Epitomax EHR/PM by PsyTech Solutions is an ONC-ATCB certified electronic health record (EHR) and practice management (PM) software suite designed specifically for behavioral and mental healthcare providers. The cloud-based application runs entirely over the web, offers tablet support, and is paid on a monthly basis. Epitomax is HIPAA-compliant and encrypted by SSL security technology.

In addition to core features for managing patient demographics, treatment plans, assessments, and progress notes, Epitomax offers a few features unique to the behavioral healthcare software industry. These features include the ability to link a progress note directly to a treatment plan, electronic claims submission with no additional charges, or optional use of PsyTech’s billing staff as an outsourced billing provider. Epitomax also offers advanced features for e-prescribing and patient portal for providers requiring them.

Epitomax is designed for midsize to large behavioral health practices with 6 or more providers, 20 or more employees, and 10 or more software users.



61 Reviews of Epitomax EHR/PM by PsyTech Solutions

Overall rating

4.0 / 5 stars

Showing 1 - 20 of 61 reviews

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

2 of 5

Functionality

3 of 5

November 2018

What Ease

Pros

I like that you have many options for information that you could possibly have for a potential client and endless places to store it.

Cons

It is a complicated system that could just be easily completed in two steps. Information is not carried over that could be and you are constantly double checking information and opening multiple tabs in order to transfer information that you wish the software would have done for you. This software is beginner version.
The software is not client friendly for their portal they offer as well. Clients are constantly looking to try to complete forms that are given error messages that do not give them enough communication on what they did wrong. You need a full staff to sit with them to do the online forms, which defeats the purpose.

Response from PsyTech Solutions of PsyTech Solutions

Replied November 2018

We would value the opportunity to meet with you and discuss your feedback. We would be happy to offer training and configuration on how to best utilize the different workflows in Epitomax to make the system easier for you to use. Since the review was written anonymously, we are unable to contact you. Please email mkreamer@psytechsolutions.net, and I will work to assist you. Best Regards, Mike.

October 2018

Jearilyn from Hope Services

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

4 of 5

October 2018

epitomax review

Pros

I like that everything is in one place and that it is user friendly.

Cons

I don't like that you have to navigate through the various episode histories to find certain documentation. I wish there was a simpler process.

Response from PsyTech Solutions of PsyTech Solutions

Replied October 2018

Good morning Jearilyn, Thank you for submitting your review. I'd like to schedule a brief meeting to review your needs. We do have a simpler process that we can share for reviewing documentation across episodes of care. It sounds like that will really help you. Please let me know when you might be available to do that. Best Regards, Mike.

October 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

4 of 5

Functionality

5 of 5

October 2018

Epitomax

Pros

Flexibility of design; we were able to work closely with staff to program the EHR for our needs

Cons

It seemed it was susceptible to errors with non-Chrome browsers

September 2018

Syndi from Renewal Counseling

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Customer support

4 of 5

Functionality

4 of 5

September 2018

Epitomax Review

Epitomax has allowed our agency to combine our clinical and administrative work into one system allowing more stream lined functioning of tasks. In general Epitomax has greatly improved since we started though still in need of some improvements.

Pros

Ability to pull reports for administrative use, ease of scheduling, and ability to customize forms and functions for our purposes.

Cons

Patient Portal is extremely difficult to navigate. Signature function on all forms could be improved in both visual presentation and user ability.

September 2018

Brittany from The Guidance Center

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

1 of 5

Customer support

4 of 5

Functionality

4 of 5

September 2018

Product Review

Overall I have enjoyed using epitomax. I have used sharenote in the past and it really was inconvenient.

Pros

I like that it is user friendly. It gives the user the ability to navigate with ease.

Cons

I didn’t like that sometimes options that was needed wasn’t available. I also didn’t like when I typed notes that I had to update and then press refresh. It was an extra step.

Response from PsyTech Solutions of PsyTech Solutions

Replied September 2018

Good afternoon Brittany! I'm sure you have noticed by now, but there is no longer a need to refresh after update on the forms in your system as of 8/24/2018. Epitomax is now completing the refresh for you upon the completion of the update on the form. Please contact your Primary Contact regarding the options that are unavailable. If they cannot assist you directly, then they will enter a ticket and we will check into this further for you. Thank you! Jennifer Geiman, Director of Customer Success

September 2018

Nicole from Renewal Christian Counseling Center

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

September 2018

Easy to use

Pros

Easy to learn and drop down menu capabilities.

Cons

Repetitive on some forms like treatment plan reviews.

September 2018

Diana from Dr J Chandler

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2018

Easy to use

Pros

I like how you are able to integrate everything you need into one program! Finally!

Cons

The app could use more options, to be more competitive with other apps.

September 2018

Katie from Hope Services

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

4 of 5

Functionality

5 of 5

September 2018

Epitomax Review

Pros

I like the ease of use of Epitomax, the features it has and all the things we can do with it.

Cons

Takes a while to learn the system and how to do things in the software.

