CounSol.com

CounSol.com

5 / 5 253 reviews

Who Uses This Software?

CounSol.com is a revolutionary live online counseling solution custom designed for Therapists and Counselors to provide secure, confidential, and reliable services to their patients.


Average Ratings

253 Reviews
Value
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $44.95/month/user
  • Pricing Details
    Limited Time Only Save $5 off Monthly rate. Promo Code: Capterra5
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • CounSol.com
  • counsol.com
  • Founded 2011
  • United States

About CounSol.com

2018 Best Value Award!!! Top Choice for Practice Management! Complete counseling practice management solution that offers live online chat & video sessions, custom questionnaires & forms, email messaging, scheduling and calendar, billing and invoicing, treatment plans, and more. CounSol.com makes running your practice easy, organized and secure. Try it out. Risk Free. If you are not satisfied within the first 30 days, we will refund your first month's fee.


CounSol.com Features

  • Appointment Reminders
  • Appointment Scheduling
  • Assessment & Treatment Plans
  • Billing & Invoicing
  • Claims Management
  • E-Prescribing
  • EDI
  • EMR / EHR
  • HIPAA Compliant
  • Inpatient / Residential
  • Multi-Provider Practice
  • Patient Portal
  • Personnel Management
  • Progress Notes
  • Single Provider Practice

CounSol.com Reviews Recently Reviewed!


I have enjoyed using Counsol.com it's help me to run my business more efficiently and professionally

May 29, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like that it keeps me organized and sends out reminders to my clients. I have everything in once place.

Cons: I'm not very techy so I've had trouble utilizing some of the features but I was able to get customer service to help me out.

Overall: organization, easy access to client files, billing

Using Counsol has greatly cut down the amount of time it takes me to manage my practice.

May 29, 2018
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I love that it keeps track of which progress notes that I haven't completed, it allows me to do various searches within the billing section, and also I love being able to send a link to new clients and have them complete intake paperwork before the assessment.

Cons: The software was difficult to learn at first but once I got the hang of it I have found that it saves me a great deal of time each week.

Love CounSol!

May 24, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: The integrated client portal, messaging service, and claim submission make this an easy choice. I love the back end changes that I can make to client documentation and portal permissions.

Cons: The only issue I have with CounSol is that they use OfficeAlly which does not have direct connections to all the insurance companies I am paneled with. This is a headache because I have to track payments using other means for several different payers rather than having them all, or most of them, come through one clearinghouse.

Jonathan is always responsive to my need for help and is patient with me.

May 22, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: The ease of intake paperwork for my clients and all of my clients love the appointment reminder system which greatly reduces the number of No Shows that I have.

Cons: The billing feature. I am still struggling with it and then go to insurance providers websites to enter billing.

Overall: Decreased no shows

I tried several EHR before Counsol.com and found this to be the easiest to use.

May 22, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ease of use. The software is designed specifically for mental health therapists. Clients can complete all their new client forms online before session and from there I can use Counsol.com to keep record of all their notes and communicate with clients.

Cons: I wish there was a little more freedom with the biopsychosocial to customize it. Also, the payment portal is not as convenient as I use another program (IvyPay).

I have found Counsol to be extremely helpful in starting my business!

May 22, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: What I love most about this software is how easy it makes billing, taking and keeping notes, and sending insurance claims. Counsol is like having an office assistant but for much less. Thank you Counsol!

Cons: Well, it seems as though each con I have Counsol either has fixed it already or is in the process of fixing it. The only thing I can think of is that it would be really nice to have an application to access information on my phone.

Overall: It's like having an office assistant without the cost. It makes progress notes, treatment plans, billing, and sending insurance claims extremely easy! And I love that Counsol will save all of my information for 7 years so I don't have to keep boxes upon boxes of client files. So helpful! Thank you Counsol for making it easy to run a small business!

This is way better than Simple Practice.

Apr 20, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: You are assigned an account manager who is available during business hours to help you with any problems. When I was on Simple Practice, they best you could do was email and then they email you back, eventually, and tell you to watch an online tutorial , which is very time-consuming and does not always answer your questions. It was very frustrating. My account manager, is so helpful and patient and kind with someone who is not very technologically savvy.

Cons: Nothing really. It's not as slick as simple practice, but it works. It is really pretty easy to use. Matt is able to walk me through the many features.

Overall: I can manage my practice by myself. The billing is a snap, once you get it set up with office ally. I am saving so much money by being on my own, instead of with a group. The best thing is having an account manager to help you figure it all out. This saves so much time and preserves your sanity.

Easy to use, good that features are being added, prompt response with answers to queries.

Mar 24, 2018
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The software is easy to use once you get familiar with where everything is located. I can't recall receiving any referrals form the Counsol.com website, so I'm not sure of how useful this might be in terms of marketing.

Cons: The program is costly and requires me to purchase licenses for each user. It is limited to one person. Also, it doe snot have the ability to write one group note for multiple clients. I wold love to have strategies and other objectives pre-loaded in a drop down fashion for treatment plans. This could be offered based on primary focus, llike mine is substance abuse.

Vendor Response

by CounSol.com on March 28, 2018

Thank you for taking the time to write your honest review of CounSol.com. We are proud to announce our service now offers practice management for group practices. Thank You CounSol.com Team

Great for independent practices

Mar 21, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I like that it's hipaa compliant and allows my patients to schedule, change appointments, complete forms, pay, leave messages and journal in an easy accessible way. It allows me to bill from the site and create invoices for out of network people. Customer rep. has been wonderful about talking me through all my questions setting up my portal. It even permits encrypted video sessions. It's a one stop solution for folks like me who can't afford to hire an administrator to handle all this. It also allows me to enter therapy notes efficiently. It's very comprehensive.

Cons: There is a learning curve and it took me a while to get the billing and accounting down. However Jonathan responded quickly and patiently to all my questions. There is also a helpful guide which answers many questions.

As someone who has put off going to an online system, I am so pleased I finally did it with Counsol.

Mar 18, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The absolute best part about this program is the customer support. My representative Matt could not have been more helpful. He was incredibly prompt, thorough, and patient. He helped troubleshoot issues I had wanting to customize my forms. I also found that he was very knowledgeable about common practices in the field.

Cons: I found that not everything is as intuitive as I expected it to be. The set up was pretty straight forward, but sometimes navigating within the system can be a little cumbersome.

Love it, my patients schedule their own sessions, I write all my notes in it :)

Feb 27, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It is very easy to use, the templates are great and it is very user friendly. Billing is easy and I can get ERA's sent directly to the program.

Overall a very good program.

Feb 25, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: Ease of scheduling and reminders for clients.
Ease of notes/progress notes.
Ease of submitting claims .

Cons: Wish had more options for Progress notes.
Paperwork on Client portal is convoluted.
Video Sessions have a delay without very high speed internet! Problem with clients.

Counsol has improved my work with clients. The journaling feature has improved communication.

Feb 23, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Clients ability to schedule and cancel their own appointments. Appointment notification has helped with no shows.

