Find the best Therapy Notes Software

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TherapyAppointment

TherapyAppointment is an easy-to-use, HIPAA-compliant, EMR solution for individual and group mental health practices. Our secure, cloud-based web platform powers your practice (charting, billing, insurance filing, scheduling, appo...Read more about TherapyAppointment

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Luminello

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

4.5 (68 reviews)

20 recommendations

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SimplePractice

SimplePractice is a cloud-based practice management system built to make the business side of private practice easier. Our easy-to-use and HIPAA-compliant software helps health and wellness professionals automated their day-to-day...Read more about SimplePractice

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TherapyMate

TherapyMate is a cloud-based practice management solution for therapists, counselors, psychiatrists, psychologists, and social workers. This solution offers patient scheduling, therapy notes, billing, payment processing, income/ex...Read more about TherapyMate

4.2 (9 reviews)

Foothold

Foothold offers a federally-certified mental health EHR that is fully interoperable with other systems and HIEs. AWARDS is HIPAA-compliant software that offers robust case management, client tracking, billing and reporting functio...Read more about Foothold

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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)

56 recommendations

EHR YOUR WAY

DO NOT CLICK UNLESS YOU CAN PAY AT LEAST $800 A MONTH. ***NOTE: WE ONLY SERVE 15+ USER AGENCIES WITH A $800 MONTHLY MINIMUM IN LICENSE FEES. + 120-Day Money Back Guarantee + 5,000+ Features + Inpatient/Outpatient...Read more about EHR YOUR WAY

4.9 (359 reviews)

13 recommendations

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RXNT

RXNT’s cloud-based, ONC-certified medical software—Billing, Practice Management, EHR, and more—improves clinical outcomes & revenue cycle management. Simple, transparent pricing includes free setup and training, free data transfer...Read more about RXNT

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CAM

Celerity’s CAM is a cloud-based, behavioral health care management solution and electronic medical records (EMR) for chemical dependency and mental health treatment providers. CAM incorporates a variety of clinical features, ...Read more about CAM

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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 (279 reviews)

51 recommendations

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DrCloudEHR

DrCloudEHR is suitable for midsize and large behavioral health, human services and integrated delivery systems. DrCloudEHR is meaningful-use (Stage-2) certified and 508 compliant, and it displays information as needed for intake...Read more about DrCloudEHR

4.2 (13 reviews)

3 recommendations

ClinicSource

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

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Pronto EMR

Pronto EMR is a behavioral and mental health electronic medical record (EMR) solution. It can be either deployed on-premise or hosted in the cloud and offers features that include clinician dashboard, prescription drug monitoring ...Read more about Pronto EMR

DELPHI32

A+ DELPHI32 is an on-premise billing, scheduling, and patient records management system designed specifically for small mental and behavioral health practices. The comprehensive program meets the needs of all types of mental healt...Read more about DELPHI32

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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

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MedEZ

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

4.7 (19 reviews)

9 recommendations

ClinicTracker

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)

6 recommendations

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TherapyNotes, LLC

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, LLC

4.7 (912 reviews)

94 recommendations

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OpenEMR

OpenEMR is a cloud-based solution providing electronic medical records (EMR), medical billing and patient scheduling. The EMR functionality offers customizable forms, patient reports based on demographics, notetaking capabil...Read more about OpenEMR

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BlueEHR

blueEHR by ZH Healthcare is an electronic health record (EHR) and practice management system for providers of any size or specialty. It is a cloud-based system and supports Linux, Mac and Windows operating systems. blueEHR is...Read more about BlueEHR

Buyers Guide

Last Updated: November 21, 2023

To mental and behavioral health care providers, therapy notes are essential for documenting patient encounters. What’s more, therapy notes are consistently cited as a top-requested electronic health records (EHR) software functionality by buyers who contact Software Advice.

There are hundreds of solutions that offer therapy notes for practitioners looking to make a first-time or replacement purchase. To help you narrow down your options and better understand what’s available in today’s market, we put together this buyer’s guide.

Here’s what we’ll cover:

What Is Therapy Notes Software?

Common Functionality of Therapy Notes Software

Benefits of Electronic Therapy Notes

Deployment Strategies and Pricing

Market Trends To Understand

What Is Therapy Notes Software?

“Therapy notes” can refer to several different kinds of medical forms that are needed to document patient encounters in mental and behavioral health care settings.

