# Page 6 | TheraNest Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 6 - Is TheraNest the right Electronic Medical Records solution for you? Explore 1029 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews

---

TheraNest

4.4 (1029)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated March 23rd, 2026

# Page 6 - Reviews of TheraNest

## Showing most helpful reviews

Showing 126-150 of 1029 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

KC

Kimberly C.  
Counselor  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Solid Records Management"

October 4, 2021

4.0

The customer service is good and very responsive, I am just not wild about the expense.

Pros

I like that it is easy to see whether or not I completed my notes. Integrated Telehealth appointments.

Cons

There's not a lot of ability to see multiple calendar dates at once or move between dates. I get charged for every little thing.

Alternatives considered

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

Reason for choosing TheraNest

My partner liked it better than simple practice

Review Source

SB

Suzanne B.  
Clinical Director  
Mental Health Care  
Used the software for: 2+ years

### "TheraNest makes therapists' jobs easier"

October 8, 2021

5.0

My overall experience with TheraNest has been great! Continues updates are making even more user-friendly!

Pros

I like that it is easy to schedule clients, cancel sessions, reschedule sessions, etc. I particularly like being able to schedule a series as well as use an "after-hours" feature. I like that an client's initials can be used for privacy. Invoicing is easy, and I can easily see from the Agenda who has paid and who hasn't. I like the chat feature so that I can quickly communicate with other counselors and our office staff. We have multiple offices, so this helps us stay connected! I also like being able to add custom forms. And I like being able to do progress notes several different ways.

Cons

It would be nice to be able to sign a batch of progress notes at once by checking specific ones or a using a "select all" feature.

Review Source

GC

Ginger C.  
Account Manager  
Insurance  
Used the software for: 2+ years

### "The Better Platform that is a few steps away from Prefection "

March 25, 2023

5.0

I love TheraNest, and would love to work with the development team to add ideas

Pros

The old interface look was user friendly.

Cons

I listed a huge of them in my reviews, please read

Review Source

Micheal Frances S.  
Owner  
Mental Health Care  
Used the software for: 6-12 months

### "Theranest lies about their customer service"

November 8, 2019

4.0

From time to time, I was able to break through to their "upper management" and was told they really care about me and my clients and my ability to deliver therapy to those in need. This too turned out to be a falsity. The decision to cut me out was born of my holding them to their word about live customer service. I have requested to speak to the business owner, but so far, the coward has not had the necessary honor to call a fellow business person to discuss this travesty. I am considering legal action against this company to recoup the money it will cost me to take down my data from Theranest and use another competitive software. THEY ARE POISON. Stay away from them.

Pros

It's a comprehensive program that handles most aspects of the claim processing we all need in a busy practice. They SAY they offer live customer service when a user runs into questions about how to use the program. That is why I chose them over Simple Practice, which offers NO live customer service. The reality is when you are in need of an answer on how to use an aspect of the program, you must leave a message on a voice mail. They will call you back when it's convenient for them to do so - and that's never when I need an answer. I do all of my claims submissions myself and I'm a fairly intelligent and computer literate user. This is a complex, intricate software with may nuances in use. My time is limited, and so it doesn't work for me to have to wait for an answer until it's convenient for them to call me back.

Cons

Simply put, they lie about their live customer service. Their training videos are convoluted, not well-produced and hard to follow in terms of content. I spent countless hours and significant money to make the transfer over to Theranest, and when I held them to account for their promised and not delivered live customer service they CANCELLED MY ACCOUNT! This has caused me undue stress and dollars...and they have been very callous and offered no-compromise position. I complained too much, and therefore, they got rid of me! Nice!

Alternatives considered

[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)

Reason for choosing TheraNest

I chose them because they said they had live customer service available. This turned out to not be true.

Review Source

Response from Ensora Health

November 14, 2019

We value feedback from all of our customers and use that feedback so that we can continuously improve. While we believe TheraNest offers best-in-class customer service, we know every user has different needs for their practice. We at TheraNest work tirelessly to meet our customers' expectations each and every day.

VR

Verified Reviewer  
Staff Therapist  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "TheraNest for Small Group Private Practice"

January 3, 2020

5.0

Overall, I have truly valued using theranest for my work. It has been a wonderful system for practice management that I can do virtually everything I need to for my clinical practice. Once you’re familiar with the system, it is so easy to navigate through and complete the work in a timely manner. Although not without its frustrations, Theranest still has room to grow and develop. But I’m happy to wait along for the changes they have made.

