TherapyNotes, LLC Software Reviews, Pros and Cons (2024)

Reviewed June 2021

Great customer service

Reviewed October 2021

Good Software platform for the money.

Overall I am happy with Therapy notes since my biller can access my records and I can utilize the telehealth portion easily. I just wish it had more resources for therapist available.

PROS

The collection of patient data is very easy.

CONS

Compared to Simple Practice, Therapy Notes resources for clinicians is null. I would say that has been the most disappointing as the only forms provided are for the demographics and any other forms must be created and uploaded by the clinician. Additionally there are no forms for assessments to give to the client based on their diagnosis or information that you can send to them. Also, you have to manually send out the forms for each new client where Simple Practice did it automatically.

Reviewed February 2024

Accurate and accessible information

What I like best is that a human answers the phone and knows what they are talking about. Also, I have a lot of balls in the air- it helps me keep my practice organized.

PROS

The person who answers the phone can help me 90% of the time. If they can't help me they transfer me to someone who can.

CONS

It was a learning curve to get set up in the beginning.

Reviewed March 2018

Disappointed after 3 years with the platform

PROS

Good documentation management. Well-designed for use with families and minors. Billing features met my needs as a practitioner not accepting insurance.

CONS

Infrastructure problems abound with TN. There was a multi-day service outage in the summer of 2017, with little communication from the company to customers during the outage and no compensation for the downtime. In December 2017/January 2018, I finally lost my patience with the platform when the company decided to implement a major change in the database mid-week and the database upgrade destabilized the platform resulting in more downtime. Regarding the software... Your notes will be top-quality notes, but they will take you forever to write because the workflow is overly rigid. There is no way to customize what questions are asked in intake notes, progress notes, termination notes, etc. Text fields are too small, and only unformatted text is permitted. File attachments cannot be added to notes. There is currently no way to use the patient portal to have clients fill out forms, pay bills, send/receive documents, and perform secure messaging. No mobile app. No two-way sync with calendars means constantly having to check two calendars. 10 MB limit on file uploads. I was on the platform for almost 3 years and saw only very minimal feature enhancements/additions. And get ready for a very poor user experience when you decide to leave the platform; plan to basically download thousands of resources manually with no help from the dev team. When I sent feedback to the dev team on my way out, they defended their poor design choices and offered kludgy workarounds rather than listen.

Reviewed November 2023

TherapyNotes is Great

Everything is great with TherapyNotes.

PROS

TherapyNotes provides everything I need for EHR management, billing, and telehealth. Their customer service is excellent. You may have to wait a bit on the phone, but the wait time has been short and the customer service/provider services representatives are knowledgeable, patient, understandable, and will remain on the call for as long as you need. The monthly price is very reasonable and lower than some other EHR services i researched.

CONS

There is no provision for couples, families, or groups using different devices for telehealth. I have to use another telehealth provider for these sessions.

Reviewed January 2024

#1 Mental Health EHR

PROS

Reliable, Secure, Comprehensive, and always adding new features. The Customer Service is the best I have ever experienced with any company ever! Wouldn't ever go anywhere else!

CONS

None, everything with TN is great! No complaints!

Reviewed January 2024

Best software there is in the market

I am very happy with how this software makes my work easier and how fast I complete my notes and get paid quickly on top of it!

PROS

Overall quality with the software and support team

CONS

Cannot think of any at this point in time

Reviewed January 2024

Therapy Notes Review

Therapy Notes has been invaluable to me in helping setting up and running my administrator’s therapy business. We are almost a year in business and we wouldn’t have been able to succeed without Therapy Notes.

PROS

The support staff is amazing. They are always friendly and extremely capable. They are also available 24/7.

CONS

I haven’t found anything I don’t like about Therapy Notes.

Reviewed December 2023

Excellent software.

PROS

Excellent customer service. They're constantly adding features. Reasonable priced for all that it does (notes, claims, payments, scheduling, etc.)

CONS

Nothing to dislike. They've been incredibly helpful and have wonderful technical support.

Reviewed February 2024

Amazing Support

TN has been a deal from the free trial to start, to options for subscribing a growing business, and to interfacing with my clients.

PROS

[sensitive content hidden] provided fantastic support. He was knowledgable and provided solutions that resolved my issue immediately.

CONS

I wish they offered a mobile application to access TN.

Reviewed January 2024

TherapyNotes is the best!

I have tried other "leading" mental health EHRs but they did not meet my needs and were not user friendly and did not provide the level of awesome customer support that TherapyNotes provides!

PROS

TherapyNotes is user friendly and has the best customer support ever! They value feedback from users!

CONS

They do not currently have a messaging option but they are currently working on it.

