ClinicSourceⓇ Features

ClinicSourceⓇ

Cloud-based therapy EMR and practice management software

3.88/5 (32 reviews)

ClinicSourceⓇ Feature Summary

  • ONC/ACB Certified EMR
  • HIPAA Compliant
  • Patient Portal
  • Appointment reminder system
  • View office calendars
  • Synchronizes schedules with Google Calendar
  • Claim tracker and processing
  • Collaboration between therapist and patient
  • Therapist-designed user interface
  • Customized reporting templates
  • Therapy documentation and storage
  • Customizable invoicing
  • Sales and financial reporting
  • Data encrypted for security
  • Clinical status reporting
  • Billing for groups
  • Appointment-setting
  • User permission customization for data access
  • Goal library
  • Electronic billing software
  • Therapy scheduling

Healthcare & Pharmaceuticals Feature Comparison

Most popular features of all Healthcare & Pharmaceuticals apps

Activity Dashboard (121 other apps)
Appointment Management (139 other apps)
Automated Scheduling (86 other apps)
Automatic Notifications (95 other apps)
Billing & Invoicing (148 other apps)
Calendar Management (101 other apps)
Charting (109 other apps)
Claims Management (107 other apps)
Client Portal (102 other apps)
Compliance Management (92 other apps)
Customizable Reporting (96 other apps)
Customizable Templates (81 other apps)
Document Management (78 other apps)
Document Storage (80 other apps)
HIPAA Compliance (179 other apps)
Records Management (140 other apps)
Reminders (141 other apps)
Reporting & Statistics (105 other apps)
Self Service Portal (78 other apps)
Workflow Management (102 other apps)

ClinicSourceⓇ Feature Reviews

25 reviewers had the following to say about ClinicSourceⓇ's features:

Nataile Jauregui

Perfect for a Started EMR

2017-06-07

We enjoy the calendar feature (pushes to Google Calendar) as well as the ability to use some simple templates with check boxes and narrative capability as well as the ability to upload various documents.

Pros

- 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)

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Michael Humphries

Speech-Language Private Practice

2018-01-18

Pros

Online based, Able to access documents from anywhere, Clinic Source has provided an online solution for the private practice I work at.

Cons

Reports, User Interface, 3rd party synchronization does not work adequately with google calendar, Limited reports w/o ability to create your own custom reports.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Software Advice
Helpful?   Yes   No
Read more
Ashley Walter

Easy patient scheduling and records

2019-04-03

Pros

Keeps track of each patients records and what days they recieved services and whether the insurance paid out for those services.

Cons

It takes time to understand how each feature works.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Glenda Owsley

Very slow, very basic

2017-04-18

If you are looking for a basic system and are a small practice, and don't bill Medicare, this might work for you.

Pros

You can schedule on line an file claims online.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Source: Software Advice
Helpful?   Yes   No
Read more
Danieal Johnson

Great Software for Private Medical Practices

2019-06-12

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.

Cons

Unable to obtain deleted patient information through customer service. Therefore, click "SAVE" in each thread to ensure information is saved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dan Strattion

Good team seems interested in making it better. Good control of business, but room for improvement.

2017-05-22

I am still discovering the billing methodology and processes, so I am hoping it will deliver on promise of decreasing office time, too.

Pros

Online billing with insurance companies.

Cons

Needs to offer more control to clinics - multiple email, reminder text, communication to clinicians of cancellations, on the fly reporting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Jon Edenfield

Invaluable Practice management software for pediatric therapists!

2015-10-21

Pros

The vendor is quick to respond and provides excellent customer service.

Cons

I wish there was a dashboard providing summary data.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering ClinicSourceⓇ

I highly recommend completing the trial offer so that you can fully experience the numerous features this software offers.

Source: Software Advice
Helpful?   Yes   No
Read more
Megan Jamros

Behind on features and not very efficient

2017-04-18

Overall Clinicsource is just behind on features that help with efficiency.

Pros

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.

Cons

Not customizable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Software Advice
Helpful?   Yes   No
Read more
Sean Barker

Great software - it helps us to help kids!

2015-06-24

We've had ClinicSource for many years, and it helps us in so many ways, from scheduling to documentation to billing and beyond.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Maria Diaz

Very very dissapointing

2018-08-28

If you want to focus on your clients DONOT get this system!

Pros

Could be amazing if it really did what they purport it does! It is hypothetically my ideal system, however what it is capable of in reality stinks.

Cons

They only make sure to take maximum $ they can every month but never give a rebate if you cancel a therapist in the middle of a month but will anyway immediately send a new bill if you then added the person again a day or two later!!!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Source: Software Advice
Helpful?   Yes   No
Read more
MARILYN HELM

Pros/Cons

2019-04-15

Has some glitches over the few years our school has been using it, but, it helps that Customer Service is fairly quick to respond to issues via email.

Pros

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

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
He So

Looked awesome initially, but does not fulfill promises

2017-10-08

I was able to use an integrated schedule, documentation, and billing software.

