Therasoft Online Features List

Therasoft Online Reviews

Therasoft Online

Practice management toolbox for mental health professionals

4.4/5 (246 reviews)
5,907

Therasoft Online Feature Summary

  • Initial intake
  • Website integration
  • Registration online
  • Scheduling and calendar
  • Workflow management
  • Payment processing
  • Credit card processing
  • Electronic checks
  • Email receipts and updates
  • Client statements
  • Electronic claims
  • One-click and batch filing
  • Enhanced billing
  • Manage claims and billing
  • Clinical assessments
  • Treatment plans
  • Goals, objectives and interventions
  • Progress notes
  • Templates
  • Secure data storage
  • SSL Certificate and fingerprint technology
  • Encrypted protocols
  • Clinical documentation
  • Data entry services
  • HIPAA compliance

Healthcare & Pharmaceuticals Feature Comparison

Most popular features of all Healthcare & Pharmaceuticals apps

Activity Dashboard (62 other apps)
Appointment Management (68 other apps)
Automated Scheduling (42 other apps)
Automatic Notifications (41 other apps)
Automatic Reminders (85 other apps)
Billing & Invoicing (80 other apps)
Calendar Management (52 other apps)
Charting (60 other apps)
Claims Management (59 other apps)
Client Portal (58 other apps)
Compliance Management (45 other apps)
Customizable Reporting (40 other apps)
Customizable Templates (41 other apps)
Document Storage (44 other apps)
Electronic Payments (36 other apps)
Electronic Signature Capture (42 other apps)
HIPAA Compliance (105 other apps)
Records Management (80 other apps)
Task Scheduling (40 other apps)
Workflow Management (41 other apps)

Competitor Feature Comparison

Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Appointment Management
Assessment Management
Attendance Management
Auditing
Auto-Matching
Automatic Backup
Automatic Notifications
Automatic Reminders
Batch Processing
Billing & Invoicing
Biometrics
Calendar Management
Calendar Sync with Google
Charting
Check Processing
Claims Management
Client Portal
Collaborative Review
Contact Database
Contact History
Credit Card Integration
Credit Card Processing
Custom Charts
Custom Fields
Customer Database
Data Extraction
Data Filtering
Data Import
Document Review
Document Storage
Document Templates
Electronic Data Interchange
Electronic Payments
Electronic Signature Capture
Electronic Submission
Electronic Workflow
Employee Management
Employee Profile
Enterprise Applications
Event Calendar
Event Logs
Event Scheduling
Event Tracking
File Management
Goal Setting / Tracking
Group Calendars
HIPAA Compliance
Health Insurance
History Tracking
Invoice Management
Invoice Processing
Meeting Management
Microsoft Outlook Integration
Mobile Integration
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
Receipt Management
Records Management
Referral Tracking
Registration Management
Role-Based Permissions
SSL Security
Sales Reporting
Secure Data Storage
Security Auditing
Self-Enrollment
Status Reporting
Status Tracking
Task Planning
Task Scheduling
Team Calendars
Transaction History
User Activity Monitoring
Visual Analytics
Website Integration
Workflow Management
Learn moreCompare App
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Appointment Management
Assessment Management
Attendance Management
Auditing
Auto-Matching
Automatic Backup
Automatic Notifications
Automatic Reminders
Batch Processing
Billing & Invoicing
Biometrics
Calendar Management
Calendar Sync with Google
Charting
Check Processing
Claims Management
Client Portal
Collaborative Review
Contact Database
Contact History
Credit Card Integration
Credit Card Processing
Custom Charts
Custom Fields
Customer Database
Data Extraction
Data Filtering
Data Import
Document Review
Document Storage
Document Templates
Electronic Data Interchange
Electronic Payments
Electronic Signature Capture
Electronic Submission
Electronic Workflow
Employee Management
Employee Profile
Enterprise Applications
Event Calendar
Event Logs
Event Scheduling
Event Tracking
File Management
Goal Setting / Tracking
Group Calendars
HIPAA Compliance
Health Insurance
History Tracking
Invoice Management
Invoice Processing
Meeting Management
Microsoft Outlook Integration
Mobile Integration
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
Receipt Management
Records Management
Referral Tracking
Registration Management
Role-Based Permissions
SSL Security
Sales Reporting
Secure Data Storage
Security Auditing
Self-Enrollment
Status Reporting
Status Tracking
Task Planning
Task Scheduling
Team Calendars
Transaction History
User Activity Monitoring
Visual Analytics
Website Integration
Workflow Management
Visit WebsiteCompare App
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Appointment Management
Assessment Management
Attendance Management
Auditing
Auto-Matching
Automatic Backup
Automatic Notifications
Automatic Reminders
Batch Processing
Billing & Invoicing
Biometrics
Calendar Management
Calendar Sync with Google
Charting
Check Processing
Claims Management
Client Portal
Collaborative Review
Contact Database
Contact History
Credit Card Integration
Credit Card Processing
Custom Charts
Custom Fields
Customer Database
Data Extraction
Data Filtering
Data Import
Document Review
Document Storage
Document Templates
Electronic Data Interchange
Electronic Payments
Electronic Signature Capture
Electronic Submission
Electronic Workflow
Employee Management
Employee Profile
Enterprise Applications
Event Calendar
Event Logs
Event Scheduling
Event Tracking
File Management
Goal Setting / Tracking
Group Calendars
HIPAA Compliance
Health Insurance
History Tracking
Invoice Management
Invoice Processing
Meeting Management
Microsoft Outlook Integration
Mobile Integration
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
Receipt Management
Records Management
Referral Tracking
Registration Management
Role-Based Permissions
SSL Security
Sales Reporting
Secure Data Storage
Security Auditing
Self-Enrollment
Status Reporting
Status Tracking
Task Planning
Task Scheduling
Team Calendars
Transaction History
User Activity Monitoring
Visual Analytics
Website Integration
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