September 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

3 of 5

September 2018

Epitomax review

Pros

I like h ow the scheduling is formatted, easy to see clts scheduled, spaces open, and easy to add/change

Cons

Dislike how we need to sign two parts of progress note (progress note and general narrative) in order to complete, seems like I have to enter a lot of different pages to access different information about clients, specifically clinical assessments, etc.

Response from PsyTech Solutions of PsyTech Solutions

Replied September 2018

Good Afternoon! Thank you for your feedback! I'm glad to hear you enjoy the scheduling feature in Epitomax. Regarding forms in Epitomax, clinical forms are custom-designed per customer requirements and they are customer-tested and approved to production during the implementation. It is often true that inefficiencies in the form design and the organization workflow are discovered after you are live in Epitomax. In these cases, please contact your Primary Contact to enter a ticket for revisions on your forms and we would be more than happy to adjust your forms per the requirements of your organization. Thank you! Jennifer Geiman, Director of Customer Success

September 2018

Terrie from Hope Services

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

September 2018

Review for Epitomax

Our agency started out using the software for client records. It now utilizes the system for billing, payroll and runs reports to inform daily operations of the business.

Pros

I love that this software is internet based and can be easily accessed. I also like that individual employees can be given certain permissions and access.

Cons

The software works best on certain internet browsers than others.

September 2018

Stefanie from Renewal Christian Counseling Center

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

3 of 5

September 2018

Epitomax Review

Pros

All of our clients information is in one place, we don't have to have a different system for the client's information and to schedule an appointment.

Cons

Patient portal is not the most user friendly especially for people who are not comfortable for computers.

Response from PsyTech Solutions of PsyTech Solutions

Replied September 2018

Good Afternoon Stefanie! Thank you for your feedback as it definitely helps to improve everyone's experience in Epitomax! If you have specific suggestions for improvements in the Patient Portal, we would love to hear them! Please contact your Primary Contact to enter a ticket to indicate your suggestions for improving our Patient Portal. Thank you! Jennifer Geiman, Director of Customer Success

September 2018

Amanda from Hope Services, LLC

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2018

Epitomax

Epitomax is a good way to streamline medical records and make them accessible for traveling clinicians.

Pros

The software is easy to use and can be accessed from where you are.

Cons

There have been times in the past where they system shuts down and the work being completed at the time is lost.

September 2018

Laurie from Renewal Christian Counseling Center

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

September 2018

Great start

Paperwork is streamlined and efficient.

Pros

I am new to the program but am encouraged as I have just started working with it. Streamlined procedures and clear flow makes it easy to use and ultimately less time that I have to spend on paperwork. I'm looking forward to getting proficient with it.

Cons

I would like a tutorial that would help me with learning all the features that it has. That may exist, I just haven't seen it yet.

Response from PsyTech Solutions of PsyTech Solutions

Replied September 2018

Good Afternoon Laurie! Congratulations on your new position and thank you for your feedback! There are several training and how-to guides under Administration>Getting Started with Epitomax in Epitomax. I will also forward you a separate email with a link to a Clinical training module that may be helpful. When you get the link via email, you can reply to me via that email if you have additional questions or if you would like additional training. Thank you! Jennifer Geiman, Director of Customer Success

September 2018

Michael from RCCC

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

2 of 5

September 2018

My Review, Oo Poopah Doo

Never thought I'd say this: give me back my paper file. At least I can find details quickly instead of searching through endless progress notes looking for some important information (how many kids did she say she had?)

Pros

Scheduler , monthly view. Review function for docs.

Cons

Navigating to find certain docs in a client's file. e.g. where is the referral page; finding other's notes and doc.'s docs. Confusing dates above columns of documents (generated, due, reviewed, creation, form date); entering diagnosis - the drop down menu is to fussy, it doesn't pull up relevant diagnoses even if you put in the entire name and number. Doesn't seem to conform to DSM 5. Adding, revising, updating docs. after signature is very cumbersome; we don't even try anymore, just wait for quarterly (which is 9 pages long.) Annual reviews use original document and it's hard to figure out how to add new material. Anything that has to be amended is confusing. No help menu, or ours is disabled. No warning when system has timed out.

Response from PsyTech Solutions of PsyTech Solutions

Replied September 2018

Good Afternoon Michael! Thank you for your feedback! When looking for a diagnosis in the drop-down, please try using the '%' character as a substitution to look for a desired character string anywhere in the diagnosis description. For example, '%anxiety' will find all diagnoses with 'anxiety' anywhere in the description. For revising forms after signature, please review the How-to guide under Administration>Getting Started with Epitomax>Forms Comments/Feedback. Recent changes have been made to this functionality that make the process more efficient (ie: Epitomax now automatically changes the form status to Pending and removes all subsequent signatures for you). Please give it another try! We are working on additional documentation and training videos that will be released very soon. Please contact your Primary Contact with further suggestions for Epitomax as we would love to make Epitomax your medium of choice! Thank you! Jennifer Geiman, Director of Customer Success

September 2018

Jackie from Polk County Human Services

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

1 of 5

Customer support

1 of 5

Functionality

2 of 5

September 2018

Don't spend your money on this system

My overall experience with Epitomax has been nothing but negative. Work orders aren't done in a timely manner. We're still waiting for fixes that we've asked to be taken care of since day one of go live. Something simple like making sure we're in the correct time zone shouldn't be put on the back burner for four months. This system has caused so much anxiety for the people working in it. I'm convinced we've lost clients because of it. We had NO training from Epitomax on how to use the system to navigate it efficiently. Which in turn causes trouble for the people using it, which in turn reflects on us as an organization and turns people off from wanting to get services here.

