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ClinicSource is a cloud-based practice management solution focusing on speech therapy, physical therapy, and occupational therapy that helps in scheduling and documenting the therapy appointments of the patients. ClinicSource Th...Read more about ClinicSource

3.9 (65 reviews)

91 recommendations


FrontRunners 2023

TherapyNotes is a cloud-based mental/behavioral health software system that includes electronic health records (EHR), a patient portal, patient scheduling and medical billing. The solution is suitable for practices of all sizes, i...Read more about TherapyNotes

4.7 (828 reviews)

71 recommendations


FrontRunners 2023

TheraNest is an HIPAA compliant web-based mental health solution used by solo practitioners, large mental health practices, and nonprofit organizations. The solution is suited for therapists, psychologists, psychiatrists, and soci...Read more about TheraNest

4.4 (923 reviews)

66 recommendations

AdvancedMD for Mental Health

AdvancedMD is a unified suite of software designed for independent laboratories, medical, physical therapy and mental health practices. Features include practice management, electronic health records, patient engagement, telemedic...Read more about AdvancedMD for Mental Health

3.5 (4 reviews)

39 recommendations

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Valant EHR Suite

Valant’s Behavioral Health EHR and Practice Management Software includes all the tools you need to provide exceptional individual and group care while running a successful private practice. Unlike other non-specialized EMR softwa...Read more about Valant EHR Suite

4.1 (266 reviews)

26 recommendations


TotalMD is an extremely affordable, extremely intuitive Practice Management solution that offers small and growing practices the latest billing technologies and techniques at a fraction of the cost of their competitors. TotalMD pr...Read more about TotalMD

4.4 (60 reviews)

23 recommendations


Psychiatry-Cloud by WRS Health is a cloud-based integrated electronic health records (EHR) solution that offers integrated practice management, billing services, and marketing services for psychiatrists, therapists, social workers...Read more about Psychiatry-Cloud

4.1 (13 reviews)

15 recommendations


FrontRunners 2023

Luminello is a cloud-based electronic medical record (EMR) that helps psychiatrists, counselors and therapists in small mental health practices. It comes with a calendar scheduler, which allows users to manage appointment bookings...Read more about Luminello

4.6 (65 reviews)

8 recommendations


Theralytics is a practice management solution designed to help applied behavioral analysis (ABA) providers handle employee scheduling, data collection, payroll and billing, among other processes. Professionals can upload staff mem...Read more about Theralytics

4.9 (57 reviews)

8 recommendations


AZZLY Rize is quickly being recognized as the leading clinical and business platform for residential and outpatient addiction treatment and mental health programs looking to replace outdated technology that no longer meets best pr...Read more about AZZLY Rize

3.9 (69 reviews)

7 recommendations

CR Essentials

CR Essentials (formerly Behaviorsoft) is an all-in-one secure clinical management solution that empowers small independent ABA providers to automate routine daily tasks for billing, client scheduling, human resource management, me...Read more about CR Essentials

4.7 (22 reviews)

7 recommendations

Patagonia Health

Patagonia Health provides a cloud and apps-based software solution designed specifically for organizations providing Behavioral Health, Mental Health and Substance Use Treatment services. Patagonia Health’s solution includes an in...Read more about Patagonia Health

4.0 (69 reviews)

6 recommendations


MedEZ is an electronic health record (EHR) and billing suite suitable for most medical facilities, particularly behavioral health centers and substance abuse rehabilitation programs. On-premise and cloud-based deployments are avai...Read more about MedEZ

4.8 (18 reviews)

6 recommendations

Sigmund Software

For nearly two decades, Sigmund Software has had the opportunity to create individualized Software Solutions for many diverse organizations. Sigmund’s enterprise, cloud-based platform, AURA, contains a robust features suite that ...Read more about Sigmund Software

3.4 (29 reviews)

5 recommendations


Alleva's EMR software solution offers the latest technology to therapists, improves the quality of their work, and relieves stress. The intuitive, user-friendly platform eases the workflow for those providing care. The EMR dashbo...Read more about Alleva

3.9 (60 reviews)

4 recommendations


Psykdesk was built specifically to service the unique needs of the medium to large behavioral health practice. Our software is an “all in one” solution delivering features that allow for effective team communication, insights int...Read more about Psykdesk

4.9 (14 reviews)

4 recommendations

DENmaar Guardian

DENmaar Guardian is a MH/SA suite. Handle clinical, administrative, and insurance revenue cycle management all within a single platform. High level of functionality, includes scheduling, e-prescribe, telehealth, eligibility and be...Read more about DENmaar Guardian

4.6 (13 reviews)

4 recommendations


ClinicTracker is a fully customizable EHR, billing and practice management software designed to automate your clinic workflows, boost your staff productivity and patient engagement, while shortening your billing cycle. We provide ...Read more about ClinicTracker

4.4 (36 reviews)

3 recommendations


The Kipu Platform Kipu is the premier cloud-based solution for behavioral and addiction treatment centers. Our end-to-end platform includes a collaborative EMR system for management of health records, treatment plans, scheduling, ...Read more about Kipu

4.8 (158 reviews)

2 recommendations

Opus EHR

Opus Behavioral Health is a cloud-based electronic health record (EHR) platform for behavioral health and substance abuse teams at inpatient, outpatient and residential care facilities. Opus EHR is a certified solution that enable...Read more about Opus EHR

4.7 (21 reviews)

2 recommendations

Buyers Guide

Last Updated: March 16, 2023

Much like the broader medical software space, mental health practices require a variety of software systems to help manage administrative tasks as well as speed up, secure and manage processes related to patient care.