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Therasoft Online Feature Reviews

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

Dr Bob Porter

Comments and Suggestions

2010-04-24

It is state-of-the-art in terms of web usage, HIPAA security & backup, and integration with external software and human billing systems.

Pros

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.

Cons

For example, Therasoft provides an innovative display method for the main calendar that allows users to see, at a glance, the status of every appointment and allows single click updates of attendance, billing, and insurance functions.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Pam McGarry

Excellent! Outstanding Customer Service. They are willing to go the extra mile to help.

2017-08-22

Total office management of files and billing.

Pros

Therasoft is a user friendly software that makes it as easy as possible to schedule, document and bill insurances and clients as well as post payments.

Cons

Office staff adapt to it in our office better than the therapists. It is challenging to get the therapists to take a few minutes to learn how to more fully use the software.

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
Michelle LeBlanc

Quick and easy billing

2015-08-19

Clients love the appointment reminders (I do wish there was a quicker way to schedule the reminders to automatically send as I often find clicking each indiv.

Rating breakdown

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

Response from Therasoft Online


Thank you for your review, Michelle! We are working on automating the appointment reminders, in the near future. Please let me know if you would like to discuss the trouble you are running into, when posting insurance payments. If I am unable to address them myself, then I will make sure to send the fix request to our Developers. Thanks.

Read more
sandal kelly

therasoft review

2017-04-16

complete and comprehensive application, not user friendly, reports are difficult and is not rendered in clear narrative much corrections are needed by user.

Pros

mobile features (dictation and notes via mobile device

Cons

Treatment plans and assessments does not measure up to other practice management programs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

2/10

Recommendations to others considering Therasoft Online

Review other practice management programs and try to make therasoft more user friendly. I would switch programs but have stored more than 600 patients in therasoft. if the info/data can be sync with other practice management programs I would quit Therasoft.

Source: Capterra
Helpful?   Yes   No
Read more
Kristen Kinsfogel

Easy to use software with great customer support.

2017-08-29

Pros

The calendar system with email reminders for clients is one of my favorite features.

Cons

Some of the reports for credit card charges and superbills are not as user friendly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Therasoft Online


Hi there!

Did you know that on the registration page that you can send the superbill to two different email address?
All you need to do is on the registration page insert a comma in between two email address and then when you send the super bill from the reports tab you will get a popup that you can check which emails or send to both emails, if you have any questions or need further guidance please call our support team at 888-435-8203 and we can walk you through this.

Thank you for the great review,
Petra

Read more
David Chervick

Saved my private practice

2010-04-26

This stand a lone product can literally save a private practice by condensing all aspects of the work into one simple to use and well designed web application.

Pros

Very useful in the multidimensional format covering scheduling, bookkeeping, electronic billing, payment tracking, note writing, report writing, ease of use in transferring data to other software programs including Microsoft Office.

Cons

Schedule refresh is a little slow.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Joy Miller, PhD

Therasoft makes life easier!

2014-07-21

This software program maintains HIPAA compliance and promotes a paperless office.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Joelle Kekhoua

One-stop-shop software

2015-08-13

Pros: multifunctional and a one-stop-shop for our practices needs (electronic medical record, treatment planner, billing software, client ledger/accounting); LOVE the drop down menus (which are also customizable) for treatment planning and how they coordinate/auto fill with the progress notes; GREAT customer service on all our questions during training and transition.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Laurel Hart

Great for solo practitioner!

2010-04-05

Throw in the available HIPAA guide and you really have all that you need for practice management.

Pros

I also do all the billing and send statements when necessary.

Cons

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).

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Victoria Haag

Use of Therasoft

2010-04-06

Overall an excellent tool for therapists

Pros

Ease of documentation and sending claims Customer support Features added when requested

Cons

Some payment posting functions and scheduling calendar need additional refining.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Greg Klassen

Buyer beware!

