TheraNest Reviews

Imported years of data from another system into TheraNest with no errors and very limited time commitment. Their customer support was very helpful and honest about the transition.

TheraNest is full featured- Our office used a competitor program for 30+ years but wanted/needed a cloud based state of the art EHR program- Our office tried several other popular programs but they all had significant limitations. We are very excited about Theranest.

Our Office is new to the program but so far so good. The customer support is excellent. They are adding features frequently, including specific features requested by users. The start up learning curve is doable and our staff picked it up in a few days versus weeks.

The scheduling, pt. appointment notifications, calendar, and agenda are well thought out and fully integrated. The initial intake note and progress notes took some getting used too but they work very well- DX codes are easily entered and updated. The progress notes are very professional and signed and cosigned if necessary.

I know this sounds like a paid advertisement but I have spent a lot of time, money and effort trying other programs and I was never more encouraged than with Theranest.

Our goal was to be fully functional with the transition from our current system to Theranest by January 2019. We are ahead of schedule and our intention is to bill our first full month of receivables for November 2018.

The fees were initially off putting. But after becoming familiar with TheraNest, I see the potential for a very efficient, time saving, integrated system that is well worth the monthly investment.

There is also flexibility with monthly billing based upon caseload (increasing or decreasing at discretion of the user) and it seems fair.

TheraNest is really easy to use and takes care of everything my practice requires. TheraNest is truly a one-stop shop. I really like how TheraNest handles the credit card processing, scheduling, and reminders. And it's reasonably priced.
TheraNest also has an excellent support staff. I can't underscore that enough. TheraNest has an excellent support staff. There are detailed, step-by-step instructions for everything in, on, and about TheraNest, but if I need to speak with an actual human all I have to do is start a live chat by hitting the icon at the bottom of the screen.
TheraNest also listens to its customers. It's constantly improving the website to make it more user friendly. It's been impressive to see how TheraNest has grown and improved every month since my practice signed up with it over 6 years ago.

I don't really have any complaints about TheraNest.

I like that you can send text reminders. It helps with the no show rate in our clinic. They have great customer service - but customer service only goes so far when the software isn't working correctly.

Form the scheduling to billing this software is riddled with functionality gaps and bugs. As a facility that have therapists and prescribing physicians the scheduling feature doesn't allow you to setup defined appointment times. Basic schedulers should allow you to define the types of appointments in your clinic and assign a time frame to them. This same functionality should extend to the TheraNest portal. Patients can go online and request any appointment time. For example an initial intake in our clinic with the psychiatrist is one hour. A patient can go line and find any available time (they typically find 15 min slots) and submit a request to schedule that time. This results in calling the patient back and finding a time. What's the point of allowing the patient to schedule/request a time if I have to call them back? I should be able to define an initial intake as an hour so my staff can't schedule that type of an appointment for less than an hour AND patients on the portal can't request an appointment for less than an hour. We finally shut the portal off because it was causing more work calling patients back then if they'd initially called and were scheduled from the get go.
If you have any patients with co insurance get ready to spend an ungodly amount of time processing the secondary insurance. While they say they support secondary insurance they do not. You have to manually enter all of the information onto the claim for the secondary insurance.

I like that I already had familiarity with the product from using it at my other job (we implemented TheraNest back in 2017 I believe?) I love how easy it is to go from screen to screen, and everything feels very user friendly for someone who is not entirely tech-savvy.

It is a little bit on the costlier side for me at about $45/ month with just me.

Theranest offers a very easy to use EHR, making it incredibly efficient to manage and bill for our practice of 350+ clients. The K-Base, though an often underused resource, is filled with all kinds of wonderful how-to articles and videos, the flow of use for scheduling, billing, taking notes, etc is sharp and efficient, and the support team is one of the best I have ever used in any professional and personal capacity.

Any process or service within this program that I did not enjoy was relayed to the support staff, and quite often they are working hard to hear their customers feedback and make appropriate changes to help improve their users experience. My biggest complaint from the beginning was the lack of ability to filter clients strictly based on their insurance carrier, but that has been in the works as an improvement for a little while and is in the pipeline to come through so I have no complaints!

