. I use customized forms and notes. I have a secure way to communicate with clients and their parents. I can attach pictures to specific notes. It has everything I need.

I have been using counsol since around 2012. I tried two or three other similar services when I briefly worked for a nonprofit. Counsol has prompt, thorough, and friendly customer service—the best. I also really like the level of customization I have.

I don’t like that I can’t click and drag appointments around the calendar like I could with other software I have tried.

CounSol is the foundation upon which my practice exists. From scheduling and documentation to collecting payments and submitting insurance claims, CounSol.com is a one-stop-shop. I have not opted for the telehealth meeting feature through CounSol.com yet, just because I'd been using a different video platfrom for telehealth before I signed up for CounSol, but it's also an option that can be used while simultaneously documenting a session.

The product is easy to use, the platform feels intuitive. The help guide is very useful and having one dedicated customer care professional to ask questions and get help from as needed has been absolutely wonderful. Whenever I turn to [sensitive content hidden] for questions or assistance, he has responded quickly, accurately, and has gone above and beyond several times to help me resolve my issue of concern in every area of using the platform from document creation to figuring out why a client's account might not be balanced.

Nothing of great consequence. Maybe there could be more fonts to chose from.

There are a number of visual reminders to help me stay on task to write progress notes, apply payments and treatment plans.

The overall design is well thought out. Treatment planning can be Wiley Structured or DSM for a more flexible plan. I still haven’t had time to implement all of their features. When I get a free minute, I do adjust messages to clients or the appearance of my statements. I want to design more forms to screen symptoms and environmental conditions, because CounSol has the ability to let me incorporate my own forms with theirs.

The more I use it the more I like it. No changes necessary.

The program works amazingly, and I have referred several colleagues already, but the customer service is outstanding as well. I am certain you can find programs that do comparable things, but you will not find another program that has customer service like Counsol.com. I could not have done this on my own with the new learner curves I had just going out on my own in new practice without the help of Jonathan, my support person with Counsol.com. So, between the ease of the program, all the time this program saves me to actually enjoy my free time again as sole provider and owner of my practice and the absolute outstanding customer service, I highly recommend this program to anyone in field!

For someone who runs their own practice by themselves, this has made my job so much easier!!! It's like having a secretary without having one and has given me my free time back to actually enjoy my days off. The clients being able to schedule themselves and connecting my ERA's and Square one accounts is amazing. In just a few short clicks of the mouse, all my payments are registered, it's fantastic. As well as the clients being able to access the portal and enter all their own information makes setting up new clients so much easier!

Nothing, except I wish I would have started with this program versus having to transfer all my clients two years into my 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.

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.

My experience over the years has been excellent. I also used them to store my records when I was temporarily retired and they were great.

I loved the ease of this EHR service. Whenever I had a problem on my end, such as wanting the service but needing to go part time, their customer service and flexibility was amazing. I felt like I was dealing with people who cared.

Nothing about it I can think of that I didn't like.

Overall, I love Counsol and have been using them for over 3 years now. I recommend it to all of my friends in the mental health field. It is so easy to use and the price is amazing. LOVE LOVE LOVE this product!

I love how easy it is to customize, understand and train staff to learn and understand how to use the features. The price point is fantastic for the quality and amount of features.

I wish that some of the information that I can see was not accessible to the clinicians that work for my company. EX: The rate of service when booking a client or for them to input the CPT codes, just little things like that. I also wish there was an automated To Do List. EX: As soon as I have held a scheduled session with a client, the system would remind me to complete the progress note, billing, treatment plan etc.

My customer service rep is amazing at getting back to me with appropriate help when I need it. I never feel like I'm bothering him for help like I did when using another platform.

I appreciate the counselor specific customizations that this program has over the 2 others I have used in the past. I chose this as my final program for the flexibility that fits my use patterns and the ease of contacting customer support when I need help. I have had no issues in almost a year with learning and implementing processes. Great platform that functions like I need it to.

Only area that I would like to see a change is in the lack of flexibility with the program allowing multiple billing codes: 90834 plus add on 90785. It requires more time to bill like this and I do frequently due to having a focus on trauma work/children play therapy.

Moving to electronic health records through CounSol.com has allowed me to access clients' charts when it's urgent, whether to access their contact information if I need to cancel unexpectedly, or even to locate a client's address when I needed to send emergency services to a client's home. Paper charts would have meant driving to my office to find such information.

I love the appointment reminders for clients, which helps to improve appointment attendance. I also love that Counsol is always adding updates, like recently offering Wiley treatment plans for an additional fee. This makes my charting so much easier and more streamlined. The interface is user-friendly and fairly intuitive once you get set up.

There are a few forms I'd like to be able to edit, like the psychosocial form, especially when I am seeing a child or adolescent. I'd like to be able to tailor the forms specifically for the client I'll be seeing.

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!

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!

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.

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!

* 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

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.

I haev saved time and money, been able to reduce no-shows because of reminders sent to my clients, been able to recoup losses for no-shows because of the ability to integrate a credit card system (that's low cost) where clients are required to keep a card on file (secure, meeting Federal standards) that I can run if they do not show up. I would keep going, but my next therapy appointment just walked in! Got to go! I can't recommend them enough.

I have been with Counsol for 5 years. It's like having my own administrative assistant. It has freed up more time (for me to fill with other things, lol). When I first looked for software, I signed up for free trials and even made a chart comparing the features. Counsol has the most features then, and continues to have them now. You can use Counsol as your website, since it has the ability to add pages on your portal that are visible to the public. Just buy your name as a domain name and then point it towards your Counsol URL. You can select which options show up on forms, create your own forms, tweak treatment plans, decide what clients can and can't access, provide teletherapy, upload handouts and mp3s for your clients by topic (couples, parenting, ADHD, depression, etc.). You also have your own personal account representative. I have had the same one since I started. Each time I have a question, I get a prompt response back from him. If there's a problem, he works to find out what's going on and they troubleshoot with the software team to find solutions. They are also open to ideas and feedback and since I have used them, they have continued to add more features and capabilities. You can create users to have access to certain aspects of the software, so others can do scheduling or billing for you. I can't give enough kudos!

