CounSol.com Reviews

This program is amazing. I switched from another software a little over 2 years ago. The developers and customer service is supportive and willing to add features as needed. Forms are customizable and features are well rounded to cover all bases of my therapy practice. The help feature assists in keeping someone from having to call and ask for support and is detailed with pictures to guide. I love that I can share documents and notes with clients to prevent having to print and send out records and assists with collaborative care.

Nothing comes to mind. Most of the features I would like added I submit a request and developers add the features.

The product is easy to use, the platform feels intuitive. The help guide is very useful and having one dedicated customer care professional to ask questions and get help from as needed has been absolutely wonderful. Whenever I turn to [sensitive content hidden] for questions or assistance, he has responded quickly, accurately, and has gone above and beyond several times to help me resolve my issue of concern in every area of using the platform from document creation to figuring out why a client's account might not be balanced.

Nothing of great consequence. Maybe there could be more fonts to chose from.

payments from customers, note taking, invoicing

customer service...not always nice, getting better

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Great customer service. Easy to navigate once you learn it.

The quality of the Telehealth option needs to improve.

It has a client portal, it's easy to use from both the client and administrator side. It includes scheduling, billing, secure communication, and recording keeping all in one place. The company is very responsive to user issues and suggestions for new functionality. The product keeps improving. It encourages good record keeping by showing icons or plus signs to indicate if there are treatment plans for clients and notes for completed sessions.

Creating new forms can be cumbersome but my account manager offered to upload my form data from the back-end so I just had to make minor adjustments. I wish that my clients could either upload documents or add attachments to mail messages within the portal. The announcement function (basically an email blast) sends an email to the client stating that they have a message in the portal. Since users get locked out if it's been 2-3 months since their last login, I get a barrage of password reset requests everything I send out an announcement. From the user perspective I think they would like to at least see the title of the message in the notification email, even if they have to log in to see the full message.

The overall design is well thought out. Treatment planning can be Wiley Structured or DSM for a more flexible plan. I still haven’t had time to implement all of their features. When I get a free minute, I do adjust messages to clients or the appearance of my statements. I want to design more forms to screen symptoms and environmental conditions, because CounSol has the ability to let me incorporate my own forms with theirs.

The more I use it the more I like it. No changes necessary.

For someone who runs their own practice by themselves, this has made my job so much easier!!! It's like having a secretary without having one and has given me my free time back to actually enjoy my days off. The clients being able to schedule themselves and connecting my ERA's and Square one accounts is amazing. In just a few short clicks of the mouse, all my payments are registered, it's fantastic. As well as the clients being able to access the portal and enter all their own information makes setting up new clients so much easier!

Nothing, except I wish I would have started with this program versus having to transfer all my clients two years into my practice.

I fell in love with the thought of an office manager. He is great and responds promptly and will get on the phone if necessary.

I wish there were some helps, for instance, simple practice has multiple templates available. One is the good faith estimate form.

The representative responds in a timely manner and has been very helpful.

I sometimes wonder if another platform would be more cost effective.

Counsol.com is a one-stop shop. I use it for every aspect of my practice management, from scheduling to billing, filing insurance claims and accepting credit cards, patient records, and video sessions. It is very easy to use, and when I do have the occasional question, I can usually find an answer in the user help section. If I can't, I know that if I send a request for help, it will come as fast as...

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The only thing I'd like to see changed, currently, is a tweak to the video sessions so that they show how much time has elapsed, not just tell me when the session is "supposed" to end.

I love the little help pop-ups. The system is very user-friendly. But, if I have a question about a feature/function, the help pop-up typically gives me the help I need. The software team obviously put a lot of thought into developing this software because it fits perfectly into our workflow.

There's a lot manual work involved when migrating from another system. But, it's clearly worth it.

Thank you very much for taking the time to review our service. We are so glad you are enjoying the service and support offered by your account manager. We look forward to working with you for many years to come. Thanks for all that you do!

I am able to take homework assignments and create forms for the clients to fill out right on the portal and not have to print out or download unless they want to. Billing is simple and easy. Clients can schedule their own appointments on thru the portal. The video sessions have been free of glitches most of the time and considering myself and most of my clients are in very rural areas that has been good. Intakes, treatment agreements, consent, privacy policies, etc able to be filled out and signed on client portal. client's report paying through client portal is easy and they are able to do it the day of their appointment before session. One price for unlimited reminders, active clients, claims, etc.

I do wish there was an app for myself and the clients but I am hopeful that will happen in the future.

Its ability to protect client data but allowing us to invoice, send claims, use telehealth, communicate electronically, and chat. Great for getting documents signed and completed. Great for creating new clients as the system is user friendly (outside of very small font).

It is made for one type of bill... outpatient therapy sessions (90832,90835, 90837). Things like, crisis, client contact, groups, case management, peer support specialists, and prescribers, are no billable due to the documents that are tied to invoices/ claims. It also allows you to bill without regard as to whether the appointment actually happened or not. No need for notes or documents, just make...

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Counsol is the most complete, user friendly and affordable EHR I found available, created for the therapist who is also does billing, instead of expecting you to have a separate billing dept. You can do everything, from clients filling out intake forms, scheduling, appt. reminders, video sessions, and it integrates with the billing invoices for easy submission. All the forms, notes, treatment plans and ability to upload any documents you need is right there for every client. Plus the cost is flat rate, no hidden extra fees for anything and will never go up.

