ClinicSource Features

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.

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...

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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.

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.

(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...

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Price. I tried to save a few bucks. BAD IDEA

It looks like it is from 1995. It can be customized for your particular practice but it takes so much time. You really need to have a therapist completely dedicated to customizing the system for 4 months. Billing doesn't get any easier. You have to do so much extra work as a biller.

It does flow pretty well between records. It is comforting to know everything is backed up, so will not be lost if my computer were to crash. I feel tech support is quick to respond and typically has always come up with a viable solution whenever we pose an issue.

Most recently we were not pleased with the almost doubling of the monthly cost. I understand there has to be adjustments, but this seemed like quite a big jump and almost resulted in us changing companies (In the end too much work and too much to lose in the process made us decide to change). As I work with adults/adolescents, I would like a table for the Functional Assessment of Verbal Reasoning...

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Scheduling. But wasn't able to fully set up caseload and had limited supported. Asking me to pay for more training.

The lack of support in learning to navigate the program. Encouraging me to give the program a try every time I asked to cancel. Did not work with ease in setting program up. I requested to cancel since the beginning in March 2021 and they continued to charge me for the entire year. Then in May 2022 informed me that to send an email to cancel. Only to tell me that I was auto-renewed for another year and cannot cancel. Refusing to reimburse me for last year and now still charging me for this year. I would have to close down my business bank account to stop the charges. Horrible customer service!!!

ClinicSource is relatively easy to use once you play around with it for awhile to test out its functions. I like the ease of typing up an evaluation report; once you have your template set up (which can be a bit tricky to muddle through) it is relatively easy to click through the evaluation using helpful drop downs and checkboxes. You can also design multiple templates to use for different types of patients. There is a pretty good amount of pediatric-relevant terminology, embedded score reporting for many pediatric assessments, and the pre-loaded goals are pretty helpful.

The user interface is somewhat old and clunky. It kind of feels like you are using an outdated program that was created in the early 2000s. The single most annoying about this EMR program is that there seems to be nightly outage (most likely due to system maintenance) but I have never seen any kind of warning message about it. In fact it doesn't even show you a pop up message after it has logged...

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- Integration of medical billing and documentation - Alphabetizes the patient's names - It's actually pretty user-friendly - It's a good place to start for a small company but after you get over 10 people you'll probably outgrow it.

- The software has been unresponsive since the Jan 2020 security update - Service response is 5 seconds per click - ClinicSource servers don't seem to be able to handle its own software - Phone tech tells you one thing while you get an email 3 days later telling you another - Unable to edit the summary window - Unable to organize patient documentation in folders - Cannot add a second guardian to the patient profile - Cannot add additional contact numbers in the patient profile - Cannot export CSV files to change to a better EMR - Incomplete 'how to' guide

We started with Clinicsource when the company was a lot smaller. It is easy to use and therapist driven.

I would have liked for CS to more quickly have added a teletherapy option that is already included in pricing. Pricing per user and separating features such as memory, billing, appt confirmations, etc drive up pricing which is the biggest issue I have with the use of this program. If prices continue to go up, I may need to look into other EMR options that are much more reasonable in price.

- relatively inexpensive - relatively easy to learn - good for small businesses - unlimited storage for documents - billing capability (we don't currently use this feature but we could)

- poor training manual - limited customer support - no notice regarding price increases - interface and organization is somewhat disorganized - not as intuitive as other EMRs

I loved that it allows me to check my patient in and view their goals while participating in the therapy. It makes it easy for me to write notes and check off the goals I worked on while treating the patient. It allows you to save and then work on perfecting SOAP notes whenever you can. At the end of day I can go over who I saw and make sure all my notes are done for the day. Clinic source does a great job of organizing notes and showing me what was done in the last session.

It doesn’t allow me to copy and paste same goals during evaluations or average out scores.

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.

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.

There is little to like about this. It isn’t easily customized. Reloads. Is slow.

Not great. Update software and then I don’t get paid....

The software is easy to navigate and comprehensive. I am a therapist who needs to be able to document comprehensively and with speed, and the clinic source software makes that possible. Learning the billing and accounting management part of the system was facilitated by excellent customer service with knowledgeable support staff. [SENSITIVE CONTENT HIDDEN] has patiently walked me through the billing and accounts system step by step and in a short time, I have developed confident competence in this area which was previously unknown to me.

I was intimidated about the accounts and billing portion of my practice, and initially I did not like this part of the system. With the help of customer service, I have learned how to manage billing and payments and no longer feel that way.

Simpleness of program - fairly easy to use once you know your way around program

Simpleness of program - specifically the actual billing process of making treatments into invoices and the date switching back and forth between 2 links is not seamless. It's easy enough, just doesn't flow smoothly in work process

Like availability of end of month statements and HCFA 1500 forms for patients.

Too soon to know. The relationship between Clinicsource and IBS is a little unclear ,

The ease in which to add new and maintain clients, evaluations, daily plans and daily notes. The versatility to move the schedule around when needed. Because this is an internet based system, it makes billing easier and saves on time and is less paper intensive. It saves trees.

We developed our own written "guide" to transition our therapists from our old billing system to ClinicSource even though the company provides guidance, help and assistance. As with any new program it took a few tries to get all transitioned smoothly.

Basic tasks can be done in main screen, Full patient list first thing you see under patients, pretty basic features and ease of use for a small patient base.

Auto import for billing reconciliation not available, no auto alerts for ending insurance authorizations, too much room for error in billing and insurance auth expiration. Not customizable.

At least it is not paper? You can schedule on line an file claims online. It is really hard to fill up this box.

Slow scheduling No auto save; clinicians would lose their notes Slow overall Does not populate CPT or diagnosis codes for you. Etc....

[SENSITIVE CONTENT] was quick, patient, and happy to assist me with my issues. I always get quick responses which helps my efficiency on the job.

It would be helpful to be able to lock onto one patient and go between the patient/billing/documentation screen instead of having to reselect so often.

ClinicSource provided us with an amazing alternative to our previously hectic office environment. Before starting with ClinicSource we had one too many scheduling mix ups to the point that we could not risk any further incidents. With ClinicSource we have been able to make the needed changes and are now excelling in our organization's mission for our clients!

There was a bit of a delay for our staff to get accustomed to having everything so organized in one location. Previously stringing together various platforms created a lapse in a single interface. However, once they spent more time and grew more comfortable things really started taking off!

Keeps track of each patients records and what days they recieved services and whether the insurance paid out for those services. It is also great for scheduling and makes it easy to write reports amd diagnoses during evaluations.

It takes time to understand how each feature works. Also customer service didnt seem to help much when it came to figuring out how to input the payouts from the patients insurance.

The site is easy to utilize even for those who are not great with technology. It is very user-friendly and functional in it's layout. Once familierized with the site layout, it is easy to maneuver your way around, find patient information, access documentation, and schedule for months at a time.

I wish there was a place to write patient notes (I.e. parent confirmations, documentation of conversations, reasons for cancellations, texts from patients, etc.) Somewhere other than the patient information page.