TherapyNotes

Online mental health EMR and practice management software.

About TherapyNotes

As the most trusted web-based practice management and electronic health records (EHR) software for behavioral health with thousands of active customers and unlimited phone and email support, TherapyNotes helps mental health practitioners and clinicians manage their workflows and administrative tasks. The software offers a variety of features including a client/patient portal, appointment scheduling, psychotherapy and medication management notes, electronic claims and remittance with ERA payment posting, and patient records management. It is suitable for psychotherapzy, psychiatry, counseling, social work and other behavioral health practices of all sizes, including solo and group practices. TherapyNotes also supports practices that have multiple locations, as well as clinicians who need access to records outside of their home office.

TherapyNotes provides automatic to-do lists after each appointment that streamline user’s daily workload ensuring that you complete your treatment plans, sign unsigned notes, follow up with patients, or contact the patient's PCP, in addition to many other helpful reminders. You'll never forget to do a note! TherapyNotes also ensures that patients do not miss appointments since it sends automatic email, text or phone reminders. Users can also sync their schedule with Google calendar, iCal, Outlook or any other compatible calendar software. TherapyNotes supports the creation and storage of electronic medical records including intake notes, treatment plans, psychological evaluations and progress notes. Notes come with drop-down menus and click boxes to allow for speedy input. These notes are encrypted and backed-up, and can be downloaded as PDF files. TherapyNotes billing tools streamline billing procedures and support electronic claims, billing reports, patient statements and credit card processing. TherapyNotes electronic (EDI) claims uses notes and other settings to generate and submit insurance claims. The software also supports role-based user access and customizable security settings.

TherapyNotes is compliant with HIPAA and other insurance requirements and uses a fully encrypted centralized database. The product is compatible with iPad, iPhone and Android devices. TherapyNotes is also used in classrooms and university training clinics to give students experience of a real-world system.

Pricing starting from:

US$25,00/month

  • Free Trial
  • Free Version
  • Subscription

Key benefits of TherapyNotes

* To-do list feature helps track patient appointments, psychotherapist schedules, clinical notes, billing and more so nothing is missed.

* TherapyPortal.com (TherapyNotes client portal) enables patients to schedule and view appointments online. Patients or clients can also pay bills using credit cards.

* Practices can submit and track insurance claims electronically using TherapyNotes EDI.

* Assisted ERA Payment Posting simplifies how you view and post payments and remittance sent from insurance.

* Automate email, phone and text reminders sent to clients to reduce the number of no-shows and decrease practice expenses.

* Choose from a variety of note templates for treatment plans, psychological evaluations and progress reports, and store a history of all past notes.

* Full ICD-10 support and searchable ICD-10 codes to help you enter diagnoses in a flash.

* Supervision capabilities and a 'Bill As Supervisor' function simplifies how you manage clinicians and interns in your practice.

* TherapyNotes offers additional features such as integration with dictation software tools such as Dragon NaturallySpeaking for note-taking, and built-in spellcheckers for mental health words.

* Unlimited world class and highly praised phone and email support is included with your subscription.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$25,00/month