Wish I had signed up sooner!

Feb 23, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Counsol has made my life immeasurably easier and more organized! Way fewer no-shows with the automated text and email reminders, too! Love that patients can download and print their own invoices whenever necessary. Amazing, responsive customer service!

Cons: I do wish the site could somehow be linked to QuickBooks.

I love Counsol and it's easy to learn

Feb 23, 2018
3/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ability for clients to make appointments and the ease of learning the process. I like that it is HIPPA compliant so the client's information is safe and you can take payments.

Cons: I need software that has the ability for two divorced parents to see appointment and each pay separately. I also need to be able to create ONE account, because right now I have Parent 1, Parent 2, and the child as clients and it's confusing. I don't like the client view though, it does seem a bit cheesy.

Needed strong HIPAA compliant format for mental health provider office

Feb 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 1. Strong security protocols for both client & providers. 2. Ease in setting up. 3. Visually user-friendly design. 4. Excellent Tech support (something we've NEVER said about any program before). Matt (tech assigned to us) is always friendly, patient & responds quickly, even after initial set-up. There's a 'submit help request form' & a well-organized "Help Manual" icon also available 5. We were able to do most of set-up ourselves, but if we hit a snag & contacted tech support, they'd walk us through it or advise us re better methods. 6. Integrated credit card process went smoothly, as did PCI, scheduling & video set-up (in plan we choose). 7. We receive a lot of leads through our website & were pleasantly surprised to discover an increase in traffic immediately after we began using Counsol (& their integrated partner counselorlisting.com). We saw an increase of 3-4 new clients per week (over our normal averages). 8. We recommended a few ideas (automated birthday notices to clients, etc.). Counsol appears to be responsive to customer's ideas. 9. Very easy to link from our existing website into their server based system for client's to schedule appointments & fill out forms online. It's been a fairly smooth transition for clients visiting our website. 10. During initial transition, Counsol had us upload our forms & they set them up quickly, then walked us through edit process. It helped get us up & running very quickly. We're already recommending Counsol to our peers.

Cons: Forms layout could be refined a bit (greater horizontal layout ability, rather than vertical, would decreases of pages. It's the only concern any of our clients expressed, even though the registration process actually goes quickly. (Some people look at of pages or 'length' of a form, not actual of questions or the click-through ease of those questions).

Overall: Ease of use, safety protocols are strong, support is excellent, user-friendly, easy integration.

The software is very user friendly.

Feb 05, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: The software is very user-friendly. I love the online user manual. It is very useful. I love the uploading feature that allows me to upload any attachments I want. I can also customize folders to store attachments. I love not having to manually add any diagnostic codes, as the software has that loaded into the progress note.

Cons: While you can upload and create any form you want, you cannot tweak any existing forms. As a result, I have to create additional forms. Customer service is great about helping create the forms you need.

Capterra-loader

CounSol is a one stop shop!

Feb 02, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love everything about this software. I am not that computer savvy but this program made it easy for me to transition to my first EHR. What makes it even better is they assign you with a CAM "Counselor Account Manager" who is available to assist you in navigating through the system and with any roadblocks you may encounter. I needed an EHR that I didn't have to do a complete overhaul to get adjusted too. I was working with SquareUp (merchant) and Office Ally (clearinghouse) already and CounSol accepted both of those. The video conferencing feature is great for distance counseling and backup for weather issues. My clients just click on a button and we're in session. I must say my CAM is phenomenal. While working through the tutorials I saw that there was a feature that they were not using. Talked to the agent and he went to research it. Called me back to say "hey talked to my programming team and we are going to add this feature, thanks for pointing this out." So cool! I mean I could go on and on but I'll leave you with this one last piece. They have a online journal through my clients secure portal and to cut down on buying journals or telling clients to get one they now can go into their profile and write daily. I don't have to see it but if they want me to all they have to do is click the "share" button and its easy as that and I can respond to them as well. CounSol I think I've fallen in love! (smile)

Overall: Video Conferencing, Online Journaling, Use of Office Ally as the clearinghouse, Billing component to do ERA's as well; client secure portal, being able to send text, email and voice alerts, feature that allows you to combine clients, able to set up group sessions, having your own personalized Counseling Account Manager and a lot more!

I recommend CounSol to all of my colleagues - I can now offer my clients a professional online space

Jan 25, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: CounSol allows me to run a fully functional online office for my clients, and to offer professional and HIPAA compliant teletherapy. Additionally, I have access to Matt, an account manager, who is available to work with me to create solutions to any challenges I face with the software and who is always available and incredibly helpful. I love it!

Cons: I don't have any cons at this time! I am always interested in ways online platforms can be expanded to provide additional services to clients, but CounSol is always open to working with me to create new ways to incorporate these ideas.

Ease and stability with great customer service

Jan 23, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: When looking for practice management systems, I researched many different options. I originally landed on Counsel because they offered the video feature within the practice management system, however I stayed with Counsol for the ease in features. I was able to upload my own forms, which made it feel like a more personal fit for my clients. The client portal allows clients to have access to their own account. They can fill out paperwork, access an on-line journal, check appointments, see notes I've left for them from our session and even pay their bill on-line.

The integrated ERA feature has streamlined my billing process. It is incredibly easy to keep up with client billing and send bills electronically. I love that all client information, notes, etc. are filed in one place.

Perhaps one of the best features is the customer service. I have been pleasantly surprised at how responsive my personal customer service person has been. He is thorough, helpful and very quick in response.

Cons: My major struggle is with the video component. It did not work well for me. Most of my clients did not have a large enough bandwidth to allow for the video to work. I finally ended up dropping the video portion of the system, and I'm using another video platform. I signed up for the video feature, however I stayed with Counsol because the rest of the features are so good.

It is very ease and quick to navigate!

Jan 23, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The customer support is always quick to respond and very helpful to answer my questions and break things down simply. It is also very affordable! It is simple to use and I love that it sends text reminders and confirmations of appt times at no additional cost.

Cons: Would like a few extra features, but they are always adding and improving services, and send out newsletters that tell you about features.

I love my HIPAA compliant Counsol.com scheduling software!

Jan 23, 2018
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I can communicate with confidentiality with my patients with the confidence that the email is encrypted and secure. I can access my online schedule from anywhere and ensure that clients have completed registration paperwork. There are so many features that there is a learning curve involved, but customer rep is so attentive with customer support and explaining functions as I need it, and so prompt in his responses, that the learning curve isn't an issue. I love counsol.com.

Cons: I can only schedule a year ahead, whereas I need ongoing standing appointments. The system is quite complex, which of course goes with having many features, but the learning curve was considerable.

Overall: I have HIPAA compliant scheduling and email with patients.

I love the program. It stuctures notetaking and billing well.

Jan 21, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Everything in one place. Notes, communication, video counseling hippa compliant and billing. Jonathan is also terrific in helping to set everything up.

Cons: The cost. I am working to build my practice so i could use a cheaper software. But i like it snd do not want to change.

