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TheraNest vs ClinicSource Comparison (2026)

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Good recommendations?

TheraNest logo

TheraNest

ClinicSource logo

ClinicSource

Overview

Most EHRs aren’t built for mental health, but TheraNest is. Built for solo and small group mental health practices.

Our mental health billing, scheduling and documentation software helps therapists accurately and efficiently document findings, plans, sessions and more.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

29

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

79.95

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

1K

5

4

3

2

1

598

320

86

23

29

  • Value for money
  • Ease of use
  • Features
  • Customer support
70%
would recommend this app

3.7

92

5

4

3

2

1

40

17

16

7

12

  • Value for money
  • Ease of use
  • Features
  • Customer support
47%
would recommend this app

Pros

“A helpful enhancement would be a pop-up notification upon login reminding clients that their provider has sent forms requiring completion, along with clear instructions on where to locate those forms within the portal.”
CV

Chloe V.

Administrative and Billing Assistant

“I found the scheduling, documentation, billing, and client management features helpful in keeping workflows efficient and reducing administrative burdens.”
HS

Heather S.

General Manager

“I am a solo practitioner in private practice, and TheraNest is like my assistant who does billing, scheduling, and insurance submission (all in one program).”
LW

Lienna W.

Psychologist

Pros

“It offers a wide range of functionalities, including scheduling, billing and documentation, which helps to centralize the clinic's operations.”
RS

Rodolfo S.

Supervisor

“The billing process for the subscription and how previous payments were still stored in their system even after new ones were assigned.”
Verified reviewer profile picture

Ashley E.

Founder and SLP

“Appreciate its integration of treatment plans with session notes, customizable templates, and detailed user permission controls”
LP

Leonardo P.

Management Accountant

Cons

“What I really DON'T like is the daily schedule page because I have to scroll down to see all my appointments, and if my browser window is not fully expanded, I can't access the "copy note from last session" function on my very last client of the day.”
LM

Lavinia M.

Licensed Professional Counselor, Owner

“Customization options for reports, forms, and templates could be restrictive, making it difficult to tailor the system to the unique needs of a growing practice.”
HS

Heather S.

General Manager

“In terms of self-learning to navigate the system, the learning library include other medical functions that the mental health system do not need.”
KL

Kaman L.

CEO and therapist

Cons

“Also, having to load multiple pages/screens before getting to work on each daily note definitely slowed down the documentation, rather than opening the note and being able to do everything within the same page/screen.”
MS

Mark S.

Physical Therapist

“From the outset, we experienced numerous difficulties, including billing problems, a lack of integration between different areas of the program, inaccurate reports, incorrect accounts receivable data, and missing diagnostic codes in documentation.”
RT

RACHEL T.

Clinical Director

“It did not provide sufficient viewpoints of the data and therapists had to calculate the percentages when completing progress notes and re-evaluations.”
SV

Stephanie V.

Speech-Language Pathologist

  • Vendor responds to reviews
  • Last review17 days ago
  • Vendor responds to reviews
  • Last review7 days ago

