Therapy Notes - Review
Therapy Notes - Review
Ratings: Features - 4.5 GUI/UX - 4.5 Work Flow – 4.5 Learning Curve - 4.5
Features: Groups - Y Scheduling - Y Notes - Y E-Filing - Y Billing - Y Client Portal - Y
Price: $59/mo ($30 for additional clinicians) (Some additional fees for claims filing, and appointment reminders via SMS or Phone)
Pros: Attractive User-Friendly Interface, Solid Support, Great Work Flow
Cons: Limited Client Portal
It's a Good Choice For Practices That: Place great importance on a well-designed, friendly interface, solid support and don't mind waiting for a more fully developed client portal
Standout Features: Work Flow, Feature Integration, & Support
TherapyNotes is a solid contender for those desiring a user-friendly, efficient system and willing to wait for a full-featured Client Portal. In May of 2016. TherapyNotes released the long-awaited auto-posting ERA features making their e-filing feature set complete. They had previously launched their initial client portal offering in March of 2015 with limited client self-scheduling options. No significant functionality has been added since then. TherapyNotes hasn't been sitting idle between these updates, however. Just about every month they release improvements. However it does appear that their development cycle for major features has slowed significantly.
What TherapyNotes does, it does incredibly well and in style. It has one of the most polished, user-friendly GUI/UX of any of the platforms and provides incredible time savings through it's smart, intuitive, flexible work flow. Virtually all functions for a session (Notes, Billing, Changes, Claim Filing, etc.) can be accessed directly from the Appointment itself as well as from the Client area. It's integrated treatment plan and progress notes are a dream come true for those who want to be able to quickly complete their notes. Making copious use of time-saving drop downs and check boxes, notes are a breeze. This comes at the expense of not being able to customize the notes. However, if a modified SOAP style note works for a practice, TherapyNotes will likely fit the bill. TherapyNotes has also made improvements in their alert system. In addition to notifying users that notes need to be completed, they are also informed when insurance claims need to be filed, when ERAs have been received, and more. Additionally, users are now notified via email when a client schedules an appointment through the client portal. TherapyNotes has also refined their permissions structure, allowing clinicians to have limited billing permissions (like entering co-pays), without gaining access practice-wide reports and other areas.
As with all applications, there are some trade offs. As mentioned, there is no ability to customize progress and other note templates. While many templates are provided, users are unable to adjust them in any way. This serves well to create a very clean and efficient process. It's important, however, that you make sure the notes meet all of your needs since you won't be able to change their format. Oddly, despite their attention to detail, there are some minor features that continue to be missing in TherapyNotes. For example, while it allows for tracking insurance authorizations, users must check usage manually. There are no alerts or reports associated with authorizations so that you can readily attend to clients whose authorized sessions are running out. Finally,TherapyNotes charges a per transaction fee on electronic claims submission and then again on ERA posting. It's a small fee (reduced from 19 cents to 14 cents in 2015), but that can add up quickly if your practice files a large number of claims each month. They are not alone in charging this additional fee, though there are some systems where claims processing is free, or is only charged one time (instead of at claim submission and ERA posting).
Despite these concerns, TherapyNotes is a top contender for many practices based on their solid, user-friendly implementation, fast development cycle and responsive support.
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Rob Reinhardt, LPCS
Rob is a Licensed Professional Counselor in private practice and
owner of Tame Your Practice, which provides comprehensive
consulting to mental health and wellness professionals.
©2016 Rob Reinhardt, LPC, PA www.tameyourpractice.com