Easy to learn and use!
Super user friendly and intuitive!
Great value!
Telehealth option with interactive worksheet feature!!!
Has mobile app version.
Calendar syncs with google calendar.
Processing payments is a breeze!
Forms and client portal save time and paper!
Billing is quick and easy--few clicks and done!
Reports are nice business management feature!
Client reminders and self-scheduling options!
Customer service is TOP NOTCH!
Progress notes and treat

Honestly, I cannot think of any cons. I have nothing negative to say about TheraNest!

The product is intuitive and easy to use. I love the note writing (can copy from last note), treatment planning (wiley system) and billing features. I love that TheraNest is constantly updating and making the system better and better!

Creating custom forms can be difficult. You can't copy and paste a document easily and have to re-create each one. Once you get used to it, it becomes easy just takes some learning :) Sometimes it takes a day or two to hear back from customer service if you use the chat feature.

Our organization is growing each day, and TheraNest always keeps up. The wonderful thing about this PMS is that when we need assistance, we have been able to reach out and get hands-on support.

As we continue to grow and expand, we have many hands in the pot. Although TheraNest accommodates for that, they quite often have upgrades or updates which change some minor features. These changes confuse members of our team, and mistakes are easily made. We appreciate that TheraNest has been better about notifying us by email of upcoming updates.

I really love the reports, especially the demographic reports (with pie charts even) that I can pull with this EHR. I also love the all-in-one pricing, in that I can have as many therapists as I want - pricing is based on number of clients, not therapists. This EHR is user-friendly, somewhat updated GUI (still lagging behind the times, but not bad), and easy enough to figure out on one's own.

Cons - truly - there is only one problem I have found in the limited time I have used TheraNest. If you need to contact customer support - good luck. Emails generally take a week or longer to receive a response and I have only spoken 1x to a live person by calling support - and I have called MANY times.

This product is easy to use and implement and has a great support team when you have questions.

The lack of options for Progress Note formats

I have to say, I was scare to take on a venture of switching EHR’s. Our previous EHR was spectacular. Theranest was a lot to understand at first, and had way more features than our previous EHR. But within 1 week, we made a complete merge and once our platform was completed functional, the easiest part was bringing out clients over. The ease Theranest has instilled in their system makes it work every single penny spent.

I am not sure if any EHR does do this, but I wish merging our clients documents and implementing all of their information into our Theranest was a bit easier. But spend time getting used to the system and where everything is, and you’ll have no problem.

There are so many features I love about this software that benefit our therapists, admin staff, clients and myself in the role of owner such as handling the billing as well as setting up the software for my group practice. We were able to go almost fully paperless is one huge benefit. Intake forms/new client paperwork can be custom created & sent to clients via the Client Portal. Completed forms are uploaded directly into their case/e-chart. Clients also can see past & upcoming appts, update their insurance info & make payments in the Client Portal. Their payment history is accessible there too.

Another feature that is a huge time saver is the assisted claims feature. ERA's are received into TN & are almost solely automatically posted to client accounts for you. No more logging into 7 different websites to access EOB's/ERA's.

Other features we love are: two-way appt reminders via text (clients can confirm/cancel from texts & we receive those responses within TN), integrated credit card processing reducing check in times for clients & automatic payment collection due to securely store credit cards, Wiley treatment planner & progress notes, missing progress notes reports, online training videos and the UserVoice Forum. The TN development team regularly takes user feedback from the User Voice forum to continually make improvements to the software/features offered. I wish I had switched to TheraNest so much sooner from the archaic EHR I had been using for so long!

I did not like that I was not able to call to immediately speak to someone to learn more about the software vs having to schedule a time to do so. I was concerned that would be the process if there were issues that arose if I were to switch. It has been easy to call in, email, etc with questions and I've received answers pretty immediately from the support staff.

I tried several different software systems prior to finding Theranest. All the other softwares systems were made for Therapist who had their own practices, or for Practice Groups. I needed a compliant EHR that would allow me to store my client notes, and allow for my supervisor to review and co-sign with ease. I kept running in to EHR's that would charge extra for my supervisor to be added as staff, or would force me to use unnecessary features before I could create my client's progress notes. I also love that Theranest allows for some modifications to help fit my needs better during use. I also love the option to add the Wiley Planner and Progress Notes plan so you can have the Wiley Planner at your fingertips with drop-down boxes. (I have not been able to subscribe yet, but it is a cool option). I also cannot say enough about the customer service. I have received nothing but quick responses, and personalized help when needed. I had the pleasure of working with Allen Chew to help answer my questions via phone and email, so ask for him if you can!