Key features

  • Total features148
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Assessment Management
  • Attendance Management
  • Automated Scheduling
  • Bill Payment
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync
  • Cancellation Tracking
  • Care Plan Management
  • Care Summaries
  • Case List Management
  • Case Notes
  • Charting
  • Chat/Messaging
  • Child Welfare Management
  • Claims Management
  • Claims Scrubbing
  • Client Database
  • Client Management
  • Client Portal
  • Clinic Interoperability
  • Clinical Notes
  • Code & Charge Entry
  • Coding Assistance
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Confirmations/Reminders
  • Contact Database
  • Credit Card Processing
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Decision Support
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Dunning Management
  • EMR/EHR
  • Electronic Payments
  • Electronic Signature
  • Eligibility Verification
  • Email Reminders
  • Employee Management
  • Exercise Library
  • Faculty/Staff Management
  • File Sharing
  • Financial Management
  • For Group Therapy
  • For Medical Purposes
  • For Mental/Behavioral Health
  • For Nonprofits
  • For Occupational Therapists
  • For Physical Therapy
  • For Speech Therapists
  • For Substance Abuse Therapy
  • Forms Management
  • Generative AI
  • Goal Setting/Tracking
  • Group Notes
  • HIPAA Compliant
  • Health Record Access
  • Historical Reporting
  • Income/Expense Tracking
  • Initial Assessments
  • Insurance Eligibility Verification
  • Insurance Management
  • Intake Management
  • Invoice History
  • Invoice Management
  • Live Chat
  • Medical Billing
  • Medical History Records
  • Mobile Access
  • Mobile App
  • Multi-Factor Authentication
  • Multi-Location
  • Multi-Physician
  • Multi-Provider Practice
  • No-Show Tracking
  • Notes Management
  • On Call Scheduling
  • One-to-One Messaging
  • Online Booking
  • Online Forms
  • Patient Communications
  • Patient Database
  • Patient Engagement
  • Patient Intake
  • Patient Management
  • Patient Monitoring
  • Patient Portal
  • Patient Records Management
  • Patient Scheduling
  • Payment Collection
  • Payment Processing
  • Physician Management
  • Physician Scheduling
  • Practice Management
  • Progress Notes
  • Progress Reports
  • Progress Tracking
  • Quotes/Estimates
  • Real-Time Notifications
  • Real-Time Reporting
  • Records Management
  • Recurring Appointments
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Remittance Advice
  • Remote Treatment Planning
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Role-Based Permissions
  • SMS Messaging
  • SOAP notes
  • SSL Security
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Messaging
  • Self Payment
  • Self Service Portal
  • Session Notes
  • Staff Management
  • Surveys & Feedback
  • Task Scheduling
  • Team Notes
  • Telemedicine
  • Teletherapy
  • Template Management
  • Therapy Notes
  • Third-Party Integrations
  • Time Tracking
  • Training Management
  • Treatment Planning
  • Two-Way Audio & Video
  • Video Conferencing
  • Video Consultations
  • Virtual Waiting Room
  • Workflow Management
  • Total features66
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Assessment Management
  • Attendance Management
  • Automated Scheduling
  • Bill Payment
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync
  • Cancellation Tracking
  • Care Plan Management
  • Care Summaries
  • Case List Management
  • Case Notes
  • Charting
  • Chat/Messaging
  • Child Welfare Management
  • Claims Management
  • Claims Scrubbing
  • Client Database
  • Client Management
  • Client Portal
  • Clinic Interoperability
  • Clinical Notes
  • Code & Charge Entry
  • Coding Assistance
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Confirmations/Reminders
  • Contact Database
  • Credit Card Processing
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Decision Support
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Dunning Management
  • EMR/EHR
  • Electronic Payments
  • Electronic Signature
  • Eligibility Verification
  • Email Reminders
  • Employee Management
  • Exercise Library
  • Faculty/Staff Management
  • File Sharing
  • Financial Management
  • For Group Therapy
  • For Medical Purposes
  • For Mental/Behavioral Health
  • For Nonprofits
  • For Occupational Therapists
  • For Physical Therapy
  • For Speech Therapists
  • For Substance Abuse Therapy
  • Forms Management
  • Generative AI
  • Goal Setting/Tracking
  • Group Notes
  • HIPAA Compliant
  • Health Record Access
  • Historical Reporting
  • Income/Expense Tracking
  • Initial Assessments
  • Insurance Eligibility Verification
  • Insurance Management
  • Intake Management
  • Invoice History
  • Invoice Management
  • Live Chat
  • Medical Billing
  • Medical History Records
  • Mobile Access
  • Mobile App
  • Multi-Factor Authentication
  • Multi-Location
  • Multi-Physician
  • Multi-Provider Practice
  • No-Show Tracking
  • Notes Management
  • On Call Scheduling
  • One-to-One Messaging
  • Online Booking
  • Online Forms
  • Patient Communications
  • Patient Database
  • Patient Engagement
  • Patient Intake
  • Patient Management
  • Patient Monitoring
  • Patient Portal
  • Patient Records Management
  • Patient Scheduling
  • Payment Collection
  • Payment Processing
  • Physician Management
  • Physician Scheduling
  • Practice Management
  • Progress Notes
  • Progress Reports
  • Progress Tracking
  • Quotes/Estimates
  • Real-Time Notifications
  • Real-Time Reporting
  • Records Management
  • Recurring Appointments
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Remittance Advice
  • Remote Treatment Planning
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Role-Based Permissions
  • SMS Messaging
  • SOAP notes
  • SSL Security
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Messaging
  • Self Payment
  • Self Service Portal
  • Session Notes
  • Staff Management
  • Surveys & Feedback
  • Task Scheduling
  • Team Notes
  • Telemedicine
  • Teletherapy
  • Template Management
  • Therapy Notes
  • Third-Party Integrations
  • Time Tracking
  • Training Management
  • Treatment Planning
  • Two-Way Audio & Video
  • Video Conferencing
  • Video Consultations
  • Virtual Waiting Room
  • Workflow Management

Integrations

  • Total integrations3
  • Google Calendar
  • Microsoft Outlook
  • iCloud
  • Total integrations2
  • Google Calendar
  • Microsoft Outlook
  • iCloud