Therapy Partner

Therapy Partner

Web based practice management software solution

4.3/5 (30 reviews)

Therapy Partner Overview

Therapy Partner is a web-based practice management software that helps clinicians perform tasks such as scheduling, patient records management, billing and credit card processing. This software is primarily designed for psychiatrists, psychologists and therapists to help them in streamlining all their practice management tasks.

Therapy Partner allows users to schedule and change appointments using an integrated calendar feature. The tool also allows users to set recurring appointments and color code sessions on the calendar. The software uses ‘Quick-Bill’ technology whereby sessions that are marked billable in the calendar are automatically routed to the 'Quick Bill' screen. Therapy Partner also offers billing and accounting features such as expediting funds, credit card processing, making balance payments, tracking outstanding balances and securing financial storage.

The software supports practice reporting and preparation of insurance-ready patient statements that can be emailed every month. The practice summary reports that are generated periodically help in tracking revenues and outstanding balances, the tool also allows users to create and store therapy notes & progress notes and electronically sign them when completed, templates for which can be chosen from a library of professional note types. The product offers group practice features to add or remove associates and admin users, view associate activity and revenue reports, manage multiple calendars & associate schedule and ensure role-based access to billing and financials.

Therapy Partner is HIPAA compliant and is SSL high-grade encryption certified. The vendor also assigns a customer service & account manager to every client for better customer service.

Pricing

Starting from
$34/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Therapy Partner Reviews

Overall rating
4.3/5
87% positive reviews
16
Excellent
10
Very good
2
Average
1
Poor
1
Terrible

I used Therapy Partner for over 10 years. Great customer service and support!

Used Daily for 2+ years
Reviewed on 2/14/2018
Review Source: Capterra

Credit card processing and printed receipts.

Pros

The ability to process credit cards was by far the best feature. You can enter your client's information and never have to ask them for their card again. Processing for 'no show' clients thus is extremely easy.

Also, the ability to print functional receipts is key. Clients are able to send their receipts to their insurance company to get paid. I don't have to set anything up. On a monthly basis the statements are automatically sent to the clients.

Cons

The cost. I was paying 3.9% on every transaction, a service fee and the subscription fee when I finally left. My cost for the subscription fee tripled in the time I was using them. The subscription fee was high especially since I only used the credit card processing part of the system. In addition, at one point I paid 4.9%. They lowered it to 3.9% which is astronomically high. I have shopped around and I have found many other solutions for closer to 1.8% with no fees and no subscription fee.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

4.0/10

Easy to use, making corrections is simple, great interface.

Used Daily for 2+ years
Reviewed on 10/10/2017
Review Source: Capterra

Billing is easy and accurate. It's easy, enjoyable and took almost no time to learn. I was an early adopter of this program and have seen the company make numerous modifications and add many valuable features.

Pros

Visually pleasant, makes billing quick, catches my errors before I make them. It's not intimidating at all and I would think it's approachable even for people who use computers reluctantly. My records are all accessible anytime and my billing statement is comprehensive and professional. Clients love it because the statement is auto-generated, and cannot be rejected since it invariably includes all required information.
I like the feeling of competence that comes with staying on top of my billing. I'm in control and each transaction takes just a few minutes.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

very useful

Used Daily for 2+ years
Reviewed on 2/15/2018
Review Source: Capterra

Pros

Ease of billing and charging patients. Easy access to patient billing info. My patients like a lot that they can now access their past statements. I

Cons

It is very eradicate re: when it allows me to permanently delete a patients from recurring appointments. I have been walked thru the process, and do it correctly, but sometimes I have to re-delete a few times before the appointment disappears. Also I find it annoying tht I have to answer a security question almost every time I log in, though I have checked the box asking the system to remember me

Rating breakdown

Value for Money
Ease of Use
Customer Support

I've used Therapy Partner for 6yrs, and have been very satisfied with the product

Used Weekly for 2+ years
Reviewed on 10/10/2017
Review Source: Capterra

Pros

I appreciate the ease of use - regardless of my device (cell phone, tablet, laptop) I am able to access my account and take care of my business. The ability to add notes, take payment, or review a schedule quickly and efficiently allows me the time to do what I really want to do - see families. Additionally, being able to quickly pull up client financial reports allows me to email clients account balances, receipts of services, etc. Also makes tax season easier, more efficient. When I upgraded to the full service, the ability to upload documents lets me shred unneeded paperwork.