I use it for Electronic Record, client portal, scheduling/reminders and billing/account management

Jan 20, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It is easy to use for both myself and my clients. It is easy to customize with your own forms and information. It efficiently bills for sessions. It is flexible enough to meet most of my practice needs.

Cons: Entering all of my client information correctly was a little difficult. Once it is entered correctly the systems are interconnected and save me time.

Makes running my business easier so that I can focus on my clients! Customer service is excellent!

Jan 20, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The appointment reminders that go out have greatly decreased the rate of no-shows! My clients report that they love it and that it helps them to remember their appointments. You can electronically submit your claims, view your ERAs and reconcile your invoices with one click! If I ever have questions my account manager, Jonathan, is quick to respond with guidance. Counsol.com truly gives that personal touch. It is also set up so that I can do distance counseling and protect my client's PHI. It has built in DSM-5 note templates as well as a place for internal session notes. It also has the secure messaging feature which is great for communicating with my clients between sessions.

Cons: Nothing that can't be solved by taking time to learn all of the aspects of the software. This software can do SO much!

Overall: Easy scheduling with appointment reminders for clients and easy billing.

I've had a positive experience. Counsol is easy to use.

Jan 19, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the client portal that allows secure messaging with clients, and that appointment reminders can be sent automatically to clients. I like the progress note feature because the layout makes writing the note easy, and you can turn on/off certain components.

Cons: The general practice settings apply to all clients, and some of them might not be applicable to certain clients, based on whether they're insurance or private pay. I have to go into the settings and turn off certain settings that aren't applicable to certain clients, and that setting back when it is applicable to other clients. Whatever settings are set, that's how it shows up for all clients.

Overall: Ease of tracking billing. Being a paperless office. Being able to create custom forms.

Capterra-loader

I tried at least 3 other EHR/practice management systems before I decided on CounSol.

Jan 19, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It has all the features I want. The EHR is easy to use, I can create my own forms, bill electronically and receive ERAs, and it has a client portal that allows me to communicate with my clients, upload resources, and allows them to pay invoices online.

Cons: It took a bit to set up and understand how to use it but the help section is easy to follow. Customer support has been very helpful and quick to respond.

Overall: It helps me run my practice, communicate with my clients, and bill insurance.

I have used three different software products and CounSol is by far the best.

Jan 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to learn and user friendly. I signed up right after starting a new LLC and was able to utilize without problems the first day of business.

old computer-impaired psychotherapist likes this unified practice program.

Jan 09, 2018
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The support, definitely. Very helpful and available. This program offers portal, credit card linkage, email, online insurance submissions, and tele-health capability, with good presentation of data, easy movement throughout the program, I can correct my numerous errors. All HIPPA compliant and encrypted. I've tried therapy Partners, Therapy Notes, Simple Practice, and like Counsol best. The clinical side is fine, I know how to keep therapy notes no problem no matter the program,, it's the billing/insurance/balances/statements bookkeeping side that makes me crazy and this program makes me much less crazy than others I've tried, or at least, I have access to Johnathan (who is now on medication) who fixes the problem.

Cons: Would it kill them to write a freaking manual? Nothing is particularly complicated to do, but you have to know where to click first and where to click second, and these are state secrets! Known only to Johnathan!Their help section is designed for people who don't need much help. The calendar is small, and doesn't let me set the colors I want to show different kinds of sessions, also I really would like a system to track No shows and cancellations on the calendar.

Vendor Response

by CounSol.com on January 10, 2018

Thank you for taking the time to write your honest review of CounSol.com. Please note that we have a help guide on the top right corner of your admin, maybe you missed it? The help guide will address common questions and show you step-by-step instructions. Please reach out to your account manager so they can go over your other concerns. Thank You CounSol.com Team

Affordable and Excellent Customer Service

Jan 05, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I have been using Counsol for over a year now after trying out 2 other EHRs, Therapynotes and Theranest. The features of emailing or texting my clients of their appointments and the insurance billing functions are helpful for running my practice more efficiently. The customer service is top notched and they are quick to respond to any questions that I have. They seem to be also upgrading the software to add or modify features. My clients have told me how much they appreciate completing the paperwork before hand also.

Cons: Interface could be better and to use their insurance billing, I had to also pay a monthly fee to OfficeAlly.

Best overall EMR on the market.

Nov 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I've tried at least three other EMR software programs before using CounSol. Each one lacked in one or more areas but CounSol brings all of the features I need to my office. From online calendar and scheduling to secure conferencing and billing, I'm more than satisfied with this program. If I have questions or during the many times I needed assistance with set-up I called my account manager Jonathan and he was eager to assist. I can't see myself using another EMR now that I have CounSol.

Cons: Setup on any program is an issue but one call to my account manager and my worries are alleviated. Other than setup, I had no issues with the program.

Overall: Cutting my documentation and billing time in half.

Immensely helpful.

Nov 09, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use. Organizes my files and billing. Everything all in one place makes my monthly billing chore much easier. Customer support is non-paralleled. Customer rep helps me with everything within minutes of my email to him.

Overall: Billing and file organization which is crucial to the ease of my business.

Electronic records and office management software for a small private practice

Nov 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy-to-use software with enough convenient features for my small practice.

Cons: Sometimes certain features and options are oddly nested or categorized and so are not intuitive to find.

Easy to use, customizable, and time saving.

Oct 13, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that clients can fill out forms online and that I can create my own forms. I like that clients can schedule and cancel their appointments online. I like the electronic claims submission and ERA integration. Overall, I feel the interface is clean and easy to use.

Cons: Some of the finer details are burdensome and require extra clicking, however, when I email customer support they usually try to fix this down the road.

Overall: I save time typing notes instead of writing, electronically filing claims and reconciling claims received in the same system, typically with only a few clicks, and money from not paying a set amount for claims submission.

Excellent value, fully customizable, great support!

Sep 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of integration with merchant payer gareway, syncing with ERA to keep track of claims payments, appointment reminders for clients, electronic progress notes/treatment plans, electronic form completion for clients

Cons: Not compatible with Square reader so I have to manually enter those transactions. Started off with BluePay but it was far too pricey - would love to see CounSol integrate with Square, this is the payment processing that most therapists I know use

Overall: Having everything in one place and great customer support!

Vendor Response

by CounSol.com on September 28, 2017

Thank you for taking the time to write your honest review of CounSol.com. We are please to announce Square is now one of the approved gateways for card payments within CounSol. Thank You CounSol.com Team

I have been using CounSol for about 2 years now and I really enjoy this software.

Sep 19, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the fact that I can create my own forms for clients and that they can fill out these forms online. This really makes the intake process easy. My clients also enjoy using the "Journaling" option. Online scheduling is super helpful too.

Cons: Being a group practice owner, I don't like the fact that I have to create a separate CounSol account for each of my contractors.

Overall: - Online scheduling
- Ability to create my own forms
- Billing
- Easy note taking

Vendor Response

by CounSol.com on November 08, 2017

Thank you for taking the time to write your honest review of CounSol.com. We are proud to announce our service now offers practice management for group practices. Thank You CounSol.com Team

Very easy to use for both myself and my clients.

