Therasoft Online Features

I love how help is so available from the support staff. Not only are they knowledgeable but for less tech-savvy individuals like me, they are patient and provide guidance in a manner that helps build my confidence in going forward. The program is very user-friendly and intuitive. Therasoft has also done an excellent job in providing ( as well as anticipating ) all of the ingredients necessary to...

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Perhaps, in the future, Therasoft might consider developing a platform to dictate notes and appointments instead of my having to type them (for the computer as well as for the app)......just a thought.

Hi there! Thank you so much for the kind review we sure appreciate it. I wanted to let you know we do have this option to dictate. Give me a call 888-435-8203, and I can teach you how to-do this. You will need to download dragon dictate and also have you checked out our app? it's called Thersoft download this in your app store on your phone and you can dictate on their as well. Again thank you for the review. We are very excited to be a part of your practice and help you be successful. Petra Vaughn

Very comprehensive feature list that covers all of what I would like in a practice management/ emr program. They have thought through and produced a package that integrates what is needed. However, there are some serious problems with the software and company to be aware of.

The biggest problem is the overall flow of the software. It requires you to select a function and then the client, rather than tracking one client through all functions as most therapists and other software do (i.e. mark attendance, write a note, collect fee, schedule next session, then move on to the next client). I lasted one day before I quite. The lack of a free trial and no screen shots should...

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We are sorry to see this review. Here is someone that signed up in Jan 2011, was using the system as recently as May 2011. Even made three monthly payments after the initial free month. We stand behind our product and continue to honor the 30 day money back guarantee as well as no termination fees. We respect our customers feedback and try our best to accommodate every request but it is impossible to please everyone.

The software helps me stay organized in my practice by having scheduling, billing/payment, and charting all in one easy location. I use it daily and one of my favorite features is the email or text reminder option for clients as it has helped to cut down on missed appointments. I've rarely had questions over the two years I have used it, but when I do, the customer service response is quick and professional.

The feature for providing superbills to a client's family member (alternative email) was tricky to use at first.

The ease of understanding processes and flow, user-friendly navigation, the common sense layout, the unbelievably helpful customer service line and the video tools for troubleshooting.

The billing portal. It would be most helpful if the software system allowed hyperlinks to be pasted into the messages sent on the electronic invoices to clients.

Thank you for the good feedback, we appreciate it! Also did you know that on the Client billing statement you are able to send an email out to the client with a pay now button? You are also able to send a hyperlink for the patient to be able to pay, call us and we will teach you how. We also have a client portal the client can log in and also pay on their account. Many Thanks Therasot

*Excellent customer service with quick response time to your questions and concerns. If they do not have an answer to your question, they research it until they do and follow-up with you quickly. *Amazing competitive rates. *Great software features such as, but not limited to: Direct links to pre-register your patients from your website, easy-to-use scheduling calendar, inter-office messaging system, ability to upload patient records and insurance cards, ability to keep track of authorizations and pre-certifications, and the ability to charge patient's credit cards directly through TheraSoft with First Data Merchant. *Iphone app *Remote access to your patients' accounts no matter where you are at. *Extremely user-friendly filing of electronic or paper claims submission.

*The accounting reports could be better in regards to end of month reporting (insurance plus patient payments). *Billing statements can be very time consuming if you deal with a lot of divorced parents and have to seperate the bill up between parties. *Sometimes the authorization tracking system is off and inaccurate and it does not alert you when you are low on visits.

Therasoft is fairly easy to use. It is perfect for the solo practitioner as billing, accounting, and reports are easily generated with the click of a few buttons.

I'm still not well-versed on the various features. However, I am able to reach out for support when needed. I am happy when I am able to reach someone live and not wait for the response to a ticket as some problems often need immediate resolution, i.e., being unable to connect to a client.

Notes, calendar, and assessments- easy to use. There is an option to confirm attendance, write note, and submit billing within one screen.

Difficult to set up billing, not easy to resolve issues or track. It is also difficult to submit secondary claims.

Hi there, Thank you for the review. I understand the issue with transmission of secondary is because of the process of how secondary can be billed, the insurance company however changes the claim number when the first claim goes through so they require a mailed hcfa to the secondary. Also I believe that you have some issues with Medicare that can be resolved with some changes to how your credentialed. We know have a credentialing department that can help you with these changes if you are interested. Please give us a call so we can help you get this resolved. 888-435-8203. Again thank you for your feedback.

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Thank you Michael for the great review! It is always a pleasure to work with you.

Therasoft offers a unique package that includes client demographics, attendance, calendar, notification and billing capabilities. Medical records forms are customizable and efficiently generated. Customer support for all phases of the product from software customization to insurance billing and follow-up is excellent. Utilizing their integrated billing and claims management services have resulted in our business receiving steady income that increases cash flow dramatically. In particular, services by our dedicated claims representative [SENSITIVE CONTENT HIDDEN] has helped our start-up to get to the next level in our service provision and financial strength.

We have not identified any downside to utilizing this software package with customer support for integrated client management and insurance billing.

All features. Mostly calendar, assessment forms and history. Keeps us on track and sends reminders to the clients. I dont use the client portal which seems impractical for me. colored icons are attractive and easy to use. They did my website and I am very pleased with it.

Reports can improve. I like the reminders. Some more simplicity with client portal use. Customer service and staff need to introduce when necessary so we know who is incharge of the portfolios. Billing plus can be in house. Billing and other reports can be better. The secure payment offer is convenient but too costly and complicated. It can be cheaper as there are cheaper vendors. LIKE CAYAN . Which is a whole saler.

What I like most about this software is the attendance and progress notes format. I also like some of the assessment templates. I like the electronic signatures and the fact that it is tied to billing

I love the online sessions function but the picture quality for the provider is very bad. Also, the group notes are difficult. I used to use the group tab but then it does not show on the regular attendance and progress notes tabs. There must be a way that groups can also be on normal calendar and attendance.

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Thank you for your review Kristina! We believe that we can address some of your concerns. We currently have a lot of improvements underway, which may address some of your concerns. Thank you again for taking the time to write a review.

Easy to use, great support staff, and affordable!

Nothing yet. The tutorials are helpful when I have questions and the office staff is extremely responsive.

It is easy to attend the clients and bill claims with a touch of a button. Saves time. Very helpful customer support.

Really nothing. Just sometimes if walk away for a minute, have to sign back in.

I am a solo practitioner who does it all: I screen, do the intake and see my clients. I also do all the billing and send statements when necessary. I like to keep it simple, so I know that I do not use all the features I could in this program. I love how it is web-based, because if I don't get the notes or insurance filing done at the office, I can do it at home. This helps me remain flexible and available for my family's needs.

I wish I had more training on it before I moved my practice and started using it, because I am so busy that I don't always get back to the areas I am having problems with. However, that is more a negative about me and how I need to request more training time than an actual problem with Therasoft online. I do wish that when I am entering in an Attendance of a session and then move to Payment screen that I'd still be in that client's file and not have to re-enter that client in the Payments page (and again in the Progress Notes page). You really have to pay attention or you might pay on the wrong person.

Customizable features, initial person-to-person support around glitches, and helpful creation of forms. It was great to request having our treatment plans populate into our progress notes. A feature that was not initially there when we started with Therasoft. It was also great to be able to incorporate our measures/questionnaires into our biopsychosocial. Ability to limit the number of forms clinicians could access. Ability to incorporate intake screening and new client registration on our website. Ability to schedule and meet with client via laptop or phone.

It's many simple yet consistent glitches, it's outdated training videos, and customer service that was often limited to submitting multiple tickets for the same thing over and over again and being asked if we cleared our cache. No other EHR has mentioned needing to clear out a cache in order to work properly. Therasoft isn't a program you can leave alone and feel your workflow is flowing. It's a complex...

