TheraNest vs InSync by Qualifacts Comparison

It was easy enough to use and do treatment plans through, and even had integrated CC processing

It wasn’t the most straightforward interface (though by no means complicated), I don’t care for the pricing as it quickly gets expensive to charge by the client.

Thank you for your feedback James, we are happy to hear you found TheraNest easy to navigate. We understand that some prefer to pay by staff as opposed to our client packages. We find that the ability to pay per client allows for you to only ever pay for what you need.

Customer service, that is does appointment reminders by text.

Mobile apps are not up to par

Hi Audrey, We really appreciate you taking time to provide us a review! We know how valuable your time is. Glad to hear you're liking the client self-payment feature. We'll be sure to keep you in the loop with all of our mobile app updates. We are continuously improving and as always, appreciate your feedback on how we can do that. Sincerely, Your TheraNest Team

It has so many bugs that it is hard to find much to like other than the cost. I do like that it is priced by client rather than by therapist.

SO MANY bugs that make working with the software on a day to day basis very difficult. Managed billing was TERRIBLE. They caused our practice to have 30k in outstanding claims in 2 months. NOTHING was paid. And then when I asked to discontinue the service, they stopped responding. We took over billing and they charged us over $600 in one month for work that WE DID.

Ease of use. Combines patient clinical and billing information in one. Technical support personnel are responsive and friendly.

Does not always load pages quickly, sometimes requires page refresh. Could use some formatting improvements for some of the billing/fiscal reports.

Thank you so much for the review Caroline! We are happy to hear you are loving the convenience of an all inclusive practice management solution!

Without question, the Customer Support team.

Haven't found one yet, despite numerous attempts, by a number of people, to find one.

Thank you so much for sharing your experience with us! We couldn't agree more, our Customer Happiness Team is top notch!

How user friendly it is and the features work well with our private practice.

On the appointment screen, it would be helpful for the counselor to have the system to have the day of the week automatically populate along with the actual date of the appointment.

Laura thank you so much for the wonderful review! There is a setting in your calendar preferences that will allow you to select those default view. A member of the Support Team will reach out with more information for you. :)

I like the ability to create treatment plans with ease and to track my appointments in the future.

I was confused by insurance billing section and and found uploading the documents to be somewhat complicated.

Hi James, Thank you so much for your review! A Customer Happiness Specialist will be in touch with you to help out with insurance billing and uploading files. We can setup a 1:1 support session.

No pros were added to this review

No cons were added to this review

If you are starting out and looking for software to enhance your business you can count on Theranest!

Sometimes links don't go out in manner that is timely and have to be redone by the hterapist

The client portal, the intake, treatment plan, and notes, the billing support. Since I've used this for 4 years now, I see that customer service has improved vastly from when I first started.

I dislike that I can't charge for more than one co pay at a time per client, as it gets flagged as a duplicate transaction. There should be a way to bypass that!

Easy to use, instructional videos are helpful

small details could be better (i.e. keep weekly view on my calendar by default access notes from calendar, etc.)

Less expensive subscription plans. Pretty simple interface. They are a work in progress, updating features in response to user needs.

Dealing with archiving and unarchiving clients, adding personalized forms that differ by clinician- can't figure it out, letting clients manage and see their invoices in the portal. They update and add a feature, but I've already created a work around by the time it is up and running.

How it easy and everything is basically self explanatory. Have used numerous programs by far my favorite.

I wish it would alert when a text recieve. It would only change the appt if client only press 1 or 2 but if they respond with a message form, no alert is receive. Also a breakdown when doing a report by the insurance company.

Hi Katherine, Thanks for the loyalty and for the review. We're so grateful that you've been with us all this time and also thankful for your review. I'll pass along your feedback to our team so we can get those things in the queue of improvements. Sincerely, the TheraNest team.

This is the Most cost effective option I have found to manage a small private practice. The client portal is a wonderful tool to communicate with clients.

All of the concerns I have had or improvements I have inquired about have been promptly addressed or created by TheraNest.

Hi Kristen! We're very grateful for your excellent review! Thank you for choosing TheraNest and thank you for being a great customer! Of course if you ever have any questions or suggestions on how we can improve, please let us know. We value your feedback and want to make sure you have the best experience possible. We appreciate you! Sincerely, Your TheraNest Team

Tracking of clients info in one place. I also like the ease of keeping track of billing.. The graphics also give a quick insight to what's going on

Global billing capability not there yet. I have a need to bill by credit card from the country I live to other countries .

Thank you for your review, Alicia.

Ease of use is the best part of TheraNest and I like the instruction videos

Reports tab doesn’t give many filters to make the report simpler for the provider. Creating a report by check numbers & dates would be great.

Ease of use and functionality is wonderful! It is a great tool and I love the client portal. As I said, there are still ways it can be improved.

