--- title: "Herdman Assessment Form Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Herdman Assessment Form Software - reviews, pricing plans, popular comparisons to other Mental Health products and more." source_url: "https://www.capterra.com/p/208129/Herdman-Assessment-Form/" page_type: "product" language: "en" --- # Herdman Assessment Form Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Herdman Assessment Form ## What is Herdman Assessment Form? HerdmanHealth software streamlines the assessment process and generates the narrative for you – saving you time and money. ## What is Herdman Assessment Form used for? [Mental Health](https://www.capterra.com/mental-health-software/) Top alternative Featured Overall rating Based on 14 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $20 Per User, One Time Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Herdman Assessment Form?[Manage this product listing](https://www.g2.com/products/herdman-assessment-form/claim_requests/new?auto=true) ## Herdman Assessment Form Overview Updated August 2026 AI summary Herdman Assessment Form is a cloud-based mental health solution designed for organizations of all sizes seeking structured intake, diagnosis, and treatment assessment workflows. It offers EMR/EHR integration, HIPAA compliance, initial assessments, activity dashboards, and role-based permissions. Optional API and client portal capabilities support multi-location and multi-provider practices focused on standardized documentation and operational efficiency. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Herdman Assessment Form 4.8 (14) VS. [4.4 (1,055)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/) Starting Price $20 Per User, One Time Starting Price $29 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (14) Ease Of Use 4.3 (859) Value For Money 4.9 (12) Value For Money 4.2 (786) Customer Service 4.8 (12) Customer Service 4.4 (763) ## Herdman Assessment Form alternatives [4.6 (2,827)](https://www.capterra.com/p/130710/SimplePractice/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.2 (339)](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [4.7 (971)](https://www.capterra.com/p/118981/TherapyNotes-com/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [4.8 (535)](https://www.capterra.com/p/178984/Jane-App/reviews/) Starting price $54.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/208129/Herdman-Assessment-Form/alternatives/) ## FAQs about Herdman Assessment Form Overview ### Which roles and teams benefit most from Herdman Assessment Form? Herdman Assessment Form is most used by behavioral health clinicians, counseling interns, and private practice leaders who need structured assessments for intake, diagnosis, and treatment planning. Administrative and business staff benefit by standardizing documentation workflows, while clinical executives and practice owners use it to support oversight, consistency, and operational efficiency. Answer based on 14 reviews Overview ### What company size and specific industries is Herdman Assessment Form built for? Herdman Assessment Form is designed for drug and alcohol counseling organizations, rehabilitation clinics, case workers, non-profits, and government agencies. The product fits groups in behavioral health and public service settings that need a structured assessment form for client evaluation and case management. Features and Usability ### What are the key features of Herdman Assessment Form? Herdman Assessment Form offers assessment management, forms management, and initial assessments for mental and behavioral health workflows. It also includes real-time reporting, activity dashboard, records management, and reminders, plus role-based permissions, client portal, self-service portal, EMR/EHR integration, API access, and HIPAA-compliant support for multi-location and multi-provider practices. Getting Started and Support ### What training and onboarding options does Herdman Assessment Form offer? Herdman Assessment Form provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided setup, webinars cover scheduled instruction, documentation offers written reference, and videos provide visual walkthroughs for self-paced learning. Getting Started and Support ### What customer support options does Herdman Assessment Form offer? Herdman Assessment Form provides email/help desk, a knowledge base, and chat support. User feedback on support quality is not available in the catalog, so no claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 2,869 Mental Health reviews Capterra data shows that buyers of Mental Health software rank the following features as their top priorities: - **HIPAA Compliant** (**76%** of reviewers rated this feature as critical) - **Charting** (**57%**) - **EMR/EHR** (**59%**) Herdman Assessment Form includes **HIPAA Compliant** and **EMR/EHR**, giving mental health providers a way to protect sensitive patient information while maintaining organized electronic records. However, it does not include **Charting**. These features help practices maintain compliance requirements, keep client data accessible and secure, and support more consistent documentation across care workflows. HIPAA Compliant 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection EMR/EHR 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create and securely store digital patient records Initial Assessments 5.0 (7) 42.86% of 7 reviewers that rated this feature as important or highly important Conduct intake assessments to determine patient health status, medical history, conditions, etc. Multi-Location 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage and support multiple locations Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Herdman Assessment Form 7 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - EMR/EHR: Create and securely store digital patient records - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Initial Assessments: Conduct intake assessments to determine patient health status, medical history, conditions, etc. - Multi-Location: Manage and support multiple locations - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals --- Get Advice We can help you find the software with the features you need. Features 4.6 (14) 4.6 Based on 14 reviews ## Pricing Value for money 4.9 (12) Free Trial Basic $20.00 Per User,One Time Value for money 4.9 (12) 4.9 Based on 12 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (12) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (12) 4.8 Based on 12 reviews ## User reviews Overall rating 4.8 Based on 14 reviews Filter by rating 5(11) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DF Deauna F. Clinical Therapist Individual & Family Services ### "Time saving software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 6, 2023 Pros I enjoy using the software in my practice because it saves a huge amount of time for such a comprehensive interviewing process. Also, the addition of adding diagnostic criteria for substance use disorders was very helpful. Cons Typing narratives can be a bit challenging sometimes, sometimes my typing gets ahead of what is captured in real time. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RD Rachel D. LIMHP, CEO Mental Health Care ### "Extremelly helpful tool " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 December 30, 2022 Pros This software is great! It is easy to use and includes questions that help create a comprehensive impression of patient's experiences. Using this assessment form has helped us cut down on the time needed to collect information necessary for assessment and diagnosis and puts it into a quick and easy template for writing up clinical reports. It also includes a great feature to convert to a document that can be uploaded into patient files in our EHR. Overall it's great tool that helps save you on time and money! Cons There has been a glitch in converting to word documents that caused us to use more credits than needed but doesn't happen frequently. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TS Tiffany S. Provisionally Licensed Counselor Individual & Family Services ### "Herdman Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 29, 2022 Overall great experience and has taken our assessments and reports to the next level of professional. Pros This feature is so easily accessible and helpful when performing various assessments we need. This product provides a safe and affordable platform in order to most accurately depict the clients current state. This program supplies everything I need to most accurately assess the client. It provides clear questions, helpful tools, and the ability to utilize the service in providing reports. Cons When the narrative is complete, there are a few errors. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CH Charles H. Owner Mental Health Care ### "Great time-saving product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 29, 2022 It's made my assessment interview process more streamlined, saving me time, especially with the report writing process Pros Ease of use, thoroughness, great narrative output Cons Early on, there were some quirks but the developers addressed them quickly and were very responsive to my concerns Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RB Renee B. Counseling intern Mental Health Care ### "Easy enough for a novice" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 June 23, 2021 Over all, the Herdman Assessment Form is easy for me to use. Pros I really like that there are windows to let me take extra notes. Cons This is the first product of this type I have used, so I dont really have any complaints. After being trained to use it I found it to be pretty easy. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AW Ayla W. Mental Health Practice Intern Mental Health Care ### "Easy to use, user friendly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 22, 2021 Pros This programing is very easy to use and entirely user friendly. I like that it helps the client be clear about their needs for sessions and that it directs comprehensive discussions with the client. The language and color coding makes for easy to understand instructions that most clients will be able to access. Cons Works best on a computer platform or tablet, rather than on a mobile phone. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HA Hiyam A. Administrative Assistant Mental Health Care ### "Well worth it product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 22, 2021 Pros It is very self-explanatory which makes it very easy for clients to access and complete on their own. From an administrative point of view that is extremely helpful for a couple of reasons. It is not time consuming as clients can access and complete it easily so there are little to no questions or complications from clients. It's important for providers to have something to review before meeting with their clients and clients do not always want to share background information with assistants so it's nice to have the information on the form for the provider to review before meeting their client. Cons I have only administered the form so from an administrative point of view I have not ran into any issues. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS SUZANNE S. Therapist Mental Health Care ### "Great for substance use evaluations " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 October 20, 2020 Very good. Recommended to my place of employment. Pros how quickly the narration generates and downloads to word doc Cons there is not assessment plug in options there is not criminogenic plug ins Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JB James B. PLADC Mental Health Care ### "I like it" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 September 23, 2020 It shortens the length of time I need to finish the summary on my ASIs. I like that. Pros I like the summary that's generated at the end of the assessment. It's professional-sounding and succinct. Cons An option to include questions, especially ones my organization requires, would be good. Also, and this will get better as I get used to using it, the questions in the program don't exactly follow the order in the ASI. I get worried that I might forget to ask something because it's not where I expected it to be. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JH John H. Psyhologist Mental Health Care ### "The Herdman Assessment Form saves me time" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 23, 2020 I can schedule more patients and save time in report writing. The Herdman Assessmetn Form is very easy to use. Pros It is user friendly and the patient can fill out their history before I see them. This saves me half an hour to an hour. The printed narrative is very well written based on the patient's answers and then my interpretation, diagnosis and recommendations. Cons There is not a mental status exam option. Switched from [MyCaseRecords](https://www.capterra.com/p/176715/MyCaseRecords/) Easier to use. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/208129/Herdman-Assessment-Form/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.