





Evaluation template






Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8About ClinicSource Therapy Practice Management
ClinicSource is a cloud-based practice management solution that helps in scheduling and documenting the therapy appointments of the patients.
ClinicSource Therapy Practice Management’s scheduler includes billing and electronic medical record, where the patient’s information is recorded in the database and all the claims and invoices against the patient are displayed and can be generated automatically. The mental health practitioners can create notes and alerts on each patient that can be linked to the patient's medical records. This helps the patient to view their medical history at a common location.
The scheduler also helps in booking appointments that can be edited and modified using drag and drop feature. The appointment reminder featu...
Evaluation template
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8Average User Ratings
Overall
Ease-of-use
4.0
Value for money
3.5
Customer support
3.5
Functionality
3.5
Likelihood to Recommend
Not likely
Very likely
June 2019
Danieal from Milestones Treatment & Learning Center
Company Size: 2-10 employees
Industry: Medical Practice
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
4.0
Functionality
5.0
June 2019
Great Software for Private Medical Practices
ClinicSource offers organization to any medical practice. It provides video and documented tutorials to make training easier for new employees.
Pros
ClinicSource is great for maintaining patients' personal info, medical records, insurance, billing, and payment information. ClinicSource gives you the ability to create accounts for the doctor and administrator. The administrator is able to schedule appointments, alerts, and notes according to the doctor needs. You can link Clinicsource to an email or phone to obtain alerts.
Cons
Unable to obtain deleted patient information through customer service. Therefore, click "SAVE" in each thread to ensure information is saved.
December 2020
Beth from Step-by-Step Therapeutic Services
Company Size: 2-10 employees
Industry: Hospital & Health Care
Time Used: Less than 12 months
Review Source
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2020
Worth the price
ClinicSource saves us time, which equates to saving us money. Things are streamlined in ClinicSource and accepting new patients is a breeze with the patient portal, and with the ability to store documents the clients provide, everything we need for our clients is in one place. Billing through the clearinghouse is efficient as is their support.
Pros
I like the patient portal feature. I also like the ease of billing through the clearinghouse and the therapist dashboard. ClinicSource is an easy way for me to manage the scheduling, staff, billing and documentation of our small, but growing practice. I feel ClinicSource can "grow" with our company.
Cons
The price is a little higher than other software programs, and the price has definitely gone up since I started using this software years ago. However, ClinicSource offers more and offers better features than other software programs.
Reasons for Choosing ClinicSource Therapy Practice Management
ClinicSource offered more of what we we looking for in a software company, and I was already familiar with it.
October 2017
He from OHT
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
3.0
Functionality
2.0
October 2017
Looked awesome initially, but does not fulfill promises
I was able to start my company with this software. I was able to use an integrated schedule, documentation, and billing software. The cost is reasonable.
Pros
Graphics are appealing. The technical support person is very kind and helpful. The cost is reasonable. I am a one-therapist company and for the most part, most of the system works.
Cons
(1) One has to place a "support ticket" to get any help. The initial person on the phone who takes your call is unprofessional and robotic and states that you "first" have to place a "support ticket". Then, the support ticket will be closed if a certain amount of time passes--even of your problem was unresolved. For example, I placed a "support ticket" on a Friday, and by Monday I was notified by that it was "canceled" due to "customer did not respond in a timely manner". So due to the fact that I placed the ticket on Friday, and I didn't respond to the 'automated message' in 1 day's time, (Saturday--when I was not working) my ticket was cancelled and I had to start the process over again. Once you are able to schedule "a help session", Steven, the tech, is wonderful. He is very kind and helpful. However, it is very frustrating go through all the "hoops" prior to getting help. (2) The company has not held on to the promise (when I signed on in September 2016) that there would be a "patient portal" or means to have clients register for service at home by October of 2016. They still haven't added this. It is now October 2017. (3) Additionally, the company does not know how to explain/correct Medicare billing. A tech (not Steven) did not /could not understand how to help me with G-code entries. Lastly, we can not use Clinic Source to bill Medicare Clients. Medicare rejects all. We have to bill using a different system.
December 2020
Sean from TrueSpeak
Company Size: 1 employee
Industry: Medical Practice
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2020
Great software, excellent training/support staff
Pros
I'm using this software primarily for billing functions. The production of the CMS-1500 form generated by the software is intuitive, simple, and efficient.
Cons
Some of the functions/processes for using the software were less than intuitive; without help from training/support staff, using the software would have been difficult.
Reasons for Choosing ClinicSource Therapy Practice Management
The training/support staff, esp. [SENSITIVE CONTENT HIDDEN], was phenomenal! I watched the instructional videos prior to our virtual real-time training sessions, as instructed. This allowed me to ask [SENSITIVE CONTENT HIDDEN] questions specific to my needs/use of the software and to troubleshoot challenges I had navigating the software independently. [SENSITIVE CONTENT HIDDEN] did an excellent job reviewing my work, troubleshooting difficulties, explaining how the software worked, and showing me how to use the features most important to me. He tailored the training sessions to fit my needs. If not for his help and instruction, I would not have purchased the software. This man is an invaluable member of your ClinicSource team. Thank you, [SENSITIVE CONTENT HIDDEN]!
December 2020
Riva from Riva Bennett, LMHC, BCBA
Company Size: 1 employee
Industry: Mental Health Care
Review Source
Ease-of-use
3.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
December 2020
A little complicated, but so far so good!!!
I just had a training with [SENSITIVE CONTENT HIDDEN] and he was patient and knows the product well. He was very polite and spoke very clearly and made sure I understood the next steps.
Pros
It covers both types of careers I have. The billing is automatic once set up. The staff is knowledgeable and helpful. Hopefully will be easy to use when finished setup.
Cons
Written pretty small and not particularly user-friendly visual, but maybe this will change later. Also, you are limited with the assistance you can receive without paying, and I may need a lot.
Reasons for Choosing ClinicSource Therapy Practice Management
Seemed more streamlined than Office Ally, and the price was less than Therabill and Kareo. It also appeared to be very comprehensive in it's format. You can also removed electronic billing and pay less according to your finances.