# ClinicSource Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is ClinicSource the right Mental Health solution for you? Explore 91 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/109730/ClinicSource/reviews --- ClinicSource 3.7 (91) [View alternatives](https://www.capterra.com/p/109730/ClinicSource/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of ClinicSource Ease of use 3.8 Customer Service 3.6 ## Pros and Cons in Reviews CK Colleen K Occupational TherapistHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: More than 2 years. “Customizable Templates: tailored to various therapy disciplines, including pediatric occupational therapy, helped make documentation more efficient.“ February 19, 2025 MK Michelle K Billing SpecialistMedical Practice, 51 - 200 employeesUsed the software for: 6-12 months. “Very slow, times out in the middle of posting payments/adjustments, times out while therapists are writing notes, no ledger for billing, you can write a note in a payment, but can't run a report for the notes.“ April 1, 2025 FI Fehmida I AssistantE-Learning, Self-employedUsed the software for: Less than 6 months. “comprehensive features specifically designed for therapy practices, user-friendly interface, strong customer support, and integration capabilities,“ January 25, 2025 RT RACHEL T Clinical DirectorMental Health Care, 11 - 50 employeesUsed the software for: 1-2 years. “The company responded by acknowledging that their current platform falls short for behavioral health providers and stated that they do not have immediate plans to address these concerns, but would notify us if they made updates.“ September 15, 2025 SV Stephanie V Speech-Language PathologistMedical Practice, 11 - 50 employeesUsed the software for: 1-2 years. “ClinicSource provided an easier overview of daily appointments and check-ins and cancellations.“ March 11, 2025 MS Mark S Physical TherapistMedical Practice, 51 - 200 employeesUsed the software for: More than 2 years. “The consistent freezing of the software during high volume times was a huge problem for being productive as a therapist (almost every Monday, many days first thing in the morning, and often times on Fridays too).“ March 3, 2025 LP Leonardo P Management AccountantHospitality, 51 - 200 employeesUsed the software for: I used a free trial. “ClinicSource has received positive feedback for its user-friendly interface and customization options.“ April 15, 2025 JA Jennifer A Speech TherapyMedical Practice, 2 - 10 employeesUsed the software for: More than 2 years. “They do not provide Zip file downloads, so clinical docs must be downloaded (converted to PDF) 30 records at a time. “ February 19, 2025 ## Showing most helpful reviews Showing 1-25 of 91 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Talent Acquisition Manager/HR Specialist Used the software for: 1-2 years ### "medical looking EMR" July 26, 2018 4.0 Pros The layout for each client is easy to understand. The DOS fall under the Eval and POC, and the goals are automatically populated into each note. The breakdown for the note is splint into a SOAP note format to ensure covering all areas of documenation. Cons The visual aspect is very "medical model," however it is not a big issue for me. Other therapists have commented on the general viewing screen. Review Source JA Julie A. Chief Administrative Officer Hospital & Health Care Used the software for: 6-12 months ### "A must have software for practice management " July 26, 2022 5.0 Pros I love the color coding used for the type of appointment. (i.e. evaluation, therapy, etc.) It helps keep our patients organized as well, and clinicians know what their schedule is going to look like at a glance. I also love that it is very intuitive and easy to navigate for entering patients, insurance, physicians, etc. The fact you can create your own templates is nice too and helps things run efficiently. Cons I really dislike that a document cannot be edited once it is signed. I understand the reasoning behind it so none of the information can be tampered with, but often times people make mistakes even if they have read it over and over again. It is frustrating to have to take the extra step of creating an amendment to explain the change rather than just edit the original. I think there should be a one-time option at least to edit a document following a signature and then it lock after that. I also wish that there was a way to scan a document like an intake form or insurance care and Clinic Source take the information and enter it in the correct fields to decrease the time entering patient information. Not sure if that is possible but it would be amazing for sure to so many practices. Alternatives considered [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Reason for choosing ClinicSource The price was reasonable and the clinicians using it already have experience with it so it wasn't going to be a huge learning curve. Review Source MK Michelle K. Office manager billing specialist Medical Practice Used the software for: 1-2 years ### "It does the job " April 10, 2025 3.0 6 out of 10. It worked, just hasn’t been my favorite to work with Pros Easy to schedule appts, everything user friendly minus billing Cons Could never figure out how to bill the insurance so he a secondary software Review Source CJ Chanel J. owner/slp Medical Practice Used the software for: 2+ years ### "Great product!" March 22, 2021 5.0 Overall experience is outstanding-- not because of the product, but because of the customer services. Responses to questions are always quick, and they are well explained. Most recently I interacted with \[SENSITIVE CONTENT HIDDEN\]... he was fantastic. His responses were easy to understand, and he was very personable. A good product is important, but customer service wins clients! Pros The product is easy to use... if a mistake is made, it seems easy to correct-- not permanent. Cons Integration was easy. If anything could be changed, it would be cool to offer some sort of teletherapy platform within Clinic Source. The platform would offer games and programs that families and therapists could log in to, and have teletherapy sessions with all e-materials loaded into CS. Alternatives considered [TheraPlatform](https://www.capterra.com/p/203711/TheraPlatform/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[InsightEMR](https://www.capterra.com/p/109728/InsightEMR/)[Therabill](https://www.capterra.com/p/109769/TheraBill/) Reason for choosing ClinicSource I met a rep at a conference, and he followed up with me. He seemed genuine, and gave me the free trial. He actually extended the free trial, which was what really tipped the scale at that point. Review Source BT Beth T. Clinic Manager Hospital & Health Care Used the software for: 6-12 months ### "Worth the price" December 22, 2020 5.0 ClinicSource saves us time, which equates to saving us money. Things are streamlined in ClinicSource and accepting new patients is a breeze with the patient portal, and with the ability to store documents the clients provide, everything we need for our clients is in one place. Billing through the clearinghouse is efficient as is their support. Pros I like the patient portal feature. I also like the ease of billing through the clearinghouse and the therapist dashboard. ClinicSource is an easy way for me to manage the scheduling, staff, billing and documentation of our small, but growing practice. I feel ClinicSource can "grow" with our company. Cons The price is a little higher than other software programs, and the price has definitely gone up since I started using this software years ago. However, ClinicSource offers more and offers better features than other software programs. Alternatives considered [Practice Perfect EMR](https://www.capterra.com/p/122031/PracticePerfect/)[Therabill](https://www.capterra.com/p/109769/TheraBill/) Reason for choosing ClinicSource ClinicSource offered more of what we we looking for in a software company, and I was already familiar with it. Review Source CL Colby L. CBRS provider Mental Health Care Used the software for: Less than 6 months ### "Customizable, but older system that isn't really user-friendly." March 8, 2023 3.0 Prior to going with Clinic Source, we were doing our paperwork with Word and Excel. It was way past time to switch to an electronic system to keep track of our paperwork. We initially went with Kareo, which we found was not customizable like we needed it to be. Therefore, I needed to find something else. I reviewed several products and signed up for a few demo accounts as well. Clinic Source was the only program that allows me to customize our documents, which is critical for our practice. I like the fact that I was able to customize our documents, but this was a very frustrating process with a pretty big learning curve for me, and I made several mistakes. I found that some aspects of the template creation process didn't work well, which made the process very frustrating. Now that the templates are set up, the program has been helpful in keeping track of our documents, but there are a lot of things that aren't very user-friendly and could be much simpler. I also find it very frustrating if I need to correct something in my templates. I like the fact that I can create notes from a schedule. I also like that I can copy assessments and plans. This process can be a little tricky at times, though, and I wish it were more user-friendly.If you can find another software that allows you to customize your documents, you might want to consider going with that company instead of Clinic Source. Pros This is, unfortunately, the only software that we could find that offered templates that were customizable to the extent we needed them to be. This is the strongest aspect of the software. The scheduling process and the note-taking process work fairly well. I like that I can create notes from the schedule and that I can create reminders in the schedule. I like that I can add diagnoses and procedure codes. Cons The only thing I like about this software is that the documents are customizable. It was important that we be able to create our own templates, as our documents are very specific to our field. I like the fact that I was able to customize our templates, but there is a steep learning curve, and a few pretty big details that I don't think were adequately covered in the training sessions or the support manuals. The process was pretty frustrating overall, and I'm glad that that part is done. There are a lot of things that didn't go as well as they should have in the customization process. Also, I found it much easier to create my own components for the templates than to use the ones created previously. There are a lot of things that I wish were different. One big downside is that it is not possible to make it so there is carry over from documents, so I can't have an aspect of an assessment show up in a plan automatically, or of a plan to a note. There is a "goals" feature that is supposed to carry over between reviews, plans, notes, etc. Unfortunately, there can only be one goal section in a document for this to work. Overall, I find the program to be a little outdated and not very user-friendly. The process of copying assessments and plans is kind of tricky and frustrating, among other things. Also, I find it odd that only diagnosis codes show up in assessments and plans, and not the description of the diagnoses. I also don't like the one-year contract. Reason for choosing ClinicSource Clinic Source was the only system I could find with fully customizable document templates. Switched from [Tebra](https://www.capterra.com/p/129169/Tebra/) Kareo was not as customizable as it needed to be. Review Source PA Paula A. Therapist Mental Health Care Used the software for: Less than 6 months ### "Great so far" December 1, 2022 5.0 Pros The ease of editing documentation templates. Cons I have not encountered any difficulties with the program so far, and the support in getting it set up has been spectacular. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[My Best Practice](https://www.capterra.com/p/242271/My-Best-Practice/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Reason for choosing ClinicSource The ease of creating and editing templates/forms Switched from [Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/) New practice Review Source Response from ClinicSource January 9, 2023 Thank you for leaving us an awesome review! The team here at ChiroTouch strives to make our customers feel confident when using our software. We are glad to hear you are having a positive experience with our documentation templates. We appreciate your kind words. Thank you for choosing us! RS Rodolfo S. Supervisor Information Technology and Services Used the software for: I used a free trial ### "ClinicSource has a user-friendly interface" January 22, 2025 5.0 ClinicSource can be integrated with other systems and tools, facilitating data management and communication between different platforms. Pros It offers a wide range of functionalities, including scheduling, billing and documentation, which helps to centralize the clinic's operations. Cons Although the interface is intuitive, there may be an initial learning curve for new users who are not familiar with clinic management systems. Review Source MV Macey V. SLP Health, Wellness and Fitness Used the software for: 1-2 years ### "ClinicSource Review " February 21, 2025 3.0 Overall I was required to use it through my company and there were certainly aspects that could’ve used improvement. Pros The scheduling aspect of it. It allowed me to see my schedule for an entire week and I thought the display was helpful. Cons ClinicSource could be difficult to navigate at times. It was not very intuitive to use. Review Source TG Tara G. Co-Founder, Co-Owner, Operator, SLP Health, Wellness and Fitness Used the software for: 1-2 years ### "ClinicSource Software Review - BTS" February 19, 2025 2.0 Things started out ok, but as our practice began to grow in volume, we did not feel that ClinicSource had the features we needed for optimal functions and operations. Pros The documentation and report writing were very streamlined and easy for clinicians to use. Cons There was disorganization on the billing and patient accounting features. It was difficult to track, post, and assign insurance payments. Review Source BN Brenda N. Therapist Alternative Medicine Used the software for: 6-12 months ### "Clinic Source " October 28, 2024 5.0 My overall experience was good and i would recommend Pros Easy to use when putting in soap notes and scheduling. Cons I dont have any dislikes for it at this time. Review Source AP Alicia P. Pharmacy Technician Hospital & Health Care Used the software for: Less than 6 months ### "Easy and Efficiency" January 1, 2025 5.0 Pros Simple to use and it helps manage any clinic efficiently. Cons There is nothing I dislike about ClinicSource. Review Source MM Marsha M. Counselor Individual & Family Services Used the software for: Less than 6 months ### "Extremely disappointed - Buyer beware!" June 22, 2022 1.0 Sales team assured me it was an easy set up process with lots of training and would make my job less about paperwork and more about my clients. Unfortunately, I was never able to utilize this due to such a headache of setting it up. After 3 weeks the system was still not usable with comments back from support stating things like "maybe just try to reset your password". I even had a trainer state to me at the two week mark "this isn't even set up for you correctly, it is not usable yet, we can't get all of the training in today, I will email and get them to address this right now". That trainer attempted to help me, it seems he is not responding now? The lack of support and continuing to not be useable forced me to go elsewhere in order to fulfil my needs of documenting for my clients, the next service I tried I was able to have up and running in 1 day with little difficulty. After weeks and several tries to have these issues looked at, I was informed "we did not do anything wrong although the telehealth was found to be faulty, which is "now fixed". They are now stating that I am required to pay near $800 as a way of canceling a service that I was never able to get running and was not offered adequate support to clear up bugs. Buyer beware! Do not sign a contract without first seeing and utilizing the product first. This has been so very disheartening to get so low standards of customer care and then to be charged when their product does not work, what a scam! Pros Unknown - was not able to utilize the service due to difficulty getting it up and running, after 3 weeks still not usable and now being charged to cancel a product that is not useful. Cons Lack of support - product not usable, service not set up in a way that a user can utilize it in a timely manner - charge for cancel when product is not what was promised. Reason for choosing ClinicSource Sales team was convincing - my mistake in believing that they truly were offering what they stated Review Source CH Chandon H. Therapist Health, Wellness and Fitness Used the software for: 2+ years ### "ClinicSource Review " October 27, 2023 4.0 Over the past 2 years of using clinicsource I have found more positives than negatives Pros Clinicsource is fairly used friendly. I enjoy the options for customization along with billing options right on the main app. Cons Sometimes it is finicky and runs very slowly. Switched from [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) New company Review Source KH Kent H. Director of Operations Medical Practice Used the software for: 2+ years ### "January 2020 Downgrade " January 28, 2020 2.0 Almost zero features added in the last 5 years. We have been asking to edit the summary window for years and all we ever hear is the empty promise 'we're excited about the new features we are working on.' Pros \- Integration of medical billing and documentation - Alphabetizes the patient's names - It's actually pretty user-friendly - It's a good place to start for a small company but after you get over 10 people you'll probably outgrow it. Cons \- The software has been unresponsive since the Jan 2020 security update - Service response is 5 seconds per click - ClinicSource servers don't seem to be able to handle its own software - Phone tech tells you one thing while you get an email 3 days later telling you another - Unable to edit the summary window - Unable to organize patient documentation in folders - Cannot add a second guardian to the patient profile - Cannot add additional contact numbers in the patient profile - Cannot export CSV files to change to a better EMR - Incomplete 'how to' guide Reason for choosing ClinicSource It was the best choice at the time, but to be honest we didn't know any better. Review Source KP Keith P. owner Hospital & Health Care Used the software for: Less than 6 months ### "Terrible for therapists, terrible for billers" February 16, 2023 1.0 Awful. The demo makes it look SOO easy but the software is terrible and the customer service is even worse. I told them I didn't want to use the software and it was this huge thing about having their "contract team" review everything. You can't just end your enrollment with these guys. Once you sign up, you are hooked as their lawyers will try to squeeze every dime out of you. There are PLENTY OF GOOD ONES OUT THERE. KEEP LOOKING! Pros Price. I tried to save a few bucks. BAD IDEA Cons It looks like it is from 1995. It can be customized for your particular practice but it takes so much time. You really need to have a therapist completely dedicated to customizing the system for 4 months. Billing doesn't get any easier. You have to do so much extra work as a biller. Review Source BB Bethany B. Occupational Therapist Hospital & Health Care Used the software for: 2+ years ### "Terrible Customer Service " February 11, 2020 1.0 Terrible customer service. They update the software and then it messes up billing and I don’t get paid in time. Last I checked, I hired them. I’m an unhappy customer with a small business. These kind of mistakes are not ok. And all they say is “sorry.” This company has been around way too long for a mistake like this and to not try to satisfy their customers is not ok. I work with kids with special needs but they are the ones profiting off my hard work. They have sent out a survey with a chance to win $500. They have $500. They can send it to me. Pros There is little to like about this. It isn’t easily customized. Reloads. Is slow. Cons Not great. Update software and then I don’t get paid.... Review Source MH MARILYN H. Medical Billing Primary/Secondary Education Used the software for: 2+ years ### "Pros/Cons" April 15, 2019 4.0 Has some glitches over the few years our school has been using it, but, it helps that Customer Service is fairly quick to respond to issues via email. Pros Simpleness of program - fairly easy to use once you know your way around program Cons Simpleness of program - specifically the actual billing process of making treatments into invoices and the date switching back and forth between 2 links is not seamless. It's easy enough, just doesn't flow smoothly in work process Review Source JP Jordan P. Managing Member Used the software for: 6-12 months ### "Excellent Management Communication Platform!" December 13, 2018 5.0 Pros ClinicSource provided us with an amazing alternative to our previously hectic office environment. Before starting with ClinicSource we had one too many scheduling mix ups to the point that we could not risk any further incidents. With ClinicSource we have been able to make the needed changes and are now excelling in our organization's mission for our clients! Cons There was a bit of a delay for our staff to get accustomed to having everything so organized in one location. Previously stringing together various platforms created a lapse in a single interface. However, once they spent more time and grew more comfortable things really started taking off! Review Source WW Wendy W. Speech Language Pathologist Medical Practice Used the software for: 1-2 years ### "ClinicSource, Of Course !" July 11, 2017 5.0 The program is working well for us. It is meeting our needs and the needs for our clients. Pros The ease in which to add new and maintain clients, evaluations, daily plans and daily notes. The versatility to move the schedule around when needed. Because this is an internet based system, it makes billing easier and saves on time and is less paper intensive. It saves trees. Cons We developed our own written "guide" to transition our therapists from our old billing system to ClinicSource even though the company provides guidance, help and assistance. As with any new program it took a few tries to get all transitioned smoothly. Review Source GO Glenda O. Office Manager Medical Practice Used the software for: 2+ years ### "Very slow, very basic" April 18, 2017 1.0 This was our first foray into electronic practice management. It was only $ per month for two clinics, but it didn't do things like populating CPT and diagnosis codes. About two weeks after we bought the system, the scheduler was "upgraded" and while it provides a lot of information, it made the task of scheduling excruciatingly slow. Actually, the system is overall very slow, even when using high speed internet. It takes about 10 minutes to add a single diagnosis code. Now, they have upped their price 100% without any improvements. If you are looking for a basic system and are a small practice, and don't bill Medicare, this might work for you. Otherwise, I wouldn't recommend it. Pros At least it is not paper? You can schedule on line an file claims online. It is really hard to fill up this box. Cons Slow scheduling No auto save; clinicians would lose their notes Slow overall Does not populate CPT or diagnosis codes for you. Etc.... Review Source RM Rebecca M. Owner Medical Practice Used the software for: 1-2 years ### "One clinician company" October 12, 2022 4.0 I have used ClinicSource for a year with an outpatient clinic and I just recently purchased it for myself as I'm starting my own company - easy onboarding process. They allowed me to switch the order of the training modules since I already have experience using the product. Pros Affordable for small team, just myself! Prewritten customizable goals Lots of customizable features Cons During orientation, instead of watching the trainer set up my program, I would have preferred to log in and have the trainer watch me set up my own system. Reason for choosing ClinicSource Kareo Review Source RB Riva B. BCBA Mental Health Care Used the software for: I used a free trial ### "A little complicated, but so far so good!!!" December 21, 2020 5.0 I just had a training with \[SENSITIVE CONTENT HIDDEN\] and he was patient and knows the product well. He was very polite and spoke very clearly and made sure I understood the next steps. Pros It covers both types of careers I have. The billing is automatic once set up. The staff is knowledgeable and helpful. Hopefully will be easy to use when finished setup. Cons Written pretty small and not particularly user-friendly visual, but maybe this will change later. Also, you are limited with the assistance you can receive without paying, and I may need a lot. Reason for choosing ClinicSource Seemed more streamlined than Office Ally, and the price was less than Therabill and Kareo. It also appeared to be very comprehensive in it's format. You can also removed electronic billing and pay less according to your finances. Review Source AM Alisa M. Occupational Therapist Medical Practice Used the software for: 6-12 months ### "My experience has been that the software is a great product for the money." September 20, 2017 3.0 I think the product meets my needs. Pros Easy to use, able to customize. The cost of the software is reasonable. My practice consists of one provider and it is very practical, but more providers could be added. Cons I do not like the formatting of the documents and unable to change that. Once in a contract it is difficult to call to get assistance from customer service, but they respond within 24h of emailing a question/concern. Review Source SH Sherrie H. Mental Health Therapist Mental Health Care Used the software for: 6-12 months ### "The software is awesome." December 14, 2017 5.0 Pros The sofyware is easy to use. Customer service is readily available and helpful. They are open to suggestions. This has helped me to cut down on valuable time I'm now able to spend on clients. 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