# Page 2 | Therasoft Online Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is Therasoft Online the right Mental Health solution for you? Explore 309 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/86193/Therasoft-Online/reviews

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Therasoft Online

4.3 (309)

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

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Last updated March 16th, 2026

# Page 2 - Reviews of Therasoft Online

## Showing most helpful reviews

Showing 26-50 of 309 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

JJ

Jennifer J.  
Founder and Professional Counselor  
Mental Health Care  
Used the software for: 2+ years

### "More focused on expansion than quality and customer service"

November 14, 2025

1.0

Pros

I was a customer for several years. I thought five years ago their customer support was small and responsive. It also felt like the company cared to try to address issues that would increase therapist ability to provide comprehensive, inclusive services. I thought the many reports run were helpful.

Cons

The subscription price was raised by over 263% with less than a month's notice. This is especially egregious given there was a recent data loss and irretrievable time was spent having to go back and fix billing and re-create notes from that lost week of data. For small practices with a limited budget, that kind of budget increase is not easily managed. Communication was poor during the data loss (as one example there was no formal recognition that there would ultimately be no data retrieval, we just had to assume that and fix it ourselves) and there was no effort to recompense clients for the company error. My experience was that it felt like Therasoft clients are merely a commodity and communication and customer satisfaction are a secondary consideration, if at all, to company expansion and growth. I would not treat my clients this way, and I do not wish to partake in a company that portrays itself this way to its own clients. When I joined, Therasoft was smaller, seemed more dedicated to customers (tickets were responded to directly and in a timely fashion), and seemed genuinely interested in providing a service to clinicians that would be responsive to shifting needs (for example, I advocated for changing pronoun and preferred name options within the software and it was changed). Now, and I don't know what has shifted exactly, Therasoft seems corporate, inaccessible, cumbersome (ticket systems and have required multiple attempts for the same issue), and more focused on expansion than quality. I also did not think that the platform worked consistently well. There were frequent glitches that interfered with clinical service. My patients experienced the portal as clunky and hard to use.

Review Source

CC

Christine C.  
Billing Manager  
Mental Health Care  
Used the software for: 2+ years

### "Leaving Therasoft"

November 22, 2024

3.0

My overall experience with Therasoft was not good. It seemed like there was issue after issue with no communication. My positive experience was having \[sensitive content hidden\] assisting me with technical support problems. She was always helpful and did so in a timely manner.

Pros

I liked the auto posting portion of Therasoft

Cons

Issuing refunds in Therasoft is not the best.

Review Source

Leasha J. S.  
Owner, Managing Member  
Individual & Family Services  
Used the software for: 2+ years

### "Beware of Server Issues"

June 1, 2024

1.0

I can not recommend this EHR in good conscience. Our overall experience was terrible. The support is nonexistent and they take no responsibility for server failure that causes the loss of important data.

Pros

Wiley treatment planners. Documentation was easy.

Cons

Customer support terrible, lost client data during server "issue"

Reason for choosing Therasoft Online

Therasoft had an ease of setup compared to similar EHR's.

Review Source

MS

Matthew S.  
Business Owner, Licensed Professional Counselor  
Mental Health Care  
Used the software for: Less than 6 months

### "Making the Switch to Therasoft"

March 19, 2022

5.0

My experience with Therasoft has been positive across all dimensions, from the follow-ups to questions I've raised to the support staff/onboarding team's commitment to getting their users up to speed as quickly as possible, freeing us up to serve our clients.

Pros

My former EHR vendor recently significantly raised their prices to bring them more in line with other EHR vendors. With this price increase, I had to evaluate them in relation to other vendors charging approximately the same price. While Therasoft is more expensive, the quality of their product is far superior. Specifically, I appreciate how the information within the EHR is organized and displayed on the screen. I like how the treatment plan is very accessible and informs the treatment session note. I like how my custom designed website is an integral part of my EHR. With Therasoft, everything weaves together in a dynamic way, supporting more rigorous charting process that is easier to navigate than my former EHR. Therasoft helps me to better conceptualize my cases.

Cons

Therasoft is a robust program that takes a while to learn. The learning curve is well supported by their transition team and onboarding resources. Therasoft wants you to be their customer for the long-term, and they're willing to go the extra mile with customer service and support to ensure the customer has the answers they need, when they need them.

