CounSol.com

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!

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

User friendly interface; client portal easy to use; video capabilities; email and text reminders are standard not extra; staff and biller use is standard; contract is month-to-month and so many other good features! They provide more than one merchant servicer. We used Square and we had no problems. The success coach is amazing always available to assist.

Billing piece can be a little tricky but not too much that they won't help you with it. You will learn a lot about billing using their system.

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

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.

Scheduling works well. Most of my clients are technologically savvy and can schedule themselves. I also appreciate that I have a very knowledgeable, helpful, accessible, dedicated account manager. The help is not delivered through a bot or to a team where you receive minimal assistance, like some of the top rated software companies provide.

The accounting portion of this software is very difficult to use. There are hidden payments and transactions that you have to go hunting for and sometimes, invoice amounts can appear different on different screens. I cannot begin to count the number of hours I have labored over the accounts, trying to get them to balance.

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.

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.