About CounSol.com

CounSol.com is an online practice management system for counselors and therapists, for managing both online and offline clients, with secure chat, live video sessions, online appointment booking, billing & invoicing, custom forms & questionnaires, treatment plans, progress notes, client journals, and more.

CounSol.com allows users to create a custom client site, with control over the text, images, colors, and fonts, and embed a link to the secure client portal in their existing website. Clients can login to schedule appointments, view emails, pay bills, fill in their private journal, and take part in online chat and video sessions. Users can set their availability, session types, and appointment lengths, and display available appointment slots by the month, week, day, or hour. Clients can book appointments online for office appointments, phone calls, video sessions, or chat sessions, and can also register for group chat sessions, phone calls, or office appointments.

Users can create custom policy agreements, practice terms, and a range of client forms and questionnaires for gathering client information. Client records, notes, and questionnaires are stored securely, with hourly data backups, and the system is fully HIPAA compliant. Client treatment plans can be prepared using the built-in templates with diagnosis axis codes and descriptions, symptom descriptions, current assessments, concerns or issues, treatment objectives and strategies, long-term and short-term goals, and more. Progress notes can also be maintained and updated, with customizable diagnosis descriptions, treatment plan statuses, action plans, and more.

Pricing starting from:

US$44,95/month

  • Free Trial
  • Subscription

Key benefits of CounSol.com

  • Users can manage their availability, appointment types, and session lengths, and allow clients to book appointments online, with hourly, daily, weekly, and monthly availability views.

  • Secure live chat enables instant communication between clients and counselors, with chat sessions automatically stored in admin records.

  • Client records, treatment plans, and progress notes can be securely stored and managed, and the client journal enables clients to create private journal entries and share these with their counselor as they wish.

  • Invoice notifications can be sent to clients via email, and payments can be processed through a range of payment gateway integrations, including Stripe, Authorize.Net, BluePay, and more.

  • CMS-1500 forms can be completed within CounSol.com, and 837 EDI claims can be submitted electronically, with users able to track claim statuses.

  • Devices

    Business size

    S M L

    Markets

    Canada, United States

    Supported Languages

    English

    Pricing starting from:

    US$44,95/month

    • Free Trial
    • Subscription

    Images

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    CounSol.com screenshot: CounSol.com screenshot: CounSol.com screenshot: CounSol.com screenshot: CounSol.com screenshot:

    Features

    Total features of CounSol.com: 86

    • Accounting
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Alerts/Notifications
    • Applications Management
    • Appointment Management
    • Appointment Scheduling
    • Assessment Management
    • Attendance Management
    • Audit Management
    • Automatic Backup
    • Availability Management
    • Batch Processing
    • Billing & Invoicing
    • Calendar Management
    • Calendar Sync
    • Charting
    • Chat/Messaging
    • Claims Management
    • Client Portal
    • Compliance Tracking
    • Confirmation/Reminders
    • Contact Database
    • Credit Card Management
    • Credit Card Processing
    • Customer Database
    • Customizable Branding
    • Customizable Fields
    • Customizable Forms
    • Customization
    • Data Extraction
    • Data Import/Export
    • Document Review
    • Document Storage
    • Document Templates
    • EDI
    • EMR/EHR
    • Electronic Payments
    • Electronic Submission
    • Employee Management
    • Event Calendar
    • Event Logs
    • File Management
    • For Mental/Behavioral Health Practices
    • Goal Setting / Tracking
    • HIPAA Compliant
    • Historical Reporting
    • Initial Assessments
    • Inpatient/Residential
    • Interaction Tracking
    • Invoice Management
    • Invoice Processing
    • Live Chat
    • Medical Billing
    • Mobile Access
    • Monitoring
    • Multi-Location
    • Multi-Provider Practice
    • Multiple User Accounts
    • Online Forums
    • Progress Reports
    • Progress Tracking
    • Project Management
    • Real Time Data
    • Real Time Notifications
    • Real Time Reporting
    • Records Management
    • Reminders
    • Role-Based Permissions
    • SSL Security
    • Sales Reports
    • Secure Data Storage
    • Security Auditing
    • Self Service Portal
    • Self-Enrollment
    • Single Provider Practice
    • Status Tracking
    • Task Scheduling
    • Team Calendars
    • Transaction History
    • Treatment Planning
    • Two-Way Audio & Video
    • User Management
    • Workflow Management
    • iCalendar Support