  • Free Trial
  • Free Version
  • Subscription

Images

TherapyNotes offers automatic to-do-lists to help streamline workflows, track patient appointments, psychotherapist schedules, clinical notes, billing and more so nothing is missed.
TherapyPortal.com (TherapyNotes client portal) enables clients to schedule and view appointments online. Patients or clients can also pay bills using credit cards.
The calendar will help your clinicians, schedulers, and practice administrators schedule and organize appointments, set reminders, and flag appointment alerts.
TherapyNotes "Intake Note" templates help you create and store electronic medical records for patients.
Easy to use "Treatment Plan" templates include auto-expanding and adjustable fields, as well as searchable ICD-10 codes to help you quickly enter diagnoses.
Form-based "Progress Note" templates auto-fill applicable note fields from appointment information and previous Intake Notes and Treatment Plans. Searchable ICD-10 codes, pull-down menus and check boxes help you quickly enter diagnoses and note info.
Save notes for completion later, and/or electronically sign and save your Progress Notes. Applicable information can be transcribed automatically to CMS-1500 forms or can be electronically transmitted to insurance companies.
TherapyNotes helps you create form-based treatment plans and progress notes with pull-downs, check boxes, auto-filled fields, searchable ICD-10 codes, and adjustable text boxes. History buttons allow you to use information from previous notes.
TherapyNotes works great on Windows, Mac, iPad and other tablets and mobile devices. Sync calendar information to Google Calendar, Outlook, iCal, or other calendar software on any device.
Collect and track patient patients, swipe credit cards, submit electronic claims to insurance companies using TherapyNotes EDI, and receive, view and post insurance payments with Assisted ERA Payment Posting.
View 11 more
TherapyNotes video
TherapyNotes screenshot: TherapyNotes offers automatic to-do-lists to help streamline workflows, track patient appointments, psychotherapist schedules, clinical notes, billing and more so nothing is missed. TherapyNotes screenshot: TherapyPortal.com (TherapyNotes client portal) enables clients to schedule and view appointments online. Patients or clients can also pay bills using credit cards. TherapyNotes screenshot: The calendar will help your clinicians, schedulers, and practice administrators schedule and organize appointments, set reminders, and flag appointment alerts. TherapyNotes screenshot: TherapyNotes "Intake Note" templates help you create and store electronic medical records for patients. TherapyNotes screenshot: Easy to use "Treatment Plan" templates include auto-expanding and adjustable fields, as well as searchable ICD-10 codes to help you quickly enter diagnoses. TherapyNotes screenshot: Form-based "Progress Note" templates auto-fill applicable note fields from appointment information and previous Intake Notes and Treatment Plans. Searchable ICD-10 codes, pull-down menus and check boxes help you quickly enter diagnoses and note info. TherapyNotes screenshot: Save notes for completion later, and/or electronically sign and save your Progress Notes. Applicable information can be transcribed automatically to CMS-1500 forms or can be electronically transmitted to insurance companies. TherapyNotes screenshot: TherapyNotes helps you create form-based treatment plans and progress notes with pull-downs, check boxes, auto-filled fields, searchable ICD-10 codes, and adjustable text boxes. History buttons allow you to use information from previous notes. TherapyNotes screenshot: TherapyNotes works great on Windows, Mac, iPad and other tablets and mobile devices. Sync calendar information to Google Calendar, Outlook, iCal, or other calendar software on any device. TherapyNotes screenshot: Collect and track patient patients, swipe credit cards, submit electronic claims to insurance companies using TherapyNotes EDI, and receive, view and post insurance payments with Assisted ERA Payment Posting.

Features

Total features of TherapyNotes: 126

  • Accounting
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Adjustor Management
  • Alerts/Notifications
  • Applications Management
  • Appointment Management
  • Appointment Scheduling
  • Assessment Management
  • Attendance Management
  • Audit Management
  • Automatic Backup
  • Batch Processing
  • Billing & Invoicing
  • Biometrics
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Charting
  • Claims Management
  • Claims Scrubbing
  • Claims Tracking
  • Client Portal
  • Co-Pay & Deductible Tracking
  • Code & Charge Entry
  • Coding Assistance
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Confirmation/Reminders
  • Contact Database
  • Credit Card Management
  • Credit Card Processing
  • Customer Database
  • Customer Management
  • Customizable Fields
  • Customization
  • Data Extraction
  • Data Import/Export
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Dunning Management
  • EDI
  • EMR/EHR
  • Electronic Claims
  • Electronic Payments
  • Electronic Signature
  • Electronic Submission
  • Email Invitations & Reminders
  • Employee Management
  • Employee Profiles
  • Event Calendar
  • Event Logs
  • Event Tracking
  • Faculty/Staff Management
  • File Management
  • File Sharing
  • For Medical Purposes
  • For Mental/Behavioral Health Practices
  • Forms Management
  • Goal Setting / Tracking
  • HIPAA Compliant
  • Handwriting Recognition
  • Historical Reporting
  • Initial Assessments
  • Inpatient/Residential
  • Insurance Eligibility Verification
  • Interaction Tracking
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Medical Billing
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Monitoring
  • Multi-Location
  • Multi-Provider Practice
  • Multiple User Accounts
  • No-Show Tracking
  • On Call Scheduling
  • Online Forms
  • PDF Conversion
  • Paper-Based Claims
  • Patient Records Management
  • Payment Processing
  • Payor Management
  • Physician Management
  • Practice Management
  • Progress Reports
  • Progress Tracking
  • Project Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Notifications
  • Real Time Reporting
  • Records Management
  • Recurring Appointments
  • Referral Tracking
  • Reminders
  • Remittance Advice
  • Remote Treatment Plans
  • Role-Based Permissions
  • SSL Security
  • Sales Reports
  • Search/Filter
  • Secure Data Storage
  • Security Auditing
  • Self Service Portal
  • Self-Enrollment
  • Single Provider Practice
  • Status Tracking
  • Task Planning
  • Task Scheduling
  • Team Calendars
  • To-Do List
  • Transaction History
  • Treatment Planning
  • Video Conferencing
  • Virtual Waiting Room
  • Visual Analytics
  • Voice Recognition
  • Workflow Management

