TherapyNotes Features

TherapyNotes

Online mental health EMR and practice management software.

4.62/5 (362 reviews)

TherapyNotes Feature Summary

  • Appointment scheduling
  • Appointment reminders
  • To-do list
  • Sync schedule with smartphone or tablet
  • Patient notes
  • Integrated billing
  • TherapyNotes EDI
  • Credit card processing
  • HIPAA compliant
  • Customizable settings & portal
  • Multi-location support
  • Routine backup
  • Role-based access
  • Encrypted database
  • Download notes as PDF
  • History review
  • Manage workflows
  • Paperless system
  • Calendar sync
  • Appointment Scheduling
  • Electronic Billing
  • Electronic medical records
  • Electronic insurance claims (EDI)
  • Client Portal
  • Electronic Remittance Advice (ERA)

Healthcare & Pharmaceuticals Feature Comparison

Most popular features of all Healthcare & Pharmaceuticals apps

Activity Dashboard (69 other apps)
Appointment Management (74 other apps)
Automated Scheduling (47 other apps)
Automatic Notifications (45 other apps)
Automatic Reminders (92 other apps)
Billing & Invoicing (85 other apps)
Calendar Management (56 other apps)
Charting (64 other apps)
Claims Management (62 other apps)
Client Portal (62 other apps)
Compliance Management (48 other apps)
Customizable Reporting (44 other apps)
Customizable Templates (46 other apps)
Document Storage (47 other apps)
Electronic Payments (41 other apps)
Electronic Signature Capture (43 other apps)
HIPAA Compliance (113 other apps)
Records Management (88 other apps)
Task Scheduling (42 other apps)
Workflow Management (46 other apps)

Competitor Feature Comparison

Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Applications Management
Appointment Management
Assessment Management
Attendance Management
Auditing
Automatic Backup
Automatic Notifications
Automatic Reminders
Batch Processing
Billing & Invoicing
Biometrics
Calendar Management
Calendar Sync with Google
Charting
Chat
Claims Management
Client Portal
Collaborative Review
Contact Database
Contact History
Credit Card Integration
Credit Card Processing
Custom Charts
Custom Fields
Custom Forms
Customer Database
Customizable Templates
Data Extraction
Data Filtering
Data Import
Document Review
Document Storage
Document Templates
Electronic Data Interchange
Electronic Payments
Electronic Signature Capture
Electronic Submission
Electronic Workflow
Email Invitations & Reminders
Employee Management
Employee Profile
Enterprise Applications
Event Calendar
Event Logs
Event Tracking
File Management
Goal Setting / Tracking
Group Calendars
Group Scheduling
HIPAA Compliance
Health Insurance
History Tracking
Invoice Management
Invoice Processing
Meeting Management
Microsoft Outlook Integration
Mobile Integration
Monitoring
Multi-Location
Multiple Billing Rates
Multiple User Accounts
PDF Conversion
Progress Reports
Progress Tracking
Project Notes
Real Time Analytics
Real Time Notifications
Real Time Reporting
Records Management
Referral Tracking
Role-Based Permissions
SSL Security
Sales Reporting
Secure Data Storage
Security Auditing
Self-Enrollment
Status Reporting
Status Tracking
Task Planning
Task Scheduling
Team Calendars
To-Do List
Transaction History
User Activity Monitoring
Visual Analytics
Workflow Management
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Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Applications Management
Appointment Management
Assessment Management
Attendance Management
Auditing
Automatic Backup
Automatic Notifications
Automatic Reminders
Batch Processing
Billing & Invoicing
Biometrics
Calendar Management
Calendar Sync with Google
Charting
Chat
Claims Management
Client Portal
Collaborative Review
Contact Database
Contact History
Credit Card Integration
Credit Card Processing
Custom Charts
Custom Fields
Custom Forms
Customer Database
Customizable Templates
Data Extraction
Data Filtering
Data Import
Document Review
Document Storage
Document Templates
Electronic Data Interchange
Electronic Payments
Electronic Signature Capture
Electronic Submission
Electronic Workflow
Email Invitations & Reminders
Employee Management
Employee Profile
Enterprise Applications
Event Calendar
Event Logs
Event Tracking
File Management
Goal Setting / Tracking
Group Calendars
Group Scheduling
HIPAA Compliance
Health Insurance
History Tracking
Invoice Management
Invoice Processing
Meeting Management
Microsoft Outlook Integration
Mobile Integration
Monitoring
Multi-Location
Multiple Billing Rates
Multiple User Accounts
PDF Conversion
Progress Reports
Progress Tracking
Project Notes
Real Time Analytics
Real Time Notifications
Real Time Reporting
Records Management
Referral Tracking
Role-Based Permissions
SSL Security
Sales Reporting
Secure Data Storage
Security Auditing
Self-Enrollment
Status Reporting
Status Tracking
Task Planning
Task Scheduling
Team Calendars
To-Do List
Transaction History
User Activity Monitoring
Visual Analytics
Workflow Management
Visit WebsiteCompare App
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Applications Management
Appointment Management
Assessment Management
Attendance Management
Auditing
Automatic Backup
Automatic Notifications
Automatic Reminders
Batch Processing
Billing & Invoicing
Biometrics
Calendar Management
Calendar Sync with Google
Charting
Chat
Claims Management
Client Portal
Collaborative Review
Contact Database
Contact History
Credit Card Integration
Credit Card Processing
Custom Charts
Custom Fields
Custom Forms
Customer Database
Customizable Templates
Data Extraction
Data Filtering
Data Import
Document Review
Document Storage
Document Templates
Electronic Data Interchange
Electronic Payments
Electronic Signature Capture
Electronic Submission
Electronic Workflow
Email Invitations & Reminders
Employee Management
Employee Profile
Enterprise Applications
Event Calendar
Event Logs
Event Tracking
File Management
Goal Setting / Tracking
Group Calendars
Group Scheduling
HIPAA Compliance
Health Insurance
History Tracking
Invoice Management
Invoice Processing
Meeting Management
Microsoft Outlook Integration
Mobile Integration
Monitoring
Multi-Location
Multiple Billing Rates
Multiple User Accounts
PDF Conversion
Progress Reports
Progress Tracking
Project Notes
Real Time Analytics
Real Time Notifications
Real Time Reporting
Records Management
Referral Tracking
Role-Based Permissions
SSL Security
Sales Reporting
Secure Data Storage
Security Auditing
Self-Enrollment
Status Reporting
Status Tracking
Task Planning
Task Scheduling
Team Calendars
To-Do List
Transaction History
User Activity Monitoring
Visual Analytics
Workflow Management
Visit WebsiteCompare App

