# Page 4 | ClinicSource Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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)

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Last updated March 13th, 2026

# Page 4 - Reviews of ClinicSource

## Showing most helpful reviews

Showing 76-91 of 91 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

JE

Jon E.  
Owner  
Medical Practice  
Used the software for: 2+ years

### "Invaluable Practice management software for pediatric therapists!"

October 21, 2015

5.0

Pros

The product offers a wide array of features and is very adaptable to the needs of practices both large and small. The vendor is quick to respond and provides excellent customer service.

Cons

I wish there was a dashboard providing summary data. This information can however be accessed through the "reports" section in the software.

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.

Review Source

CS

Christy S.  
OT  
Hospital & Health Care  
Used the software for: 1-2 years

### "great customer service"

March 24, 2021

5.0

\*

Pros

Kush was great with helping with a technical issue I was having with the software. He got the problem fixed!

Cons

nothing nothing nothing nothing nothing nothing

Review Source

RA

Ramon A.  
Director of Operations  
Medical Practice  
Used the software for: 1-2 years

### "I am the Director of Operations and I am responsible for choosing CRM systems, Based on customer service an technical support I would not purchase the program again."

June 4, 2018

3.0

I would not buy this product again

Pros

Easier o use in basic areas. Price is right. That's it I have no more to say. The program is OK but not stellar.

Cons

Very poor follow=-up by customer service. If you have a request they don't have ab immediate answer for they say they will email you or phone you back but never do. The salesman drastically oversold support, very disappointed

Review Source

DS

Dan S.  
office manager  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Good team seems interested in making it better. Good control of business, but room for improvement."

May 22, 2017

4.0

Better documentation speeds up time of clinicians. I am still discovering the billing methodology and processes, so I am hoping it will deliver on promise of decreasing office time, too.

Pros

ability to save time on provider documentation. Online billing with insurance companies. Goals seem to works well.

Cons

Needs to offer more control to clinics - multiple email, reminder text, communication to clinicians of cancellations, on the fly reporting.

Review Source

TW

Trissa W.  
Owner  
Medical Practice  
Used the software for: Less than 6 months

### "Extremely useful for the busy SLP "

May 25, 2018

5.0

Overall it is what was advertised. I’m still learning the system and will have to figure out the billing side as well as how to upload a voice protocol template

Pros

Apple compatible Templates for many standardized tests Ability to connect Careplan to SOAPs Client can sign right on the Note

Cons

Learning curve is steep so there is much I don’t know how to do yet Can be slow to respond on iPad Custom templates are harder to create

Review Source

SP

Salma P.  
Speech Clinical Fellow  
Education Management  
Used the software for: Less than 6 months

### "\[SENSITIVE CONTENT HIDDEN\] is Such a great Representative"

March 5, 2021

5.0

Pros

\[SENSITIVE CONTENT HIDDEN\] was so helpful in helping me navigate through understanding the software.

Cons

It was a bit confusing to navigate and it's not easy for me to sign my notes.

Review Source

KD

Kari D.  
Director  
Medical Practice  
Used the software for: Less than 6 months

### "Great product for multidisciplinary practices"

April 25, 2018

4.0

We have been satisfied with this product and would recommend this to other practices!

Pros

It is user friendly and the customer support cannot be beat! The training we had before we started was helpful and informative.

Cons

Sometimes the service codes are duplicated multiple times on the progress notes. The lay out of the templates can be difficult to make the same across the different disciplines.

Review Source

CF

Cheryl F.  
Billing Specialist  
Medical Practice  
Used the software for: Less than 6 months

### "Training review "

March 6, 2021

5.0

It is a user friendly system

Pros

Easy to use once you learn it. Patient set up could be a little less complicated.

Cons

Setting patients up. Too many place to remember to complete.

Review Source

SB

Sean B.  
Office Manager  
  
Used the software for:

### "Great software - it helps us to help kids!"

June 24, 2015

5.0

We've had ClinicSource for many years, and it helps us in so many ways, from scheduling to documentation to billing and beyond. It's the only system we need to do ALL of our practice management, and I can't imagine us running so smoothly without it. And we're always on the go, so the fact that it's cloud-based means we can check anything from anywhere'a real godsend. But the best part about ClinicSource is all the time it saves us, which frees us up to spend more time helping kids - and that's what it's all about!

Review Source

DH

Dana H.  
Director  
  
Used the software for:

### "Amazing, easy to use, all in one software to run your private practice"

May 8, 2015

5.0

Clinicsource has been an amazing asset to our clinic. Our therapists love the easy to use scheduling, and billing and the detailed but efficient documentation system. Our office staff is loves how clinicsource combines everything into one simple easy to use package. Their training and customer support has been excellent. We were up and running in no time. It is a very effective tool to manage all aspects of your practice. I would highly recommend this product.

Review Source

DS

Danielle S.  
Occupational Therapist  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Great documentation resource"

September 17, 2018

5.0

Clinic Source is a great documentation resource, however I did prefer using Fusion because there was better/easier ways to make documentation for daily notes and evaluations fast and easy.

Pros

1\. Easy for efficient and organized documentation. 2. Lists goals for each child above every note which allows you to check if addressed in session. 2. Allows you to pull from previous session notes.

Cons

1\. Parts of the documentation take long, it would benefit from drop downs other than the goals for the objective part of the note for example: strengthening, fine motor, sensory, etc.

Review Source

nT

norma T.  
MH Therapist  
Mental Health Care  
Used the software for: I used a free trial

### "Training Level I"

December 30, 2020

5.0

It's been good.

Pros

\[SENSITIVE CONTENT HIDDEN\] walked me through the system set-by-step and the software looks super easy to use. It beats paper-based documentation.

Cons

Everything good so far. Will know more thru time

Reason for choosing ClinicSource

The formatting of the intake and care plan appear easy to set up

Review Source

HA

Hubert A.  
VP/ CTO  
  
Used the software for:

### "Excellence "

January 4, 2016

5.0

Clinic Source is an amazing application, and their customer service and support is exceptional. I am very impressed with the rapid response to every request and the developers responses. All of our therapists are very happy with this application and its user friendliness.

Review Source

AS

Alicia S.  
PT  
Health, Wellness and Fitness  
Used the software for: I used a free trial

### "WONDERFUL!!!!!"

February 21, 2020

5.0

Pros

EVERYTHING!!! The customer service was outstanding too. \[SENSITIVE CONTENT HIDDEN\] is a true professional!!!!

Cons

I enjoyed it all. I have zero complaints.

Review Source

HA

Hubert A.  
VP/ CTO  
  
Used the software for:

### "Continuously improving "

December 11, 2016

5.0

ClinicSource is a great tool for pediatric therapy practices and they continuously add more features to it free of charge. Customer service response is exceptional

Review Source

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