Mental and/or behavioral health practices have more specialized needs for their medical software than other types of practices. This means mental health professionals have to add specialty-specific requirements to their list of considerations when searching for new or replacement systems.

To help provide a clearer understanding of what mental health software is and what the unique considerations for buyers are, we've created this buyer's guide. In it, we'll cover the following topics:

What is Mental Health Software?

Common Features of Mental Health Software

What Type of Buyer Are You?

Benefits of Mental Health Software

Next Steps for Buyers

What Is Mental Health Software?

Mental health software is not actually a type of software, but rather it refers to a number of different software systems that are related to and specialized for behavioral health professionals. Some of the most widely-used software systems for mental health practices include:

  • Electronic health records (EHRs)

  • Therapy notes

  • Patient scheduling

  • Telemedicine

  • Accounting and Billing

  • Patient portal

Users typically have the option of purchasing a larger practice management suite with a number of these common applications included or investing in individual, standalone systems that may offer more robust capabilities.


Patient scheduling within AdvancedMD's EHR system

Common Features of Mental Health Software

Electronic health records (EHR)

Helps users to create and securely store digital patient records. EHRs that are specific to mental health practices will also include features like charting templates for evaluation and automated E/M coding as well as e-prescription and lab integrations.

Medical billing

Makes coding and collecting payments significantly easier with features such as patient statement generators, coding assistance, claims scrubbing, eligibility inquiry and reporting. Mental health billing systems will often specialize in ICD-10 billing and coding.

Patient scheduling

Automates many of the processes related to scheduling, such as sending out text message/email/phone reminders of upcoming appointments and follow-up inquiries or surveys.

Practice management

Bundles a few different systems necessary for running a mental health practice. Systems often included in practice management suites are: EHRs, billing, scheduling, accounting, practice analytics, reporting, etc.

Patient portal

Creates a single, secure interface where patients can submit paperwork and payments, view lab results and communicate with therapists via secure messages.


Helps therapists and patients to connect remotely. Video conferencing is one of the most popular telemedicine applications. helping physicians meet with customers face-to-face for sessions without either having to leave their office or home.

What Type of Buyer Are You?

Our medical advisors speak to hundreds of medical professionals each day to discuss their software needs. Here are the most common reasons our callers give for needing mental health software.

Opening a new practice. Many times, we hear from medical professionals who haven't opened their practice yet, but who want to have their systems in place before opening their doors. Depending on their needs and budgets, these therapists may want to start off with standalone systems that will allow them to grow as they acquire more patients.

Transitioning from paper charts to EHRs. It's not uncommon for us to hear complaints from callers who are drowning in paperwork and interested in the benefits of electronic records. By making the switch, practitioners are able to improve office efficiency, keep more detailed records and reduce errors.

Updating systems and technology. Thanks to constant updates and new features being added to mental health software systems, we find that many of our callers have outgrown their existing systems and are looking for more modern options.

Looking for an integrated solution. Many practices that started out with independent or best-of-breed systems find that, over time, they outgrow those disparate systems and need to look for a single, integrated software suite. These larger systems unify the different mental health softwares such as EHR, scheduling, billing and practice management, to make them all easier to access.

Adhering to federal standards. After the HITECH Act of 2009, medical professionals were expected to adopt electronic record-keeping methods and demonstrate “meaningful use" of those systems. Practitioners who are not currently using EHRs are likely seeing penalties in the form on decreased reimbursements, which could be corrected by switching to ONC-ATCB certified EHRs.

Benefits of Mental Health Software

Mental health professionals who use software tools get to enjoy the same benefits as general practitioners who use EHRs, scheduling systems and other medical software. However, when therapists use those mental health-specific systems, they see additional advantages, for example:

  • Specialized medical billing software isn't bogged down with codes that don't apply to mental health. Instead, these systems are tailored with ICD-DSM coding to run faster and better assist users with ICD-10.

  • Intake and evaluation forms are customized to obtain the information that you need for psychiatric evaluations. Unlike generic patient history forms, the templates generated by specialized mental health systems can ask different or additional questions to give you a better picture of your patients' overall history.

  • Mental health EHRs include additional note capabilities to document behavioral factors such as risk of violence or suicide.

Overall, using software that is tailored to your own unique needs will increase productivity and efficiency within your office as well as improve patient care by allowing you to offer more tailored and thorough treatments.

Next Steps for Buyers

So now that you have a better understanding of what differentiates mental health software tools from broader medical software, you can better assess your options.

The first step, regardless of what type of buyer you are, will be to identify which tools you need for your practice. For example:

  • Are you starting simple? Prioritize a mental health EHR system to make sure you have your bases covered when it comes to creating and tracking patient charts.

  • Are you looking to streamline everything? You're in the market for a practice management suite with EHR, billing and scheduling functionality.

This guide can help you figure out where your practice is and what technology you should invest in.

Step two will be to work out your budget. A good starting point for this process is to list out the features you really need and—in a separate list—those that you really want.

Knowing the difference will help you better determine what you can afford when it comes to pricing out integrations. Check out this pricing guide to learn more about how much mental health EHRs cost.

Finally, call or chat with our team of expert advisors to discuss your practice's needs and have them identify a short list of products that offer exactly what you're looking for.