Aug 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that it's intuitive so once you're in the program it's easy to find your way around. I like that client's can go in and schedule or cancel their own appointments. It makes documentation easier and I like that you can build your own check boxes of interventions to customize your typical therapy approach.

Cons: I would like to be able to store credit card information and be able to charge through the system. It would be helpful to have a running list of notes that have not been completed after a session so help track documentation easier.

Vendor Response

by CounSol.com on August 31, 2017

Thank you for taking the time to write your honest review of CounSol.com. Please contact your account manager, so they can go over credit card processing within the system using merchant gateways. Your account manager will also show you how to view what sessions do not have completed session notes on them. Thank You CounSol.com Team

Great product!

Aug 29, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, completes all tasks I need, has a helpful search area for questions and issues. Great support.

Cons: Could be easier to use and see via the phone. Could have less steps in certain areas. Otherwise very good.

Overall: Helps my office run smoothly.

It is very easy to use and I always get quick answers to my questions and feel supported.

Aug 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: How easy it is to schedule my appointments, chart my notes, and the way it sends appointment reminders to my clients to cut down on no-shows. It works great with a tablet or computer and very scribble with mobile device and using touchscreen.

The customer service assistance is phenomenal.

Aug 20, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Customization of forms and features. The customer rep converted my practice forms into the Counsol system, and attended to detail enough to find a discrepancy and a duplication of information that I had not noticed before!

Cons: Would like to be able to cancel/change appointments from my phone. Appointments and patient codes are visible with subscribing to the calendar, but one must log in to the web portal to make any changes.

I really enjoy working with CounSol. It has almost everything I need to run my counseling practice.

Aug 17, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love being able to create my own online forms and have clients fill them out online. I also love their customer support! Jonathan is very responsive and helpful.

Cons: As my private practice is growing and I am hiring more therapists to work with me, I do wish CounSol offered a group practice option.

Overall: Online scheduling; easy way to do clinical notes; ability to have clients complete paperwork online; ability to create my own forms

I have been generally pleased with CounSol and plan to keep using it.

Aug 17, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Has all the functions that I need for my solo private practice: client records, scheduling, secure email, billing/client accounts, credit card processing and client journaling. I have also found the platform to be very reliable; no glitches or difficulties accessing.

Cons: I wish there was a multi-practitioner option. This was not available when I started using it over a year ago.

Overall: Handles almost all of my practice management needs, is relative easy to learn and use and is affordable.

Vendor Response

by CounSol.com on November 08, 2017

Thank you for taking the time to write your honest review of CounSol.com. We are proud to announce our service now offers practice management for group practices. Thank You CounSol.com Team

Not sure there is a perfect solution for my needs but Counsol comes close

Aug 11, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I have done 30 day trials of several others before trying Counsol.com and a few after but I found this one to be the easiest and most complete for my needs. I also really like having the video option in the portal instead of having to have separate programs.

Pros: Options for Video sessions, secure chat and emailing. Client portal is nice and allows me to keep handouts in folders and dictate by labels what clients have access. I do different treatment groups and individuals so it is very nice to be able to have handouts and homework in folders that clients can access on the portal. Templates are very easy to create and customer support is great. They uploaded my privacy polices and consent forms so that clients could electronically sign and there is electronic intake all on portal. I like that all is included in one price.

Cons: I found the some of the functions a bit confusing to get used to and I feel like I am still figuring out the billing but I have never used billing software before so that is probably why. Office Ally is the service they use and I know it is popular and so I am sure it is more about me than the software. I wish there was an option to do a note for groups that would go to all the group members files automatically but that may be asking too much.

Private Practice

Aug 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use (intuitive) and fantastic customer support/service. When starting a practice, there is a lot to think about and Counsel.com creates an easier transition.

Customer service rep's are very helpful and quick to respond. The website is very easy to navigate.

Aug 03, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use
Very organized
I like that I have the opportunity to customize my forms
Love the reminder messages for client's appointments
Love that I can bill, schedule, chart, etc. all in one place
I like that I have the option to do video conferencing
Hippa compliance is extremely important
Customer service is very efficient with replies and assistance
Easy for clients to use on client portal

Cons: There are a few aspects of the site that are not as efficient as I would like them to be. I wish there was a way to edit documents (i.e. when there is a typo). I would tweak the progress note, treatment plan, etc. templates. The document looks different on the site versus when it is printed which can sometimes be confusing . I wish client's could customize how they receive the reminders.

Counsol is a wonderful attribute to my practice for myself as well as clients.

Aug 03, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: The simplicity of it & how it has improved keeping track of client information & retention. The clients enjoy the journal feature & reminders.

Perfect for my needs!

Aug 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the easiness and effectiveness of their customer service and the fact that you have a persona assigned to your account. One of the customer rep was great! He responds and gives solutions to my requests very quickly. I love that I can communicate with the clients securely and that my forms were uploaded and the patient just fill them out there before coming to the first session. The reminders for the appointments via text have been very effective too.

Cons: I have not use the features for billing insurance companies so I cannot give you any feedback on that. I will be using the online sessions soon though. I have not tried yet but I like that is HIPAA compliant and I can take private notes right there, while in session.

Overall: It has been easy to use and it has all the features I need. Besides I like I can customize the forms that are already uploaded and/or ask to have my own uploaded. It has helped me to stay organized.

CounSol meets all my expectations for running my therapy practice.

Jun 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: My service representative was instrumental in implementing CounSol, teaching me best practices, and daily support. He is knowledgeable, patient, and accessible. I think a professional such as our rep helps the software come alive.

Cons: My practice is small and part-time. The monthly fee is a bit steep for a part-time practice. I am grateful for the amount off the monthly service for each of my referrals.

I have been with CounSol for over a year now and absolutely love using it!

Jun 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It keeps my records so organized, everything is in one place and so easy to access. I love that it interfaces with Office Ally for insurance submissions and that clients can pay online prior to their appointment. What a time saver. Also, the HIIPA compliant online format is the best. It is so nice to be able to offer that as an option to clients.

Cons: I wish that it has a feature that notified me when a progress of treatment note needed to be completed.

New to using software for my practice

May 18, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Do not have to send reminders to clients daily, help with sending forms and doing billing in one place

Cons: Not a lot of support, have to use other companies they work with for the billing and credit card services. I find the billing service confusing and not alot of support.

I'm so glad I started using this software.

May 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's made my practice so much more organized and efficient and my administrative work is so much easier now.

Cons: I wish I could customize the client data page more.

The software has made it tons easier for me to run my therapy practice. Life changing, really.

May 12, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I really like that there is a video feature built into the software and my clients and I don't have to download anything. The messaging works well and gives my clients confidence about their confidentiality. The scheduling and appointment reminders are a life saver. Also, my clients like when their appointment pops into their texts and they instantly add it to their calendars as they are standing in my office. I haven't use the insurance billing through the site, and I haven't used it to collect payment simply because I was already using QuickBooks. However, I think it's great that those features are included in the software.