These can include:

therapy-notes

These types of mental health progress notes are essential for practitioners to record patient assessments, treatments and results over time. The data can also be used for tracking and coordinating care to achieve healthy outcomes. And in some cases, these notes serve as the official record of the patient relationship and may be subpoenaed in court.

In light of all this, it’s extremely important for therapy notes to be as comprehensive, up-to-date and secure as possible. Indeed, the right software ensures notes are legible and automatically marked with time and date stamps. Drop-down menus and templates make it easy for practitioners to enter detailed patient observations. Plus, electronic files are generally more secure than paper-based records.

Common Functionality of Therapy Notes Software

Specialty-specific notes templates

Most systems should offer notes templates for a range of specialties, such as psychotherapy, psychiatry and behavioral health. Some allow users to customize templates with additional fields/terminology. Templates usually offer drop-down menus and click-boxes.

Note management

Allows users to easily view/retrieve notes and assessments, in order for human services specialists to access old notes and review previous sessions.

Outcomes tracking

Allows users to turn therapy notes data into reports, for gauging health outcomes across patient populations. (Measuring care outcomes is recommended by the Diagnostic and Statistical Manual of Mental Disorders, Fifth Edition [DSM-5].)

Coding tools

Help users select and enter codes in note templates and billing modules from a pre-programmed menu or searchable database. These clinical documentation codes may include CPT, ICD and/or DSM codes.

Staff management

Users are assigned roles within the system (e.g., site administrators, clinicians or billers) that provide different levels of access (e.g., clinicians can only see the notes for their own patients). Supervisors can receive missing notes reports and notifications for notes that need approval. Standard functionality for systems aimed at larger organizations.

Benefits of Electronic Therapy Notes

Some of the benefits of electronic therapy notes should already be clear from our discussion, but here’s a complete listing:

  • No double-entry. When you enter data electronically, you don’t need to bother with digitizing it down the road.

  • Paperless office. By using electronic therapy notes, you’re one step closer to achieving the ecological nirvana (and the cost-savings) of a paperless office.

  • Improved organization. Electronic therapy notes are automatically organized by time/date and patient - no hunting through file-cabinets.

  • Patient analytics. As we’ve seen, electronic therapy notes can feed historical reports that track patient progress over time. Do you really plan to turn all your old paper notes into charts?

  • Easier coding. ICD 10 codes are a pain, and we all know the DSM V tends to make coding more painful rather than less. Thankfully, these tools offer features to assist with the tedious task of coding.

Deployment Strategies and Pricing

Stand-alone or “best-of-breed” programs can be implemented to create, edit and store different kinds of therapy notes. Vendors of this type of software often offer tiered pricing plans.

For example, at the first, most basic tier, buyers might pay a monthly fee allowing a small pool of users access to basic functionality and services, such as progress notes templates, document storage and limited email support from the vendor.

At the higher-priced tiers, buyers might be able to add more users to the system and/or to access more advanced functionality or services beyond what the lower tiers provide. These additional capabilities might include reporting and analytics, electronic claims submissions or live phone support from the vendor.

Buyers seeking a more comprehensive deployment strategy can implement a therapy software suite that includes other capabilities in addition to therapy notes. For example, an EHR suite may also offer billing, patient scheduling and human resources applications. Pricing for these suites can be much more expensive, as they offer a greater breadth of both clinical and practice management functionalities.

Your choice between a best-of-breed system or integrated suite will come down to the size of your practice, your budget and whether you want your solution to integrate with other software.

Market Trends to Understand

You will likely come across some of the following market trends as you begin your search for therapy notes software:

Cloud-based deployment. One of the most important choices buyers need to consider is whether they’d like a cloud-based or an on-premise solution. The cloud model provides Software-as-a-Service (SaaS), in which the system is hosted on external servers and accessed remotely through the Web. In on-premise systems, the software is hosted on the practice’s own servers and must be updated and maintained locally.

Cloud-based EMR mental health systems are becoming increasingly popular. Not only do they offer the flexibility of remote access, they also involve lower upfront costs, and updates and maintenance are handled by the vendor.

Mobile device support. Support for wireless devices, such as smartphones and tablets, is becoming common among mental and behavioral health software vendors. The convenience and portability of such devices makes them ideal for reviewing progress notes and managing scheduling changes on the go. Some vendors are even introducing HIPAA-compliant native applications for Windows, Android and/or iOS devices. What's more, a report conducted by Software Advice finds that mobile users cite higher levels of satisfaction and fewer challenges with their EHR than non-mobile users.