Reviewed February 2020

Therapynotes is true to the promises it makes to customers

PROS

I run a small practice and I do most of my own billing, scheduling and of course documentation of my client's progress. This program is comprehensive and easy to use. What really makes this company better than the others in the field is their customer service. Plainly speaking the other companies I've tried offered little or no useable customer service, which resulted in my getting "stuck" on how to use their systems - and having to wait several hours or even days to get an answer on how to use a particular feature.

CONS

Compared to other programs I have used, Therapynotes just doesn't have things I dislike.

Reviewed May 2021

Initial impression

Overall, very positive experience. Although it proved to be frustrating in the early stages, I realize that I’ve been able to upload a practice of about 30 patients within a month, and get more comfortable with the system.

PROS

I appreciate the cues promoting more detailed and specific treatment planning. I also really like the to do list, accessible from the main page, as well as in each client record. I have found the phone support to be excellent although at times, the wait to speak to a support person can be long. The main reason I continued with therapy notes was the opportunity to use their card services, which appears to have the lowest fees of the more common credit card service providers.

CONS

I would like to be able to more easily customize the reporting aspects of the clinical note and treatment plan. And the billing component has been rather awkward to use. I was, however, dismayed that my application to enroll in credit card services was denied, due to lacking proof of an office lease. I am primarily doing virtual care and so I lease hourly when I need to see a client in person. I am hopeful that the client services support person has found a solution and I should be accepted for credit card services within a couple of days.

Reviewed December 2021

TherapyNotes knocks it our of the park!

Overall, TherapyNotes is exceptional! Customer Service is outstanding in resolving issues quickly, and over the years the representatives I've spoken with have all been kind and patient. TherapyNotes is user friendly....easy to learn and easy to train new staff. This is a must!

PROS

Many features of TherapyNotes are so helpful and effecient. The scheduling is easy and the software is very user friendly.

CONS

The billing is always a nightmare no matter which software is used. However, I would like TherapyNotes to find a more user friendly way to bill multiple insurances and a better way to be able to easily see which has been billed and what has been paid. Currently when entering new information such as insurance ID, addresses, phone numbers, payments,....once a new one is entered the old information goes away.

Reviewed January 2022

Awesome Customer Service

This is the best software I have found for my private practice. It is priceless to me to be able to reach customer service by phone rather than by chat or an "online ticket". The billing aspect of the software is easier to use than the software I used previously. The only thing I would like to see improved is the addition of different notes and treatment plan templates, or at least ones that are more customizable.

PROS

Easier to get up and running than comparable EHRs, great customer service that is easy to reach by phone, easy to navigate

CONS

No variety of notes and treatment plan templates

Reviewed July 2023

Worth it! A few changes would make TherapyNotes the perfect mental health EMR!

PROS

Excellent and quick telephone customer service with an expansive hours of operation, ease of insurance billing, simple design that is easy to follow, comprehensive and accurate to-do list, large selection of detailed online help/support pages. TherapyNotes is also proactive with updating their software on a regular basis.

CONS

When registering a new client, they are only granted TherapyPortal Access for seven days. This has proven to be an issue numerous times when the client needed to contact me to resend their link to access the portal. Also, it is a major inconvenience that clients cannot reset their own passwords on the portal. Clients must contact an administrator in order to reset their own password; there is no reason this should be the case. When using a Telehealth session, there is a pop up that appears stating the connection is poor even when it is not; this can be distracting. For the Calendar view, I would prefer that I can see my entire day on one screen without scrolling. Sometimes there is excessive clicking; I dislike that there is no one-click option to charge all/multiple copays for all clients at the end of the day.

Reviewed March 2021

Grateful for this product

TherapyNotes has been a win/win/win move!

PROS

I changed to this software mostly because they had an actual number you could call for tech support. I am a therapist and I have little time between clients, am not a tech savvy person, and have lots to think about, so it was very difficult to ask a question by chat and wait 2 or 3 days for an answer that might or might not apply. Also the software we were using kept upping the cost and this was more supportive plus less expensive. After I began the free trial, I found the note set-up was more helpful and it was easier to complete my notes in each session without taking away from the session. This saved me about 2-3 hours a day and an releaved a tremendous amount of stress. A new feature of this software is accountability and it will not let you submit a claim until your notes are complete. This has been helpful with reminders and a to-do list to keep me on track. My assistant loves the ease of billing!

CONS

Payor set up was a little challenging. We needed more explanation.

Reviewed April 2021

Easy For All

Overall, I've enjoyed using the product, and look forward to continue using it. The pricing is competitive, especially for a non-profit, this has been a great selling point when compared to other companies.