Cons: I wish that the site was more mobile device friendly because it would be so nice to use my iphone for the video session rather than my computer. Other than that, I'm really happy with it.

Overall: It makes my life easier and brings my practice into the modern age. I have been able to book more sessions because I can use the video session feature. I'm very happy with it.

Generally I have been pleased with this software. Allows for efficient creation of progress notes.

May 10, 2017
5/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Scheduling, bill payment, appt reminders, and esp customer service. Customer service is always quick to respond and has been able to answer any questions I may have. The reporting features and client registrations and database feature as well. Plus interfaces seamlessly with my marketing website. Overall I'm pleased and would recommend to other professionals.

Cons: Progress notes are not ideal if you work with couples or families. Doesn't allow you to write impressions of all participants, only individual. Also- if a client is having more than one issue related to sleep for example the quick click doesn't allow for choosing more than one identifier.

Our rep was very helpful with a 72 year old lady that isn't use to using new computer systems .

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to get into the system as I do that multiple times during the day. Easy to put information in the system. I like the fact that it is so easy to pull up past information when needed.

Cons: Learning to use the site and figure out what goes where. Clients don't keep track of their passwords to go back in to update information. Don't like it that clients can go into the system and cancel a session as they then forget to tell me.

Vendor Response

by CounSol.com on May 02, 2017

Thank you for taking the time to write your honest review of CounSol.com. Please contact your account manager, so they can show you have to disable clients from cancelling sessions on the client portal. Thank You CounSol.com Team

Exceptional. Excellent. Great customer service when needed and the system is easy to maneuver.

Apr 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the reminders/prompts that my clients received for their appointments. I like that the site easily converts to mobile when I access it by phone. I also like the ease in which I can modify parts of my office procedures/policies, etc.

Cons: Sometimes it is difficulty for me to find certain parts of the system (e.g., where to change my rates in the system, etc.). However, I attribute this to the infrequency in which I need to go to that area.

User-friendly

Apr 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Positive experience using this software . Very user-friendly and when problems do arise, the account manager is quick to offer a solution. Would recommend to others.

Need more codes

Apr 27, 2017
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: calender syncing

Cons: difficulty with session notation in couples sessions. Clients seem to be treated as individuals, even if they are linked. I want the clients who make payments online to be able to appply the payment to an invoice.

Overall: This system is much better than no system. However, it has some shortcomings. It took me a while to figure out how to open a session not that is transferable, printable etc. There are no codes for 90 minute sessions which i provide. I cant figure out how to make notes for a couple session that applies to both parties. The note is saved for one client, not both. My favorite part is that the calender is syncable to my google calender so i can see my schedule on my phone. I also cant figure out how to add attachments to messages sent to clients. Links yes, documents as attachments no. My biggest complaint is this. Clients can make payments through the bluepay gateway, but they cant attach a payment to an invoice. I have to manually go in and show the invoice paid. Other than that, I am very happy with the system overall.

Recommendations to other buyers: none

Easy to use; good for solo practice

Apr 24, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use; clean interface

Cons: Can't do billing if there are 2 insurances; can't customize the text messenger reminders.

Overall: So far, I have enjoyed all the features. Very impressed with how fast my assigned rep responds to my email questions. Wish it has features of customizing your text message and billing 2 insurances. So far, it's a pain to bill if there are a primary and a secondary insurances.

Vendor Response

by CounSol.com on April 27, 2017

Thank you for taking the time to write your honest review of CounSol.com. We noticed your account had a setting disabled preventing you from billing multiple insurance payers. Please contact your account manager to show you how to bill for primary and secondary insurance with ease. Thank You CounSol.com Team

A feature-rich system for a reasonable price

Apr 20, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: it is fairly easy to use and has all of the features I need for managing my practice.

Cons: the U I is not as attractive as it could be. The forms creator is somewhat limited.

Overall: I chose Counsel as my practice management system because of the integrated secure online video feature, but have been very pleased with all of the available features. The video option is very easy to use, both for me and my patients. I appreciate the note-taking, treatment planning, and other templates in addition to the ability to create my own forms. Customer support responds quickly and has always been very helpful. The U.I. is decent but may not be to everyone's liking. The company seems to add or improve features regularly, which is great. Overall, I have been very satisfied with the system and receive positive feedback about it from patients, particularly regarding the video option and the calendar.

LPC-Intern

Apr 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The billing

Cons: I would like to see more in depth information gathering questions in psychosocial intake form

Overall: I have been using Counsol for almost two years and I love it. It's easy to use and such a help in managing scheduling, billing, and taxes.

Recommendations to other buyers: Would like ready to use templates that I can adjust to fit my needs.

review of Counsol

Apr 17, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Overall, Counsol has been a great program. I especially love that they can send reminders and can do video conference. It has been very useful for my practice.

CounSol has the extras included

Apr 17, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: As a solo therapist in private practice, I need help with the the administration tasks. CounSol's online scheduling system, reminder texts, emails, and phone reminders eliminates my no shows. I also use CounSol's HIPPA compliant web based counseling system allows for my clients who are overseas or live more than 20 miles away. I am very satisfied with the software system and have used it for a year.

The Best Customer Service

Apr 12, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is fairly easy to use and to add new clients, create appointments, and send reminders to clients.

Cons: Many clients have reported that they have an error message when going to initially sign on and I'm not sure why and I haven't been able to help them, having to contact my rep for help.

Overall: I've been working with my Customer support representative for about a year now and he's so responsive and helpful to my questions and concerns, often within minutes of me emailing or calling him. I couldn't be happier with his attention to detail.

Vendor Response

by CounSol.com on August 21, 2017

Thank you for taking the time to write your honest review of CounSol.com. Sounds like your clients are getting the error message if they are already registered in the system. They should be instructed to contact you and you will get a duplicated registration email message from Counsol informing you of the duplicate registration attempt. Due to HIPAA and Privacy we can not disclose the client is already registered, which is why they are informed to contact you. Thank You CounSol.com Team

Focusing on my clients

Apr 11, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Patient portal
Not a lot of features I wouldn't use as a single practitioner
Can process credit cards easily
Simple internal billing and electronic insurance billing
Low monthly price
Counseling oriented templates

Cons: Some improvements can be made to the counseling forms and more types added
The billing ledger for each client is awkward to follow sometimes
The treatment forms print with way too much emphasis on section headings and wanted space, making the relevant information get lost as it spreads into two or three pages of report

Overall: CounSol allows me to spend less time managing my business and more time providing quality care to my clients. My clients love the portal to make appointments, pay their account, journal, have homework posted and even set up video sessions as needed. Great low monthly price. I tested many products and CounSol is the only program that met all my needs!!

Great Practice Management Software!

Apr 10, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Counsol.com keeps my practice completely organized. Progress notes, billing, insurance claims submission and paperwork are all in one place and easily manageable. Customer support, is always accessible and thoroughly answers my questions. Very pleased with Counsol.com.

