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TherapyNotes

Score9 out of 10

12 Reviews and Ratings

What is TherapyNotes?

TherapyNotes, headquartered in Horsham, PA, offers a practice management platform specifically for behavioral health and therapy providers.

Categories & Use Cases

Who Buys & Uses TherapyNotes

TherapyNotes Reviews

What users are saying about TherapyNotes.
View all TherapyNotes reviews

Made for Therapists

Incentivized
Verified User
Director in Corporate (201-500 employees)

Use Cases and Deployment Scope

We use it full scale for our practice. We utilize the scheduling calendar, the clinical notes, claim submission, and analytics. Out clinical teams are trained in the EHR. Our clients use the portal to access information and log into virtual sessions. TherapyNotes has made significant efforts throughout the years to improve the platform. I've used this EHR for most of their existence and they've really make practice management much easier. I would love to see more robust reporting. I'd particularly like to be able to differentiate between date entered vs date posted when running revenue reports. Like any larger company, API access is helpful with integrating CRM and other 3rd party apps - that's just not possible with TherapyNotes and is probably the biggest problem that I have experienced with it.

Pros

  • Scheduling
  • Documentation
  • Client portal

Cons

  • API Access
  • Deeper reporting features
  • Client messaging that's a true direct provider-to-client communication - more along the lines of chat

Return on Investment

  • Positive: Faster claim submission
  • Positive: Clean and clear documentation
  • Positive: Easy to add appts, new payers, and collect payments

Usability

Alternatives Considered

CareCloud, SimplePractice and Epic

Other Software Used

Google Workspace, RingEX

TherapyNotes review for private practice

Incentivized
Dr Monique Quiros, DBHView profile
CEO (Chief Executive Officer) in Corporate at Key Rose, LLC (1-10 employees)

Pros

  • Scheduling is streamlined and accessible by the user or the consumer. Consumers can request, cancel, or reschedule their own appointments and TherapyNotes notifies them via email or preferred contact method if their appointment request was granted or denied.
  • Billing is streamlined in that Key Rose LLC does not have to insert any special paper (e.g. CMS 1500) and I can select the option for printing the CMS-1500 form out on the PDF.
  • TherapyNotes offers an easy to follow on-line portal for clients in the EHR that have been granted access to it. The portal will send out email notifications of pending documents or documents that need to be reviewed. Clients can update their demographic information, scheduling/availability, and payment information without every having to call the office.
  • The EHR component with patient information (e.g. demographic, payment, etc.) is great. It asks all the right questions in English and provides the option to upload PDF documents into the Library, which then can be shared through the TherapyPortal (client portal) with clients.

Cons

  • 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.

Most Important Features

  • Billing
  • Online portal
  • Merchant Services

Return on Investment

  • I have experienced a positive return on investment with TherapyNotes and Key Rose's overall business objectives as it has taken the stress of the billing off of me. I am able to customize the coverage I am in-network with that may be non-traditional and add specific parameters to them that other EHR software did not allow. This has allowed me to focus far less on billing and reconciliations and more on direct client services and marketing efforts.

Other Software Used

Google Workspace (formerly G Suite)

Great for clinical mental health and social work buisness

Incentivized
Verified User
Professional in Corporate (1-10 employees)

Pros

  • 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.

Cons

  • Provide services that are related to child welfare. Case managers are the legal guardians, however, a child placed in a foster home needs foster parent access to schedule appointments.
  • Client portal link is very small.

Most Important Features

  • Note templates are customizable and the ability to create our own templates.
  • EDI claims submissions. Connect to the CAQH. Are able to add network provider from a drop-down menu
  • Reminder to enter notes or customize your to-do list.
  • Entering billing codes one time equals less time wasted on repeated details.

Return on Investment

  • 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.

Alternatives Considered

myEvolv

Other Software Used

QuickBooks Online, Google Workspace (formerly G Suite), Zoom, Google Domains