ClinicSource Features

ClinicSource

Cloud-based therapy EMR and practice management software

4.09/5 (56 reviews)

Competitor Feature Comparison

Activity Dashboard
Alerts/Notifications
Appointment Management
Appointment Scheduling
Assessment Management
Authentication
Billing & Invoicing
Calendar Management
Calendar Sync
Care Plan Management
Charting
Claims Management
Claims Scrubbing
Client Portal
Collaboration Tools
Compliance Tracking
Confirmation/Reminders
Customizable Templates
Document Management
Document Review
Document Storage
EMR/EHR
Event Scheduling
Goal Setting / Tracking
HIPAA Compliant
Initial Assessments
Insurance Management
Invoice Management
Medical Billing
Multi-Location
Multi-Provider Practice
One-to-One Messaging
Patient Intake
Patient Portal
Patient Records Management
Patient Scheduling
Payment Processing
Practice Management
Progress Notes
Progress Tracking
Records Management
Reminders
Reporting/Analytics
SOAP notes
SSL Security
Sales Reports
Self Service Portal
Single Provider Practice
Status Tracking
Task Management
Treatment Planning
Video Conferencing
Workflow Management
Learn moreCompare App
Activity Dashboard
Alerts/Notifications
Appointment Management
Appointment Scheduling
Assessment Management
Authentication
Billing & Invoicing
Calendar Management
Calendar Sync
Care Plan Management
Charting
Claims Management
Claims Scrubbing
Client Portal
Collaboration Tools
Compliance Tracking
Confirmation/Reminders
Customizable Templates
Document Management
Document Review
Document Storage
EMR/EHR
Event Scheduling
Goal Setting / Tracking
HIPAA Compliant
Initial Assessments
Insurance Management
Invoice Management
Medical Billing
Multi-Location
Multi-Provider Practice
One-to-One Messaging
Patient Intake
Patient Portal
Patient Records Management
Patient Scheduling
Payment Processing
Practice Management
Progress Notes
Progress Tracking
Records Management
Reminders
Reporting/Analytics
SOAP notes
SSL Security
Sales Reports
Self Service Portal
Single Provider Practice
Status Tracking
Task Management
Treatment Planning
Video Conferencing
Workflow Management
Visit WebsiteCompare App
Activity Dashboard
Alerts/Notifications
Appointment Management
Appointment Scheduling
Assessment Management
Authentication
Billing & Invoicing
Calendar Management
Calendar Sync
Care Plan Management
Charting
Claims Management
Claims Scrubbing
Client Portal
Collaboration Tools
Compliance Tracking
Confirmation/Reminders
Customizable Templates
Document Management
Document Review
Document Storage
EMR/EHR
Event Scheduling
Goal Setting / Tracking
HIPAA Compliant
Initial Assessments
Insurance Management
Invoice Management
Medical Billing
Multi-Location
Multi-Provider Practice
One-to-One Messaging
Patient Intake
Patient Portal
Patient Records Management
Patient Scheduling
Payment Processing
Practice Management
Progress Notes
Progress Tracking
Records Management
Reminders
Reporting/Analytics
SOAP notes
SSL Security
Sales Reports
Self Service Portal
Single Provider Practice
Status Tracking
Task Management
Treatment Planning
Video Conferencing
Workflow Management
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ClinicSource Feature Reviews

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

Danieal J.

Great Software for Private Medical Practices

2019-06-12

It provides video and documented tutorials to make training easier for new employees.

Pros

The administrator is able to schedule appointments, alerts, and notes according to the doctor needs.

Cons

Unable to obtain deleted patient information through customer service.

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
Ashley W.

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

Also customer service didnt seem to help much when it came to figuring out how to input the payouts from the patients insurance.

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
Maura C.

Customer Service Rocks

2021-03-11

I find managing the variety of income streams (payments from insurance companies and from individuals, copays, cash pay) to resolve efficiently in the system. All of the documentation looks refined and professional.

Pros

[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.

Cons

I was intimidated about the accounts and billing portion of my practice, and initially I did not like this part of the system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Beth T.

Worth the price

2020-12-22

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.

Pros

I like the patient portal feature.

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.

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
Glenda O.

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
Michael H.

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
Megan J.

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

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.

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
Bonnie V.

EHR after 6 months

2020-12-13

Pros

Select multiple notes to save and print Notes are easy to write with repeat feature Reports have checklists in subsections

Cons

No support on setting up automatic posting of paid claims Inability to provide space for adequate signature on reports All tests are not supported in reports Some sections are not available in reports Does not use logo on client reports

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer
Verified Reviewer

There are better options, lots of snags in the programming, HORRIBLE customer service

2020-11-05

Pros

It's easy to use in terms of scheduling and billing, but there are a lot of programmatic errors if you are dealing with insurance companies (CMS forms and client reporting).

Cons

The company would not respond to my requests to cancel service. They continued stealing from our small private practice for over 2 months, ignoring multiple contact attempts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

0/10
Source: GetApp
Helpful?   Yes   No
Read more
Tatiana P.

Easy Therapy SOAP notes

2019-01-09

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

Pros

I loved that it allows me to check my patient in and view their goals while participating in the therapy.

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
Dan S.

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
Nataile J.

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
Sean B.

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
claire b.

Review of billing training.

2021-07-14

I recently completed training for claims and billing with [SENSITIVE CONTENT].

Pros

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

Cons

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

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jon E.

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
Julie A.

Gets the Job Done but can be highly irritating!

2020-09-23

I primarily use the system for compiling pediatric evaluation reports and creating care plans, so I can not really comment on the functionality of day to day use, such as documenting daily notes.

Pros

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.

Cons

The user interface is somewhat old and clunky.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Brittany P.

Great for the Technologically Challenged

2020-05-01

My overall experience has been easy and positive.

Pros

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.

Cons

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

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
He S.

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
MARILYN H.

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
Cath R.

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

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Jordan P.

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

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.

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
Michael C.

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
Kent H.

January 2020 Downgrade

2020-01-28

Almost zero features added in the last 5 years. We have been asking to edit the summary window for years and all we ever hear is the empty promise 'we're excited about the new features we are working on.'

Pros

- 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.

Cons

- 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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

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

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
Wendy W.

ClinicSource, Of Course !

2017-07-11

The program is working well for us. 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