Grateful for CounSol.com

Apr 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: CounSol.com has been a valuable tool for A Journey Through Coping LLC. I went into private practice over a year ago. CounSol.com help me keep everything organized and running smoothly. CounSol.com manages everything from client registration, scheduling, reminders, forms, progress notes, treatments, and account balances. It also, provides several more features that I can grow into as my business grows.

No Regrets! Fabulous Service

Apr 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Versatility and customer service. Also perfect for a small private practice.

Cons: They have fixed any barriers I have come across for smooth use. No complaints.

Overall: It took me quite a while to choose a practice management software when I took my practice online and I have never looked back. No only was CounSol.com affordable, easy to use and versatile for a number of differing client needs and types of office situations (telemental health, client journaling feature, credit card payments, automatic session reminders, online billing) but the customer service and responsiveness is unsurpassed. If I couldn't do something with the system they got back to me right away and showed me how. If the system couldn't do it, they often put the programmers on it right away and improved the functionality. I have had not one problem. Highly recommend and my clients love it too. Full disclosure, they do have a referral program that will help reduce the monthly cost further but certainly wouldn't still be with them if they weren't fabulous.

Recommendations to other buyers: You will have no regrets.

The counsol.com system has improved my efficiency and increased revenue for my practice.

Apr 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: It saves me time and the clients enjoy using the portal. It saves time in appointment scheduling and it's great to know that my practice is meeting the privacy standards.

Great solution for all your needs in building a private practice

Apr 07, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: All in one practice solution. There is nothing that I need that it can not do.

Cons: It takes some time to learn but there is a learning curve with all good things in life.

Overall: Counsol is an amazing all in one private practice system to build your private practice. With filing, billing, scheduling, and treatment planning, there is not anything that this system can't do. It takes some time to learn all of the functions, but once you do you will have a well oiled machine. I couldn't have build my practice with out them. Thanks Counsol!

CounSol.com elevates my professional presence

Apr 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: This online practice management program has greatly helped a scattered person become much more organized with data management processes, as well as providing structure and focus in ways I may not have thought of without its gentle guidance!! I started using the program several years ago, and wish I had known about it from Day One of starting my private practice.

The CounSol.com staff are accessible both to answer "tutorial" kinds of questions and to discuss needs specific to my practice, which can result in tweaks to the program when appropriate and relevant. I feel very supported.

I like how many choices I am able to make about what functions I want enabled in the program and how seamlessly it integrates with my website.

The online scheduling calendar has been a huge help, as well as the appointment reminder texts and emails that automatically go out to clients. That has almost completely eliminated no-shows, without requiring additional time from me or support staff. It also provides a great record of who I have seen and when, enhancing my compliance with record-keeping regulations.

The online video function has also been quite effective and helpful. I like how easily it gives both the client and me access to a more secured online video function. Although I have not yet established myself as an online counselor, my face-to-face clients actually like to use this function when circumstances in their lives make it difficult for them to get into the office.

Several of my clients love the journal function.

The forms offered through the program, as well as the capability for me to build my own forms, have been another positive....and kind of fun too!!

Right now, I am on hiatus from using the billing function of this program. When I last used it, I did wish that I could rearrange the entries after I had made them, for those times when I input claims and payments in the incorrect order. It makes it confusing to review! Overall, though, the billing function of this program has a lot to offer.

My clients have had a lot positive to say about the effects of my using this program.

CounSol is very helpful in running my practice

Apr 04, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: client portal, ability for video upgrade, shared journal with client

Cons: my clients almost always make a duplicate account and I don't understand why that keeps happening and it's a bit cumbersome. Lately it seems better. not sure if it's the system or my clients.

Overall: I have been using CounSol for almost two years now. I'm not sure why it isn't more popular that it is because it seems to have all the things I need. Because I currently work two jobs I haven't really sat down to keep learning about the software but honestly the more I learn the more I like the program. I plan to sit down with it and use it to it's full advantage soon and I am quite excited and know that it has the features I want. I can upgrade and downgrade the video capability as needed if I have a client in need of video. I also really love the shared journal aspect that I don't think other practice management systems have! Especially because I work with complex trauma, sometimes my clients want to tell me things but it feels safer to write. Therefore they can inform me things early on in treatment so I am aware, but they don't have to tell their story until they are ready. I think my clients who use it feel more attended to and engaged which is important as I am a solo, private pay practitioner. Also, Customer support representative is my support person and he always responds timely to my requests and questions and I have never had an issue or concern.

Recommendations to other buyers: I still need to make my own templates and paperwork and can't offer feedback until I figure out how to do that.

Great Aid for first time agency owner

Mar 31, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: While it can be rather challenging to start a new business and venture out on your own, this software made the experience less intimidating. The support I received when I encountered difficulties was timely and encouraging, which was exactly what I needed without even being aware of it. This can make your life so significantly easier by functioning as an office manager and front desk staff all rolled into one.

Missing key features and functioning

Mar 30, 2017
1/5
Overall
2 / 5
Ease of Use
1 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: Easy to learn.

Cons: Not enough features. I HATE the clearing house that I am forced to use with the program.

Overall: The software is easy to use, but as we got accustomed to it, we noticed a lack in features that were needed to pull reporting. We are also unsatisfied with the cleaning house that is used with the software and have had major issues with insurance because of these issues. Due to the lack of options for the clearing houses and lack of features - I would not choose this program again. One of the positive things is customer service - if I had an issue, I was always able to get in touch with my representative who helped as much as they could.

Vendor Response

by CounSol.com on March 31, 2017

Jessica, We are very sorry to hear about your negative experience you have had with the third party clearing house and our service. Please email us at Support@counsol.com so we can try to resolve your issues and find out what clearing house you would like to work with. Thank you again for your honest opinion and we hope we can work together to make you happy. CounSol Support Team

Solution Focused Practice Management

Mar 30, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: intuitive and easy to use

Cons: does not alert me as to when a client's credit card is expiring
one issue with voiding an invoice in which the client's credit card as not credited back

Overall: I converted to Counsol in January of 2016. It took longer to get set up as I was making a complete transition from paper records, files and manual payment processing, but has saved me a tremendous amount of time in the long run. My clients love the online scheduling and appointment reminders. I was initially resistant to this feature, but found I love it too once I got through the learning curve. Counsol has saved me a lot of time in payment processing and I was able to use the merchant portal of my choice with the system. The customer support is very responsive and helpful. While there are other choices, I like Counsol and have found it to work well for me.

Practice management

Mar 30, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: This software has made my life and practice management so much easier. The journal function has given my clients agency in ways they sometimes forget they have.

Great Program for Your Money!

Mar 30, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 1. Text and email reminders 2. Tracking weekly/monthly scheduled sessions 3. Personalized customer service 4. Ability to submit claims without extra fee 5. Ability for video chat if needed

Cons: 1. Reminder text/email can't be adjusted to 12 hours or day of service 2. CPT and Dx codes don't show up on all billing statements (ie Paid Invoices )

Overall: I tried different programs and found Counsol the easiest and most cost efficient. My clients report positive feedback and experience as well. When I have a question, my rep is always helpful and very responsive.

