Salesforce Agentforce Financial Services vs. TherapyNotes

Salesforce Financial Services Cloud is really helpful when it comes to projections for our business. In order to cover our office overheads, we try to project sales leads becoming opportunities and closed and won sales for each quarter so we can ensure all targets are met and obligations too.

TherapyNotes is ideal for any size practice with single or multiple providers/clinicians. Its scheduling, billing, EHR, and online portal are great for English speakers but not at all user-friendly to Spanish speakers. It is definitely affordable for a start-up practice and fees associated with merchant services are low compared to competitors.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Ease of use
• Reporting
• Customisation

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Independently Invited by TrustRadius

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• Connect with clients through the client portal and allows you to share documents.
• Submits claims to the insurance companies and connects with CAQH.
• Tech support is phenomenal.
• Free, secure telehealth platform.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Automation. There is room to automate certain processes that require manual executions.
• Implementation. It is hard and requires a 3rd party to help to implement which is costly.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Spanish documents are not available. There is not a way to use Spanish documents that can be filled out online like the English documents; instead, the practice must upload a PDF into the Library, share with client via portal and have then print, fill out manually, and upload for organization review and approval.
• Sync feature from Client History Form is inconsistent. It may work with some clients but not with all. Sometimes the user has to completely log out and log back in in order to obtain partially parsed information to use in a treatment plan or psychotherapy note.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I am a creature of habit and other than some areas (Spanish user-friendliness), TherapyNotes fits the bill for what I'm looking for in an EHR

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It does its job but could be better. I think it all comes down to each business configuration of the platform.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It's just so simple to use. It's made for therapists, so you don't have to bend or twist it into place to meet your needs

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It is easy to do, can be done overnight, and requires no special skill set or guidance from TherapyNotes

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

To some degree, I think you pick TherapyNotes or SimplePractice much the same way people choose Toyota over Honda - It's a style preference. There are definitely differences between the two, but they function the same in many ways. Other EHRs that I've used were for medical practices and hospitals. They weren't developed with behavioral health in mind, at least not in the initial development

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Positively helpful with targets
• Motivating and encouraging
• Helpful with figures

• Saves time specifically with entering notes which means I can spend more time seeing clients.
• Does not have the ability to enter dual caregivers. Challenging for parents who are divorced and signatures are required from both parents. It is not effective to have two separate portals for the same child.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info