TherapyNotes

TherapyNotes

Score 9.1 out of 10
TherapyNotes

Overview

What is TherapyNotes?

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

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Pricing

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Solo

$49.00

Cloud
per month

Group

$59.00

Cloud
per month

Enterprise

$59.00

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services
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Product Details

What is TherapyNotes?

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

TherapyNotes Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

 (6)

Attribute Ratings

Reviews

(1-2 of 2)
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August 22, 2021

Great for clinical mental health and social work buisness

Verified User
Professional in Corporate
Mental Health Care Company, 1-10 employees
Score 10 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
Managing electronic health records, as well as EDI claims.
Pros and Cons
  • 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.
  • 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.
Likelihood to Recommend
Clinical practice. Has a library for creating documents, provides general templates that are customizable to the providers needs/
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.
TherapyNotes Feature Ratings
Billing and Claims Management (5)
80%
8.0
Real-time eligibility verification
100%
10.0
Coding
100%
10.0
Claims management
100%
10.0
Patient billing
100%
10.0
Financial Reporting
N/A
N/A
Patient Scheduling (5)
60%
6.0
Rule-based scheduling
N/A
N/A
Automated patient check-in
N/A
N/A
Automated appointment reminders
100%
10.0
Multi-location support
100%
10.0
Calendar interface
100%
10.0
Medical Inventory Management
N/A
N/A
Electronic Medical Records (10)
70%
7.0
Charting / document management
100%
10.0
Templates
100%
10.0
E-prescribing
N/A
N/A
Fax integration
N/A
N/A
Patient portal
100%
10.0
Mobile/tablet support
100%
10.0
Speech recognition
N/A
N/A
Integration with other EMR and PM systems
100%
10.0
Customization
100%
10.0
Workflow automation
100%
10.0
Medical Security and Privacy (4)
100%
10.0
Role-based permission levels
100%
10.0
Data backups and redundancy
100%
10.0
HIPAA compliance
100%
10.0
Local mode / networking failsafe
100%
10.0
Workflow and Scale (3)
100%
10.0
Task tracking
100%
10.0
Specialty-specific workflows
100%
10.0
Multi-office / multi-physician capabilities
100%
10.0
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
Therapy notes is easier to work with across all domains. Faster and more effective when it comes to writing and entering notes.
Other Software Used
QuickBooks Online, Google Workspace (formerly G Suite), Zoom, Google Domains
August 10, 2021

TherapyNotes review for private practice

Dr Monique Quiros, DBH | TrustRadius Reviewer
Dr Monique Quiros, DBH
CEO (Chief Executive Officer)
Key Rose, LLC (Mental Health Care, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
TherapyNotes is used across Key Rose, LLC. It helps streamline payment authorization, billing/invoicing methods, scheduling, consumer on-line portal, and electronic health record. It is easy to use and learn. There are tutorials available as well as a TherapyNotes blog that introduces features that may or may not be beneficial to my organization.
Pros and Cons
  • 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.
  • 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.
Likelihood to Recommend
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.
Most Important Features
  • Billing
  • Online portal
  • Merchant Services
TherapyNotes Feature Ratings
Billing and Claims Management (5)
72%
7.2
Real-time eligibility verification
N/A
N/A
Coding
90%
9.0
Claims management
90%
9.0
Patient billing
90%
9.0
Financial Reporting
90%
9.0
Patient Scheduling (4)
87.5%
8.8
Rule-based scheduling
90%
9.0
Automated appointment reminders
90%
9.0
Multi-location support
90%
9.0
Calendar interface
80%
8.0
Medical Inventory Management
N/A
N/A
Electronic Medical Records (4)
87.5%
8.8
Charting / document management
90%
9.0
Patient portal
90%
9.0
Mobile/tablet support
90%
9.0
Workflow automation
80%
8.0
Medical Security and Privacy (4)
60%
6.0
Role-based permission levels
90%
9.0
Data backups and redundancy
40%
4.0
HIPAA compliance
90%
9.0
Local mode / networking failsafe
20%
2.0
Workflow and Scale (3)
93.33333333333334%
9.3
Task tracking
100%
10.0
Specialty-specific workflows
90%
9.0
Multi-office / multi-physician capabilities
90%
9.0
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.
Alternatives Considered
TherapyNotes is a bit less intuitive than some of these other EHRs I have utilized but it is also easier to use for me as the provider and user-friendly for English speaking clients. It is also more cost-effective to use TherapyNotes with everything including merchant services and the fees associated with that.
Other Software Used
Google Workspace (formerly G Suite)
Users and Roles
1
As a sole provider in my private practice, I represent all functions of the business from marketing, advertising, billing, consumer service, and direct care. TherapyNotes has streamlined the billing and consumer services so that I can focus on marketing, advertising, and direct care.
Support Headcount Required
1
I am my own support; however, TherapyNotes support team (when you email or call them) is outstanding and prompt. They rock!
Business Processes Supported
  • User-friendly online portal for clients receiving services
  • Merchant services streamlined
  • HIPAA compliance
Innovative Uses
  • I am able to customize the insurances I am considered in-network for regardless of how non-traditional they are. I can input their payment information, co-pay, limits to sessions, etc.
Future Planned Uses
  • As my practice expands, I can add locations and users.
Likelihood to Renew
10
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.
Products Replaced
Yes
TherapyNotes replaced Simple Practice for me. I was initially exposed to TherapyNotes in 2015 during graduate school and loved it. As I obtained employment for other agencies I noticed Simple Practice was used so I initially tried that when moving into my own private practice; however, I quickly decided that the scheduling feature was not was I was looking for. I explored multiple other EHRs and found the ease of scheduling I needed with the Google sync features that I were used to using and that is what sold me on TherapyNotes.
Key Differentiators
  • Price
  • Product Features
  • Product Usability
  • Prior Experience with the Product
Product features- I was delighted to see that I could sink my TherapyNotes schedule with my Google Calendar and not take too many extra steps to have this be a successful feature.

Price- Most affordable for a start-up private practice and more reasonable merchant service fees associated with online payment methods.

Product Usability- Definitely user-friendly for the provider and the consumer, alike.

Evaluation Lessons Learned
If I decided to do it all over again, I might change my evaluation and selection process my thoroughly vetting an EHR to ensure they have bilingual capabilities that are user-friendly for consumers.
Implementation Details / Implementation Partner
  • Implemented in-house
Implementation Phases
No
Change Management Lessons
Change management was minimal
TherapyNotes is completely online so there was absolutely no difficulty implementing into my practice.
Implementation Rating
10
It is easy to do, can be done overnight, and requires no special skill set or guidance from TherapyNotes.
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