Vendor Response

by CounSol.com on April 07, 2017

Thank you for taking the time to write your honest review of CounSol.com. Please contact your account manager to address your concerns mentioned in the cons section. Thank You Counsol.com Team

Good Technology

Mar 30, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Comments: The customer support is great: very responsive and knowledgeable. The video system has a audio lag which is why I stopped using it. The EMR system is very robust and much more than I currently need.

CounSol is a Great Software for Psychologists

Mar 29, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I mentioned this part in detail in the review

Cons: I wish there's an initial session note not only progress notes. Also, I would love to have a termination or end of therapy note with built in features that requires mostly clicking boxes.

Overall: I tried another well-known and regarded software for over a year. But no software can beat CounSol for psychologists and therapists. It's easy to use, intiutive and has many features and built in categories that makes writing a note very easy. I love all its features from the ease of attaching a document, whether it's a self-rating measure, a consent for release of information to ease of scheduling and many other things. My clients love their portal and many feel safe and secure using the portal for messaging.

I can focus on my clients

Mar 29, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I have been using Counsol for a little over a year. The transition was tough at first but has been worth all the time I put into it on the front end. I feel way more secure having all my notes, billing and calendar in one place instead of papers and locked file cabinets all over the place. Counsol does a great job monitoring HIPPA things I did not even think about. My clients have had very little complaints and most of them LOVE the ease of accessing their accounts online when they want to. I struggle a bit with how to fully use the calendar feature but the customer support has been very prompt to answer my many questions. My taxes were SO MUCH easier this year because Counsol kept track of every penny I earned.

HIPAA Compliant video platform with EHR and personal customer support!

Mar 23, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Built-in video, HIPAA-compliant w BAA, Jonathan (personal assigned CSR), Ability to customize forms and share with clients, upload attachments and save to a specific client.

Cons: When I have to print, the forms use way too much paper even double sided. Clients can't call customer service if they are having trouble connecting, leaving it to me to do troubleshooting, which is tough afterhours. It doesn't happen often, but I would like more troubleshooting resources available for the client. I also don't understand the full fee/ copay thing- are they charged for both? Is it the negotiated rate for their insurance company or my full rate? I just want them to be able to pay their copay online because I don't currently use the platform for billing.

Overall: It has everything I need for a small practice- I could even do my billing through it but I have a long-standing relationship with my biller and will try to keep her until I retire because I'm sentimental like that. It does let me invoice directly and get paid through the site.

Some of my clients have had difficulty using the platform for video counseling and journaling, but this is usually easy to resolve or related to their hardware/ wifi. The only reason I give 4 stars for customer support is that tech support is not 24/7 and video counseling can be after hours. Clients cannot access tech support directly due to confidentiality.

I love the scheduling feature because it allows you to schedule recurring appointments with versatility to the client's needs, and allows options for updates on all recurrences when changes are made. I have asked for a document to share with clients for troubleshooting. Jonathan has been very helpful with translating my forms into easy-to-complete web forms for my clients, and very responsive to my questions and requests.

I hope in the future CounSol will offer additional or premium options like uploads for Qliq (or a phone app with HIPAA compliant texting), rating scales offered to the client upon each login for sessions (You can do this now but have to have them created, and assign for each session), and an option that does allow you to print notes using less paper in the event hard copies are required.

It's a great EHR for a solo mental health practitioner, and the price is affordable with quality service.

Recommendations to other buyers: I would really like to be able to upload my Qliq messages directly to a client's file and/or allow secure texting through a phone app. I would like to be able to select from pre-made rating scales that I can assign to clients, and ideally set a reminder to re-use that same scale at set intervals. I like the idea of a treatment planner subscription for point-and-click treatment plans related to specific diagnoses, but realize this may compromise the individuality of treatment. I don't have the energy to utilize all of the possible features that would require me setting up more forms with my CSR, who is excellent BTW.

Overall Happy

Mar 23, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It has every feature I want for my practice.

Cons: I don't like the calendar and the process to edit or add info to the calendar.

Overall: I am very happy with the professional look of the site for clients. I have had some struggles when I change the hours I am available, but customer support has always been extremely fast in responding and solving my issues. I think Counsol is a great value for my practice.

I shopped around...a lot. Counsol was what I needed.

Mar 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Scheduling function, payment tracking, session notes features

Cons: Some of the screens are very utilitarian-looking. Not slick and pretty, but get the job done.

Overall: This was my first practice management software purchase. I looked at many different products, and I chose Counsol for the functions and price. I'm a solo practitioner in a self-pay practice model. This does everything I need for a reasonable price. I like the scheduling/calendar, treatment plan, session notes, client portal for communicating with me, client journaling options and ability to scan and upload documents easily. It helps me keep track of payments, too, and keeps all records electronically. Customer service/Technical assistance has been responsive. I'm glad I chose this one.

Recommendations to other buyers: I've been happy with this purchase from day 1.

Satisfied Customer

Mar 23, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: It is very convenient to have everything in one place, including filing insurance claims. The ability to attach worksheets, etc for the client to access is super convenient.
Customer support is excellent! Most often than not Jonathan responds promptly or within a few hours.

Couldn't do private practice without it

Mar 23, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: This has been my number one tool in being able to set up a private practice. Jonathan has been consistently helpful and available each time I have needed help. My clients often comment on how much they appreciate the features available to them, especially the scheduling features.

CounSol Review

Mar 23, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I really can't say enough good things about Counsol. I've been in private practice for about 1.5 years and was so uncertain about so many things around documentation and business management. The team at CounSol was so helpful in getting my account set up and going smoothly. Also, the customer support is truly impeccable and the responsiveness is 5-Star. And I continue to have the same experience with their services since day 1! To say I'm satisfied is an understatement!!!

Making my job easy!

Mar 22, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: CounSol came recommended when I completed my distance learning credential (DCC), so I immediately looked into it and haven't questioned my choice since. Getting started I received ample support, and continuing onward, I have had access to support whenever I've needed it. CounSol is ethically sound - offering a business associate agreement and HIPAA compliant security. I love getting email notifications that alert me to interactions from clients, as this enables me to respond as quickly as I prefer. The vast majority of my clients have indicated really enjoying the ease and comfort provided, as they are able to schedule themselves, pay for sessions, exchange messages with me, view attachments I upload for their homework between sessions, have secure video sessions, etc. CounSol made venturing into private practice far easier than I ever imagined! I always recommend CounSol to colleages making the private practice leap.

Very responsive to suggestions!

Mar 21, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Customizable, easy to learn, easy to use.

Cons: Running financial reports, automatically generating patient invoices for insurance or tax purposes.

