CounSol.com

Pros

I love almost everything about CounSol! I used it when I was a solo practitioner and have continued as my company has grown into a group practice.
What I like:
- Electronic intake forms as well as all other forms
- FULLY customizable forms including progress notes
- Client self scheduling/ Client portal
- Online payments
- Calendar sync with phone
- Secure messaging- staff and clients
- Quick claim submission and ERA reconciliation
- Customer service- its amazing really!!
- Generally accurate monthly payment reports
- Appointment reminders via text, email and phone
- I also love that they don't tack on costs for features- it is included in the plan you pick!

Cons

I have been with CounSol long enough that I have been able to see them grow, including them implementing suggestions I have personally made for the EHR. That said there are a few things I still don't like:
- the interface itself is not as pretty as some of the other ones out there
- there can be a lot of button clicking sometimes (this has improved)
- my staff report they do not find it intuitive to use
- the way the payment report screen handles refunds (however, if you know how it does, then it is easy to account for- just more button clicking)
- Use of Office Ally for clearinghouse, but bc of changes on the part of Office Ally not CounSol
- They don't have an app and I dislike the mobile view
- Not a monthly all clinician view calendar, but there is a weekly one, but it doesn't show openings, just booked appointments

Pros

Counsol is the most complete, user friendly and affordable EHR I found available, created for the therapist who is also does billing, instead of expecting you to have a separate billing dept. You can do everything, from clients filling out intake forms, scheduling, appt. reminders, video sessions, and it integrates with the billing invoices for easy submission. All the forms, notes, treatment plans and ability to upload any documents you need is right there for every client. Plus the cost is flat rate, no hidden extra fees for anything and will never go up.

Cons

Over the years, as I have found I needed something, the Counsol team has worked to add and integrate it to the program. For instance, now the client can upload insurance cards, and send attachments, but not yet their picture ID, so there is a little room for improvement. There is no app, but the site does work on phones, its's just not as smooth as it could be. The internal email is HIPAA compliant, but the client has to be logged in.

Pros

The invoice feature, the ease of calendar, birthday emails,

Cons

The intake measures aren't pulled into the initial intake note. This doesn't create a professional looking intake note like the other system I used. No ability to write a formal short note about a phone session, or missed sessions when you void the invoice you can't document it. Can't send attachments in an email via this site that I don't want to make available to all clients. The billing feature pages are very confusing and can be very overwhelming. The measures offered are limited and personally I don't want to have to input them and/or recreate them and it doesn't allow me to send specific measures to individual clients. It's like a one size fits all with this product.

Pros

By far this is the most user friendly software. I have had hours of research and for the money, there is no other choice. I do not have to worry about extra fees or no customer service being there for me when I need them. This place even took my Word-formatted documents and created electronic forms!

Cons

The only thing that I dislike so far is that the text sent to the client does not allow them to respond in way that adjusts it automatically on my calendar. I wish if they canceled, they did not have to call or text.

Pros

I spent a lot of time researching various software programs to meet the needs of the new counseling center I was opening. I wanted an all-in-one system that would allow for customization with forms, EHR, online counseling, and billing. One of the features I like about this particular program is the client journal. I have several clients who really like that feature. I had set up a practice client and learned about the ins and outs of the program and decided it was the one for me even though it was a little more expensive than some of the others. I have not regretted this decision, as it has come through well for me.

Cons

There has been great improvement of the online platform over these months of COVID-19, but I feel that there may need to be even more improvement. I sometimes still have to use backup platforms due to issues with the online platform at random times. One thing I would also like is to be able to do groups online using this platform.