Alternatives considered

[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)

Reason for choosing Therasoft Online

More pleased with the way the system was presented by the Therasoft team and their commitment to customer service. After making my choice for Therasoft, I began interacting with more and more of the Therasoft team. From the web designer, who brought my website to life in less than two days, to the owner of the company, who spent more than two hours on the phone with me to work through my questions about the program, I could not be more pleased with the Therasoft team or my choice of product.

Switched from

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

Recent price increases at SimplePractice made me curious about what other programs were being offered for the same price range. Therasoft offers more rigorous note formats, more easily accessed customer service, and better screen displays that reflect better ways of organizing the data.

Review Source

AR

Asha R.  
Clinical Director  
Mental Health Care  
Used the software for: 2+ years

### "Tired of submitting tickets for repeat fixes needed for lost clinician signatures & client data"

August 4, 2022

3.0

Overall, Therasoft does the job but with greatly anticipated trepidation by our clinicians and trainees that important client information or their signatures will be lost or inaccurate. (the tendency for biopsychosocial to keep filling in check boxes of information not entered by client or clinician). Unfortunately, our trainees like our clinical approach and training, but word has gotten out on the training circuit about our use of Therasoft, especially its nonintuitive and cumbersome documentation and tendency to lose client information. Many trainees that we had two years ago are surprised that others in their program are still running into similar problems with Therasoft.

Pros

Customizable features, initial person-to-person support around glitches, and helpful creation of forms. It was great to request having our treatment plans populate into our progress notes. A feature that was not initially there when we started with Therasoft. It was also great to be able to incorporate our measures/questionnaires into our biopsychosocial. Ability to limit the number of forms clinicians could access. Ability to incorporate intake screening and new client registration on our website. Ability to schedule and meet with client via laptop or phone.

Cons

It's many simple yet consistent glitches, it's outdated training videos, and customer service that was often limited to submitting multiple tickets for the same thing over and over again and being asked if we cleared our cache. No other EHR has mentioned needing to clear out a cache in order to work properly. Therasoft isn't a program you can leave alone and feel your workflow is flowing. It's a complex system that requires administrative babysitting. It is not an intuitive program and has a steep learning curve. We were able to set up a review meeting, and we are hoping we are able to get our recommendations heard and updated, but we will see. We were told that we will be emailed a list of all of our requested updates and concerns but haven't received it yet. I'm really anticipating that they will require me to submit a ticket for each of 20+ requests, lol. I will keep you posted.

Alternatives considered

[TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/)[EHR YOUR WAY](https://www.capterra.com/p/118789/EHR-YOUR-WAY/)

Reason for choosing Therasoft Online

The pricing and the customizable forms, the ability to do teletherapy and document groups and individual therapy, and the ability to have supervisors sign off on trainee notes.

Review Source

DBP

Dr Bob P.  
Program Director  
  
Used the software for:

### "Comments and Suggestions"

April 24, 2010

4.0

Therasoft offers a sophisticated integration of all the main functions of a busy psychotherapy practice and is scalable to the size of the practice. The software itself incorporates easy user access to functions, customization of documents and the ability to upload your own documents. It is state-of-the-art in terms of web usage, HIPAA security & backup, and integration with external software and human billing systems. They provide a good cost-benefit ratio, especially since one does not have to download or maintain software on one's own computer. The current version is in its final development stages which provides a few rough edges but is full functionality. Fortunately the strength of the design and implementation so far suggest that a smoothly running, user-friendly system is just around the corner.

Pros

Therasoft takes advantage of web-based technology and the "cloud" environment in three major ways: First, the system seamlessly integrates appointments and calendar functions, billing functions (electronic billing, electronic EOBs), credit card, and EMR chart components. Second, the Therasoft system integrates the familiar features of, and interfaces with, popular information management systems like Google Apps, as well as the convenient features of many PDAs. Third, Therasoft builds in the modular flexibility which is needed for the diverse user settings; users can modify intake forms and procedures, upload their own data (including faxes and other images), and post their own custom forms to patient charts. Users can also generate a variety of database reports. Therasoft also integrates with manual billing and electronic billing processing services,and patient eligibility and benefits certification services.

