ClinicSource offers organization to any medical practice. It provides video and documented tutorials to make training easier for new employees.

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.

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I love the color coding used for the type of appointment. (i.e. evaluation, therapy, etc.) It helps keep our patients organized as well, and clinicians know what their schedule is going to look like at a glance. I also love that it is very intuitive and easy to navigate for entering patients, insurance, physicians, etc. The fact you can create your own templates is nice too and helps things run efficiently.

I really dislike that a document cannot be edited once it is signed. I understand the reasoning behind it so none of the information can be tampered with, but often times people make mistakes even if they have read it over and over again. It is frustrating to have to take the extra step of creating an amendment to explain the change rather than just edit the original. I think there should be a one-time option at least to edit a document following a signature and then it lock after that. I also wish that there was a way to scan a document like an intake form or insurance care and Clinic Source take the information and enter it in the correct fields to decrease the time entering patient information. Not sure if that is possible but it would be amazing for sure to so many practices.

Prior to going with Clinic Source, we were doing our paperwork with Word and Excel. It was way past time to switch to an electronic system to keep track of our paperwork. We initially went with Kareo, which we found was not customizable like we needed it to be. Therefore, I needed to find something else. I reviewed several products and signed up for a few demo accounts as well. Clinic Source was the only program that allows me to customize our documents, which is critical for our practice. I like the fact that I was able to customize our documents, but this was a very frustrating process with a pretty big learning curve for me, and I made several mistakes. I found that some aspects of the template creation process didn't work well, which made the process very frustrating. Now that the templates are set up, the program has been helpful in keeping track of our documents, but there are a lot of things that aren't very user-friendly and could be much simpler. I also find it very frustrating if I need to correct something in my templates. I like the fact that I can create notes from a schedule. I also like that I can copy assessments and plans. This process can be a little tricky at times, though, and I wish it were more user-friendly.If you can find another software that allows you to customize your documents, you might want to consider going with that company instead of Clinic Source.

This is, unfortunately, the only software that we could find that offered templates that were customizable to the extent we needed them to be. This is the strongest aspect of the software. The scheduling process and the note-taking process work fairly well. I like that I can create notes from the schedule and that I can create reminders in the schedule. I like that I can add diagnoses and procedure codes.

The only thing I like about this software is that the documents are customizable. It was important that we be able to create our own templates, as our documents are very specific to our field. I like the fact that I was able to customize our templates, but there is a steep learning curve, and a few pretty big details that I don't think were adequately covered in the training sessions or the support manuals. The process was pretty frustrating overall, and I'm glad that that part is done. There are a lot of things that didn't go as well as they should have in the customization process. Also, I found it much easier to create my own components for the templates than to use the ones created previously. There are a lot of things that I wish were different. One big downside is that it is not possible to make it so there is carry over from documents, so I can't have an aspect of an assessment show up in a plan automatically, or of a plan to a note. There is a "goals" feature that is supposed to carry over between reviews, plans, notes, etc. Unfortunately, there can only be one goal section in a document for this to work. Overall, I find the program to be a little outdated and not very user-friendly. The process of copying assessments and plans is kind of tricky and frustrating, among other things. Also, I find it odd that only diagnosis codes show up in assessments and plans, and not the description of the diagnoses. I also don't like the one-year contract.

Overall experience is outstanding-- not because of the product, but because of the customer services. Responses to questions are always quick, and they are well explained. Most recently I interacted with [SENSITIVE CONTENT HIDDEN]... he was fantastic. His responses were easy to understand, and he was very personable. A good product is important, but customer service wins clients!

The product is easy to use... if a mistake is made, it seems easy to correct-- not permanent.

Integration was easy. If anything could be changed, it would be cool to offer some sort of teletherapy platform within Clinic Source. The platform would offer games and programs that families and therapists could log in to, and have teletherapy sessions with all e-materials loaded into CS.

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.

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.

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.