Pros

The ease of having the record electronically versus needing to dig out a paper file.

Cons

There are so many things to dislike about this software it's hard to narrow it down. Printing out a document is a joke, there are about 10 pages to an assessment and most of that space is blank white paper. It's hard to find anything you're looking for except maybe an address. The scheduler is too hard to use. Information doesn't scrape over from one document to the next like it should. Information is way too scattered throughout the record. Basic information should be at your fingertips not hidden 10 clicks away. I've worked in many electronic medical records and this is by far the worst record I've ever had to use.

Response from PsyTech Solutions of PsyTech Solutions

Replied September 2018

Hello Jackie, I would highly recommend you contact the Primary Contacts in your organization to further explore the issues you encounter in Epitomax when they occur. The Primary Contacts enter support tickets which drive our support of your organization and set priorities. Though Epitomax can be highly customized, unfortunately, we are not able to make every change that is requested of us. Forms issues and form re-design can also be requested via a ticket. It is often the case that the recognition of inefficiencies occurs after you are live, so please don't hesitate to make the suggestions to your Primary Contacts. Finally, I will be reaching out to your Primary Contacts to further explore your concerns regarding lack of training and loss of clients. This is the first I have heard this, so I would like to explore the situation further and make any necessary adjustments to ensure this isn't the reality. Thank you, Jennifer Geiman, Director of Customer Success

September 2018

Da Vante from The Guidance Center, Inc.

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

3 of 5

September 2018

Epitomax Review

Overall its great not perfect but great.

Pros

I love that the website houses all of the client's records

Cons

The different programs you have to click through to get different options for a tab

September 2018

Rita from Polk County Human Services

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Functionality

3 of 5

September 2018

Not appropritate for behavioral health agency

This is the first paperless program we have had so the fact that everything we can get to is available without accessing a paper chart is beneficial BUT the ease of getting to the information is not there. Too many clicks to get to the area where records can be viewed. Emergency contact is in each episode and not easily viewable. Takes too long to get the program updated to workable when something isn't working correctly.

Pros

I believe this program is more for medical facilities and seems like it would be very adequate in that type of clinic.

Cons

Not very accommodating or user friendly for a behavioral health agency which is very different from a medical facility/hospital. Not able to customize reports. Completely at the mercy of Epitomax to create reports or get a query code.

Response from PsyTech Solutions of PsyTech Solutions

Replied September 2018

Good Afternoon Rita! There are a plethora of reports available in Eptiomax and we have certainly customized some for your organization already. However, we do recognize that we have not been able to accurately anticipate every customer's unique reporting needs. To address this, we created the query tool in Epitomax which allows our support team to write a custom query unique to your organization's reporting needs with output to Excel. This is a phenomenal tool and support service! Please check out Reports>Client Tracking Reports>Emergency Contacts Report. This can be run for one or more clients. There is also a button at the bottom of the main client record to display the Emergency Contacts Report specific to the selected client. For further shortcuts, please contact your Primary Contact to create a ticket as we will make efficiency improvements where it makes sense and sometimes training will solve the problem as well. Thank you, Jennifer Geiman, Director of Customer Success

September 2018

Mark from Renewal Christian Counseling Center

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

4 of 5

Functionality

4 of 5

September 2018

Organized

I like the experience.

Pros

I like how the chart is organized and how easy it is to find what I'm looking for for each client.

Cons

I wish long forms like assessments and treatment plans were one continuous form rather than page after page.

September 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

4 of 5

September 2018

I don't hate it...

The experience has been very neutral. I don't hate it but it needs improvements.

Pros

The program was very easy to learn and use.

Cons

There are some unnecessary updating and refreshing pages when completing notes. Documents are organized in strange ways. I would like to sort documents by pending/completed or due dates etc.

Response from PsyTech Solutions of PsyTech Solutions

Replied September 2018

Good Afternoon! There is no longer a need to refresh after update on the forms in your system as of 8/24/2018. Epitomax is now completing the refresh for you upon the completion of the update on the form. Thank you! Jennifer Geiman, Director of Customer Success

September 2018

Jayme from Renewal Christian Counseling

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

September 2018

Epitomax review

We are solving the coordination of clinical care and clerical care for our client. Epitomax has been very helpful in organizing and providing forms for our clinicians to meet the stardards for care.

Pros

I enjoy my dashboard, its very helpful in keeping track of my due paperwork, and ever overdue paperwork.

Cons

There seems to be some glitches in different clinical forms.