Pros

TheraNest offers our practice the ability to effectively manage a caseload from all different sizes, and enables us to maintain confidentiality of patient information even across different users. I love that I don’t have to worry about someone else seeing the notes or appointment dates other than those who should. TheraNest’s template for progress notes, intakes, and treatment plans are super helpful in keeping me organized and making sure that I do not miss any information that needs to be documented. Additionally, I appreciate the software’s consistent updates that take into consideration feedback received from users like me. I was especially appreciative of their addition of separate gender identity and pronoun lines in the client details section.

Cons

Learning the software is difficult - wherein we notice a lot of people making errors in setting up appointments or being able to navigate through the site. We also find that few people use TheraNest the same way across the board, which creates some inconsistencies for us on billing and case management. Additionally, I have noticed minor fixes that could help to change the overall experience. For example, there’s no option for a user to cancel/change multiple appointments at one time; e.g., when a therapist is going out of town for a week. Also, there is no option to maintain a history of client demographic information, once you update the information (or the client does) it is gone. Lastly, there are seemingly no options to enter notes or addendums to notes that are signed or attached to a billed invoice. As a clinician, we notice mistakes at times and need to include additional comments like follow-ups with collaborative providers, client homework, etc. that would be best attached to the session note.

Review Source

Response from Ensora Health

July 24, 2020

Thank you so much for taking the time to write us a review! We appreciate your feedback, and we certainly agree there is always room to grow and improve! It is valuable customer feedback like yours that helps us continue to build upon the wonderful features we offer.

VR

Verified Reviewer  
Psychologist  
Mental Health Care  
Used the software for: 2+ years

### "from Great to Bad Greedy"

December 12, 2021

4.0

Overall, I really liked theranest. I probably would have continued to use it because it was easy. I recommended it to my colleagues and some of them had signed up to it too! But it became too money hungry, too fast. Thanks for a bunch of other providers who made a Facebook group for this purpose only, some took the lead to try to talk with management...and that's that. So many providers switched to another EHR, and finally I did too. Normally, I don't write reviews but It was ethically and morally unacceptable, this left many providers to either pay the fees, use another software and pay that too or cut back on telehealth at a time when everyone was hurting financially. I think theranest would be good if you only plan to have a couple of clients and only use basic notes/assessments. Otherwise, you will find yourself paying fee increases often.

Pros

I've used this EHR since for about 5 years when I started my practice. I liked that it was simple: 1) The scheduler was easy to use, the notes were straightforward, the submitting of claims was a breeze. 2)I also liked that they have an app to download on your phone and clients would tell me it was easy for them to log on using their phones. 3)I also liked the simplicity of the calendar and the ability to print reports, client lists, etc. 4) Not sure if they were starting off as a new business at that time, but customer service was so responsive and seemed to care. 5)As I transitioned out of this platform, I really liked that they actually updated the ability to download complete files into one PDF!

Cons

Over the years it went from amazing to poor for a couple of reasons: 1) the customer service is really slow, it can take up to 2 days to resolve a simple issue or concern 2)You are able to create your own notes template, assessment templates, BUT if you do, these will not integrate with the rest, what do I mean? If you create your own custom, this does not work and you have to do all the steps each time. Oh, and when you download files, any custom templates, don't download with the rest of the file. You have to do it individually, for each client... 3)Telehealth is so bad. Either I would disconnect or my clients would disconnect for unknown reasons, so I just switched to Doxy for FREE. 4)They keep raising their fees! I understand that all business raise fees, but it seemed to be every so often. New feature, new fee. New feature, new issue to troubleshoot. 5) Last year, they sent emails asking providers to sign a BAA...I signed one in 2016, when I signed up, were they misplaced? I don't know, I had no answer to this, I didn't sign it, I had an old one in my files. 6) during the start of the pandemic, they raised their fees! For example from $10/month unlimited, to Standard Users: $12 / month for up to 30 one-hour sessions", each additional hour $1. (I have the emails too!) It seemed very unethical and poorly timed. I finally decided to download every single PDF client chart and switched.

Alternatives considered

[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[TherapyAppointment](https://www.capterra.com/p/110508/TherapyAppointment/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)

Reason for choosing TheraNest

At the time, it was the easiest, simplest, and reasonable.

Review Source

SD

Seneca D.  
Office Manager  
Hospital & Health Care  
Used the software for: 6-12 months

### "Select something else if you have more than one person in your office."

August 3, 2016

1.0

I do not understand where the rave reviews have come from for this software. My only guess is these reviews are from single clinician offices. If you have more than one clinician or a prescriber in your practice I would suggest selecting another software.

Pros

I like that you can send text reminders. It helps with the no show rate in our clinic. They have great customer service - but customer service only goes so far when the software isn't working correctly.