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Reviews

Overall rating

4,7 /5
(595)
Value for Money
4,6/5
Features
4,4/5
Ease of Use
4,7/5
Customer Support
4,7/5

Already have TherapyNotes?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 595
Madison (madi) M.
Overall rating
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Phenomenal Customer Care!

Reviewed on 2020/01/18

Therapy Notes consistently provides me with excellent customer service, quick solutions, and...

Therapy Notes consistently provides me with excellent customer service, quick solutions, and supportive information. I have easily gained more in value than the monthly expense, and it is with a great ease of mind that I use them to support myself and my clients. Thanks for all your hard work!

Pros

+Quick Responses +User friendly +Flexible +Easy to learn +Receptive to feedback

Cons

-Cost (but still worth it) -No tele-health/online therapy options or direct client scheduling (yet)

Response from TherapyNotes

Thanks for the glowing review! There actually is client self scheduling. Call us and we will wall you through setting it up. Thank you!

Jinnifer D.
Overall rating
  • Industry: Mental Health Care
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Grateful for this product

Reviewed on 2021/03/12

TherapyNotes has been a win/win/win move!

TherapyNotes has been a win/win/win move!

Pros

I changed to this software mostly because they had an actual number you could call for tech support. I am a therapist and I have little time between clients, am not a tech savvy person, and have lots to think about, so it was very difficult to ask a question by chat and wait 2 or 3 days for an answer that might or might not apply. Also the software we were using kept upping the cost and this was more supportive plus less expensive. After I began the free trial, I found the note set-up was more helpful and it was easier to complete my notes in each session without taking away from the session. This saved me about 2-3 hours a day and an releaved a tremendous amount of stress. A new feature of this software is accountability and it will not let you submit a claim until your notes are complete. This has been helpful with reminders and a to-do list to keep me on track. My assistant loves the ease of billing!

Cons

Payor set up was a little challenging. We needed more explanation.

Response from TherapyNotes

Thank you for your kind words!

Marcia R.
Overall rating
  • Industry: Hospital & Health Care
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

TherapyNotes is strong overall but has numerous problems it hasn't addressed since its...

Reviewed on 2021/03/07

I wish I had started with a different program. I am not satisfied. I am not all that computer...

I wish I had started with a different program. I am not satisfied. I am not all that computer literate and just want something that gets the job done, and I'm too entrenched (and lazy?) to go to something else like SimplePractice.

One more complaint: I have been a psychologist for over 25 years. I don't need the condescending ways that TherapyNotes literally PREVENTS YOU from, rather than cautions you about, doing certain notes out of order. Cautioning is a superb idea. We all get sloppy. Preventing is something altogether different. If I got a lecture (which I did) from someone who received their clinical psych PhD from my alma mater,UCLA, I might not be offended by the condescending tone I received when the woman informed me about the "golden thread" for conceptualizing clients. There was no "we chose to...." They are RIGHT.

And another: you can enter a considerable amount of information, especially in billing, and then be told it can't be stored because it isn't properly allocated, or whatever. Can't they store it and flag it so you can return? I've wasted a lot of time here. There's no way to know in advance that you'll lose the information until you go to save it.

Pros

I like the electronic billing feature and the fact that it receives and allows recording of Electronic Remittance Advice from payers; the scheduling feature; ease of entering initial billing information from electronic ERAs (though there are other huge problems with billing); some aspects of the notes section; customer support by phone (but not via email); hours available for phone support, including weekend; other areas I'm not thinking of at the moment. Even though I can't recommend it, I do think it has many strengths.