Over the years, as I have found I needed something, the Counsol team has worked to add and integrate it to the program. For instance, now the client can upload insurance cards, and send attachments, but not yet their picture ID, so there is a little room for improvement. There is no app, but the site does work on phones, its's just not as smooth as it could be. The internal email is HIPAA compliant, but the client has to be logged in.

I appreciate that this software allows me to do all the many aspects of my business. As a mental health provider I also offer supervision, consultations, and trainings. This software allows me to consolidate all the aspects of my business into one platform.

Some of the features could use some updating. For example, when I click on a client and 1 area of the client, I have to go through the whole process again to locate another aspect of the client record (e.g. find the client, then find what I need). I'm sure there could be a more efficient way.

I appreciate the counselor specific customizations that this program has over the 2 others I have used in the past. I chose this as my final program for the flexibility that fits my use patterns and the ease of contacting customer support when I need help. I have had no issues in almost a year with learning and implementing processes. Great platform that functions like I need it to.

Only area that I would like to see a change is in the lack of flexibility with the program allowing multiple billing codes: 90834 plus add on 90785. It requires more time to bill like this and I do frequently due to having a focus on trauma work/children play therapy.

I really like the integration with Office Ally and Square, which makes billing and taking payments easy. I also find it really simple to write notes and schedule, and I appreciate having everything in one place (client portal, records, payments, billing, etc.). Also the customer service is excellent. My account manager is always very responsive and easy to work with.

I do wish there was more ability to customize some of the options to my practice, like notes and supervisor reviews. I also wish that the client portal would allow for simpler options for sending forms to clients. It can be a little complex having to make your own "internal forms" and figure out how to make them work for a group practice.

I love the appointment reminders for clients, which helps to improve appointment attendance. I also love that Counsol is always adding updates, like recently offering Wiley treatment plans for an additional fee. This makes my charting so much easier and more streamlined. The interface is user-friendly and fairly intuitive once you get set up.

There are a few forms I'd like to be able to edit, like the psychosocial form, especially when I am seeing a child or adolescent. I'd like to be able to tailor the forms specifically for the client I'll be seeing.

I really like that this EHR completely integrates my notation, billing, and even telehealth. I LOVE the client portal and the ability for others to self-schedule, which I intend on opening to all clients. Now that I'm familiar with the layout, I also really like the way it only takes a couple of clicks to get through the menus.

I do not like that you cannot create your own internal forms, or that doing so is quite difficult. For example, there is no ready-made Discharge form, and creating one was a bit on the tricky side. Also, it's quite difficult to pull more specialized reports. Reporting is not at all intuitive. One of the things that is quickly frustrating me is there is no way to mark if an appointment was a no-show. But I'm working around all that.

Built-in video, HIPAA-compliant w BAA, Jonathan (personal assigned CSR), Ability to customize forms and share with clients, upload attachments and save to a specific client.

When I have to print, the forms use way too much paper even double sided. Clients can't call customer service if they are having trouble connecting, leaving it to me to do troubleshooting, which is tough afterhours. It doesn't happen often, but I would like more troubleshooting resources available for the client. I also don't understand the full fee/ copay thing- are they charged for both? Is it the negotiated rate for their insurance company or my full rate? I just want them to be able to pay their copay online because I don't currently use the platform for billing.

1) The best feature is definitely the individual tech support! I hear back quickly (same day within a few hours . . . or for faster service I can call but no need for me!) and have been given options to suit my needs, even if not a typical feature at the time. 2) I also love how the CMS-1500 forms are auto-populated if information was previously saved once for clients insurance and session code CPT code was put in (also can be automatic by session type chosen if session presets are made). I can also print directly onto a CMS 1500 form!

2) I see kids at schools (contract with the local school district) so I wish there were a session option to choose on Counsol that matches each location option listed on the CMS-1500 form .

I evaluated several EHR options when I started my solo therapy practice. I decided to give CounSol a trial, and I was hooked within a day. The customer service literally can't be beat. Upon my first phone call, I was assigned an IT representative, whom I can reach *directly* via e-mail or phone. No phone trees. No voicemail. No waiting. He helped me set up the system exactly the way I wanted...

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Because CounSol is so comprehensive, there was a bit of a learning curve at the beginning and it felt somewhat overwhelming. However, my IT rep walked me through every step at the beginning and responded immediately to questions (no matter how trivial!) as I learned the system. I've never experienced customer service like I have with CounSol. That alone is worth every penny. Moreover, the development team continues to make CounSol increasingly user-friendly and intuitive as time goes on. I really love this system.

* Variety of features, options/customizability​ especially compared to other practice management programs * Ease of use and my own rapidly responding, personal account manager to consult when needed--I'm still trying to figure out if he ever goes home or takes a vacation! * Automatically generated reminders and invoices sent to clients * Ease of scheduling for clients online if they wish * Mobile accessibility for clients but also myself when I need to manage details outside of the office * The visual design and ease of navigating * The company's dedication to continually improving their system and their responsiveness to suggestions

I can't identify any dislikes but have found myself wanting automatically generated reminders if a progress note is not completed as I've had this with other electronic health records. Such a feature can be a lifesaver for those irritatingly fallible human moments we all have occasionally.

Scheduling features. Reminders to client which they can choose preferences. New options and updates have been thoughtful to users and clients. Customer service is fast efficient effective and empathetic

Inability to have 2 emails for divorced parents that do not agree to share one log in. However, with new update news this was explained why it is not recommended to have two users for same client.