Several things could be improved. I have left my thoughts so far on the Feedback pages by liking other suggestions or suggesting my own.

Hi Sarah, Thanks for the review, we really appreciate it. We agree that there's always room for improvement and we're so grateful for any you have to offer. Being a customer with us for 2 years has hopefully proven to you just how seriously we take your feedback and we look forward to continuing to better our software. Sincerely, the TheraNest team.

Love the user-friendly software and how easy it is to learn how to navigate the program. The longer you use it, the new tips & tricks you discover.

Occasionally you will find that an appointment will bounce back to it's original status, but nothing that cannot be fixed by refreshing the screen.

After my learning curve I like it a lot.

I do not like the bill for clients. I would like it to show insurance payment, write off, and co-payment by client as separate payments.

Thank you so much, Janice! We are working on a complete billing re-design which will help separate client payment from insurance payment. We will make sure to let you know as soon as this is released. Also, this article will walk you through creating an appointment from the calendar view: http://support.theranest.com/customer/portal/articles/1108338 We are always here for you if you need anything. :) Thank you again for the wonderful review. - The TheraNest Team

Scheduling, adding clients and adding staff are all very easy and intuitive. We like that we can add custom forms​ and that most of the reports are very useful. The online help articles and tutorials answer about 80% of our questions, and the chat help has quickly handled almost all the rest. When we did need to talk to a real person we could, and got what we needed in one call. We love that the team is super-responsive when we have a suggestion for a feature. App is easy for coaches to use remotely (we think; that's the next phase.)

As of now, you can't link uploaded documents to particular sessions, or substitute a custom signable form for the Progress Notes form built-in. I wish the Staff Billing Report would create its own subtotals by staff​ member, as this would save us a lot of time doing payroll. Similarly, we'd love the Daily Billing Report to have subtotals by client. And we would love to be able to filter the calendar by client, but this is a small thing (you can see a list of appointments in the client tab, but not laid out in a weekly calendar).

Hi Carson! We are so happy to hear that you are finding TheraNest easy to use! Thank you for taking the time to write us a review we sincerely appreciate it!

I like that it is easy to schedule clients, cancel sessions, reschedule sessions, etc. I particularly like being able to schedule a series as well as use an "after-hours" feature. I like that an client's initials can be used for privacy. Invoicing is easy, and I can easily see from the Agenda who has paid and who hasn't. I like the chat feature so that I can quickly communicate with other counselors and our office staff. We have multiple offices, so this helps us stay connected! I also like being able to add custom forms. And I like being able to do progress notes several different ways.

It would be nice to be able to sign a batch of progress notes at once by checking specific ones or a using a "select all" feature.

1) Clean interface and ease of use. TheraNest is exceptionally easy to learn, which works well for a training facility where therapists are coming and going every semester. 2) Excellent customer service. TheraNest's support team is available by phone or by a link through the TheraNest webpage. They usually get back to me within an hour for any questions I have.

The feature we've wanted most from TheraNest (which they don't yet have) is the ability to have clients electronically "sign" documents using their finger/stylus on an iPad. Currently, we have to print forms requiring client signatures (informed consent, release of information, etc.), have clients sign the paper copy, scan the copy back in, and drop it into one of the pre-set clinical document tabs in TheraNest. The other point on our "wish list" is ease of transferring information out to Excel or SPSS for research. Currently, this can only be done with demographic information.

Easy to use. Lots of customer support. Easy to train others using the videos provided.

Although cheaper initially, by the time you add the portal and everything else you need, it is pretty much the same or more expensive than some other EHRs

Record keeping can be daunting - so many guidelines from health providers and company policies. I have found this program to be flexible for our organization and forgiving to those who are new to the organization and are just learning. Our time is saved in training because of the great tutorials available to every user.

We are finding it difficult as we grow to our next level. No dates on reports and not able to run many reports by therapist is becoming increasingly difficult.

Hi Keli thank you for the feedback! We are so glad that TheraNest is the perfect fit for your organization, and that it's help stremline your new hire training process! We love your suggestions around including date ranges on report print outs. That is true for some reports but we could benefit from making that consistent for all reports. We continue to use customer suggestions like this to power our feature improvements!

Ease of use- I've used many EHRs in the past; many are designed by software designers and are simply not intuitive or have bells and whistles that may seem great, but aren't used. Theranest feels like it was designed by therapists for therapists. Easy and intuitive, the most difficult area was billing which took less than a day to figure out. IT is responsive and the community is helpful.

Very happy with the program software. If there was anything to fix, I'd say the telehealth platform can sometimes be wonky, but I think that's simply the case across most platforms nowadays because of the high volume in video calls due to COVID.

Thank you for the wonderful review Elizabeth!