TherapyNotes Feature Reviews

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

Bevin Nixon

Love this software

2017-02-18

It has made life easier......scheduling, billing, reminder texts, etc...

Pros

Not scheduling issues; reminder texts or emails to clients; ability to have clients reschedule on their own with client portal Processing of claims and posting of payments are super easy

Cons

I only wish the reports such as A/R and missing payments were able to be tailored more to my specific needs

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

Recommendations to others considering TherapyNotes

If you are not looking to spend a lot on a billing system or company and have been struggling to streamline the claims process, this is the software for you

Source: Software Advice
Helpful?   Yes   No
Read more
David Zuccolotto

TherapyNotes Review

2013-02-06

This is an excellent program and highly recommend it.

Pros

Its interface is simple and integrates the current demands of a private practice--Notes, Billing, Scheduling & Reminders.

Cons

I would like to see more breadth in billing reports

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from TherapyNotes


More billing reports will definitely be added in the future. Thanks for the great review!

Read more
David Patch

With some minor adjustments and additions this would be five stars all around.

2017-04-12

I would really like to have the documents be customizable.

Pros

Price is very reasonable. Ease of use is good. Customer support is very responsive. Definitely a solid product for what I need.

Cons

Client portal is limited.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Other

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Kelli McLeod

Awesome and time-saving software.

2016-09-30

This is a great practice management tool that helps me stay organized and efficient.

Pros

To-do list. Billing is a breeze.

Cons

Researching ERAs is a little cumbersome and I'm not sure I have been able to efficiently do it yet. I am still going to availability for researching ERAs at this point.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering TherapyNotes

Give yourself a short learning period ... and then it's a breeze.

Source: Software Advice
Helpful?   Yes   No
Read more
Karen Keith

TherapyNotes is a great management tool for beginning a practice.

2018-01-22

The function allowing referring parties and potential new clients to view and schedule my calendar is really slick.

Pros

From scheduling to reminders, Therapy Notes helps with the organization of my practice in so many ways.

Cons

There really has not been much that I can complain about with TherapyNotes, except for billing. I am finding that the client billing section is not as intuitive as the other parts of this software, and that can be a little frustrating.

