TherapyNotes review for private practice
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)