Cons

The biggest con of the Therasoft system is that it is on the cutting edge of web-based systems and is, consequently rough around a few edges. Whereas all the components operate as advertised, there are idiosyncrasies within functions that one wishes were more smoothly operational. For example, Therasoft provides an innovative display method for the main calendar that allows users to see, at a glance, the status of every appointment and allows single click updates of attendance, billing, and insurance functions. However, changing appointment characteristics (for example repeat appointment changes) can involve an unnecessarily complex series of steps. Similarly, the vast array of operations and data displays available for patients can be overwhelming for first time users. Fortunately, Therasoft provides free hands-on training for new users.

Review Source

HB

Heather B.  
counselor  
Mental Health Care  
Used the software for: 2+ years

### "Amazing resource for counselors"

January 17, 2020

5.0

My experience with Therasoft has been excellent. The scheduling, medical records and billing components are reliable, meet the requirements of my payors and are easy to use. I am thrilled this year to have collected more in revenue, despite taking a month sabbatical. This outcome I believe, is solely due to the hard work of my biller with Therasoft who stays on top of my claims, denials and deductibles. It gives me peace of mind to know that the Therasoft team is coordinating my billing.

Pros

I am most appreciative of the billing services that are a part of this software. Having Therasoft handle this complex and sometimes stressful portion of my business is a huge help. It allows me to focus on caring for my clients and growing my business and not trying to navigate the maze of the insurance world.

Cons

It took be some time to adjust to the calendar based system rather than being able to click on a client's name and find everything related to them in one place.

Reason for choosing Therasoft Online

Therasoft was recommended by almost all of the practitioners I knew who were in their own private practice.

Switched from

[Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/)

Left a group practice that used Practice Fusion.

Review Source

JL

Jeni L.  
Billing Coordinator  
  
Used the software for:

### "Therasoft handles most of our needs but has flaws"

August 18, 2015

3.0

Pros - it electronically handles insurance, it autofills, customer service is always helpful, the programming department is always willing to make changes to better fit our needs, they are ICD-10 ready! :) Cons - it is not very user friendly. We have a very unique practice, so I understand that finding software for our particular needs is going to be tricky. I appreciate all that therasoft does to try and meet the needs of our practice. At our practice we run several group therapy sessions. Finding individuals in the groups is ridiculously difficult. We have to know the name and date of the group in order to find a particular individual. Ideally we should be able to find the client under the 'individual' tab, and there should be a list of appointment as well as group therapy schedule. We also have several clients that have their bills paid by a third party. Some of them like to share the cost. Therasoft is incapable of accurately splitting the bill. We have tried using the provided percentage option, and it does not calculate accurately. We would also like to be able to put money on deposit and have it held for that particular date. (For example, we have had clients pay for the full session before we know if insurance will cover the cost. It would be nice to be able to put that money on deposit, but have it held for only that session date (obviously, with the option to easily move it to another day).) When there is money just sitting in the deposit account it is difficult to know when it got placed there and why it is placed there. We also have had several customer complains in regards to the bill. It is difficult for them to read and understand. It is also difficult for us when they tear off the bottom portion and mail it into us, it does not give any dates that that bill is in regards to. It would also be nice to be able to edit a payment once it has been added. There have been several times when I enter in the payment information, only to discover after the fact that I put in the wrong date, or the wrong transaction number, then I have to delete the whole payment and start over. Overall, we use therasoft because it is the best software for our billing needs. However, I do feel like it is challenging to get around. We actually use a secondary software program for our therapists and clients to keep track of appointments because of the way it looks, its ease of use, and the ability for clients to book their own appointments online.

Review Source

Response from Therasoft Online

August 18, 2015

Thank you for your detailed response, Jeni! Our client's input helps us grow and improve. I know that we have spoken about some of your concerns in the past and addressed some that you had. We do have some great improvements in the works. I think those will address more of the items you have mentioned. Let me know if you would like to schedule some time to meet to discuss things further.

mC

monica C.  
Licensed Clinical Social Worker/ Director  
  
Used the software for:

### "Therasoft is a personal assistant for the disorganized therapist!"

April 6, 2010

5.0

Overall the program offers the therapist a way to organize his/her work. It helps me to dot my i's and cross my t's so that in the event of an audit I know that I have collected all of the required information. The support staff have been very responsive and willing to take the time to answer questions. Therasoft is a company that is willing to implement the suggestions given by its clients and that it is working to continuously improve their product to provide the best practice management system available.Overall, the Therasoft saves me time and provides with peace of mind that I have all the information I need to have a complete client medical record. I have recommended this program to others and think that as long as the monthly cost stays equal to what I get paid by the insurance for one session then I will continue to be a faithful follower.