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I have been using Therasoft Online for the past 8 years. I am long overdue in giving them my two thumbs up. I can not begin to express how pleased I am with this software. Therasoft Online offers a big product to the small private practitioner. It is a high-end software at an affordable price. Therasoft Online is comprehensive in terms the numerous features that it offers (i.e., registering,...

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I really love the apps, but would like more functionality and integration. I am unable to see my client's secure messages and I can not see appointments confirmed by the client.

1. Customer service is patient, straight forward, individualized and makes a consistent effort to be responsive. 2. Over the past year, Therasoft has made changes to their staffing system to increase availability after hours - which is especially important to me as there is a significant time difference between our respective locations. 3. There is no pressure to add more services than you need....

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Occasionally, there are technological problems that can only be resolved by the developers. In fairness, these tech problems have been minor (not major - no lost notes, files, whole narratives). One of these problems was resolved only after about 6 months. I was persistent about it and appreciated that my persistence was treated in a matter of fact manner rather than an irritant. Admittedly, I wondered if they were really working on it. But then, one day, it was resolved - no fanfare, just fixed.

Thank you for your feedback, we appreciate you taking the time to Review our Company. I am sorry you had some difficulties with your documentation. We have made some changes for autosave so if there is any internet connection or other problems our system will autosave what you have completed up to that point. Glad you are able to make the software work for all your needs to do the job you love. Many Thanks, Petra

I am most appreciative of the billing services that are a part of this software. Having Therasoft handle this complex and sometimes stressful portion of my business is a huge help. It allows me to focus on caring for my clients and growing my business and not trying to navigate the maze of the insurance world.

It took be some time to adjust to the calendar based system rather than being able to click on a client's name and find everything related to them in one place.

It is good for clinical documentation.

Difficulty with splitting payments Slow speed and I thought it was just my WIFI, but it is the same no matter what wifi I use Poor problem resolution Unable to address other specific situations Unable to pull a list of progress notes for all clients

Therasoft takes advantage of web-based technology and the "cloud" environment in three major ways: First, the system seamlessly integrates appointments and calendar functions, billing functions (electronic billing, electronic EOBs), credit card, and EMR chart components. Second, the Therasoft system integrates the familiar features of, and interfaces with, popular information management systems like...

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The biggest con of the Therasoft system is that it is on the cutting edge of web-based systems and is, consequently rough around a few edges. Whereas all the components operate as advertised, there are idiosyncrasies within functions that one wishes were more smoothly operational. For example, Therasoft provides an innovative display method for the main calendar that allows users to see, at a glance,...

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Thank you for your detailed response, Jeni! Our client's input helps us grow and improve. I know that we have spoken about some of your concerns in the past and addressed some that you had. We do have some great improvements in the works. I think those will address more of the items you have mentioned. Let me know if you would like to schedule some time to meet to discuss things further.

It is very focused towards the private therapist who deals a little or not at all with insurance. It is very easy to schedule an appointment and bill to insurance. They also work with you to help get the EOB's integrated and EFT set up so receiving payments is super easy too. The drop down menus are easy to navigate and pretty straight forward. They also give you some reports that are helpful to maintain a healthy business and provide training videos on some functions that aren't intuitive.

From a legal and financial standpoint, things could be improved. The software is very focused on documentation the clinical side of things but not the financial. There is currently no way to record credit card payments if you don't use their system other then the "other" selection. It does not record changes made in the system to the patients payment accounts (ie insurance paid but then took back the...

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I decided to go with Therasoft for my private mental health practice due to the EHR having prepopulated treatment plan goals and objectives that are based on the Wiley Treatment Planner's goals and objectives. Other EHR's did not have this built into their product and I decided to go with Therasoft because I felt it would save time plus having the convenience of an all in one platform to handle my billing, payments, notes, payroll.

The server can sometimes be slow to respond.