Cons

(1) The billing area has countless flaws that my husband, a software developer on Mac and Windows for nearly 40 years, has called to their attention to no avail. When I note these weaknesses, they sound like it's the first time they've heard about it and "pass it on to their team." If you work with Medicare clients or clients who rely on two insurers, watch out. Most Medicare patients have secondary insurance that does not show up in the billing area so that you basically have to use a cumbersome process to enter secondary payment, and it's not immediately clear who paid what, as payments by each don't show up side-by-side in Billing, each associated with the proper payer. If you aren't a provider for the secondary, you have to use a "trick" to enter it. It is not intuitive overall. (2) While phone support is good, email is poor. I write in thorough explanation of the problem so that it can be solved in one go. Most times I write to them, I get a condescending first response that blows me off and requires another complex email essentially conveying the same information. (3) There is no manual. They've been in business too long for this. (4) The articles don't cover enough. For example, I entered "set place of service." Sounds easy, but no hits. (5) They put a lot of resources into tele-therapy when the pandemic hit, which appeared to divert programmers. They make lots of money; why not hire more?

Response from TherapyNotes

Thanks for your feedback. We'll be reaching out directly, particularly so we can clarify what billing issues you're seeing.

1. We're unaware of what flaws you're referring to but, hope to learn more. We do have some improvements coming out soon to improve secondary insurance, so hopefully this will address your concern.
2. We will look into why you received poor email support. The people that answer email are the same people that provide stellar phone support.
3. We have no plans to have a printed manual. The Help Center (support.therapynotes.com) is our digital manual.
4. If you can't find your answers in the help center, please call for support and we'll help out. We are readily available. I agree there's an opportunity to add more content.
5. We didn't divert anyone to work on telehealth. There are 6 development teams, one of which was already working on Telehealth. We are always hiring more developers.

Elaine J.
Overall rating
  • Industry: Mental Health Care
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Software effectiveness

Reviewed on 2021/02/10

I am in the promotional period and so far I am impressed by the delivery of service. The ability to...

I am in the promotional period and so far I am impressed by the delivery of service. The ability to import treatment plan information right into the notes saves time, because they do it for you. They are always available to support you every step of the way.

Pros

What I like most is the ease of use or adding patients, payers, and notes. I am able to set reminders for these features, create my own templates and add them to my library for myself or organizations use. Sending documents though the client portal is amazing, there is no need for print, fax or encrypted emails to get authorizations signed it is done electronically. Telehealth is included free! CUSTOMER SUPPORT IS THE BEST.

Cons

For special cases ie. Minor clients requiring multiple caregiver access to the client portal would need two account for the same client. It is not hard to do, however developing a portal link for such cases would be great! The pricing is reasonable, I don't like the individual charges in addition to the subscription cost. Such as submitting the billing claim to insurance is charged as additional cost per client. This can add up if bulk claims are not authorized by some payors. A portal link for Child welfare cases would be great! accepting credit cards is also an add on feature charge per transaction.

David B.
Overall rating
  • Industry: Individual & Family Services
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy For All

Reviewed on 2021/04/06

Overall, I've enjoyed using the product, and look forward to continue using it. The pricing is...

Overall, I've enjoyed using the product, and look forward to continue using it. The pricing is competitive, especially for a non-profit, this has been a great selling point when compared to other companies.

Pros

I like that the software has a lot of built in features that are handy when starting to use the software. The company has also release a lot of great videos on youtube to help you navigate through the different options and features included in the software. I've used these videos to help find answers to questions. Next, it has been really easy for my clients to use as well. Their portal allows for easy transfer of paperwork and allows for clients to sign things electronically, so clients don't always have to download and sign the document then reupload it.

Cons

At this time, the telehealth feature doesn't have all the bells and whistles that Zoom or Microsoft Teams (MT) has. This is, from my understanding, a new feature so I hope they continue to work on this. Screen share or screen flipping would be helpful as I used these a lot during sessions when I used MT. It would also be useful if when you entered into the telehealth feature, it would open into a separate window so that you could still access the client's file or library.

Showing 5 reviews of 595 Read all reviews

TherapyNotes FAQs

Below are some frequently asked questions for TherapyNotes.

TherapyNotes offers the following pricing plans:

  • Starting from: US$25,00/month
  • Pricing model: Free, Subscription
  • Free Trial: Available

For Practice, Clinic, Hospital, Center, or Facility: First clinician - $59/month Additional clinicians - $30/month Interns - $20/month For Non-Profit US Organization: $25/month per clinician 14 cents each for electronic claims 14 cents each for text & phone reminders Free email reminders

We do not have any information about TherapyNotes features

TherapyNotes has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

TherapyNotes supports the following languages:

English

TherapyNotes supports the following devices:

iPad (Mobile)

TherapyNotes integrates with the following applications:

Google Calendar, Microsoft Outlook, iCloud

TherapyNotes offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for TherapyNotes.