PROS

I like that the software has a lot of built in features that are handy when starting to use the software. The company has also release a lot of great videos on youtube to help you navigate through the different options and features included in the software. I've used these videos to help find answers to questions. Next, it has been really easy for my clients to use as well. Their portal allows for easy transfer of paperwork and allows for clients to sign things electronically, so clients don't always have to download and sign the document then reupload it.

CONS

At this time, the telehealth feature doesn't have all the bells and whistles that Zoom or Microsoft Teams (MT) has. This is, from my understanding, a new feature so I hope they continue to work on this. Screen share or screen flipping would be helpful as I used these a lot during sessions when I used MT. It would also be useful if when you entered into the telehealth feature, it would open into a separate window so that you could still access the client's file or library.

Reviewed April 2019

Very comprehensive, user friendly, and overall fantastic EHR/Billing software!

Overall a really pleasant experience with TN. Highly recommended!

PROS

- Comprehensive and robust charting system - Pre-populated progress notes from dx and treatment goals from intake / 1st treatment plan making completing half of the note a breeze! - Pre-populated interventions list, or create your own - Fantastic ability to submit claims electronically with ease making the billing process a breeze! ERA’s (EOB’s in electronic format) come straight from the clearinghouse making reconciliation a one click process vs manually entering insurance payments. These two features have saved me tremendous time! - All of your billing is easily accessible either by patient, or practice wide. Many reports you can run to efficiently keep an eye on your cash flow. - Appointment reminders via text, phone call, or email. Clients LOVE them! Reliable. - Incredible customer support! Second to none. Every time I call there are no long wait times (usually under 5 minutes or less!) Customer support is clearly extremely knowledgeable about the software and are eager to help problem solve technical issues or just there to guide you through the use of the product. I can’t tell you how helpful they have been. Words can’t describe. They really are amazing! :) - THE PRICE! Superb value for such a comprehensive system. This is a company who isn’t looking to squeeze out as much as they can from you. It’s very affordable for solo practice clinicians who are already struggling to make a living with all other expenses a practice runs into.

CONS

- Sometimes the billing can get confusing due to the complexity of the process of billing with insurance in general. - No telehealth module yet! Once HIPAA complaint video confrerencing comes, TN will truly be an ideal fully comprehensive easy to use platform! Looking forward to it!

Reviewed January 2021

Excellent Product, could use some tweaks; Using it over 10 years

I have long enjoyed the TherapyNotes system and often recommend it. It is an ever evolving therapist oriented office support platform and I have always found it to be helpful. I am struggling with it, at this time however, because I am having to (at 53 y.o) learn how to do my own billing and am often lost in these very spooky woods alone. Superivising someone else's organization and simply paying attention to generated reports is a very different experience to running my own practice without a dedicated billing support team.

PROS

Simple, elegant, excellent User Interface; Easily Learned; Excellent ease of record entry, maintenance, and search; Internet accessibility; Marvelous Calendar system; Amazing Customer Support team.

CONS

Benefits and billing system needs to be integrated into the package; I have been unable to write notes and bill according to my own method (free form progress note without DAP/SOAP/etc format); notes are completely reliant upon connection to treatment plan in software which does not allow me to write a note in my best manner and to bill afterwards. I need a billing professional connected with my efforts to submit and track my billing, do reconciliations, or a long, in-depth training with a staff member who can teach this to me. It is my weakness but I need this to be able to have full reliance upon the software. I simply wish to see clients and find a way to automate everything else as smoothly as possible with very little difficulty. This issue set forced me into hiring Theranest as, with Theranest, I can operate how i do (in-paper chart Treatment Plan and Coping/Safety Plan; writing a process note and billing from that); Lack of ability to communicate with Google (via my iPad's) calendar is a very severe, serious, and ongoing frustration.

Reviewed June 2019

TherapyNotes- A revolution in Behavioral Health Billing and EHR

Submitting claims for the entire day of work takes anywhere between 10 seconds to 4 minutes tops depending on if anything needs changed before it is submitted. The scheduling calendar is a breeze with the ability to see multiple locations and multiple providers at the same time, or restrict it to one provider at all locations, all providers at one location, or any configuration of that you can think of. It is color coded, giving each clinician a different color, so office staff can easily see which patients are with which doctor. And you can set up recurring appointments with the click of a button for as many or as few weeks as you would like for a patient. You can also individualize the billing per Insurance company, and per doctor, so any special billing can be saved and will be automatically input for the payers that require it. Also, the visit records (notes) that the doctors input for each patient are extremely well organized, and easy to print and provide to insurance companies/workers comp/other providers when requested. TherapyNotes is intuitive software that is easy to learn, user friendly, and inexpensive in comparison to other options.

