# Page 3 | ClinicSource Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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 3 - Reviews of ClinicSource

## Showing most helpful reviews

Showing 51-75 of 91 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

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

AC

Aileen C.  
President  
Medical Practice  
Used the software for: 2+ years

### "ATP Review"

March 24, 2021

5.0

Pros

We started with Clinicsource when the company was a lot smaller. It is easy to use and therapist driven.

Cons

I would have liked for CS to more quickly have added a teletherapy option that is already included in pricing. Pricing per user and separating features such as memory, billing, appt confirmations, etc drive up pricing which is the biggest issue I have with the use of this program. If prices continue to go up, I may need to look into other EMR options that are much more reasonable in price.

Reason for choosing ClinicSource

I chose CS over 8 years ago when prices were not as high as they are now. CS offered similar features as other programs with similar prices. Now the prices are very high.

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

DJ

Danieal J.  
Administrative Assistant  
Medical Practice  
Used the software for: 2+ years

### "Great Software for Private Medical Practices"

June 12, 2019

5.0

ClinicSource offers organization to any medical practice. It provides video and documented tutorials to make training easier for new employees.

Pros

ClinicSource is great for maintaining patients' personal info, medical records, insurance, billing, and payment information. ClinicSource gives you the ability to create accounts for the doctor and administrator. The administrator is able to schedule appointments, alerts, and notes according to the doctor needs. You can link Clinicsource to an email or phone to obtain alerts.

Cons

Unable to obtain deleted patient information through customer service. Therefore, click "SAVE" in each thread to ensure information is saved.

Review Source

NJ

Nataile J.  
Director of Pediatrics  
Medical Practice  
Used the software for: 2+ years

### "Perfect for a Started EMR"

June 7, 2017

4.0

We have been using CS for about 3 or 4 years now and it has served us well. Until recently, we had no concerns, however, our pricing was increased without notice which left us feeling concerned. We enjoy the calendar feature (pushes to Google Calendar) as well as the ability to use some simple templates with check boxes and narrative capability as well as the ability to upload various documents. We understand price increases however we aren't seeing any new features which might make us want to consider an increase.

Pros

\- relatively inexpensive - relatively easy to learn - good for small businesses - unlimited storage for documents - billing capability (we don't currently use this feature but we could)

Cons

\- poor training manual - limited customer support - no notice regarding price increases - interface and organization is somewhat disorganized - not as intuitive as other EMRs

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

SG

Sandra G.  
Office Manager  
Medical Practice  
Used the software for: I used a free trial

### "New ClinicSource user"

March 19, 2021

4.0

As stated, we are new and in the trial phase, but so far, so good.

Pros

We are new to ClinicSource, but so far things are going well. Everyone has been very helpful and willing to help answer questions or help with problems. We are still in the trial phase and hope to go live soon.

Cons

We wish that there was eligibility checking capabilities, but we understand that is coming in the future. And for that data migration it would have been nice if the insurance information had loaded.

Alternatives considered

[Tebra](https://www.capterra.com/p/129169/Tebra/)[Qualifacts Insync](https://www.capterra.com/p/144484/InSync-EMR/)

Reason for choosing ClinicSource

Functionality and price

Switched from

[Practice EHR](https://www.capterra.com/p/159036/Practice-EHR/)

We have been long time Treatwrite users and needed an all in one EMR program. We tried to get up and running with the Practice EHR and Treatwrite combination, but after 14 months of waiting and trying, we had to abandon that posiblity and find something else to meet our needs.

Review Source

VR

Verified Reviewer  
Occupational Therapist  
  
Used the software for: 6-12 months

### "EMR system for pediatric occupational therapist"

July 12, 2018

4.0

Pros

The layout for each patient makes it easy to see which notes fall under which evaluation and plan of care. The documentation page for each note is separated into S, O, A, and P sections and displays goals with an area of percentage achieved and assistance required.

Cons

The display itself is a bit "medical model" looking and is not as aesthetically attractive to the eye as some other EMR systems I have encountered.

Review Source

MC

Maura C.  
SLP  
Medical Practice  
Used the software for: Less than 6 months

### "Customer Service Rocks"

March 11, 2021

5.0

I find managing the variety of income streams (payments from insurance companies and from individuals, copays, cash pay) to resolve efficiently in the system. All of the documentation looks refined and professional.

Pros

The software is easy to navigate and comprehensive. I am a therapist who needs to be able to document comprehensively and with speed, and the clinic source software makes that possible. Learning the billing and accounting management part of the system was facilitated by excellent customer service with knowledgeable support staff. \[SENSITIVE CONTENT HIDDEN\] has patiently walked me through the billing and accounts system step by step and in a short time, I have developed confident competence in this area which was previously unknown to me.

Cons

I was intimidated about the accounts and billing portion of my practice, and initially I did not like this part of the system. With the help of customer service, I have learned how to manage billing and payments and no longer feel that way.

Reason for choosing ClinicSource

I selected ClinicSource because I found the pricing to be competitive, the software to be comprehensive, and the customer service to be responsive and helpful.

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

SH

Sean H.  
Owner, clinician  
Medical Practice  
Used the software for: I used a free trial

### "Great software, excellent training/support staff"

December 17, 2020

5.0

Pros

I'm using this software primarily for billing functions. The production of the CMS-1500 form generated by the software is intuitive, simple, and efficient.

Cons

Some of the functions/processes for using the software were less than intuitive; without help from training/support staff, using the software would have been difficult.