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

(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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Trissa Walter

Extremely useful for the busy SLP

2018-05-25

I’m still learning the system and will have to figure out the billing side as well as how to upload a voice protocol template

Pros

Apple compatible Templates for many standardized tests Ability to connect Careplan to SOAPs Client can sign right on the Note

Cons

Learning curve is steep so there is much I don’t know how to do yet Can be slow to respond on iPad Custom templates are harder to create

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Wendy Wingard-Gay

ClinicSource, Of Course !

2017-07-11

It is meeting our needs and the needs for our clients.

Pros

Because this is an internet based system, it makes billing easier and saves on time and is less paper intensive.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Tatiana Pizarro

Easy Therapy SOAP notes

2019-01-09

It allows me to record the patients status of the day too (cancelled, no show, etc.)

Pros

It makes it easy for me to write notes and check off the goals I worked on while treating the patient.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cath Rain

Easy to use, does a lot, inexpensive, but lots of bugs.

2016-12-01

I don't now do the billing, but it seems to have interesting functions for billing but think there are easier platforms that are more reliable .

Pros

Does a lot of functions in one platform.

Cons

Bugs, little support, dated, unreliable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

3/10

Recommendations to others considering ClinicSourceⓇ

I think you have to spend more than this to get the better product. For the price, it's like settling on affordable option.

Source: Capterra
Helpful?   Yes   No

Response from ClinicSource


Dear Ms. Rain, we are sorry to hear about your experience. ClinicSource has a world-class support team standing by to answer calls during regular business hours, and also after hours in emergency situations. Furthermore, in the event an issue is found in our product, our in-house development team addresses and corrects it in real time. ClinicSource provides one of the finest therapy-centric EMR¿s in the industry, and our support team is ready to help you make the most of it. Please contact us and allow us an opportunity to address your concerns.

Kind regards, ClinicSource Customer Care

Read more
Alisa McCarthy

My experience has been that the software is a great product for the money.

2017-09-20

I think the product meets my needs.

Pros

Easy to use, able to customize.

Cons

I do not like the formatting of the documents and unable to change that.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Michael Crews

A Matter of Communication/Integrated TherapyWorks

2017-02-13

Overall I feel Clinic Source has met my needs for an EMR. As is likely the case with any, there are things that don't fit they way I would do it if I built the system myself but can be managed ok. They have been pretty responsive to changing things when we contact tech support. I was concerned when we had the Medicare G-code changes coming and no one there seemed to be at all aware and I had to spend time on the phone for a couple hours explaining and sending information to get the G-codes in the system. In addition, I am feeling the same way about a recent ASHA webinar in which we talked about Exception I and Exception II codes that I realized are not indicated in the system at this time. While I understand this is ultimately our responsibility, I feel we are paying a sufficient amount monthly that we can expect the EMR company to be looking into the existing and upcoming changes in our coding that necessitates updates to the system.

Pros

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.

Cons

We have a biller whom we want to continue to use and thus have no need for the billing portion, so it would be nice to have an option to pay without that portion.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jordan Philip

Excellent Management Communication Platform!

2018-12-13

Pros

Before starting with ClinicSource we had one too many scheduling mix ups to the point that we could not risk any further incidents.

Cons

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!

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Kari Done

Great product for multidisciplinary practices

2018-04-25

We have been satisfied with this product and would recommend this to other practices!

Pros

It is user friendly and the customer support cannot be beat! The training we had before we started was helpful and informative.

Cons

The lay out of the templates can be difficult to make the same across the different disciplines.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
( company, 51-200 employees)

medical looking EMR

2018-07-26

Pros

The DOS fall under the Eval and POC, and the goals are automatically populated into each note.

Cons

The visual aspect is very "medical model," however it is not a big issue for me. Other therapists have commented on the general viewing screen.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Dana Heffelfinger

Amazing, easy to use, all in one software to run your private practice

2015-05-08

Our therapists love the easy to use scheduling, and billing and the detailed but efficient documentation system.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Sherrie Holmes

The software is awesome.

2017-12-14

Pros

This has helped me to cut down on valuable time I'm now able to spend on clients.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Wen Wen

clinicsource review for a speech language therapist's perspective. Pros and cons listed.

2017-07-11

make the therapy sessions easier in general

Pros

easy access: I can have easy access to clinicsource at the clinic anywhere and time; data sharing: it allows me to read the previous notes and POC and the progress easier, it also allows me to track the next re-eval time; progress tracking: it allows me to check patients' progress made.

Cons

After that , we started to pay more attention to the log in/log off checking etc; formatting: difficulty to change format, sometimes difficulty to paste tables to the impression section of the eval template; diagnosis code: difficulty to make changes to the diagnosis code once the eval template is inserted.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Ramon Alba

I am the Director of Operations and I am responsible for choosing CRM systems, Based on customer service an technical support I would not purchase the program again.

2018-06-04

I would not buy this product again

Pros

Easier o use in basic areas.

Cons

Very poor follow=-up by customer service. If you have a request they don't have ab immediate answer for they say they will email you or phone you back but never do.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

2/10
Source: Software Advice
Helpful?   Yes   No
Read more