2011-05-11

You better be sure this software is tolerable to you before you buy it which, honestly, you can't be sure until you pay your money to try. Be prepared to be out at least $500 dollars if you change your mind because by the time you learn the program and change your mind, you will be out of their "policy window" for any refund. Clever strategy on their part financially, but a horrid way to treat a (now former) customer.

Pros

Very comprehensive feature list that covers all of what I would like in a practice management/ emr program.

Cons

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).

Rating breakdown

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

Response from Therasoft Online


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.

Read more
Elaine Kvitek

Great for basic services, the customer services is awesome but could use some improvements

2017-08-23

My recommendation of the software depends on the size of the business utilizing it. For 1 or two provider businesses that are not or do very little with insurance, it is great

Pros

It is very easy to schedule an appointment and bill to insurance.

Cons

It would be nice if they improved the ease of: viewing patient balance, pull report for what is pending to insurance, re-bill claims to insurance and/or a new insurance, provide tracking in the system so instead of deleting things, you would "back it out", and provided a place to scan outside records so we don't have to keep paper charts with the electronic ones.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Mark Young

I am most appreciative of the continued improvements made to the site.

2017-08-30

Pros

I like the pre-registration feature, claims management, integrated website, merchant account, documentation features - but mostly I like the support.

Cons

A list of suggested diagnostic codes based on intake questionnaires and assessments would be nice. There isn't much not to like!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Therasoft Online


Hi Mark!

We appreciate the feedback and look forward to many more years of working with you!

Misty

Read more
Sudha Purihella

I have been this Therasoft since 2011. Nothing but pleased at their growth and customer service

2018-02-15

I said it earlier

Pros

Keeps us on track and sends reminders to the clients.

Cons

I like the reminders. Some more simplicity with client portal use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Priscilla Cruz

Best up-and-coming software for Psychologists and Mental Healthcare Workers!!!

2012-04-05

We have been using TheraSoft for approximately a year now and have been very pleased with its overall performance. You cannot beat their outstanding customer service and software features for such a great price! I highly recommend trying this company out.

Pros

*Extremely user-friendly filing of electronic or paper claims submission.

Cons

*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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Alicia Gregory

Excellent Service

2017-08-23

We have recommended this product / service to many clinicians in our area.

Pros

We especially like the ability to enter, store and retrieve documents and information on the electronic record.

Cons

Can be a bit cumbersome setting up insurers, coordinating emdeon and insurer electronic filing and payment process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Therasoft Online


Thank you for the referrals and also the great review, we know at times there can be some roadblocks and that is why we are here to help you through those. We appreciate you as a customer and love the feedback makes us grow as a team and so does the software.

Best,
Petra

Read more
Gerardo Alvarez

I like the system and it meets my needs. It is affordable and that is important as well.

2017-08-22

All-in-one place for services.

Pros

I like the electronic signatures and the fact that it is tied to billing

Cons

There must be a way that groups can also be on normal calendar and attendance.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Dori Velasquez-Peach

Pros and Cons, mostly positive with some room for improvements

2015-08-16

Pros -appointment reminders, quick billing, patient registration, scheduling easy, customer service available.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Dr Mary F Macedonio

Therasoft Online

2010-04-05

This is the only practice management solution for the mental health professional that I would recommend.

Pros

Of all the practice management solutions available for mental health professionals, Therasoft Online is by far the best in terms of content, ease of use, options, and overall services.

Cons

At times, it takes a bit of time to pull up client information.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Edward Jenny

Theraosft has been extremely responsive to any questions or needs I have

2015-08-18

Therasoft not only completes my billing electronically but I also upgraded to the enhanced billing service that takes care of any non-payments or invoicing that comes up.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Deborah Allen

It's user friendly in a way however its difficult to follow and confusing at times.

2017-12-07

I love the system/software package. Its a little costly however everything is a one stop shop and I like that idea.

Pros

I like the fact that I can get everything I need in one program (notes, treatment plans, scheduler, client portal - reminders, billing and website).

Cons

I had a client in front of me and couldn't access the system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Donna Griset

The software is okay but could be improved.

2015-08-13

It would be quicker if after an appointment is on the calendar, when it is time to input the attendance, payment, notes and submit for payment if after each entry the next thing came up automatically.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Mary Macedonio

Without this software and the people supporting it, my practice would suffer greatly.

2017-08-22

My practice is efficient and I am able to handle all aspects of practice management.

Pros

Without their efforts and consistent support, I would know little to nothing about what is needed in order to submit claims and deal with insurance companies.

Cons

Given that I employ the calendar for both professional and personal use, I'd like to have the ability to more easily overlap sessions and personal events.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniel Struble

Great Service

2015-08-18

Simplified medical records management software.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Sandy Sell

Overall, I like the Therasoft system. Pros and cons below.

2015-08-14

Pros - the all-in-one calendar, text/email appointment reminders, credit card option directly thru the website, ease of posting payments.

Rating breakdown

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