Small Group Private Practice LIFESAVER

Overall, I am staying with CounSol. It allows me to have a virtually paperless practice and automates things that save me both time and money such as self scheduling and appointment reminders. My client report they like the portal and find it relatively easy to use. Although it is customizable, it again is not the prettiest looking thing, although I haven't had any client complaints about this.

Pros

I love almost everything about CounSol! I used it when I was a solo practitioner and have continued as my company has grown into a group practice. What I like: - Electronic intake forms as well as all other forms - FULLY customizable forms including progress notes - Client self scheduling/ Client portal - Online payments - Calendar sync with phone - Secure messaging- staff and clients - Quick claim submission and ERA reconciliation - Customer service- its amazing really!! - Generally accurate monthly payment reports - Appointment reminders via text, email and phone - I also love that they don't tack on costs for features- it is included in the plan you pick!

Cons

I have been with CounSol long enough that I have been able to see them grow, including them implementing suggestions I have personally made for the EHR. That said there are a few things I still don't like: - the interface itself is not as pretty as some of the other ones out there - there can be a lot of button clicking sometimes (this has improved) - my staff report they do not find it intuitive to use - the way the payment report screen handles refunds (however, if you know how it does, then it is easy to account for- just more button clicking) - Use of Office Ally for clearinghouse, but bc of changes on the part of Office Ally not CounSol - They don't have an app and I dislike the mobile view - Not a monthly all clinician view calendar, but there is a weekly one, but it doesn't show openings, just booked appointments

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.

Great, user-friendly EMR

I used this platform with a group practice before I started my own practice, so I felt comfortable with using it right away. I was surprised though with how easy it was to customize and tailor to my own needs. There's a lot to do to set it up, but you have the support of the customer service rep and it's not difficult. Once you do set it up, it's so streamlined and easy to use. I'm really happy with my choice to go with them.

Pros

I really enjoy the ease of creating and customizing forms per my needs. I also like that it's an all-in-one interface. My EMR, billing, etc. are all in one convenient place and the customer service representatives are really helpful in getting set up.

Cons

I don't love the telehealth platform that's inside the platform. I end up paying for an additional telehealth platform that is a bit more reliable (e.g., steady video).

Lots of positives and can be a much better product with changes

My notes are getting done quicker bc it's easier to get them done, I've realized although it's cheaper and there are some features that are better than my old product, it's not as professional as my old product and doesn't offer as many resources for measures that I would use as a LCSW

Pros

The invoice feature, the ease of calendar, birthday emails,

Cons

The intake measures aren't pulled into the initial intake note. This doesn't create a professional looking intake note like the other system I used. No ability to write a formal short note about a phone session, or missed sessions when you void the invoice you can't document it. Can't send attachments in an email via this site that I don't want to make available to all clients. The billing feature pages are very confusing and can be very overwhelming. The measures offered are limited and personally I don't want to have to input them and/or recreate them and it doesn't allow me to send specific measures to individual clients. It's like a one size fits all with this product.

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.