Cons

If I had to be picky - being able to pull up reports for longer than 1yr would be useful, i.e. how much has client X paid since beginning therapy services.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Easy to use. Reliable.

Used Daily for 2+ years
Reviewed on 10/10/2017
Review Source: Capterra

Quick and easy billing. Easily schedule clients and keep all their notes and information in one place.

Pros

I like that I can access the software easily from my smart phone. I like how easy it is for me to keep track of client appointments and billing.

Cons

I don't like that I am charged a fee each time I bill clients on top of the monthly fee. I also wish there was a way to reimburse clients, especially if there is a billing error.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Therapy Partner Pricing

Starting from
$34/month
Pricing options
Free Trial
Subscription
Value for money

New In Practice - $34/month for first 12 mo.
Solo Clinician Plan - $54/month
Group Practice Plan - $74/month

* Additional users for a group practice charged at $25/month

Therapy Partner Features

  • Activity Dashboard
  • Appointment Management
  • Automatic Notifications
  • Automatic Reminders
  • Billing & Invoicing
  • Calendar Management
  • Charting
  • Claims Management
  • Client Portal
  • Customizable Templates
  • Document Storage
  • HIPAA Compliance
  • Health Insurance
  • Records Management

  • Automated Scheduling
  • Compliance Management
  • Customizable Reporting
  • Electronic Signature Capture
  • Reporting & Statistics
  • Workflow Management

Additional information for Therapy Partner

Key features of Therapy Partner

  • Appointment scheduling
  • Associates can only see & bill clients assigned to them
  • Automated billing
  • Credit card processing
  • Electronically sign notes
  • Email client statements
  • HIPAA Compliant
  • History logging
  • Integrated billing
  • Integrated calendaring system
  • Multiple methods of payment
  • Offsite encrypted data backups
  • Paperless transactions
  • Practice summary reports
  • Progress notes
  • Reminders
  • Revenue tracking & reporting
  • Secure storage of notes on client record

Benefits

● Therapy Partner offers an integrated calendar system that helps professionals track personal and professional calendar, book sessions, mark and color code events and store preferences.
● The software allows integration of calendar features with billing so that sessions marked for billing in the calendar can automatically be added to the patient records and routed to the 'Quick Bill' screen.
● The product can store multiple methods of payment per client and can switch between the different methods easily.
● Therapy Partner tracks revenue streams at various levels and generates a comprehensive statement of all work done on a monthly, quarterly or annual basis.
● The software is driven by its proprietary technology - 'Book-Bill-Document' Navigation - that helps users to navigate the tasks frequently performed by practitioners such as booking, billing and generating progress notes.
● Therapy Partner can be accessed on any device including computers, tablets and smart phones.

Therapy Partner FAQs

Below are some frequently asked questions for Therapy Partner.

Q. What type of pricing plans does Therapy Partner offer?

Therapy Partner offers the following pricing plans:

Starting from: $34/month

Pricing model: Subscription

Free Trial: Available

New In Practice - $34/month for first 12 mo.
Solo Clinician Plan - $54/month
Group Practice Plan - $74/month

* Additional users for a group practice charged at $25/month

Q. What are the main features of Therapy Partner?

Therapy Partner offers the following features:

  • Appointment scheduling
  • Associates can only see & bill clients assigned to them
  • Automated billing
  • Credit card processing
  • Electronically sign notes
  • Email client statements
  • HIPAA Compliant
  • History logging
  • Integrated billing
  • Integrated calendaring system
  • Multiple methods of payment
  • Offsite encrypted data backups
  • Paperless transactions
  • Practice summary reports
  • Progress notes
  • Reminders
  • Revenue tracking & reporting
  • Secure storage of notes on client record

Q. Who are the typical users of Therapy Partner?

Therapy Partner has the following typical customers:

Freelancers, Mid Size Business, Small Business

Q. What languages does Therapy Partner support?

Therapy Partner supports the following languages:

English

Q. What type of pricing plans does Therapy Partner offer?

Therapy Partner has the following pricing plans:

Subscription

Q. Does Therapy Partner support mobile devices?

We do not have any information about what devices Therapy Partner supports

Q. What other apps does Therapy Partner integrate with?

Therapy Partner integrates with the following applications:

Google Calendar, Microsoft Outlook

Q. What level of support does Therapy Partner offer?

Therapy Partner offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials