Therasoft Online

4.4 (309)
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Practice management toolbox for mental health professionals

About Therasoft Online

Therasoft is a comprehensive counseling practice management software that helps psychologists, therapists and mental health professionals to build and run successful private practices. The solution streamlines workflow management and includes tools for marketing, management, and online billing.

The solution offers seamless integration with a scheduling calendar, along with an effective, secure and convenient system for note taking. Therasoft's record storage system stores clinical assessments and documentation, progress notes, treatment plans, and insurance billing. Therapy notes are both DSM-IV and DSM 5 ready, allowing users to consistently stay HIPAA compliant. Users can view and update individual client scheduling preferences, check reminders, and view upcoming appointments.

Therasoft includes complete billing solutions with electronic claims and credit card processing. Users can track balances, log cash, credit, and insurance payments, and deposit funds directly into their bank account. The module handles billing for consultations and regular sessions, as well as cancellations and no-shows. Users can also create, print, and email invoices and therapist billing information to their clients.

Therasoft offers social media marketing for Wordpress blogs, Facebook, Twitter and Linkedin accounts, as well as analytics and search engine optimization (SEO) for a unique, professional website provided by Therasoft.


Key benefits of Therasoft Online

  • Therasoft provides secure, encrypted email that enables users to easily reach their clients, whether for scheduling, billing or promotional use.

  • The platform provides a smart scheduling system that uses color codes, sets important marks, and manages the calendar with automated appointment reminders.

  • Therasoft's calendaring system enables users to organize a professional calendar and access it anytime from a computer, tablet or smartphone.

  • The solution provides secure, simple billing solutions including third party billing, auto-matching ERA or batch claims filing.

  • Therasoft integrates with social media platforms enabling users to promote their private practice, as well as communicate with a wide audience base.

  • Images

    Therasoft Online Software - A more effective, secure and convenient system of scheduling, note taking, record storage and clinical assessments
    Therasoft Online Software - Complete billing solutions for co-pay, partial payment of full client balances with integrated credit card processing and one-click electronic claims
    Therasoft Online Software - Users can log into the Therasoft Online app for Android and iOS mobile devices
    Therasoft Online Software - Schedule and make changes to appointments
    Therasoft Online Software - View appointment details by date and time and view notes
    Therasoft Online Software - Add session information, client information and special notes, on-the-go
    Therasoft Online Software - The system processes credit cards as well as electronic checks
    Therasoft Online Software - Submit insurance claims right from the mobile app
    Therasoft Online Software - Send and receive secure messages to/from clients
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    Therasoft Online video
    Therasoft Online video
    Therasoft Online Software - A more effective, secure and convenient system of scheduling, note taking, record storage and clinical assessments
    Therasoft Online Software - Complete billing solutions for co-pay, partial payment of full client balances with integrated credit card processing and one-click electronic claims
    Therasoft Online Software - Users can log into the Therasoft Online app for Android and iOS mobile devices
    Therasoft Online Software - Schedule and make changes to appointments
    Therasoft Online Software - View appointment details by date and time and view notes
    Therasoft Online Software - Add session information, client information and special notes, on-the-go
    Therasoft Online Software - The system processes credit cards as well as electronic checks
    Therasoft Online Software - Submit insurance claims right from the mobile app
    Therasoft Online Software - Send and receive secure messages to/from clients

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    Reviews

    Overall rating

    4.4 /5
    (309)
    Value for Money
    4.4/5
    Features
    4.3/5
    Ease of Use
    4.1/5
    Customer Support
    4.5/5

    Already have Therasoft Online?

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

    Showing 5 reviews of 309
    Annie
    Overall rating
    • Industry: Mental Health Care
    • Company size: Self Employed
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Liking Therasoft more and more after more than a year

    Reviewed on 2018/09/13

    I am the sole practitioner in my private practice and use Therasoft for storing client data,...

    I am the sole practitioner in my private practice and use Therasoft for storing client data, electronic billing, tracking and billing for co-pays, text or email reminders to clients about appointments, and encrypted emails for confidential information. Therasoft works FOR me - because Therasoft works WITH me!

    Pros

    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. They genuinely want customers to have the best fit which is, of course, a great customer service strategy but with Therasoft it's not just for show.
    4. They have been open to scheduling regular weekly phone consults with me for as much or as little time as I need. If our rep - whom I consult with - is not able to make it, she notifies me ahead of time. Our consults are goal directed but have a personal warmth that I value and have come to trust.
    5. THERE IS NO AUTOMATED VOICEMAIL SYSTEM with irrelevant mandatory options but not the ones you need and no way to access a human being. Usually I reach someone directly and that availability has now increased. If the answering service picks up, it can be a little frustrating - even when I've been frustrated and called repeatedly, Therasoft staff have been professional and focused on problem-solving.

    Cons

    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.

    Response from Therasoft Online

    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

    Carolyn
    Overall rating
    • Industry: Mental Health Care
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    The absolute best Mental Health EHR on the market!

    Reviewed on 2019/02/22

    Overall, I just love Therasoft Online. They have streamlined, organized, and enabled me to...

    Overall, I just love Therasoft Online. They have streamlined, organized, and enabled me to complete and monitor clinical and administrative tasks with efficiency and ease. This has allowed me to focus and spend more time on what I love and do best....provide therapy to some really awesome people.

    Pros

    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, scheduling, assessing, documenting, storing, billing, reporting, sending auto-reminders, integrating social media/web marketing, and incorporating HIPPA compliant email, apps, and teletherapy, to name a few). Therasoft Online keeps my practice current and enables me to offer my clients state-of-the art technology to enhance their experience. I think one of the things that I love the most about Therasoft Online is the fact that my practice has been able to change and grow over the years...and I've never needed to change my EHR system. I started as a sole practitioner in Texas, expanded my practice to the US Virgin Islands, and grew into a group practice. Therasoft Online made all of my transitions seamless. From support team, I have always received excellent and competent service. It actually feels as if we are part of the same team. I have recommended Therasoft Online to ALL of my colleagues...it's the least I can do for a company that has been more than good to me. They have my highest recommendation.

    Cons

    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.

    Jeni
    Overall rating
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support

    Therasoft handles most of our needs but has flaws

    Reviewed on 2015/08/18

    Pros - it electronically handles insurance, it autofills, customer service is always helpful, the...

    Pros - it electronically handles insurance, it autofills, customer service is always helpful, the programming department is always willing to make changes to better fit our needs, they are ICD-10 ready! :)

    Cons - it is not very user friendly.

    We have a very unique practice, so I understand that finding software for our particular needs is going to be tricky. I appreciate all that therasoft does to try and meet the needs of our practice. At our practice we run several group therapy sessions. Finding individuals in the groups is ridiculously difficult. We have to know the name and date of the group in order to find a particular individual. Ideally we should be able to find the client under the 'individual' tab, and there should be a list of appointment as well as group therapy schedule. We also have several clients that have their bills paid by a third party. Some of them like to share the cost. Therasoft is incapable of accurately splitting the bill. We have tried using the provided percentage option, and it does not calculate accurately. We would also like to be able to put money on deposit and have it held for that particular date. (For example, we have had clients pay for the full session before we know if insurance will cover the cost. It would be nice to be able to put that money on deposit, but have it held for only that session date (obviously, with the option to easily move it to another day).) When there is money just sitting in the deposit account it is difficult to know when it got placed there and why it is placed there. We also have had several customer complains in regards to the bill. It is difficult for them to read and understand. It is also difficult for us when they tear off the bottom portion and mail it into us, it does not give any dates that that bill is in regards to. It would also be nice to be able to edit a payment once it has been added. There have been several times when I enter in the payment information, only to discover after the fact that I put in the wrong date, or the wrong transaction number, then I have to delete the whole payment and start over.
    Overall, we use therasoft because it is the best software for our billing needs. However, I do feel like it is challenging to get around. We actually use a secondary software program for our therapists and clients to keep track of appointments because of the way it looks, its ease of use, and the ability for clients to book their own appointments online.

    Response from Therasoft Online

    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.

    Ken
    Overall rating
    • Industry: Mental 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 10.0 /10

    Pleased with Therasoft - 10 years

    Reviewed on 2021/06/15

    Pros

    The system is comprehensive. Everything that I need is built into the system. Also, the customer service and training departments are awesome, they respond right away and they provide assistance to make sure that I get what is needed. They will customize lots of the features for my office.

    Cons

    Everything that I need and things that I have not thought of are included in this system. I have cons about Therasoft.

    Alternatives Considered

    SimplePractice

    Reasons for Switching to Therasoft Online

    Referrals from other counselors
    Dr Bob
    Overall rating
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support

    Comments and Suggestions

    Reviewed on 2010/04/24

    Therasoft offers a sophisticated integration of all the main functions of a busy psychotherapy...

    Therasoft offers a sophisticated integration of all the main functions of a busy psychotherapy practice and is scalable to the size of the practice. The software itself incorporates easy user access to functions, customization of documents and the ability to upload your own documents. It is state-of-the-art in terms of web usage, HIPAA security & backup, and integration with external software and human billing systems. They provide a good cost-benefit ratio, especially since one does not have to download or maintain software on one's own computer. The current version is in its final development stages which provides a few rough edges but is full functionality. Fortunately the strength of the design and implementation so far suggest that a smoothly running, user-friendly system is just around the corner.

    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. Second, the Therasoft system integrates the familiar features of, and interfaces with, popular information management systems like Google Apps, as well as the convenient features of many PDAs. Third, Therasoft builds in the modular flexibility which is needed for the diverse user settings; users can modify intake forms and procedures, upload their own data (including faxes and other images), and post their own custom forms to patient charts. Users can also generate a variety of database reports. Therasoft also integrates with manual billing and electronic billing processing services,and patient eligibility and benefits certification services.

    Cons

    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, the status of every appointment and allows single click updates of attendance, billing, and insurance functions. However, changing appointment characteristics (for example repeat appointment changes) can involve an unnecessarily complex series of steps. Similarly, the vast array of operations and data displays available for patients can be overwhelming for first time users. Fortunately, Therasoft provides free hands-on training for new users.

    Showing 5 reviews of 309 Read all reviews

    Therasoft Online FAQs

    Below are some frequently asked questions for Therasoft Online.

    Therasoft Online offers the following pricing plans:

    • Starting from: US$69.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Contact Therasoft for pricing details. https://therasoft.com/pricing.html

    Therasoft Online has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    Therasoft Online supports the following languages:

    English

    Therasoft Online supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Therasoft Online integrates with the following applications:

    Clearent, DoseSpot, LinkedIn for Business, Meta for Business, Twitter/X, VidyoConnect, WordPress

    Therasoft Online offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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