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
Paul Daly

Good solution for counseling practice

2012-05-09

The best of all the EHR and practice management systems I evaluated in terms of features, flexibility, and performance.

Pros

Full featured, flexible, easy to use, complies with state and professional standards, saves time, web based.

Cons

No way for clients to book appointments directly.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from TherapyNotes


Thanks for the great and candid review! You can export all of your notes for a particular patient by clicking "Download Multiple", but you're right there's no site-wide way to do it yet. We will be adding a patient portal feature to TherapyNotes in the future stay tuned! Thanks again.

Read more
Doug Girard

Disappointed after 3 years with the platform

2018-03-11

Pros

Well-designed for use with families and minors. Billing features met my needs as a practitioner not accepting insurance.

Cons

There is currently no way to use the patient portal to have clients fill out forms, pay bills, send/receive documents, and perform secure messaging.

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: Capterra
Helpful?   Yes   No
Read more
Suzi Anthony

The transition from paper record keeping to TherapyNotes was smooth and easier than expected!

2017-09-17

Moving from a paper system to an electronic record keeping system.

Pros

If you're looking to change to an electronic record keeping system, I would highly recommend TherapyNotes, LLC.

Cons

If there was something I had to complain about, it would be that I don't know how to use all the features of this program; specifically the billing features and the client portal.

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: Capterra
Helpful?   Yes   No
Read more
Alisa Murray

Therapy Notes is the third electronic billing software I've used and it's by far the easiest!

2017-07-04

My cashflow is improved because it's so easy to bill daily.

Pros

Ease of use Easy to get the information I need Charting is quick Entire workflow is integrated seamlessly HIPAA-compliant Support communication is great Affordable

Cons

This was a feature in a previous software I used and it helps solve the problem if there's a scheduling error, dispute or misunderstanding.

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: Capterra
Helpful?   Yes   No
Read more
Dr Selena LaMotte

Love TherapyNotes

2017-09-10

The patient portal appointment scheduler is awesome!!!

Pros

Love the reminders and patient portal. Can't wait for the upgrade (uploading forms).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Starlene Spencer

User friendly plenty of options for our office setting. Great customer service they are very helpful

2018-04-13

Pros

The new patient portal option seems to be helpful.

Cons

When using the portal you still have to call, schedule, and send paperwork.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from TherapyNotes


Thanks for the 9/10 review, Starlene! Perhaps you can avoid printing schedules at all by using the calendar sync feature so that clinicians can see their schedules on their smart phones? There is a setting to give therapists limited billing access so they can see their billing totals. We are working on more portal improvements, as you know, so a lot more is coming! Please call or email support if you want to follow up on any of these items. Thanks again!

Read more
Amanda Gutierrez

TherapyNotes - Simple, Efficient, Support Staff is ALWAYS FAST and AVAILABLE!

2018-08-22

I was nervous the very first time I logged in to learn all the aspects of office billing, scheduling, patient registration etc but TherapyNotes was so easy to navigate and the support staff so accessible that I have been impressed from day one!

Pros

The SAME software takes payments, records notes, houses documents, schedules appointments, bills insurance, bills patients, and sends appointment reminders.

Cons

There are no issues I have found. When I am confused or can not find what I am looking for, the support staff responds immediately, are very clear and helpful and have ALWAYS been kind and patient!

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: Capterra
Helpful?   Yes   No
Read more
Linda Barron

Easy, Secure Recording Keeping

2012-07-27

Much better than paper records! Fast, convenient, easily accessible from anywhere.

Pros

I especially like the ease of filling out forms and storing them electronically. The calendar manager is very good and, again accessible from any electronic device.

Cons

Still have to keep paper record of counseling agreement and HIPPA forms.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from TherapyNotes


Thanks for the great review! Typo - you said TherapySites when you meant TherapyNotes. For the paper records you mentioned you can scan and upload any documents into TherapyNotes for secure storage, and then shred the originals, keeping your office paperless. Thanks again!

Read more
Sandra Cole

Decent therapy software

2017-11-10

I chose this one because, despite the cons, it is a good product, easy to use, and a good value for the money.

Pros

Easy billing and a ton of payor sources Very easy to use Good scheduling Professional looking reports You can choose credit card processing if desired for a small fee Mostly I like the to-do reminders.

Cons

Would be nice if the patient portal did more than just offer clients scheduling.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jillian Vanselow

User Family

2016-04-25

Pros

The To Do List is amazing for reminders in the event you are back to back with patients.

Cons

They do not have UB04 billing for facilities.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering TherapyNotes

Find something user friendly that has good work flow.

Source: Software Advice
Helpful?   Yes   No
Read more
Julie Hardman

Easy Transition to a Program That Is Intuitive

2018-06-10

Overall, I have been very pleased with the product, the functionality of it, the fact that it is user-friendly and the expedient response time when I've reached out to support.

Pros

I enjoy the built-in tools that keep my workflow on task such as the "to do" list and the notifications of pending claims.

Cons

I would appreciate a few more options on reporting and the ability to change some of the aesthetics of the interface.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Joe Abreu

Frustrating System

2016-11-14

For example, if you are on the Billing Page, you filter the list of claims you want to work, you click to go into a claim and it literally takes you to that page instead of bringing up a new page.

Pros

The cost is minimal and you can get started right away.

Cons

Appointment Scheduler is too basic, the Billing portion is not automated in any way and the patient statements look HORRIBLE!!!

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Recommendations to others considering TherapyNotes

Go with another product.

Source: Software Advice
Helpful?   Yes   No
Read more
Linda Lay

I did many trial subscriptions before deciding that TherapyNotes was the best for me and my practice

2018-01-23

Fluid ease of use that is quick and complete for my business

Pros

I can also set up appointment reminders for those clients who want and need that feature.

Cons

waiting for update where clients can fill in forms online through the client portal.

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: Capterra
Helpful?   Yes   No
Read more
Betty J. Owen

Betty J. Owen, LCSW, Clinical Director

2012-06-05

Scheduler is a breeze. Record keeping is amazing.

Pros

Documentation may be completed at home or at the office ¿¿¿ Training requirements are minimal. HIPAA standards are in place which allows clinicians to have confidence in documentation. ¿¿¿ Great Support Staff.

Cons

¿¿¿ Lack of call reminder feature ¿¿¿ Payroll feature per session rather than by revenue ¿¿¿ Clinician information section

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from TherapyNotes


Thanks for the glowing review! I'm happy to report that we are actively working on an appointment reminder system!

Read more
Orlando Jesalva

Great EHR!

2018-09-13

I'm still in trial period but it's been great so far!

Pros

Has lower pricing for non-profits Lowest pricing I've seen per e-claim Patient portal allows online appointment setting Patient portal with e-signature of intake forms Very helpful support Company is easy to work with

Cons

No bulk import of patient progress notes or billing due to HIPPA restrictions

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Arthur Sarkisian

User friendly and simplified

2015-03-27

Pros

The product provides simply and easy to use platform for inexperienced mental health therapist to go ahead and utilize electronic system.

Cons

Ease of advancing and utilizing additional features, such as, client portal, billing details, support in such areas, etc.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering TherapyNotes

if you are begginer and not in managed care this is the best application by far.

Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Great for scheduling , taking notes and billing. Fairly easy to use

2018-02-28

Pros

Scheduling, notes, billing all in the same place.

Cons

Billing can be confusing with insurance claims or unassigned credit.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Shawn Davis

A great therapy office addition

2012-10-24

There is already a plan to integrate appointment reminders to clients, which will be a great time saver.

Pros

I love the features of uploading old paper charts for storage (other programs don't allow this).

Cons

I also would like to have a billing documents section to scan copies of EOB statements that is seperate from the clinical chart. Current there is not way to integrate credit card processing within the system, but is a possible future feature.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from TherapyNotes


Thanks for the great feedback. Yes, future planned futures will definitely assist with some of the items you mentioned and you are right that appointment reminders are coming very soon! (FYI, I'm typing this on 10/24/12. If you are from the future, we may already have this feature. Check the web site to find out!)

Read more
Ruby Linhan

extraordinary

2013-01-29

Strongly recommend.

Pros

I tried out several products to manage electronic records and billing for my individual psychotherapy practice and although TherapyNotes was the most expensive one I demoed, it's also the easiest to use, has the best user interface, and incredible customer support.

Cons

Also, they don't have online patient scheduling, yet, so I need to pay another service for that.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from TherapyNotes


The terrific feedback is greatly appreciated. Patient self-scheduling will be added in the future!

Read more
RANDY CLARK

Saves time with documentation and billing - Easy to transition from paper-based

2018-09-13

Pros

Works on any platform It is easier to document plus I get reminders to update documents and clients get notified of appointments Signing up for electronic records was simple and painless.

Cons

You will need to be careful about how you submit claims as some insurers have multiple organizations and may not work with the primary payer ID.

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