Alternatives considered

[Tebra](https://www.capterra.com/p/129169/Tebra/)

Reason for choosing ClinicSource

The training/support staff, esp. \[SENSITIVE CONTENT HIDDEN\], was phenomenal! I watched the instructional videos prior to our virtual real-time training sessions, as instructed. This allowed me to ask \[SENSITIVE CONTENT HIDDEN\] questions specific to my needs/use of the software and to troubleshoot challenges I had navigating the software independently. \[SENSITIVE CONTENT HIDDEN\] did an excellent job reviewing my work, troubleshooting difficulties, explaining how the software worked, and showing me how to use the features most important to me. He tailored the training sessions to fit my needs. If not for his help and instruction, I would not have purchased the software. This man is an invaluable member of your ClinicSource team. Thank you, \[SENSITIVE CONTENT HIDDEN\]!

Review Source

cB

claire B.  
clinical psychologist  
Mental Health Care  
Used the software for: Less than 6 months

### "Review of billing training."

July 14, 2021

5.0

I recently completed training for claims and billing with \[SENSITIVE CONTENT\]. He provided for me an excellent training experience in which he offered a clear and concise description and demonstration of Clinicsource electronic billing procedures. His pace in teaching the invoicing and claims process was excellent for me with responsiveness to questions, repetition when necessary, and with explanations about the electronic recording system and how to best utilize it. \[SENSITIVE CONTENT\] demonstrated superb teaching skills with patience and attunement to my learning process and clarifications as necessary. \[SENSITIVE CONTENT\] is an unusually qualified trainer for users of electronic medical records systems, and he is a valuable asset to the Clinic Source training team.

Pros

Like availability of end of month statements and HCFA 1500 forms for patients.

Cons

Too soon to know. The relationship between Clinicsource and IBS is a little unclear ,

Reason for choosing ClinicSource

\[SENSITIVE CONTENT\] was able to respond to my questions in a pleasant, straightforward, and honest manner. She affirmed the needs I expressed for my small private practice and followed my process with Clinicsource through the trial period.

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

KA

Katie A.  
Owner  
Medical Practice  
Used the software for: 6-12 months

### "ClinicSource review"

March 27, 2021

5.0

Pros

I like how most of what we need is integrated into one platform. Also, ClinicSource has exceptional customer service and training. \[SENSITIVE CONTENT HIDDEN\] has gone above and beyond multiple times to remedy a situation (usually an error we made!) or provide further training. Thanks, \[SENSITIVE CONTENT HIDDEN\]!!!

Cons

The price of the additional fax service is way too expensive, but it would be nice to add it if cost efficient. It would be helpful if there was another way to add attachments to a patient's account. As of right now, you can only attach documents to the evaluation.

Reason for choosing ClinicSource

Cost, functionality.

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

VR

Verified Reviewer  
Owner  
Medical Practice  
Used the software for: 1-2 years

### "There are better options, lots of snags in the programming, HORRIBLE customer service"

November 5, 2020

2.0

Pros

It's easy to use in terms of scheduling and billing, but there are a lot of programmatic errors if you are dealing with insurance companies (CMS forms and client reporting).

Cons

The company would not respond to my requests to cancel service. They continued stealing from our small private practice for over 2 months, ignoring multiple contact attempts. I finally canceled our card and am replacing it. Disgusted.

Review Source

MJ

Megan J.  
Office Manager  
Medical Practice  
Used the software for: 2+ years

### "Behind on features and not very efficient"

April 18, 2017

2.0

Overall Clinicsource is just behind on features that help with efficiency.

Pros

Basic tasks can be done in main screen, Full patient list first thing you see under patients, pretty basic features and ease of use for a small patient base.

Cons

Auto import for billing reconciliation not available, no auto alerts for ending insurance authorizations, too much room for error in billing and insurance auth expiration. Not customizable.

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

CE

Cindy E.  
SLP  
Medical Practice  
Used the software for: 2+ years

### "Review "

March 22, 2021

5.0

\[SENSITIVE CONTENT HIDDEN\] was Excellent very good at explaining!!!

Pros

All the features ......ease of system...

Cons

Not sure yet...haven't had time to explore all features

Reason for choosing ClinicSource

I'm somewhat familiar with it

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

BV

Bonnie V.  
Speech Language Pathologist/Owner  
Individual & Family Services  
Used the software for: 6-12 months

### "EHR after 6 months"

December 13, 2020

4.0

Pros

Select multiple notes to save and print Notes are easy to write with repeat feature Reports have checklists in subsections

Cons

No support on setting up automatic posting of paid claims Inability to provide space for adequate signature on reports All tests are not supported in reports Some sections are not available in reports Does not use logo on client reports

Reason for choosing ClinicSource

Cost

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

AA

Audra A.  
  
  
Used the software for: 2+ years

### "null"

February 14, 2019

3.0

Review Source

CR

Cath R.  
  
  
Used the software for:

### "Easy to use, does a lot, inexpensive, but lots of bugs."

December 1, 2016

2.0

This software seems to error while scheduling. Scheduled appointments can disappear. It is fairly easy to use but unstable. Customer service is virtually nil. They refer to help manual, don't answer a phone ever, say to chat to buy the product but then try to chat and will just say chat unavailable at this time, especially if you want to support. I don't now do the billing, but it seems to have interesting functions for billing but think there are easier platforms that are more reliable . It is a fairly cheap alternative, but wouldn't mind paying more for more reliability.

Pros

Does a lot of functions in one platform.

Cons

Bugs, little support, dated, unreliable.

Review Source

Response from ClinicSource

January 13, 2017

Dear Ms. Rain, we are sorry to hear about your experience. ClinicSource has a world-class support team standing by to answer calls during regular business hours, and also after hours in emergency situations. Furthermore, in the event an issue is found in our product, our in-house development team addresses and corrects it in real time. ClinicSource provides one of the finest therapy-centric EMR¿s in the industry, and our support team is ready to help you make the most of it. Please contact us and allow us an opportunity to address your concerns. Kind regards, ClinicSource Customer Care

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

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