Pros

The program is comprehensive-from start to finish. Registering the client is very easy and the forms automatically put information in the system where I need it. The billing is very easy and really is one just one click! The treatment plan section does help simplify and organize my work with clients. The system is very smart and easy to use once you learn all the details and all it has to offer. I'm still discovering new features all the time that helps to make my life easier. INNOVATIVE is the main word to describe this system.

Cons

The calendar squares are too small. I wish that I could click on a client's name and then be in their individual system with a VERTICAL list of their personal info, assessment, tx plan, medication,progress notes, discharge summary, and payments. This would be an easier set up as I often get confused having to click all aroundclient lists when working on one client's information. Therasoft definately needs a medication section with history, dosage, side effects-it would be great if the current med list AUTOMATICALLY populated each progress note and that it could be amended right there instead of having to rewrite the meds each time. I wish that I could view a ROLLING screen of the progress notes instead of having to click between screens from different dates of treatment. Therasoft desperately needs a Help tab to answer quick questions about using certain features. Despite these limitations, I bet these features will be added VERY soon given the responsiveness of the company.

Review Source

EK

Elaine K.  
Office Manager  
Mental Health Care  
Used the software for: Less than 6 months

### "Great for basic services, the customer services is awesome but could use some improvements"

August 23, 2017

4.0

My recommendation of the software depends on the size of the business utilizing it. For 1 or two provider businesses that are not or do very little with insurance, it is great

Pros

It is very focused towards the private therapist who deals a little or not at all with insurance. It is very easy to schedule an appointment and bill to insurance. They also work with you to help get the EOB's integrated and EFT set up so receiving payments is super easy too. The drop down menus are easy to navigate and pretty straight forward. They also give you some reports that are helpful to maintain a healthy business and provide training videos on some functions that aren't intuitive.

Cons

From a legal and financial standpoint, things could be improved. The software is very focused on documentation the clinical side of things but not the financial. There is currently no way to record credit card payments if you don't use their system other then the "other" selection. It does not record changes made in the system to the patients payment accounts (ie insurance paid but then took back the money, you delete all record of payment and have to keep a paper copy to remember what happened). While you can make a note on a specific date of service, there is no place to record a financial based note that effects the whole account (ie patient called to complain about whole bill, here is what we did). It would be nice if the system moved something from insurance to patient responsibility only after you record a payment from the insurance, but they system does it whenever so you have to review all invoices to make sure they are truly for the patient to pay. It would be nice if they improved the ease of: viewing patient balance, pull report for what is pending to insurance, re-bill claims to insurance and/or a new insurance, provide tracking in the system so instead of deleting things, you would "back it out", and provided a place to scan outside records so we don't have to keep paper charts with the electronic ones.

Review Source

PC

Philomena C.  
Clinical Neuropsychologist  
Hospital & Health Care  
Used the software for: 1-2 years

### "Decent Product "

August 7, 2023

4.0

Pros

Therasoft is a good platform. I like that a lot of information is displayed on the calendar so providers can get a snapshot of important information.

Cons

The program is slow and and may freeze..

Review Source

Response from Therasoft Online

August 23, 2023

Thank you for your feedback we always appreciate it! Let us know if there is any time that we can meet and go over the issues you are having with your computer freezing. Have a wonderful day!

JC

John C.  
Psychologist  
Mental Health Care  
Used the software for: Less than 6 months

### "Therasoft EASILY & COMFORTABLY meets ALL OF MY NEEDS as a solo practitioner. Major Kudos!"

March 2, 2018

5.0

It has helped me to be better organized and thus feel less stressed. Having everything now available in my telephone app is the icing on top of the Therasoft cake. The creator of this program and his/her hand picked staff deserve my heartfelt thanks!!!!

Pros

I love how help is so available from the support staff. Not only are they knowledgeable but for less tech-savvy individuals like me, they are patient and provide guidance in a manner that helps build my confidence in going forward. The program is very user-friendly and intuitive. Therasoft has also done an excellent job in providing ( as well as anticipating ) all of the ingredients necessary to run a successful a practice; it is right at your fingertips. The scheduling of appointments, billing, therapy notes, CPT codes, DSM 5 diagnoses, as well as an app for your phone that can provide your entire client list, contact numbers, and daily appointments. They are even introducing video therapy sessions/conferencing and electronic billing (for an additional yearly charge scaled to the size of your practice). In brief, I am totally satisfied and would DEFINITELY encourage any practitioner to try their free 30 day trial......you will NOT be disappointed :-)!!!

Cons

Perhaps, in the future, Therasoft might consider developing a platform to dictate notes and appointments instead of my having to type them (for the computer as well as for the app)......just a thought.

Review Source

Response from Therasoft Online

March 6, 2018

Hi there! Thank you so much for the kind review we sure appreciate it. I wanted to let you know we do have this option to dictate. Give me a call 888-435-8203, and I can teach you how to-do this. You will need to download dragon dictate and also have you checked out our app? it's called Thersoft download this in your app store on your phone and you can dictate on their as well. Again thank you for the review. We are very excited to be a part of your practice and help you be successful. Petra Vaughn

GK

Greg K.  
Dr. Greg Klassen  
  
Used the software for:

### "Buyer beware!"

May 11, 2011

2.0

You better be sure this software is tolerable to you before you buy it which, honestly, you can't be sure until you pay your money to try. Be prepared to be out at least $500 dollars if you change your mind because by the time you learn the program and change your mind, you will be out of their "policy window" for any refund. Clever strategy on their part financially, but a horrid way to treat a (now former) customer.

Pros

Very comprehensive feature list that covers all of what I would like in a practice management/ emr program. They have thought through and produced a package that integrates what is needed. However, there are some serious problems with the software and company to be aware of.

Cons

The biggest problem is the overall flow of the software. It requires you to select a function and then the client, rather than tracking one client through all functions as most therapists and other software do (i.e. mark attendance, write a note, collect fee, schedule next session, then move on to the next client). I lasted one day before I quite. The lack of a free trial and no screen shots should have been my first clue. The complexity and poor ergonomics of the software make the use of all the features frustrating and a hinderance. The software is full of errors in the menus and their mobile app for scheduling still does not work after months of reporting the problem. After investing hours of my time training and learning just the basics of the software, it was clearly not going to work for me. After giving more of my time to give them a detailed review I was told that they would not refund any of the $760 spent getting up to speed on something I never was able to use. Wow!!

Review Source

Response from Therasoft Online

May 19, 2011

We are sorry to see this review. Here is someone that signed up in Jan 2011, was using the system as recently as May 2011. Even made three monthly payments after the initial free month. We stand behind our product and continue to honor the 30 day money back guarantee as well as no termination fees. We respect our customers feedback and try our best to accommodate every request but it is impossible to please everyone.

MH

Michael H.  
Director of Operations  
  
Used the software for:

### "Great features, needs work."

August 18, 2015

5.0

It's difficult to think of a more comprehensive software available for therapists to run a private practice, in terms of variability of options for charting, assessments, and treatment plans. It also excels in terms of its intuitive interface from the calendar, which makes it very easy for new therapists to learn. We've been using Therasoft for over three and a half years and, on the whole, have a limited number of complaints, but the complaints we do have are significant. The first problem area would be in terms of tracking aging claims. There is no clear and comprehensive way to manage aging claims in Therasoft. While there are multiple areas to manage claims from within Therasoft, there exists no simple way to manage bulk claims, aside from cobbling together effective methodology from the various reports that Therasoft generates in the form of excel spreadsheets. The second area that I would give Therasoft poor marks in would be in relationship to secondary insurances, as Therasoft offers no mechanism to track secondary insurance claims. While we've developed our own internal procedures for tracking these, it currently can't be done with Therasoft alone. In addition, Therasoft offers its own merchant account for credit card transactions. Unfortunately, Therasoft's merchant account services offer no itemized report for what you are being charged on a per transaction basis. The reports available within Therasoft often seem to disagree with one another and do not always match bank account deposits. While I have called and emailed about this, it has never been fully resolved and remains an ongoing problem. Which leads me to my final criticism. Responsiveness. While I have to give really high marks to Petra, Irina, and Gene over at Therasoft (they are super-helpful for day to day challenges that might arise), problems related to Therasoft's functionality are rarely addressed in a timely manner. Jas is the only person within Therasoft that seems to have the ability to edit, alter, or fix Therasoft when it comes to matters of core functionality, and his responsiveness has become increasingly limited. Therasoft offers a better array of exceptional components than most of the competition does, despite my above complaints, and I still believe they offer enough functionality to make their software my first choice, though I think it worth a prospective customer's time to investigate the needs of their practice before making a decision.

Review Source

DD

Deborah D.  
Psychotherapist  
Computer Software  
Used the software for: 6-12 months

### "Excellent Integrated Softward with Amazing Customer Support for Psychotherapy Notes and Billing"

January 9, 2020

5.0

We are extremely pleased with Therasoft and highly recommend their software package and support services to our colleagues in the business of providing quality mental health services.

Pros

Therasoft offers a unique package that includes client demographics, attendance, calendar, notification and billing capabilities. Medical records forms are customizable and efficiently generated. Customer support for all phases of the product from software customization to insurance billing and follow-up is excellent. Utilizing their integrated billing and claims management services have resulted in our business receiving steady income that increases cash flow dramatically. In particular, services by our dedicated claims representative \[SENSITIVE CONTENT HIDDEN\] has helped our start-up to get to the next level in our service provision and financial strength.

Cons

We have not identified any downside to utilizing this software package with customer support for integrated client management and insurance billing.

Reason for choosing Therasoft Online

Excellent customer support and professional integrated billing offered us the best deal out there.

Review Source

DB

Danielle B.  
Clinical Art Therapist  
Mental Health Care  
Used the software for: 6-12 months

### "Top Notch Product & Customer Service "

October 1, 2018

5.0

Therasoft has made running electronic remittance (ERAs) a breeze between insurance providers. There is a fluidity that makes billing less stressful and easy to manage. Therasoft's layout provides the therapist total command over the note taking, billing and scheduling processes. The customer support works diligently and patiently by your side the first couple weeks until you really feel a sense of mastery with the system. Especially customer service rep has been a dedicated and reliable who has helped me iron out many kinks along the way of starting my business. I have never seen a more stellar customer service team than Therasofts. Never. They are consistent, knowledgable and welcoming assistance any time I've ever called. Their "walk you through" approach is what leads business owners feels competent with the software in no time.

Pros

The ease of understanding processes and flow, user-friendly navigation, the common sense layout, the unbelievably helpful customer service line and the video tools for troubleshooting.

Cons

The billing portal. It would be most helpful if the software system allowed hyperlinks to be pasted into the messages sent on the electronic invoices to clients.

Review Source

Response from Therasoft Online

October 10, 2018

Thank you for the good feedback, we appreciate it! Also did you know that on the Client billing statement you are able to send an email out to the client with a pay now button? You are also able to send a hyperlink for the patient to be able to pay, call us and we will teach you how. We also have a client portal the client can log in and also pay on their account. Many Thanks Therasot

MD

Melissa D.  
LCSW/Therapist/Owner  
Mental Health Care  
Used the software for: 2+ years

### "THERASOFT IS A LIFE SAVER FOR A SOLO PRACTIONER"

August 23, 2017

5.0

see above

Pros

\* offers so many administrative, billing, and clinical tools that help me stay organized and manage my time well \* has EXCELLENT customer support, which is essential for a solo practioner with limited computer skills; they are friendly, patient, and helpful to resolve issues \* is HIPPA compliant \* is very affordable and cost effective \* could transition to electronic records and utilize different components of the program at my own pace

Cons

\* when i started, the video tutorials on how to use the different tools were minimal and i relied heavily on customer support; thankfully, this has changed over the months; step-by-step teaching tutorials are very helpful in learning how to use this comprehensive system; this along side the excellent customer support greatly reduces the frustration and the ability to stick with the learning process \* the accounting program is functional but somewhat confusing, especially the ability to track client payments