At first, there was a slight issue with being an admin and a therapist under the same sign-in. I was told I would need two different logins, but I figured it out where I was able to keep my same login. So far I have not come across any issues with doing it that way.
Also, I do come across a lot of boxes/fields that I do not need in my notes or intake documentation that I wish I could delete. I can easily skip these unused boxes, so it's not a big deal.

It was easy to learn how to use the different functions that we needed. This system has a whole lot of uses but we do not use them all for our small company. What we do use has made document storage so much more easier than paper filing, and the versatility of being able to access it from other locations was a life saver for those late night calls from our employees needing to work. We could help them no matter what time of the day. They are constantly working to make improvements and add more functions.

Forms are not as customizable as we needed, but they are improving on this. My example would be when we would have to print up therapy notes for records release, the initial set up of their forms caused a simple checkbox note to print out to 4-5 pages of paper and in giant fonts! Yikes, that was a lot of waste just to have to fax client's records somewhere. Lots of trees went into those record releases, trust me. But Theranest listened to this and made the forms so that we could change how they printed. It was not picture perfect on some of them, but we were able to get down to 2-3 pages of printing!

TheraNest offers our practice the ability to effectively manage a caseload from all different sizes, and enables us to maintain confidentiality of patient information even across different users. I love that I don’t have to worry about someone else seeing the notes or appointment dates other than those who should.

TheraNest’s template for progress notes, intakes, and treatment plans are super helpful in keeping me organized and making sure that I do not miss any information that needs to be documented.

Additionally, I appreciate the software’s consistent updates that take into consideration feedback received from users like me. I was especially appreciative of their addition of separate gender identity and pronoun lines in the client details section.

Learning the software is difficult - wherein we notice a lot of people making errors in setting up appointments or being able to navigate through the site.

We also find that few people use TheraNest the same way across the board, which creates some inconsistencies for us on billing and case management.

Additionally, I have noticed minor fixes that could help to change the overall experience. For example, there’s no option for a user to cancel/change multiple appointments at one time; e.g., when a therapist is going out of town for a week. Also, there is no option to maintain a history of client demographic information, once you update the information (or the client does) it is gone.

Lastly, there are seemingly no options to enter notes or addendums to notes that are signed or attached to a billed invoice. As a clinician, we notice mistakes at times and need to include additional comments like follow-ups with collaborative providers, client homework, etc. that would be best attached to the session note.

Flexibility to manage the calendar without losing information. I like the options. Being able to add service codes for a busy practice.
The in-practice chat is invaluable for the clients using it. Search and expanded view are very helpful.
Powerful and speedy when uploading files.
Real support. I've made requests for changes (along with others) and received attention. I've found some 'hacks' that made my task go smoother and enjoyed sharing them with support.
Colorful. May seem a little thing, but we can have distinctive identity on the calendar for each or for all. Not necessary to open a completely different screen.
Every effort to be secure. Never a problem with security or an uneasy hint that things aren't working right.
Almost zero down time. We're working with 'machines', there is bound to be some down time, but the occurrences have been rare and quickly solved.
Professional action. This reflects on patient desire for security. The appearance and behaviors for entering information are professional.
Ample patient reminders. Patients can respond to reminders to connect with me if we miss one another on the phone. Email is especially good for this.
I reviewed this software about a year ago and have come to like it even more.

A disappearing con: tutorials and knowledge base has expanded during the time I've been using the software.

An affordable EHR that does everything you need it to do, and feels more user-friendly than Simple Practice.

Some things could be improved, such as offering templates for notes, more ways of documenting notes; more flexibility with calendar/scheduling (changing it to a 3-day versus 5-day view, blocking times, etc). I also wish it was easier to create intake forms - the "dynamic forms" page is confusing at first and unfortunately personalizing forms isn't available (e.g., changing fonts, alignment, etc)

Ease of use. Start up almost immediately is possible.

Astonishing this company put a rate increase in the middle of COVID 19. At a time when most Mental Health Therapist are reducing rates to help clients, as well as losing clients due to the difficult circumstances GLOBALLY. THERANEST decide to increase their rates. Shameful. I reduced my registration immediately when this came to my attention to counteract their increase as best I could and if this actually goes through, I am looking for a new application. I do not want to support a company who is looking out for themselves to the point that they put in a rate increase during a GLOBAL CRISIS.

The user friendly software, color scheme, and efficiency is what I like most. I recommend it to my clients and I have not gotten one complaint about your EHR. It is great for the administrative staff, clients (Therabook), and the therapist. I love that their staff make me feel like we are one big happy family working together. My questions are answered in a timely manner and they are answered effectively. The same day I might add. Theranest is the best choice for a mental health private practice.

I honestly do not have a CON. I guess since I have to submit 100 characters as a min. I will say.... I setup many account for different mental health professionals and I have to use a different email every time. That can be a pain, because I do business with my company email.

TheraNest is one-stop shopping! For an affordable monthly cost, I get everything I need to keep my practice running smoothly - I can schedule patients, send them forms ahead of their appointment via the Client Portal, submit my insurance claims in two simple clicks, and keep track of my income by running monthly reports. I also like being able to write assessments and progress notes in my own style using the customs forms feature. Can't forget about customer support; TheraNest is great over the phone, and they certainly listen to customer requests by continuously adding new features each month. For someone looking for a paperless and organized practice, TheraNest is a must!

TheraNest can be a touch confusing when initially navigating its features. However, after repeated practice, I now find it so simple and easy to use. I wish the Client Portal/Custom Forms could be advanced so that we can change the font size and have control over bolding/italicizing/underlining certain headings and words.

The initial first session paperwork such as intake, privacy policies and informed consent are extremely easy to edit and make your own. Being able to do one note for a group and have it go to each group member's file was awesome.

Price is based on number of active clients and therefore was not good for me because of seeing some clients just to do evaluation and doing groups which makes number of clients more. Also reminders and other features are extra. I prefer to pay one price and know what it is. There is not the option to put handouts, assignments into folder for clients to access. You have to send them back and forth which clients complained was inconvenience. However, if my clients had not had previous experience with Counsol where there was folders I do not think they would have complained because they would not have known of other option.

I like the layout, calendar (except for the problems with it) and forms and ability to create forms.

Customer service issues are answered within 3-10 days and by chat. If you want to talk to someone you can make an appointment for a week later and then you get 15 minutes. This way, theranest customer service makes suggestions for what's not working. Then after we use theranest's suggestions and they don't work, we must wait another 3-10 days for help.

Also, twice theranest has deleted all of our providers appointments without any explanation or any way to speak to anyone at theranest. These appointments were deleted for 3-5 days.

Other times, notes are deleted even though the system says saved.

Theranest has to be refreshed 3 or 4 times every time it is used.

Appointments disappear from the calendar and we don't know why, but there's no one to talk to so we just reenter the client.

What I like most about this therapist software is that it makes my job so easy. The the main uses of this software for me or charting my notes and billing my insurance. And with voice recognition Google software all I have to do is dictate my notes after the client leaves. Takes me 3to 4 minutes to do the notes in to get them done. I no longer have to spend time at the end of the day charting trying to remember what happened in a particular session. This is so easy and I'm so grateful that I have had this software for probably six or seven years.

You know there is nothing I do not like about the software. Oh yes there is one thing I wish I could customize the progress notes section more to meet my needs. There's a lot of things on that page that I have no need for and so I have to find where to do my notes.

The software is incredibly user friendly and easy to learn.

Their customer service is awful. If you call the 1-800 number you won't ever get a live person. It's always a voicemail and they will call you back within 24 hours. You better not be with a client or in a meeting when they call back because then you have to call the 1-800 # back again, leave a message, and then wait another 24 hours.

Once you actually get a person they won't ever be able to help. They will have to send it onto their "tech" team. The people are always incredibly nice and friendly, but rarely any help.

There are no alert features in this program either.