# Page 2 | ClinicSource Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - 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

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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/)

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Last updated March 13th, 2026

# Page 2 - Reviews of ClinicSource

## Showing most helpful reviews

Showing 26-50 of 91 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Ashley E.  
Founder and SLP  
Hospital & Health Care  
Used the software for: 2+ years

### "There are better EMR options available"

March 25, 2026

2.0

ClinicSource was okay in the beginning. I chose it because I had previously used it at other job sites. It was less than exceptional. The price increased approximately $5/month, but there were no updates to the system. They charge for every extra service.

Pros

I liked the accessibility to speech language assessment templates, goals, and reports that were available.

Cons

The billing process for the subscription and how previous payments were still stored in their system even after new ones were assigned. The lack of communication within the company after services had been canceled. I was charged at least 3x for services that had been cancelled and confirmed via email. The lack of personalization with documents and also the site itself. No mobile app option available.

Alternatives considered

[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)

Reason for choosing ClinicSource

It was the last EMR I used at a previous job

Review Source

RT

RACHEL T.  
Clinical Director  
Mental Health Care  
Used the software for: 1-2 years

### "A nightmare!"

September 15, 2025

1.0

I purchased Clinic Source services over two years ago with the intention of streamlining my psychotherapy practice. The sales presentation was compelling, and we were assured that any system issues could be addressed through necessary modifications. We were also told that this software was specifically designed to support psychotherapy practices. Unfortunately, these statements proved to be inaccurate. From the outset, we experienced numerous difficulties, including billing problems, a lack of integration between different areas of the program, inaccurate reports, incorrect accounts receivable data, and missing diagnostic codes in documentation. Out of necessity, I personally learned how to create and modify documents, despite not being a computer expert, which required a significant amount of time and effort. Due to inaccuracies in basic documents, the program was not functional without these modifications. The system was exceedingly complex and added numerous steps, which compelled us to hire additional staff to manage the practice effectively. When contacting support, we were often directed to the message board, where if enough users submitted similar requests or issues, consideration might be given. I also submitted a detailed letter outlining our experiences and highlighting that much of the program was not well-suited for behavioral health providers. I requested specific improvements to reduce the many extra steps required to operate efficiently. 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. Anyone familiar with the complexities involved in switching EHR systems understands how costly, time-consuming, and stressful this process can be. I strongly advise against using this program if you are a behavioral health provider. It has been a challenging experience and cost us thousands of dollars and considerable time in efforts to make it work. I am pleased to share that we have now found an excellent EHR system at a reasonable price that has greatly streamlined our practice management. When the company itself admits that their EHR is inadequate for behavioral health, it serves as a clear warning.

Pros

Integrated software, billing, clinical documentation, scheduling. Good marketing. Friendly staff, good onboarding.

Cons

Not suited for Behavioral Health providers. This software added a significant amount of work in managing the practice.

Review Source

MS

Mark S.  
Physical Therapist  
Medical Practice  
Used the software for: 2+ years

### "Great calendar but slow system. "

March 3, 2025

3.0

I became very efficient with it after working with it for a while. However, I utilized many self-learned shortcuts and learned to avoid things that would cause the system to struggle. The slowness and bugs that resulting in lost documentation/time were very frustrating. Overall, I enjoyed the calendar/schedule interface but was frustrated by the slowness of the system and how it slowed down documentation.

Pros

The ease of managing and viewing the schedule, finding basic patient information for quick contact, referring physician information, and tracking authorizations from the calendar. I liked the readily available text boxes and how easier they were to use along with the "copy forward" option.

Cons

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). This freezing also occasionally caused loss of documentation that required being rewritten (which was greatly frustrating when an entire evaluation was lost). The difficulty/slowness of finding documents that had been scanned into the patient file as attachments. The organization was not great for attachments, and it would have been easier to find things if there was an "expand all" option for the categories. The slowness of modifying the evaluation templates while writing an eval. The evals also start freezing on you if you are copying from a personal template. Not being able to minimize areas that were not going to be used during the eval (so having to scroll past them every time). Also, having to load multiple pages/screens before getting to work on each daily note definitely slowed down the documentation, rather than opening the note and being able to do everything within the same page/screen.

Review Source

JA

Jennifer A.  
Speech Therapy  
Medical Practice  
Used the software for: 2+ years

### "A good platform, but has it's drawbacks"

February 19, 2025

4.0

ClinicSource is a fairly good product. They have a lot of add-ons that we don't use because of the price. I think that it requires a lot of start up work to get going. The platform itself goes down/lags not infrequently. It makes things take a long time.

Pros

From an administrative perspective, I like that ClinicSource scheduling is super easy. Moving appointments is just a click and a drag. Also, setting up different kinds of appointment is easy.

Cons

Getting clinical documents OUT of ClinicSource is clunky & cumbersome and time consuming. They do not provide Zip file downloads, so clinical docs must be downloaded (converted to PDF) 30 records at a time. It's awful.

Review Source

SV

Stephanie V.  
Speech-Language Pathologist  
Medical Practice  
Used the software for: 1-2 years

### "Speech-Language Pathologist"

March 11, 2025

3.0

I used ClinicSource as a novel clinician. ClinicSource was the first EMR system I used. At the time, ClinicSource was efficient; however, once I used a different EMR system, I realized how much I disliked ClinicSource.

Pros

ClinicSource provided an easier overview of daily appointments and check-ins and cancellations.

Cons

Data collection on ClinicSource was not user friendly. It did not provide sufficient viewpoints of the data and therapists had to calculate the percentages when completing progress notes and re-evaluations.

Review Source

DH

David H.  
\-  
Hospital & Health Care  
Used the software for: 2+ years

### "ClinicSource just doesn't care about Speech Therapy / SLP practices / SLPs!"

April 17, 2025

1.0

Really terrible experience. It would be one thing if they cared / were trying at all, but they clearly just were wanting to raise prices and milk users for every last dollar. Even when we had decided to leave, they tried to hold our data hostage.

Pros

Clinic Source was better than hand written notes. Allowed us to digitize our legacy hard copy - driven practice.

Cons

Customer Service just didn't care! We asked for basic help and it took forever. Clearly not focused on speech therapy / SLPs (or OTs / PTs either).

Review Source

CK

Colleen K.  
Occupational Therapist  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "User-Friendly Interface, but High Pricing and Technical Issues Impact Experience"

February 19, 2025

3.0

Technical issues that made documentation cumbersome, below average customer service experience, high pricing. Scheduling layout is intuitive.

Pros

User-Friendly Interface: intuitive design, which simplifies patient data entry, scheduling, and billing processes. Customizable Templates: tailored to various therapy disciplines, including pediatric occupational therapy, helped make documentation more efficient.

Cons

Pricing is higher compared to other software options, which can impact smaller practices especially. Technical issues: We had a lot of issues with slow loading, especially when multiple tabs were open. This stopped happening once we switched to Fusion. Contractual Commitments: Contractual obligations attempts to lock users into a service

Review Source

MK

Michelle K.  
Billing Specialist  
Medical Practice  
Used the software for: 6-12 months

### "Do Not Waste Your Money"

April 1, 2025

1.0

Negative. My experience, from a billing perspective, has been awful.

Pros

Absolutely nothing. Especially from a billing perspective, this app makes no sense.

Cons

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. ClinicSource, from a billing perspective, is the worst software I have ever worked with.

Review Source

RD

Robyn D.  
speech therapist and owner  
Education Management  
Used the software for: 1-2 years

### "I do not recommend."

April 10, 2025

1.0

It served its purpose for the time I needed it. It was frustrating to have to 'email' the families their tx notes. I did not like the simplicity of it as it didn't have any bells and whistles.

Pros

I didn't like it. But the only good thing was it was cheap.

Cons

I didn't like that forms had to be created. I didn't like that it was basic and unprofessional look of it.

Review Source

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

YR

Yogesh R.  
Cfo  
Hospital & Health Care  
Used the software for: 6-12 months

### "Helpful for health management "

January 18, 2025

4.0

I like it but I think it has areas of improvement z Past records especially deleted are important .. deletion via archiving and restricted usage would be beneficial

Pros

Ease of usage Structured layout Allowing to explore Confidentiality

Cons

Inability to retrieve past data records Lack of past referencing

Review Source

HS

Hadassah S.  
Occupational Therapist  
Education Management  
Used the software for: 6-12 months

### "ClinicSource"

February 19, 2025

3.0

Pros

How the templates offered all the information I needed.

Cons

It didn't have such a clean appearance and was not so easy to use

Review Source

FI

Fehmida I.  
Assistant  
E-Learning  
Used the software for: Less than 6 months

### "Clinicsource"

January 25, 2025

5.0

comprehensive features specifically designed for therapy practices, user-friendly interface, strong customer support, and integration capabilities,

Pros

Offers a full suite of tools for managing patient information, scheduling appointments, electronic medical records (EMR), billing, and insurance verification, tailored to therapy practices.

Cons

Once a document is signed, users cannot edit it, which can be frustrating if mistakes are made.

Review Source

MN

Mary N.  
Pediatric Occupational Therapist  
Medical Practice  
Used the software for: 1-2 years

### "ClinicSource "

February 26, 2025

3.0

Pros

I liked the simplicity of using ClinicSource.

Cons

I didn't like how I was unable to pull forward from previous documents.

Review Source

JH

Jessica H.  
OT  
Hospital & Health Care  
Used the software for: 1-2 years

### "Run from clinic source you have been warned"

September 18, 2024

1.0

Painful: Covering myself in Papercuts and dipping my hand into a bowl of alcohol would have been easier

Pros

I liked the familiarity of the software, I’m so sorry, but that’s it

Cons

I hated the customer service, lack of training with contracted customer, service agents, lack of follow up with urgent concerns. Lack of help with billing if you are a private practice and a small business, this is not the EMR or billing software for you.

Review Source

LP

Leonardo P.  
Management Accountant  
Hospitality  
Used the software for: I used a free trial

### "A Mixed Bag for Therapy Practices"

April 15, 2025

4.0

Appreciate its integration of treatment plans with session notes, customizable templates, and detailed user permission controls

Pros

ClinicSource has received positive feedback for its user-friendly interface and customization options.

Cons

There have been complaints about difficulties in accessing backup data after contracts end

Review Source

aG

alex G.  
finance manager  
Financial Services  
Used the software for: I used a free trial

### "best clinic app ever "

January 22, 2025

5.0

it shows me everything i need to know to be able to get all my work done.

Pros

clinic source allows me to be stress free when it comes to seeing who is the best for me.

Cons

they do not have in app communications team there 24/7

Review Source

MN

Max N.  
Impiegato  
Environmental Services  
Used the software for: Less than 6 months

### "Buon software per la gestione dell'attività terapeutica"

January 27, 2025

4.0

Pros

Interfaccia intuitiva e facile da utilizzare

Cons

Il costo del prodotto rendono il software poco accessibile

Review Source

RA

Rowida A.  
Data entry  
Accounting  
Used the software for: I used a free trial

### "Raja\_Ahmed"

January 12, 2025

5.0

It was be a nice experience and I will repeat it

Pros

I like the design of the website There is an organism of patients and clinics It's simple to use

Cons

The advertisements that be shown on the platform

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

VR

Verified Reviewer  
President  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "ero Stars: Broken Promises and Frustrating Experience with Clinicsource"

August 16, 2023

1.0

My experience with Clinicsource has been nothing short of a nightmare. Their promises of a user-friendly platform and seamless communication between clients and therapists were nothing but empty words.From the very beginning, it was evident that their platform was far from user-friendly. Instead of providing an easy access portal for communication, it demanded hours of training just to navigate basic features. The customer service, supposedly there to assist with setting up profiles, was shockingly untrained. Their representatives were often unable to answer simple questions about the program's functionality, frequently resorting to passing the buck to others who never bothered to call back.Nearly a year later, I find myself still unable to use their product effectively. I'm left with the bitter taste of money wasted on empty assurances and a program that has done nothing

Pros

I had the misfortune of signing up for Clinicsource with high hopes of a user-friendly platform that would seamlessly connect clients and therapists. It quickly became apparent that their promises were nothing but empty words.The platform's complexity was baffling. Hours of training were required just to navigate its convoluted interface. Customer service, supposed to aid in profile setup, was a complete letdown. Their representatives were shockingly untrained, often admitting they couldn't answer basic questions and promising callbacks that never materialized.Even after the excruciating training, crucial parts of the platform remained inaccessible for nearly 6 months. Numerous requests for help went unanswered, leaving me in the dark. It seems Clinicsource is only efficient at sending payment reminders, yet abysmal at fixing their own technical problems.And the icing on the cake? A contractual commitment that binds me to their woeful service for a year. When I realized the platform was a mismatch within two weeks, they cruelly reminded me of the contract, denying me an exit. I am trapped in a year-long nightmare, throwing money down the drain for a system that delivers on none of its promises.

Cons

I cannot express how utterly disappointed I am with my experience using Clinicsource. Their claims of a user-friendly platform and a seamless communication portal for clients and therapists were nothing but false promises.Clinicsource, your platform is a hollow shell of what you claimed it to be. I urge anyone considering their services to steer clear. My business suffered, my trust was shattered, and my money was squandered on false assurances. A year later, I am still shackled to a platform that has rendered itself utterly useless to me.

Reason for choosing ClinicSource

They sold me on the library of videos that I can use to increase my client's experience but then never gave me access to the content once I paid for the program.

Review Source

Response from ClinicSource

August 29, 2023

We deeply regret to hear about your frustrating experience with ClinicSource, and we sincerely apologize for the inconvenience you've encountered. Our team genuinely strives to provide a user-friendly platform with effective customer support, and it's disheartening to learn that we fell short of your expectations. Unfortunately, this feedback was posted anonymously, as it makes it challenging for us to identify and address specific concerns effectively. However, your feedback regarding the platform's complexity and difficulties in navigating it is duly noted. Regarding your concern about access to the video library, we acknowledge that this issue should not have arisen. We are committed to resolving this matter promptly. About the contract, we understand your frustration. It's essential to clarify that our contracts are in place to ensure the continuity of services for all our clients. However, we value your feedback, and we're willing to explore potential solutions to address your specific situation. We genuinely appreciate your patience and are dedicated to improving our services. We encourage you to get in touch with our customer service team to discuss your concerns further so that we can work together toward a resolution that meets your needs. Your satisfaction is of utmost importance to us, and we're committed to making things right. (888-215-4527)

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

MC

Michael C.  
President/clinician  
Medical Practice  
Used the software for: 2+ years

### "A Matter of Communication/Integrated TherapyWorks"

February 13, 2017

4.0

Overall I feel Clinic Source has met my needs for an EMR. As is likely the case with any, there are things that don't fit they way I would do it if I built the system myself but can be managed ok. They have been pretty responsive to changing things when we contact tech support. I was concerned when we had the Medicare G-code changes coming and no one there seemed to be at all aware and I had to spend time on the phone for a couple hours explaining and sending information to get the G-codes in the system. In addition, I am feeling the same way about a recent ASHA webinar in which we talked about Exception I and Exception II codes that I realized are not indicated in the system at this time. While I understand this is ultimately our responsibility, I feel we are paying a sufficient amount monthly that we can expect the EMR company to be looking into the existing and upcoming changes in our coding that necessitates updates to the system.

Pros

It does flow pretty well between records. It is comforting to know everything is backed up, so will not be lost if my computer were to crash. I feel tech support is quick to respond and typically has always come up with a viable solution whenever we pose an issue.

Cons

Most recently we were not pleased with the almost doubling of the monthly cost. I understand there has to be adjustments, but this seemed like quite a big jump and almost resulted in us changing companies (In the end too much work and too much to lose in the process made us decide to change). As I work with adults/adolescents, I would like a table for the Functional Assessment of Verbal Reasoning and Executive Strategies (FAVRES) adult and student versions in the evaluation portion because currently I end up making my own table and attaching it. I have asked before, but was told these changes are usually not made until several people ask for it. I also would prefer some type of combined summary report and updated POC, as it is time-consuming to do both. I like the idea of the summary in which you then see the progress for each goal, but would like to have a way to have that within the updated POC, as usually, that is the only thing different in the summary and update POC. We have a biller whom we want to continue to use and thus have no need for the billing portion, so it would be nice to have an option to pay without that portion.

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

JA

Julie A.  
Occupational Therapist  
Hospital & Health Care  
Used the software for: 6-12 months

### "Gets the Job Done but can be highly irritating!"

September 23, 2020

3.0

Overall, ClinicSource is a fairly easy yet somewhat archaic system. I primarily use the system for compiling pediatric evaluation reports and creating care plans, so I can not really comment on the functionality of day to day use, such as documenting daily notes. Also, if you are a night owl and tend to do work late at night, BEWARE of the nightly system LOG OFF!

Pros

ClinicSource is relatively easy to use once you play around with it for awhile to test out its functions. I like the ease of typing up an evaluation report; once you have your template set up (which can be a bit tricky to muddle through) it is relatively easy to click through the evaluation using helpful drop downs and checkboxes. You can also design multiple templates to use for different types of patients. There is a pretty good amount of pediatric-relevant terminology, embedded score reporting for many pediatric assessments, and the pre-loaded goals are pretty helpful.

Cons

The user interface is somewhat old and clunky. It kind of feels like you are using an outdated program that was created in the early 2000s. The single most annoying about this EMR program is that there seems to be nightly outage (most likely due to system maintenance) but I have never seen any kind of warning message about it. In fact it doesn't even show you a pop up message after it has logged you out with no warning whatsoever! Luckily, the system auto-saves every 2 minutes, but sometimes within that 2 minute period, I have typed a good amount of information, especially if I am in the zone!! And guess what? All of that information is basically lost when the system logs you off...poof! gone! After a fruitless search of their website, I emailed the ClinicSource Help Desk, to inquire about the specifics of this nightly log off. I still have not received a response to this question, which is highly annoying.

Review Source

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