Review Source

MB

Michael B.  
Owner/Therapist  
  
Used the software for:

### "Excellent, simple and intuitive software, and great people to work with."

January 12, 2016

5.0

Simply put, since I made the decision to utilize Therasoft, my productivity has gone up by an average of 6-7 clients per week. Therasoft removes the frustration of dealing with insurance, posting payments, etc., and allows me to focus on marketing and on providing sound, quality care. They are excellent people to work with, and many have been or are in the helping field themselves, which help provide a strong degree of empathy with my work needs. The progress note templates and treatment plan templates are excellent, their website services are equally excellent, and the calendar and appointment reminder elements to the software are fantastic. My clients appreciate the reminders sent via text or email or both. For clients who choose to file super-bills themselves or have out of network requests, Therasoft makes that process simple as well. Literally, with the click of a button, you can send a super bill, send out billing statements, keep track of referral sources, etc. Essentially, there isn't a business need for billing, documentation, appointment setting/keeping/reminding that Therasoft has not been able to help me with. The transition from DSM IV to V was made far less stressful with Therasoft's reverse engineered tool to find ICD-10 codes according to DSM IV codes. The only con I've experienced is their server gets overloaded at times, so logging in or saving information can be delayed a bit, but a quick browser refresh tends to solve that issue. The other con is that I, like many of us when we first start out on our own, tried to cut cost and do all the billing myself. However, as I previously stated, with the extra clients I'm able to see as a result of Therasoft taking on the dirty work for me, the Enhanced Billing Services more than pay for themselves. They even audited my past work and found money I would not have known to look for. I cannot say enough about this company. The product is effective and easy to use, and the people who run it are kind, patient and will take the time necessary to ensure you feel comfortable. Please strongly consider utilizing Therasoft not only for their documentation and appointment calendar elements, but also their website design and enhanced billing elements.

Review Source

Response from Therasoft Online

April 11, 2016

Thank you Michael for the great review! It is always a pleasure to work with you.

JM

Jacquelyn M.  
receptionist  
Mental Health Care  
Used the software for: 1-2 years

### "Good "

August 16, 2023

5.0

We use it for Mental health to schedule patients

Pros

It was easy to be able to register patients

Cons

It had a lot of glitches and can be slow at times when using it.

Review Source

Response from Therasoft Online

August 23, 2023

Thank you for your review we always appreciate the feedback! Have a wonderful day!

SM

Sally M.  
Therapist  
Mental Health Care  
Used the software for: 2+ years

### "Efficient use of data from registration, to notes to billing. "

September 22, 2017

5.0

Pros

Efficient use of record keeping. Easy accessibility with the phone app. I appreciate how you can add insurance instead of only having a record of one insurance. I appreciate how the Therasoft includes insurance feedback about amount paid and amount owed for each session.

Cons

More efficiency. There are multiple clicks. So when I click regarding registration, I wait a while before I can click bill insurance. I wonder if any of the buttons can be grouped or quicker without delay? Its hard dealing with any lag time at the end of the day or between doing other tasks. I would also appreciate more efficiency when I call for help. Most often someone is not available and when I can a call back-its at a random time and the person does not address my question over voice mail, nor gives me a specific time that I can reach that person. So theres some frustration around accessibility for help. Once I reach someone, the service is great.

Review Source

JL

Jovasha L.  
Executive Director  
Medical Practice  
Used the software for: 2+ years

### "Walk through with \[SENSITIVE CONTENT HIDDEN\]"

December 10, 2020

5.0

Therasoft is user friendly, I love the live support as well as the various chat features.

Pros

\[SENSITIVE CONTENT HIDDEN\] not only provided us with an article on the changes for billing to telehealth but she scheduled a one on one walk through to provide hands on demonstration and to assist that we have no further questions etc

Cons

I think that the therasoft lite program Option should be made available again as it was ideal for part time contractors

Reason for choosing Therasoft Online

Simple Practice is primarily user operated, they didn’t offer live support and the system was difficult to learn and use

Review Source

LH

Laura H.  
Owner, Director, LPC-S  
Mental Health Care  
Used the software for: 2+ years

### "We have been using Therasoft since 2012, it works well for our practice."

August 28, 2017

5.0

It takes care of all the requirements to keep client notes for the state of Texas. It also handles a number of insurance companies and their required filing and payments.