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    Reviews

    Overall rating

    4,8 /5
    (728)
    Value for Money
    4,8/5
    Features
    4,5/5
    Ease of Use
    4,5/5
    Customer Support
    4,9/5

    Already have CounSol.com?

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

    Write a Review!
    Showing 5 reviews of 728
    Jessica H.
    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

    Small Group Private Practice LIFESAVER

    Reviewed on 2019/06/09

    Overall, I am staying with CounSol. It allows me to have a virtually paperless practice and...

    Overall, I am staying with CounSol. It allows me to have a virtually paperless practice and automates things that save me both time and money such as self scheduling and appointment reminders. My client report they like the portal and find it relatively easy to use. Although it is customizable, it again is not the prettiest looking thing, although I haven't had any client complaints about this.

    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

    Stephanie B.
    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

    One of the BEST!

    Reviewed on 2021/01/25

    Would still be with them if we didn't need E-prescribe. We brought in a nurse practitioner and...

    Would still be with them if we didn't need E-prescribe. We brought in a nurse practitioner and needed to be able to document this information. I love them and would recommend any new start up company to try their services!

    Pros

    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.

    Cons

    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.

    Rachel B.
    Overall rating
    • Industry: Hospital & 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 4.0 /10

    Lots of positives and can be a much better product with changes

    Reviewed on 2020/05/28

    My notes are getting done quicker bc it's easier to get them done, I've realized although it's...

    My notes are getting done quicker bc it's easier to get them done, I've realized although it's cheaper and there are some features that are better than my old product, it's not as professional as my old product and doesn't offer as many resources for measures that I would use as a LCSW

    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.

    Amy B.
    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 5.0 /10

    Excellent Customer Service but Things Need to be Improved

    Reviewed on 2020/11/09

    I am staying because it is very difficult to leave and learn a new system. Over the past 5 years, I...

    I am staying because it is very difficult to leave and learn a new system. Over the past 5 years, I have tried 4 and this one had the least awful things about it. However, there are several key things that really need to be improved in the accounting system that are not getting addressed and I have brought them up multiple times. There is no good reason for invoices to have different balances depending on which screen you are looking at. I have used them exclusively for 2 years and I have yet to get all of my client accounts to balance out. This is frustrating. I also keep a separate spreadsheet because I do not find the system to be 100% reliable.

    Pros

    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.

    Cons

    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.

    Amy P.
    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

    Everything you need for your private practice EHR

    Reviewed on 2020/09/22

    This program allowed me to go completely online and paperless. I had no billing experience, and...

    This program allowed me to go completely online and paperless. I had no billing experience, and was able to learn how to bill in minutes a week and track claims easily - saving me a lot of money in lost time as well as lost payments. The electronic record is great and can be downloaded with a password if you need to send records to someone.

    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.

    Showing 5 reviews of 728 Read all reviews

    CounSol.com FAQs

    Below are some frequently asked questions for CounSol.com.

    CounSol.com offers the following pricing plans:

    • Starting from: US$44,95/month
    • Pricing model: Subscription
    • Free Trial: Available

    Practice Management: $49.95/month Practice Management Plus: $64.95/month

    We do not have any information about CounSol.com features

    CounSol.com has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500

    CounSol.com supports the following languages:

    English

    CounSol.com supports the following devices:

    CounSol.com integrates with the following applications:

    Authorize.Net, BluePay, Braintree, Forte Payment Systems, Google Calendar, PayPal, Square Payments, Stripe

    CounSol.com offers the following support options:

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

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