CounSol.com Reviews

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.

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.

While I have been using parts of Counsol.com's features for many years, when the Covid-19 was coming at us like a train, I had to completely change my approach to providing my clients the support services they needed. I was able to pack up my practice, move out of my town office and reconstitute my practice at home, LITERALLY OVERNIGHT. Paper systems that I had had in place for 20 years had to be replaced with electronic systems. New paperwork had to be uploaded overnight for clients to sign. The only things that didn't change were me and the dog in the office. Without Counsol.com's multiple features and amazing support staff, I could not have provided uninterrupted services to my clients. WELL DONE COUNSOL.COM!

The change in accounting programs was the most challenging and nerve-wracking part. Nobody likes to have uncertainty about their finances, especially when it involves keeping track of insurance submissions, adopting a whole new payment system, and a change in software that you have to master quickly. While Counsol.com's system and my brain were clearly on different pages, the support staff was SO PATIENT and HELPFUL and RESPONSIVE to my pleas for help and easily untangled several issues that resulted from my insufficient understanding of how to use the accounting software. It would be helpful to have training videos on how to use the accounting features.

Easy to use, short learning curve, great price, meets ALL of our needs. We looked at a lot of options that were way more expensive and didn't have the features CounSol offers. The ability for our clients to book and pay through the client portal (a lot of similar solutions do NOT allow clients to pay through the portal), the ability to use our merchant account and not being restricted to Stripe or similar - so we get better rates on our credit card processing. Love that we have the ability to customize our client portal with our logo and branding. And so many other customizable features - just can't say enough good things.

We don't like the lack of a mobile application - which CounSol has promised is coming. It's getting to be more of an issue for us because our online counseling with families and teens is increasing. We hope that this technology is available soon or sadly, we will be forced to find another product. The only other thing I would say is that the overall look could be more modern. But what it lacks in that area it more than makes up for in functionality.

Initially, I liked the fact that I could purchase by the month. After using this software for years, I really like that my account has 1 dedicated tech/customer service rep. I like the ease of use of this software. There are very few technical “glitches” so I feel my data is very safe with Counsol.com.

Overall, I would rate the intuitiveness of the software about a 7 on a scale of 1-10 with 10 being highly intuitive. That said, once I learned the system, it is very reliable and makes sense to me. You can get a financial report of income daily, weekly, monthly, yearly or any timeframe you request. I wish more statistical reports were available but what is offered is definitely enough for my accountant.

CounSol allows everything to be seamlessly intertwined, from the creation of a new account to billing at the end of a session. My clients are able to access their accounts easily, allowing them to securely message me, schedule and reschedule their own appointments, and complete necessary paperwork. This has reduced the amount of time I spend on office work significantly, so I can spend more time with my clients. Any and all of my questions are answered efficiently and respectfully by my designated account manager with CounSol. Additionally, the account manager setup my CounSol site to match my personal website.

The only aspects I struggle with are wanting to be able to create invoices for clients, allowing clients to pay their invoices with less of a surcharge, and having the diagnosis codes carry from case note to the invoice page. (At the same time, I'm positive I could ask my account manager for guidance. I just have not taken the time to do so yet.)

Customer service is superb. CounSol assigns you to an account manager, so you have the same person to train and help you with trouble shooting. I don’t have to wait days to get my urgent issue or question answered. My account manger gets back to me right away. The system was very easy to learn. I didn't have to rely on videos or attend group webinar trainings. Creating forms on Counsol was simple...

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I sometimes make mistakes when I make changes to existing appointments in the Calendar. (I cancel the wrong session, schedule the wrong time, or forget to change the appointment to the correct office) I haven't need to use the video sessions.

I have used CounSol for years and did some pretty extensive research before deciding to land here. I have not regretted that decision. The platform is so easy to use. Set-up and personalization were not at all difficult and if/when I did (or do) run into a snag, customer services was easy to reach (and still are to this day!). The integration of clients, billing, scheduling, client portal, forms (easy to start with what's programmed and also to personalize to my business. The HIPAA compliant telehealth software has been pretty flawless throughout Covid and I look forward to using it in the future as well. I also strongly appreciate that Customer Service is approachable and responsive to suggestion for enhancements.

I truly cannot think of a thing that I dislike.

1. Strong security protocols for both client & providers. 2. Ease in setting up. 3. Visually user-friendly design. 4. Excellent Tech support (something we've NEVER said about any program before). (tech assigned to us) is always friendly, patient & responds quickly, even after initial set-up. There's a 'submit help request form' & a well-organized "Help Manual" icon also available 5. We were able...

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Forms layout could be refined a bit (greater horizontal layout ability, rather than vertical, would decreases of pages. It's the only concern any of our clients expressed, even though the registration process actually goes quickly. (Some people look at of pages or 'length' of a form, not actual of questions or the click-through ease of those questions).

Counsol.com takes most of the work of electronic record keeping out of my hands and makes compliance with regulatory requirements seemless and uncomplicated.

A follow up option with insurance compensation so that the reconciliation could be as easy as the initial billing would be a huge time saver.

See my review.

That it isn't yet offered to Group practices. I would love if the out of office feature for email could be set up on a recurring basis. i.e. I am offsite on Mondays and Fridays and would love to somehow represent that to clients on the calendar feature and in email response. (Maybe this is already possible though...?)

I like how I can put my own forms for clients to fill out and sign online without them having to print and pdf forms back to me.

There was a slight learning curve when I first started using the software, but once over that - it is fantastic for keeping all my documents, billing, email organized! I do wish it had the feature to put business expenses on here for ease of submitting for taxes.