Pros

It has consistently improved over the years. This is important because the electronic environment has changed as well. With changes in electronics and in state laws, Therasoft has maintained the ability to change with the environment.

Cons

Sometimes the system runs rather slow. I would blame my WiFi system, but this is a true statement for more than one WiFi system. But overall, it is an excellent program.

Review Source

Response from Therasoft Online

August 30, 2017

Thank you so much for the great review, give us a call and we can look at possibly why it is running slow for you. We always strive to make things run faster, maybe we can do some changes on our side to make things run smoother. Give us a call at 888-435-8203 and talk to a support staff we are always so excited to help someone out. Thank you for being such a loyal customer all these years!

NB

Nancy B.  
Owner  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "I depend on Therasoft Online to run my practice. I have been using it for 8+ years."

August 23, 2017

5.0

Ease of use for staff and clients. I have gone from a solo practice to a group practice using it. I am in process of having my group practice acquired by another company and hope they will continue to use it.

Pros

It does so many things from documenting the client's first contact to the initial assessment to the treatment plan and the progress notes. It allows me to send text message reminders which the client's love. I have not implemented the tele-mental health program yet but know it is there. I now have gone paper free and have all information scanned in to the documents and notes tabs.

Cons

The main weakness has been with A/R (accounts receivable) but now they have a service for that area and I am trying it out.

Review Source

Response from Therasoft Online

August 30, 2017

Thank you so much for the wonderful review, and also being a customer for over 8 years, We sure appreciate you! I am glad that you are trying out the A/R program, I believe you will see amazing things. Best, Petra

MB

Marcia B.  
owner/counselor  
Mental Health Care  
Used the software for: 2+ years

### "Send Out Telemental Health Informed Consent"

April 18, 2020

5.0

Therasoft is a company that stands behind their product. They are innovative and always improving their product and interface with their clients.

Pros

I can do everything I need in one place for electronic records, insurance, client notes and billing.

Cons

I have been doing telemental health with them for over six months. There have been glitches throughout for me. Those are finally repaired and the software and portal work beautifully now.

Review Source

ME

Melanie E.  
Owner  
  
Used the software for:

### "I love having every aspect of my practice in one place!"

August 19, 2015

4.0

I've used Therasoft Online for several years and I'm very happy overall. There are many pros, but I appreciate knowing my HIPPA compliance is covered. I love having insurance filing be so quick and easy. All billing payments, whether from insurance or credit cards, are automatically credited to the client's account. That is a huge time saver! I love the 1 page attendance, payment, insurance file, progress note. Perfect! In terms of customer service, Jas, Irina and Petra have been responsive and wonderful! Others seem to need more training to be able to answer questions. The credit card processing rates are fair, as are Therasoft's fees. There is cheaper software, but they don't seem to include as many features. I believe Therasoft covers everything. Overall, my only con is that it's often not aesthetically pleasing, but I feel that its getting somewhat better. Buttons/boxes/fonts/colors/flow of use are not very elegant or intuitive. There is a huge learning curve in using it! I'll be specific about other cons, in hopes that they can be easily changed. I'd like to find tutorial videos for all the features (i.e. how to set up groups/sessions-it's confusing). I'd like a photo to pop up of each type of report. They have similar names and I have to create many before I find the one layout I need. The reports could also be more aesthetically pleasing. Sessions can't be deleted without first deleting the payment then going to the attendance tab and deleting again. I'd like to see attendance be cancelled/deleted while the payment is maintained/moved to deposit. Sessions can't be deleted from the mobile app. There was a time when my insurance claims were being hung up in Emdeon and I had no knowledge of Emdeon or it's role - again a tutorial would be good. I lost money in this situation. Maybe if a claim gets hung up there, an alert would appear in Therasoft notifying that something needed to be addressed. I would like to be able to customize my website myself (like I could do with Intuit) Having access to a templet where I could post seasonal announcements, change photos, etc. would be great!

Review Source

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