PROS

The price charged, along with what you get is incomparable, this software is head and shoulders above the competition. TherapyNotes has solved 99% of our Billing and EHR issues. When issues do arise, we are able to get a representative on the phone within 1 minute flat, (this is record time, EVERY time.) and they are always extremely helpful, knowledgeable, and can SOLVE any problem. The one and only problem I still have, is already in the works for the next update to solve, and TherapyNotes staff has provided such an easy workaround in the meantime, that it has become nearly a non-issue. It is an extremely user friendly interface, and we have come to find that any mistake made within the system (Billing/health records/you name it) can be reversed, without any issues.

CONS

The Doctors had a hard time, when the office first transitioned to TherapyNotes, getting the notes completed. (All notes regarding a patient's visit on that date of service need to be completed before that DOS claim can be sent out. There is no deadline to complete them, you just can't send the claim until they are completed) Once the clinicians adjusted to writing their notes in a timely fashion, they too have concluded that they much prefer TherapyNotes over our old software (NueMD) which was MUCH more costly, for extensively less features that are beneficial to a behavioral health practice.

Reviewed January 2022

SIx-year User of Therapy Notes--Couldn't Be Happier

They have the nicest, most helpful customer service of any company with which I have ever interacted. I'm serious. They pick up the phone, they actually help you, and they are exceeding pleasant the whole time. They even send you articles, You Tube videos, and email summaries (w/o you asking) so that you have something to further illuminate what they have told you and serve as a reference in the future.

PROS

The framework for the notes look like they are designed by a medical malpractice attorney or your malpractice insurance carrier (former attorney here). They cover every base and I love it, kidding aside, because it ensures that I am providing the top level of care to my patients (Did I check whether Pt had SI? What did Pt say vs. my perception of them?) Plus, I can customize the notes and carry over portions of former notes to make note writing more efficient for me.

CONS

I haven't found any mental health EHR that is doing this (only the really large, expensive medical programs), but I would pay more if TN could add a patient direct payment system to the Portal. I'm thinking that, with time, this is something that they will offer.

Reviewed August 2019

I switched BACK to TherapyNotes from Simple Practice

See above--willing to change back from other program, even though this is time consuming.

PROS

I left TherapyNotes for Simple Practice 8 months ago--I quickly recognized that I made a mistake as I began to use Simple Practice. Therapy Notes has a number of important advantages/features to note: 1) requiring the clinician to fill out intake and treatment plan before one can write progress notes means you will not drop ethically necessary documentation that is needed for record to be complete; 2) the ability to schedule ongoing appointments without an end date (simple practice only allowed you to schedule 30 appts at a time and on two occasions, an appointment dropped off the schedule and I was not in when a client arrived!!). 3). live support rather than going through submitting an email--A GOOD OLD FASHIONED PERSON WHO CAN ANSWER EVEN THE MOST SIMPLE QUESTIONS MAKES ALL THE DIFFERENCE! 4). Requiring clinician to review treatment plan every 90 days when one would be likely to forget if you were not prompted. 5). Credit card processing costs less through Therapy Notes. Despite the difficulty of uploading client records back to TherapyNotes, I believe it is worth doing to be back with the better program.

CONS

I would like to be able to access easily on my cell phone and feel an App might make that the most user friendly.

Reviewed May 2023

A complete billing system

The overall experience is very positive. Along with Zoom and Square, TherapyNotes is one of the three key enablers of my private practice.

PROS

It helps me bill in behalf of clients and organize that billing. TherapyNotes stays up to date. That saves me time and effort and assures the claims are processed. I'm a fee-for-service, out-of-network provider and get paid at the time of treatment. I do electronic billing on behalf of clients as a premium service. They appreciate taking the burden of filing off of their shoulders. It saves them time and gets them paid quicker. It is a minor effort on my part since the invoice flows from the session notes automatically. I have a couple of questions a year. Customer service answers quickly and accurately. What more can I ask?.

CONS

Integrating with my business was easy. Ten years ago it was somewhat labor-intensive to transfer from another EDI system but that's changed.

Reviewed August 2019

Therapy Notes is a great product and the Customer Service is OUTSTANDING

PROS

Customer Service; it keeps improving; easy to set up a new client, schedule (free reminders two days before appointments are sent to clients), good templates for intakes, assessments, progress notes, great to do reminder lists, great EDI processing and more.

CONS

I have never been dis-satisfied with how I was treated. I may have not liked the answer :) - but the staff are great. The answers I don't like are when there are features I'd like that they don't have YET, so I have to do work arounds that take time. I would like the ability to BOLD, UNDERLINE and BULLET the text in my notes, better secondary insurance processing, and tele-therapy (currently using DOXY.me) I know they are working on these things, and with the things they aren't, they make a note and send it up the chain of command and tell me how to do the same, so I feel heard and valued.