Until recently, the video software has been in need of some updating. But they have worked to develop an even better platform for distance therapy. It's currently being finalized and I am excited to test it out ASAP!

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

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

No real cons. I sometimes find little things I wish were different and if I let them know and it makes sense for everyone, they have actually added the feature. Pretty Cool yeah?

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.

This software makes my solo practice so much easier! I can set reminders for myself, create and check off items on a task list; there are automatic (if desired) session reminders for clients, and client payment information is saved (still meeting HIPPAA compliance as the number is protected, but I don't need to ask for payment from the client every time, I just click to charge the card after the client leaves and have the client sign permission for this to be done for future sessions at the intake appointment!), I can set my own availability on the calendar including blocking time for personal appointments in order to avoid double booking or scheduling sessions when I will be out of the office. I did listen to webinars regarding features of 3-4 plans before choosing Counsol. Once I started with Counsol over 2 years ago, when opening my private practice, I never looked back.

1) The best feature is definitely the individual tech support! I hear back quickly (same day within a few hours . . . or for faster service I can call but no need for me!) and have been given options to suit my needs, even if not a typical feature at the time. 2) I also love how the CMS-1500 forms are auto-populated if information was previously saved once for clients insurance and session code CPT code was put in (also can be automatic by session type chosen if session presets are made). I can also print directly onto a CMS 1500 form!

2) I see kids at schools (contract with the local school district) so I wish there were a session option to choose on Counsol that matches each location option listed on the CMS-1500 form .

It's the perfect application to run my practice. It always performs perfectly, was customizable to perfectly match my needs without compromise. My clients have no problems accessing their portal, sending secure messages, using the secure journaling feature, and making payments. Using Counsol lets me focus on caring for my clients and not wrestling with a software application!

My favorite feature of Counsol.com is the attentive, knowledgeable, available and helpful customer service with this product. I'm fortunate enough to have an assigned Support Manager who makes it his priority for me to be productive with this software. This is in stark contrast to other software vendors that send you to FAQs, ChatBots, or Knowledge Bases directories to hunt down your answers. My favorite technical feature is the availability of FORMS for use with my clients. No other software has the depth/breadth and ease of use for form creation and use.

The interface and client experience with the portal is dated with its look and functionality. The online session functionality is not supported for clinicians that are not located in the United States.

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!

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

Each time I've had a question about where something was located or how to do something, they've gotten back to me within 24 hours, and usually they get back that very day. (Thank you Jonathon in Florida!!)

I'm dumbfounded why folks aren't using this more often. People mention simple practice and some others and I don't know why. This is the best! What I like the most is the ease of use, and absolutely everything is here. It is especially easy to schedule myself, schedule in flex time if something comes up and I'm not available, and change my Calendar settings. I can choose which times I want to do video only or offer in person. I usually use the video software, use it for initial paperwork, scheduling, and some of my clients love the journal option. I also love that I can write a note while I'm in session. It is such a time saver.I don't even use all the features but love the idea that when I grow, they are accessible to me.

I'd say one time out of 20 the video is a little glitchy, but not bad. On those times sometimes I've quickly gone to Doxy me but it's really not an issue. I wish there was an actual app. Some of my clients are young adults, and accessing the website through their phone can be a little clunky for them.

We have been using CounSol for almost 5 years. It's been the best all in one solution for us. CounSol handles everything - billing, patient management, progress notes and treatment plans, online portal, video conferencing... Customer Service is downright excellent - super responsive and we've had the same support person since the beginning. Highly recommend.

Easy to use, short learning curve, great price, meets ALL of our needs. We looked at a lot of options that were way more expensive and didn't have the features CounSol offers. The ability for our clients to book and pay through the client portal (a lot of similar solutions do NOT allow clients to pay through the portal), the ability to use our merchant account and not being restricted to Stripe or similar - so we get better rates on our credit card processing. Love that we have the ability to customize our client portal with our logo and branding. And so many other customizable features - just can't say enough good things.

We don't like the lack of a mobile application - which CounSol has promised is coming. It's getting to be more of an issue for us because our online counseling with families and teens is increasing. We hope that this technology is available soon or sadly, we will be forced to find another product. The only other thing I would say is that the overall look could be more modern. But what it lacks in that area it more than makes up for in functionality.

Love it! Customer service is the absolute best. It's added more hours to my day,

Customer service is superb. CounSol assigns you to an account manager, so you have the same person to train and help you with trouble shooting. I don’t have to wait days to get my urgent issue or question answered. My account manger gets back to me right away. The system was very easy to learn. I didn't have to rely on videos or attend group webinar trainings. Creating forms on Counsol was simple because all I needed to do was send the forms to my account manager. Of course I had to spend time making adjustments to the forms, but I didn't have to go through training to learn how to create and upload them. If you use outcome measures or questionnaires like the PHQ9 or GAD7 that require simple scoring, Counsol added a feature that adds scores, which minimizes calculation errors and saves time. My patients use the self scheduling feature of the Calendar easily. Because I send claims daily to insurance companies, Counsol’s system in creating, sending, and reconciling claims is easy. Denied claims are rare because mistakes are caught quickly and are easy to correct and resend; all of which making getting paid faster.

I sometimes make mistakes when I make changes to existing appointments in the Calendar. (I cancel the wrong session, schedule the wrong time, or forget to change the appointment to the correct office) I haven't need to use the video sessions.