Very user friendly Modeled and tailored specifically for mental health providers This program has cut my "paperwork time" down significantly I appreciate that I can conduct nearly all my business through this program (billing, documentation, reminders for client appointments, video counseling, etc.) Customer service is very quick to respond and very helpful

Not much I would change. I really like this program! I wish there was a way to view upload files to the program (like maybe a "preview") without having to download them. I wonder if there is a way to build faxing ability into the program? (i.e. If I needed to fax a treatment plan to another provider, it would be incredibly time saving and convenient and also money saving (because I could eliminate separate fax service), if I could just fax through the program some how. Not sure if that is a possibility, but it would be great if there was a way. Lastly, I wish you could change margins, text size, etc. or something, so when you print a document it doesn't take up so many pages (this is hard to fax or mail and also creates excess paper files)

I absolutely love Counsol. I have had several other EHR programs and feel this is the best fit for my practice. There are so many features, such as telehealth, secure email, secure journal, easy billing and credit processing, progress notes. The customer service is AMAZING! You get your own dedicated customer service person who responds very quickly and takes care of all of your questions and needs. They can customize forms and questionnaires for you as well.

The appearance of the program could be a little better but it is still pleasant. The advanced features for setting up labels for patients to fill out certain forms can be a little confusing but still a great feature that other programs don't have. The telehealth video conferencing doesn't have screen share or whiteboard features.

What is so great about CounSol is that everything you need for electronic medical records, billing and overall practice management can be found in this platform. It has been very user friendly to set up and clients can access anything they need from forms, handouts and superbills.

I needed plenty of time to set up a description of services offered as well as establishing the platform and billing third parties. But I was provided with support for these matters and once it is set up, it is very easy to use and modify as needed.

When looking for practice management systems, I researched many different options. I originally landed on Counsel because they offered the video feature within the practice management system, however I stayed with Counsol for the ease in features. I was able to upload my own forms, which made it feel like a more personal fit for my clients. The client portal allows clients to have access to their...

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My major struggle is with the video component. It did not work well for me. Most of my clients did not have a large enough bandwidth to allow for the video to work. I finally ended up dropping the video portion of the system, and I'm using another video platform. I signed up for the video feature, however I stayed with Counsol because the rest of the features are so good.

They allow us to influence direction, functions and reports. They're very receptive to comments and requests.

I wish invoice, client numbers, payment numbers and other program generated numbers had core digits sync'd somehow.

The reminder texts has reduced my cancellations by 75% and increased my revenue as a result. The customer service has been amazing. I probably hound them too much about possible changes and they always hear my needs and and either forward ideas to their tech team or give me a really understandable reason why my request is may not help others. They've incorporated several of the suggestions I've made. They're really open to helping and taking feedback whenever they can and I've see the database grow steadily and quickly as a result. It's VERY easy to use which makes it great for those who are intimidated by technology.

Only tiny personal preferences really. Most of my requests they've incorporated. Pretty awesome.

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The customer service and ability to get adapted for the way you want things done is fantastic. Over the years I have been with them, this has been the case in small and large ways. The integration to be able to handle things all together, from billing to running a group practice is great. Clients appreciate the features in the client portal and I like the way I can integrate EHR features (like appointments) into other areas of my life outside of the EHR.

While having integrated online tools is a great feature and is helpful to help clients find it, there are limitations with the video platform that prevent me from recommending it as my primary video platform, although it is good enough as a backup platform. Additionally, as one of the smaller companies, there are a smaller number of colleagues to consult with compared to other EHR platforms, but that has been changing in recent years.

I love the video component, it has worked well for me most of the time. There have been a few call drops but not very often.

Right now I'm trying to get the office ally linked up to bill insurance and its been a pain in the neck. It will be helpful to have the ERAs sent to me so my accounts can be reconciled quicker.

Thank you for taking the time to write your honest review of CounSol.com. Please contact your account manager to assist you with connecting the clearinghouse and getting ERAs to post into your Counsol.com account automatically. Thank You CounSol.com Team

The ease of use across multiple devices has been extremely helpful during the pandemic. The features within the software are intuitive and solved many of the problems I was having using a paper chart. I also liked that the clearing house they use to submit claims has been established in the industry for a long time. The integrated payment options have been a great time saver.

At first there were a few issues were not working well for me and my practice. This wasn't a problem for the developers at Counsol.com. They have resolved the issues and added features that I asked for. Having an online system is great because the modifications are available right away!

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I work primarily with kids and many of the EHRs for psychologists are geared for adult clients. I love that CounSol allows you to create personalized forms, note templates, etc. I also really like the client portal feature so that I can be completely paperless and clients can access what they need 24/7 without having to contact me. I also really appreciated that it was very little work for me to set things up in the portal--I have direct access to a person who I sent my existing forms to and he magically made them show up in the portal.

One issue that I have is very specific to working with children, which I realize not all practitioners would need. I have many children I work with who have divorced parents and it would be very helpful to have the possibility of 2 separate parent log ins (2 separate passwords) for 1 child account. My understanding is that the coding involved in this would be extensive but it is complicated to explain to parents that they have to create 2 separate accounts to complete paperwork for 1 child and that only one of the 2 accounts is a "real" account.

This software is easy to use, it's pretty intuitive, and has all the features I need - scheduling, messaging, billing, reports, client portal. The customer service has been great and has always been very responsive.

It can look a little clunky and outdated. I also tried the video feature and it worked very poorly, so I discontinued using it. I'm not sure if it has improved since I used it.