Overall: I have been using CounSol for close to two years and I continue to be impressed by the responsiveness of their customer service. For example, several weeks ago I asked my rep if there was any way to tentatively schedule a client so that it shows as such on my calendar. Even though the system had another means of inserting a place holder, Jonathan was completely open to the idea, forwarded it to the programmers, and it was implemented within a day or two. Incredible! Above all, I appreciate the fact that this program is completely customizable.

Best thing I've done for my private practice

Mar 21, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I incorporated Counsol.com into my private practice from day 1. It is a decision I have not regretted. Counsol.com has allowed me to keep a streamlined practice free of paper documents. My client's information is safe and secure while I am able to easily access information, notes, documents, etc. I am not "tech savvy" so have appreciated the great support!

Invaluable solution for my offices

Mar 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I have enjoyed how easy it is to use Counsel. My patients seem to enjoy it and it works well with them. Simply invaluable.

Great Practice Software & Great Support

Mar 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Flexible & Easily Customized
Great Customer Support
Private Labeled (doesn't mention CounSol to clients)

Cons: No real cons. I sometimes find little things I wish were different and if I let them know and it makes sense for everyone, they have actually added the feature. Pretty Cool yeah?

Overall: I have used CounSol for about 2 years now. It is well worth the money. Some of the ways I use it: I created custom intakes which all client's fill out in the encrypted portal before the first visit (if I see something concerning, I'm able to contact the client before our first visit, plus I already have an idea about what to expect). Client's also electronically sign HIPPAA, Informed Consent, Policies, etc. I am able to create labels for clients such as "couple" "minor" etc., so that the system automatically assigns certain forms or resources to be available just to those clients. Client's often schedule on line, saving us all time and the reminder emails/texts help my clients to show up and help me look professional. One of the greatest features is that the portal colors, fonts, etc. are easily customized so that the portal matches my website and logo and it doesn't say "CounSol" anywhere. This gives the impression that it's in house and not just a service. Then there is all the billing (customized invoices, super bills, printing 1500 insurance claims), private encrypted messaging, progress notes/psychotherapy notes, interactive calendar, etc., etc., I also can download everything and store pass-word protected files just in the event that something goes very wrong (which won't happen because CounSol has redundancy, but I like the extra security and knowing that I can access records without a connection). Now, I've saved the best for last! If I get stuck, I can call and customer service is usually right there or call back very soon! For me that is the biggest reason I made the switch from another service. If I'm stuck, I need help, just like my clients! I embrace technology, but need a human being to aid me if I don't understand. Give it a shot and I think you won't look back!

Recommendations to other buyers: Don't be afraid to call for support if it seems confusing. A couple of times doing that and it will all make simple sense.

User Friendly and Reliable

Mar 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Cost effective, doesn't charge per case load, reliable, easy to use and learn, billing included

Cons: No iPhone app

Overall: Very user friendly and easily learned. Customer support is fast and friendly. Absolutely reliable and never experienced and downtime or outages. I tried several other programs in a trail period or through other practices and have always came back to Counsol. I'm always recommending it to other therapists.

Love the service

Mar 17, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Like the portal and notes

Cons: Does not have multiple user feature

Overall: I love this service, find it easy to use, and my patients love the patient portal. Makes my paperwork a breeze. The customer service agent assigned to you is a really great perk.

Vendor Response

by CounSol.com on November 08, 2017

Thank you for taking the time to write your honest review of CounSol.com. We are proud to announce our service now offers practice management for group practices. Thank You CounSol.com Team

Counsol gives me everything I need.

Mar 07, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've been using Counsol for three years now. The features offered are sufficient for everything I need as a solo practitioner in private practice. The price is great and the customer support has been outstanding. I've been very happy with the product.

Easy to use, convenient, makes my work as a counselor a lot easier!!

Feb 28, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Keeping track of my calendar, sending out reminders to clients and providing a way for me to get my paperwork to my clients before our first session.

Cons: I have had some issues with clients receiving their reminder that our appointment time is an hour off of what we had scheduled-this could be related to the time zone that client is set for. I also wish I could change the length of time the sessions are for when scheduling (the default time isn't always the time I use, so it can be cumbersome to go back into their specific appointment time to set a different time than the default setting).

Overall: When I've had issues, the account manager has been ready and willing to help. I've not used all that counsel is capable of, but for my purposes it gets the job done very well. I've recommended it to several cohorts.

Recommendations to other buyers: Not at this time.

Counsol provides the support I need to maintain and grow my practice.

Feb 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Organization. Easy to use. Allows for paperless office with online forms. Billing is interfaced with Office Ally and makes tracking invoices very easy.

Cons: Haven't had any issues.

Overall: Counsol has provided the needed support for my growing practice! I have been very happy with the integration of all the things that go into organizing a business: scheduling, communication with clients, treatment plans, notes, online forms, billing, accounting. It allows me to spend more of my time doing the things I love about being a therapist: providing therapy.

Counsol is the best out there

Feb 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Organization, user-friendly, price, client-friendly

Cons: The credit card processing software offered is a bit of a pain to set up, but I think that's unrelated to Counsol, anyway.

Overall: Counsol is the option I chose after suffering form other therapist-aid websites. After doing careful research, getting a lot of customer support and questions answered, Counsol was obviously the best option, and for the price. Once I had everything set up, [and the options are endless for detailing to your practice's own unique needs] I never ran into any issues, had zero complaints, and have been smooth sailing ever since. I am very grateful to have discovered this website.

Review of CounSol

Feb 28, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I have been using CounSol for about three years. At first I only used it to set up and schedule clients. It is far more than a scheduler. It allows me to select a suitable diagnosis, set up treatment plans, and chart progress. The financial portion of CounSol gives me the ability to keep track of my patient accounts, send receipts and even allows them to pay. I'm learning more and more how to use CounSol.

Helpful note taking guide

Feb 27, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: ease of individual note taking
computer generated reminders to my clients
on line paper work
biopsychosocial and whodas
diagnostic database

Cons: payment issues discussed previously

Overall: I love the software and the ease at which I am able to get my notes done in a concise yet thorough and ethical manner.
The only thing that I wish were different was the amount paid feature. I wish that I could enter a payment over the amount of the current session when clients are trying to pay down a balance. It's a very small inconvenience, though. I truly love the software. It has helped me to hone my note taking skills and my clients appreciate the confidentiality of it.

excellent services, my clients love it

Feb 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: It has been easy, affordable and effecient to use counsol in our practice. The customer service is really good, easy to access, helpful and always cordial.

Overall a great product!

Feb 24, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use, professional looking, helpful features overall

Cons: Limited/difficult to use accounting and reporting capabilities

Overall: I've been using Counsol for a couple of years now and I love almost everything about it. I recently started using it for billing and accounting (I had someone else doing it for me before) and I'm very disappointed in how limited and unhelpful their reporting is. Statements are confusing to clients and do not show important information that I and my clients need to easily understand their bill and no super bill is possible. Also, there are virtually no practice reports to see how I'm doing in a given time period. If they would improve their reporting and accounting features, I would be extremely satisfied because everything else is fantastic for my needs.