Cons

Form the scheduling to billing this software is riddled with functionality gaps and bugs. As a facility that have therapists and prescribing physicians the scheduling feature doesn't allow you to setup defined appointment times. Basic schedulers should allow you to define the types of appointments in your clinic and assign a time frame to them. This same functionality should extend to the TheraNest portal. Patients can go online and request any appointment time. For example an initial intake in our clinic with the psychiatrist is one hour. A patient can go line and find any available time (they typically find 15 min slots) and submit a request to schedule that time. This results in calling the patient back and finding a time. What's the point of allowing the patient to schedule/request a time if I have to call them back? I should be able to define an initial intake as an hour so my staff can't schedule that type of an appointment for less than an hour AND patients on the portal can't request an appointment for less than an hour. We finally shut the portal off because it was causing more work calling patients back then if they'd initially called and were scheduled from the get go. If you have any patients with co insurance get ready to spend an ungodly amount of time processing the secondary insurance. While they say they support secondary insurance they do not. You have to manually enter all of the information onto the claim for the secondary insurance.

Review Source

Response from Ensora Health

August 18, 2016

Thanks for your feedback, Seneca. We were honest about our billing and client portal features from the start. We never mislead customers. We take qualifying customers seriously and encourage everyone to be transparent about their needs so we can help them determine if we'll be able to support those needs. All potential customers have a free 21-day trial period, to test the software in order to make an informed decision. We do as much as possible to support our customers and take all customer requests seriously, but the software is sold as-is, and we make no attempts to represent the software as something it isn't. Though we don't market our software to psychiatrists due to their unique needs, TheraNest seemed to initially be a good fit for you. However, your growth to a group psychiatry practice is something that TheraNest clearly is not meant to accommodate. We continue to improve our billing and client portal features and won't stop until they're flawless. Sincerely, TheraNest Team

BK

Bennett K.  
Owner  
Mental Health Care  
Used the software for: 2+ years

### "Ruined my Billing"

September 23, 2023

1.0

It's been awful. Their services are so terrible, the customer service is none existance, it almost forced me to close my business because of the billing issues Theranest created by using there in house billing. Worse, THEY DO NOT CARE! There is no customer service, only a chat bot and a random email that say "a ticket has been created". No one ever helps you to resolve your issue. Now I'm missing thousnads of dollars in claims and can't find a way to correct it. I've been in private practice for 10 years and always used office ally and always managed my own billing. I should not have left office ally. DO NOT TRUST YOUR FINANCES AND BUSINESS AT THERANEST!

Pros

It was a find product 5 years ago and worked primarily ok until Theranest offered for me to use their integrated billing system. I thought I was saving myself energy, time and money. The opposite has happened. I've had to switch EHRs because they took over my system and completely lost all of my bills, I have no way to track them, they are gone. They will not call me to help. I've lost thousands of dollars because of their billing system.

Cons

They offered integrated and managed billing. It never worked, they never assisted me with help, and now I am missing thousands in claims. I can not figure out how to fix it. Everything was find using Office Ally, and then I switched to Apex at their recommendation. I'm so upset. It has created hours and months of distress and they only feign a response. I'm constantly told "I'll create a ticket for this" and then they never get back to me, or deny accountability for there even being a problem. They are like working with another insurance company. I will never recommend this EHR. I will actively advise against it.

Review Source

KS

Kristi S.  
Medical Biller  
Mental Health Care  
Used the software for: 2+ years

### "Just Starting Out"

February 10, 2023

4.0

Pros

As a new MH business you are looking at your start up costs. The fact that TheraNest is willing to grow with you is definitely an advantage. It helps keep the cost down for the new little business.

Cons

It seems like many clients have a hard time understanding the statements.

Reason for choosing TheraNest

The Therapist thought it had the best progress note process.

Review Source

VR

Verified Reviewer  
LPC, Executive Director/Founder  
Mental Health Care  
Used the software for: 1-2 years

### "Not great for larger practices"

July 10, 2019

3.0

Most everything has already been said. It's been like many up and coming technology companies - not a lot of great customer support; communicating through email is frustrating (because they don't read completely what your issues are, etc.); and lots of kinks to be worked out. I also feel as if their "updates" are focused on completely superficial and peripheral things and not on the core of the software.

Pros

The therapists on staff at my agency love the software. With only a few complaints, they find it easy to use and obviously are happy to not have paper files any longer. We have used this software since July 2018. I also appreciate that TheraNest offers a discount for nonprofits, which our counseling agency is a nonprofit. This helps with my budgeting.

Cons

The billing and reporting of this software is lacking in many ways, from the lack of robust reporting options to very elementary and clunky billing system. I would NEVER recommend this product for a group practice. Literally, we asked them early on - due to their statements being very difficult to read - if they had any accounting professional associated with the development of the software, and the answer was no. I have a CPA who reconciles our books every month and it's been a nightmare trying to reconcile TheraNest. Again, it might be good for a solo practitioner or for someone who is less worried about reconciling finances.

Review Source

Response from Ensora Health

July 16, 2019

Hi there! Thank you for taking the time to write us a review, we appreciate hearing about all experiences! We are happy to hear that your therapists are loving the ease of use and clinical documentation features. Client management is a breeze! More recently we have made several updates to both our billing and reporting features. If you haven't visited these functions in some time we would highly recommend giving it another try! Reporting is a breeze with the new customizable options on the Daily Billing report! We consulted with accounting professionals and did many customer validation calls and we are getting a lot of positive feedback. We are surprised to hear that you are having trouble communicating with our Customer Happiness team via email. Sometimes we may need to ask some clarifying questions to ensure we are on the same page so we can point you in the right direction. But we'd be more then happy to work with you over the phone if that is easier for you!

TR

Teresa R.  
Licensed Professional Counselor  
Mental Health Care  
Used the software for: Less than 6 months

### "Frustrated with some features or lack thereof, and disappointed in customer support"

October 11, 2021

3.0

We like some features, but don't know if it's worth it to keep paying for so many we don't use or features we need that aren't there, such as those listed above.

Pros

The calendar and agenda features are nice. Most of all, the software eases and expedites our billing process, which is a huge help.

Cons

TheraNest will let us upload our own forms that we created and like better (such as intake forms, etc.) but it will not upload them or keep them in our format. Instead it converts them to something completely unusable. Secondly, we were expecting that a software designed for private practices in mental health care would include the ability to consolidate needed information and export it in a report; instead we have had to create our own Excel sheets to track client information. Thirdly, customer support has been of no help whatsoever when we called and tried to solve these issues.

Review Source

KO

Kelley O.  
Co-Owner  
Mental Health Care  
Used the software for: Less than 6 months

### "Incredibly happy and satisfied that we switched to Theranest!"

July 21, 2020

5.0

Exceptional. Our journey started with their \[SENSITIVE CONTENT HIDDEN\], who did an exceptional job explaining what Theranest would provide and how the system works. My big issue is customer service, if it involves a client's experience, whether its billing or telehealth assistance. When I have occasionally come upon a problem (which sadly is often user error....me...), I have gotten prompt response and excellent customer service. (\[SENSITIVE CONTENT HIDDEN\]? Amazing. And those articles by \[SENSITIVE CONTENT HIDDEN\], so helpful) . We are delighted with the switch.

Pros

I love the clean interface and the ease of use this product provides. As someone who is not particularly technically savvy, this was an easy platform to learn and to teach. Secondly, and VERY important to me, the customer service is exceptional. They respond in good time, and they are incredibly helpful when they do. Its worth mentioning, that often I'm sending in a request for help at the end of my day, knowing that I won't hear back until tomorrow. While I usually loathe being referred to an article to address a problem, the articles they provide are exceptionally written, and give clear concise STEPS to resolve an issue. (Kudos to their writer, who is worth her weight in gold). So I can say we are extremely happy that we switched to Theranest.

Cons

I haven't found any yet. We've had this for 6 months and nothing has happened that is problematic. In fact, its been a pleasure learning and working with the system and the Theranest Team. (And they are a TEAM) \[SENSITIVE CONTENT HIDDEN\] particularly is phenomenal. I even like the bot system that does the initial chat space! I usually hate that but its SO effective.

Reason for choosing TheraNest

The biggest reason was first, the well done presentation from \[SENSITIVE CONTENT HIDDEN\]. He had to give it twice because I was feeling hesitant, if not skeptical. Second, it was how easy we could move through the system and learn it at our own pace. Credit to \[SENSITIVE CONTENT HIDDEN\] for not rushing us. I said, "Give us a little time to review and compare". He was present, but not "in our face", yet always available to answer questions and walk us through it. GREAT salesman. Prior to signing up, I made it abundantly clear of the importance of good customer service to us, where you could actually reach a living human being to resolve a problem quickly if need be. So far, it’s been just an exceptional experience. I feel like \[SENSITIVE CONTENT HIDDEN\] and the rest of the team are available and that they actually care. Their responses are “connected”, professional and personable all at the same time. And late in the evening, I can research it as well, thanks to \[SENSITIVE CONTENT HIDDEN\] and her well executed articles. Like I said, so far we are delighted with our decision.

Review Source

EM

Erica M.  
Owner  
Mental Health Care  
Used the software for: 6-12 months

### "Not made for larger organizations with multiple locations "

October 12, 2019

2.0

Overall I was very disappointed and felt like I paid for a glorified calendar. They charge by client load, but clients do not just come and go. You have to wait for billing and payments, therefore I had to up my subscription twice in 6 months to keep making room. Again, I think this system would be great for a small therapy practice that has one location and keeps it all simple. It ended up costing our business 200,000 in receivables, an additional 40 hours of labor plus monthly charges for using a system that doesn’t work. Lesson learned. We switched to Kareo.

Pros

My staff and I would unanimously agree that the calendar is amazing. I loved the ease of use, the color coding and the emails the system sends when appointments are booked. Although the repeat function was awful. We would delete appointments for the future, wouldn’t see any for the future and the client would show back up again.

Cons

The billing, after being with them 6 months still never worked. Our office has central scheduling and multiple tax id’s. We were told they were capable of handling our size company. Our billing never went out properly and we never got a single EOB back through the system. When I confronted them about it, I was told at least my Blue Cross would be manually uploaded for us weekly and they would make it a high priority to figure out why those were not posting. I was told this the beginning of August. They uploaded those EOB’s once for us and the issue never got resolved. You also cannot call and reach customer service. The customer service is all through chat and they have very limited office hours. The reports are great for a small company but very limited for larger practices like ours. Luckily we held on to compulink during this time and sent all our billing out through them.

Alternatives considered

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

Reason for choosing TheraNest

Because I thought it wills be better for what we do. I was wrong. It’s 6 months later and we have signed with Kareo.

Switched from

[Compulink](https://www.capterra.com/p/209707/Compulink-Healthcare-Solutions/)

Because we need a system made for mental health.

Review Source

Response from Ensora Health

November 15, 2019

We appreciate all customer feedback, thank you for sharing your experience. We are sorry for any misunderstanding Erica, you do not need to wait for payments to archive clients. You can archive and unarchive at anytime not just at the point of a discharge. This allows practice owners to be in control of their own subscription payments! We also do offer phone support in addition to chat and email support. Our phone number is 1-800-867-7405 if you'd like to reach out and speak to one of our wonderful customer support folks you most certainly can! Sometimes hopping on a phone call to troubleshoot any unique insurance billing cases can provide the best results. We wish you the best of luck in your future endeavors!

Linda C.  
Executive Director  
Mental Health Care  
Used the software for: 2+ years

### "Works well but has limitations for large counseling programs"

July 9, 2020

4.0

This keeps our program running well and all the counselors can stay on top of their paperwork. It has it's limitations but it is working fine for us.

Pros

It is very intuitive and easy to learn how to use the basic functions. All our staff use it daily and generally can use all of the needed functions with limited training. The price is reasonable and the support is pretty good. They are friendly and understand the problem.

Cons

We have found several limitations for our counseling center: 1) we see multiple members in a family with different counselors. You cannot create more than one account with one email. So if there is only 1 parent and 2 children that need to be seen we need to be creative in how to get intake paperwork to them. 2) Some of the forms are not customizable. We tried to use our own Intake and Treatment Plans, but then none of it had interface with the other features, so we went back to using their forms, but they are not in the format we need for Medicaid and for our own needs. 3) we do assessments to track progress. They recently added a few basic standardized assessment tools, but we would prefer to use our own that we developed. So we need to use Survey Monkey for that function. Generally we would prefer a product we can tailor more to our program needs, but realize this would cost a lot more. So for the money, this is an adequate product for us.

Review Source

Response from Ensora Health

July 27, 2020

Hi Linda! Thank you for the thoughtful review! We are glad to hear that TheraNest is working for you with your large practice! We understand that the type of animal assisted therapy you provide comes with it's own unique needs, and while we offer some customization of our clinical documentations you are looking for more. Rest assured we are always working to improve upon our product and it's customer feedback like yours that helps us get there. Thank you for these suggestions!

VR

Verified Reviewer  
Licensed Marriage and Family Therapist  
Mental Health Care  
Used the software for: 2+ years

### "Solo Mental Health Practitioner Go-To Practice Management Software"

October 5, 2021

5.0

I simply love the fact that I do not have to maintain any paperwork as this is a total EMR for my practice.

Pros

This product is easy to use and implement and has a great support team when you have questions.

Cons

The lack of options for Progress Note formats

Alternatives considered

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

Reason for choosing TheraNest

It had pretty much all of the same functionality, yet the pricing structure was more reasonable, especially for a new clinician just starting out.

Review Source

KH

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

### "Theranest as an EMR for Pediatric OT"

October 11, 2021

4.0

Our overall experience with Theranest is that it meets a need for a decent price. Nothing great. Nothing horrible.

Pros

The pricing structure and informative reporting are what I like best about Theranest.

Cons

I would appreciate more flexibility with storing logistics information for an entire family using one parent email and tracking of all customized documentation (particularly Pediatric Evaluations, Plans of Care, and treatment session documentation).

Alternatives considered

[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[ClinicSource](https://www.capterra.com/p/109730/ClinicSource/)[Jane](https://www.capterra.com/p/178984/Jane-App/)[HelloNote](https://www.capterra.com/p/171393/HelloNote/)[Practice Pro](https://www.capterra.com/p/115871/PT-Practice-Pro/)

Reason for choosing TheraNest

I also looked at MW Therapy, Web PT, and Clinicient. I chose Theranest primarily for its pricing structure and reporting. We still use Google Suite for much of our therapy reporting (Evaluations, Progress Updates, Discharges, etc.) and tracking when updates are due because of Theranest's mental health formatting of that part of the therapeutic documentation.

Review Source

DP

Diana P.  
Psychologist  
Mental Health Care  
Used the software for: 6-12 months

### "Simple enough to use, without being "bland and simplistic.""

October 4, 2021

4.0

Overall, I enjoy this platform over others I have tried. It is easy to use without being overly simplistic in design.

Pros

I like the note style and how the printed result looks finished and professional. Features are easy to use and customizable without being overly complicated.

Cons

The telehealth connection for clients is challenging. I would prefer a waiting room/lobby type platform. I would like to be able to have multiple people join the session for parent consults/couples/supervision.

Switched from

[Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)

I moved to a new practice and they had different software. I also have a private practice and am thinking of switching from Simple Practice to Theranest. I am interested in having more access for practice metrics and a more attractive platform, notes that print with formatting.

Review Source

KO

Kristi O.  
Owner/Clinical Therapist  
Mental Health Care  
Used the software for: Less than 6 months

### "Great EHR for a mental health group practice"

October 11, 2019

5.0

I've been extremely happy since switching to TheraNest! It has streamlined our daily workflow and reduced time spent on many daily tasks from completion of clinical notes, sending invoices, collection of payment/client check in, accounts receivable and training current/new staff just to name a few. I've also received excellent customer support throughout the entire process from first inquiring about TheraNest to questions being answered the longer we work within it since fully switching over to it.

Pros

There are so many features I love about this software that benefit our therapists, admin staff, clients and myself in the role of owner such as handling the billing as well as setting up the software for my group practice. We were able to go almost fully paperless is one huge benefit. Intake forms/new client paperwork can be custom created & sent to clients via the Client Portal. Completed forms are uploaded directly into their case/e-chart. Clients also can see past & upcoming appts, update their insurance info & make payments in the Client Portal. Their payment history is accessible there too. Another feature that is a huge time saver is the assisted claims feature. ERA's are received into TN & are almost solely automatically posted to client accounts for you. No more logging into 7 different websites to access EOB's/ERA's. Other features we love are: two-way appt reminders via text (clients can confirm/cancel from texts & we receive those responses within TN), integrated credit card processing reducing check in times for clients & automatic payment collection due to securely store credit cards, Wiley treatment planner & progress notes, missing progress notes reports, online training videos and the UserVoice Forum. The TN development team regularly takes user feedback from the User Voice forum to continually make improvements to the software/features offered. I wish I had switched to TheraNest so much sooner from the archaic EHR I had been using for so long!

Cons

I did not like that I was not able to call to immediately speak to someone to learn more about the software vs having to schedule a time to do so. I was concerned that would be the process if there were issues that arose if I were to switch. It has been easy to call in, email, etc with questions and I've received answers pretty immediately from the support staff.

Alternatives considered

[Therabill](https://www.capterra.com/p/109769/TheraBill/)

Review Source

Response from Ensora Health

November 15, 2019

Kristi thank you so much for your kind words! We are so happy to hear your organization is enjoying all the benefits of TheraNest!

CM

Caitlin M.  
Licensed Professional Counselor/Owner  
Mental Health Care  
Used the software for: 2+ years

### "Motivated & Personalized Customer Service, User-friendly EHR that is likely to continue to improve"

May 8, 2020

4.0

Overall pretty great product and service and seems to be a company that is focused on development and growth of the product and customer service experience. I've listed the things I like the least but even after studying other options, haven't been compelled to switch. I'd recommend them.

Pros

customer service is great--they make updates every month makes billing insurance pretty easy standard superbills easy to produce and email to client store all client data in organized, accessible fashion can subscribe to small cost subscription (lower amount of active clients) Allows electronic paperwork completion for clients Integrated client schedule with insurance billing credit card capability

Cons

clients can complete paperwork electronically but there are some flaws--can't require client signature field so have to do work around; ideally this would offer more official signatures as often as needed (this is a big liability issue) secure messaging included but these conversations can't be added to the cart through a click and also copy and paste function is deactivated. secure messaging also not available to with non clients to share PHI for example with a medical provider. Some issues with superbills showing a balance in a confusing way; we can't reflect discounts which creates liability issues, we can't send these through secure message easily (only email) I've heard too many complaints about the video platform so am not using it (or paying for it) at this time cumbersome to upload documents to the chart (I haven't figured out how to skip step of saving to my computer first) Simple Practice seems to have them beat in two areas: In TheraNest, Can't require client to enter their cc information when they register electronically In TheraNest, Client self-scheduling is not user friendly so I don't offer it

Reason for choosing TheraNest

customer service monthly improvements

Review Source

Response from Ensora Health

July 27, 2020

Thank you for taking the time to write us a review Caitlin! It is customer feedback like yours that helps us continue to build upon our product. We are glad to hear that with the help of our customer happiness team you've found insurance billing and clinical documentations a breeze!

Kyle M.  
LPC, Supervising Counselor  
Mental Health Care  
Used the software for: 2+ years

### "Never felt alone; even in my darkest times."

January 8, 2018

5.0

Pros

TheraNest has EVERYTHING in one place. I have search high and low for several years; applied, signed up, and trialed several other soft-wares, and none of them compare to TheraNest. The Client Portal is a surprise when I share the feature with my patients. The Customer Service being accessible to all providers (Inters and Residents alike) is a huge plus so I do not find myself training (and retraining) through the semester to a new class when they can find the answers easily on their own. TheraNest makes the end of my session a 10 min wrap up with documentation, and the end of my day a 5 min wrap up to submit ALL billing. I save money on not having to hire a full-time employee to manage my billing and claims; merely a contract when there is an issue with the insurance themselves and a phone call is needed beyond my knowledge.

Cons

The only thing I could ever wish for, is prescribing rights and abilities. I plan to expand my company into the Medical Realm eventually, and this is a feature I plan to discuss with the developing team.

Review Source

Response from Ensora Health

January 22, 2018

Hi Kyle, thank you for the wonderful review. Our support team was all smiles when we read it as it¿s always our goal to be available for all users of TheraNest. We¿re very happy to hear that you (and your interns and residents) have been enjoying TheraNest and that it¿s helped make your practice easier and quicker to manage! We¿d be very excited to grow with you as your practice grows, that¿s why we¿ve passed on your e-prescribing request to our development team and we¿ll be in-touch to discuss your wants/needs for this feature. We take all feedback and suggestions very seriously. As always, don¿t hesitate to reach out if you need us! Thank you for being a valued customer, Kyle! Sincerely, Your TheraNest Team

JN

Jae-Lin N.  
RMT  
Alternative Medicine  
Used the software for: Less than 6 months

### "GREAT!!!!!"

May 23, 2024

5.0

Pros

This product ... is so great for charting notes down! So easy to use

Cons

User friendly - cant say anything bad about it so far

Review Source

NS

Nick S.  
Office Manager  
Mental Health Care  
Used the software for: 2+ years

### "Great practice management software with excellent support team"

July 17, 2020

5.0

TheraNest's telehealth video chat platform really saved my practice when we had to move our sessions online during the CoVID 19 pandemic. My counselors didn't miss a beat switching to telehealth because TheraNest was already ready for us to make the switch. TheraNest already had the system ready for us. And it was super easy to use! All our clients had to do was click a link and follow two prompts. That's it! Most everyone got it right away. To say that I'm happy with TheraNest is an understatement. It's a great product at a very fair price.

Pros

TheraNest is really easy to use and takes care of everything my practice requires. TheraNest is truly a one-stop shop. I really like how TheraNest handles the credit card processing, scheduling, and reminders. And it's reasonably priced. TheraNest also has an excellent support staff. I can't underscore that enough. TheraNest has an excellent support staff. There are detailed, step-by-step instructions for everything in, on, and about TheraNest, but if I need to speak with an actual human all I have to do is start a live chat by hitting the icon at the bottom of the screen. TheraNest also listens to its customers. It's constantly improving the website to make it more user friendly. It's been impressive to see how TheraNest has grown and improved every month since my practice signed up with it over 6 years ago.

Cons

I don't really have any complaints about TheraNest.

Alternatives considered

[Therasoft Online](https://www.capterra.com/p/86193/Therasoft-Online/)

Reason for choosing TheraNest

TheraNest was more cost effective and had a simpler design. We used TheraSoft at our old practice and I'm glad we didn't go with it at our new practice. The customer support team as well as the flexibility to make changes and improvements make TheraNest a superior product.

Review Source

Response from Ensora Health

July 28, 2020

Nick we are extremely grateful to have such loyal customers like you. Thank you for the raving review! We look forward to continuing to serve you for many years to come!

PS

Pamela S.  
Executive Director and Practitioner  
Mental Health Care  
Used the software for: 2+ years

### "User friendly start to finish."

August 9, 2023

5.0

TheraNest is capable of providing the manager and practitioners ways to individualize their workflows from charting notes to communicating with clients and other work mates. Training to use the product flows well and your can use the self-help options for finding the answer to most user questions. When you are unable to find the answer yourself or you have a glitch, customer service is courteous, patient, and solves the issue.

Pros

Ease of set up, daily use, billing management with Optum and Medicaid.

Cons

I would like to have complete billing management with all of my insurance products, esp. Anthem/BCBS

Alternatives considered

[TherapyAppointment](https://www.capterra.com/p/110508/TherapyAppointment/)

Reason for choosing TheraNest

Ease of use and connection to Availity

Switched from

[TherapyAppointment](https://www.capterra.com/p/110508/TherapyAppointment/)[ICANotes](https://www.capterra.com/p/17102/ICANotes/)

Ease of use and connection to Availity

Review Source

SC

Steven C.  
Administrator  
Mental Health Care  
Used the software for: 6-12 months

### "Good value for money, has some serious functionality deficiencies"

October 18, 2021

3.0

Mostly positive. You're pretty much on your own to figure it out, although they do have a nice library of info and videos. The videos are typically very short, single issue focused, and include a transcript. Their longer videos are chaptered, so it's easy to skip sections that you don't need. We don't take insurance, so we don't use any of that functionality, so I can't say how well that works. Looks like it would make tracking insurance billing/payments much easier.

Pros

Fairly easy to use. Nicely integrated EHR, telehealth, credit card processing. Using as an all-in-one package for our practice management. Generally good training videos and knowledge base.

Cons

Some critical functionality is lacking, or requires a work-around. (You cannot create a repeating telehealth appointment. WTF?) The way couples/families are implemented is a bit wonky, with differences from individual appointments. Telehealth is limited to a max of 6 people (including therapist). Seeing as we (and I assume most eveyone else) have been using Telehealth exclusively for all appointments for the last 1 1/2 years, I'm really bothered by the telehealth scheduling issue.

Reason for choosing TheraNest

Price, ease of use, and the integration of telehealth & credit card processing.

Review Source

VR

Verified Reviewer  
Co-Owner  
  
Used the software for: Less than 6 months

### "Love the training and customer service responsiveness, but some key features aren't well thought out"

June 3, 2018

3.0

Pros

Customer service and responsiveness is very impressive. Now that I understand how it all works together, appointment scheduling and notes are very easy to use. I used to love that they have integrated credit card processing, but for the way we run our business it has a serious flaw. They are very open to feedback, and try to be responsive to features being asked for. Since we've signed up with them in January they have added quite a few new features, some of which are really helpful, others that don't apply to the way we happen to run our business.

Cons

Some features only seem half thought out. For example: you can write one group note and have it appli to all members of the group, but in order to sign the note you have to go into each members account. This completely negates the time saved by applying the note to all group members with one key stroke. We are a small clinic and use this as our accounts receivable software also, yet there is no accounts receivable report you can generate. They have something called an "Invoice Aging" report that lists each clients outstanding invoices, but you have to go through and manually add up all the lines to get the total. To me, having an accounts receivable report should be standard. Just give me their name and the total of what they owe us. And now for the biggest con for us: The integrated credit card processing. The structure of our clinic is that each of us earns exactly what our clients pay us (in crude terms, we "eat what we kill"). For this reason when we get a deposit in our bank account we need to be able to easily identify what transactions make up that so we can give the correct therapist credit for it. There is currently no way to get this info. Theranest suggested we look at a list of payments recently made and figure out a combo that add up. This is way too time intensive (we have a bookkeeper we have to pay to do this) and it's prone to error. We're hoping they fix this soon

Review Source

Response from Ensora Health

September 18, 2018

Thank you for your review. You can apply a Progress Note to the entire group which can be customized for each specific client and electronically signed. We also have a Group Note that is a general note for the group sessions which can be electronically signed.

Talk to a Capterra advisor for free and get results within 15 minutes.