Too many notes, not enough time?
If you’re searching for behavioral health EHR software, it’s likely because documentation and admin overload are stealing time from your clients.
The real problem? These systems can seem helpful, but too much time gets lost to constant documentation—leaving you stressed and behind at the end of every day.
TherapyNotes stands out by combining structured note templates, automated billing, integrated scheduling, and an intuitive client portal—all built specifically for behavioral health. After digging deep into its tools and workflows, I’ve found its focus is on helping you gain back control of your day without sacrificing compliance or quality.
In this review, I’ll break down how TherapyNotes can give you back precious client time and help you handle the paperwork with less effort.
You’ll discover everything you need to know in this TherapyNotes review—from standout features and real workflow impact to pricing, limitations, and top alternatives.
You’ll leave knowing if it has the features you need to finally simplify your practice admin.
Let’s get started.
Quick Summary
- TherapyNotes is a practice management and EHR system designed to simplify scheduling, documentation, and billing for behavioral health professionals.
- Best for solo practitioners and small to medium group practices focused on streamlined workflows and core clinical needs.
- You’ll appreciate its intuitive interface combined with robust note templates and highly praised customer support.
- TherapyNotes offers straightforward per-clinician pricing with a 30-day free trial and includes all core features in every plan.
TherapyNotes Overview
TherapyNotes is a highly specialized EHR and practice management system built just for behavioral health professionals. Headquartered in Pennsylvania, they have been a focused market player since 2010, giving them deep experience in this specific niche. Their entire mission is to streamline administrative work for practitioners like you.
I find their key advantage is a sharp, unwavering focus on the needs of individual practitioners. They aren’t a generic EHR, so the platform feels intentionally built for the daily workflows of therapists, psychologists, and counselors, which is a significant plus if you’ve ever used a clunky, oversized system.
Their recent introduction of TherapyFuel, an AI assistant for note generation, shows a commitment to modernizing clinical workflows. We’ll explore its practical, time-saving benefits throughout this TherapyNotes review.
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Unlike competitors that often have complex pricing tiers, TherapyNotes offers an all-in-one software package. Its structured and straightforward approach feels refreshingly simple and makes budgeting far more predictable. You know exactly what you’re getting without worrying about hidden costs for core functions.
They work with a wide spectrum of users across behavioral health, supporting everyone from individual therapists launching a new private practice to established multi-clinician clinics that need consistency across their team.
From my assessment, their strategy centers on being a reliable, clinical-first system. This means they intentionally prioritize robust, compliant documentation and integrated billing over the extra marketing tools you may find in other, more sales-focused platforms.
Now let’s examine their core capabilities.
TherapyNotes Features
Tired of juggling disconnected practice management tools?
TherapyNotes features provide a comprehensive, integrated system designed to streamline your behavioral health practice. Here are the five main TherapyNotes features that can revolutionize your workflow.
1. Clinical Documentation
Does note-taking feel like a never-ending chore?
Spending too much time on paperwork can detract from client care. This often leads to burnout and administrative overload.
TherapyNotes offers robust, structured templates for all your clinical documentation, including intake and progress notes. From my testing, treatment objectives auto-populating into progress notes significantly speeds things up. This feature ensures you meet all HIPAA and insurance requirements efficiently.
This means you can complete documentation faster, giving you more time for your clients.
2. Scheduling and Calendar Management
Struggling with chaotic appointment scheduling?
Manual scheduling or fragmented systems can lead to missed appointments and scheduling conflicts. This creates frustration for both you and your clients.
The integrated scheduling tools let you manage appointments, set office hours, and offer customizable appointment types. What I found impressive is its seamless integration with client files and billing. This feature simplifies booking for both practitioners and clients.
So you get an intuitive scheduling system that reduces administrative burden and improves client satisfaction.
3. Billing and Claims Management
Is managing payments and insurance claims a headache?
Dealing with complex billing processes can lead to payment delays and administrative errors. This impacts your practice’s financial health.
TherapyNotes provides comprehensive billing features, including integrated payment processing and electronic claims submission. Here’s what I found: the assisted ERA payment posting streamlines reconciliation. This feature aims to minimize data entry and accelerate reimbursements.
This means you can manage your practice’s finances more efficiently and reduce billing-related stress.
4. Telehealth Platform
Need a secure, reliable platform for online sessions?
Using third-party video tools can pose compliance risks and create disconnected workflows. This compromises client confidentiality and efficiency.
TherapyNotes includes a built-in, HIPAA-compliant telehealth platform for secure online sessions. What I love about this approach is the seamless integration with scheduling and documentation. This feature ensures client privacy and offers reliable connections.
So you can provide convenient, secure teletherapy sessions directly within your practice management system.
5. Client Portal (TherapyPortal)
Are you overwhelmed by client intake forms and payment processing?
Manual intake processes and payment collection can be time-consuming for your staff. This detracts from more critical tasks.
The secure client portal, TherapyPortal, empowers clients to complete forms, update info, and make payments online. This is where TherapyNotes shines: clients can schedule their own appointments, reducing your administrative load. This feature enhances the client experience and streamlines your workflows.
This means you can improve client engagement while significantly cutting down on your practice’s administrative tasks.
Pros & Cons
- ✅ User-friendly interface simplifies daily practice management tasks.
- ✅ Exceptional customer service with helpful and responsive support.
- ✅ Robust clinical documentation features with customizable templates.
- ⚠️ Steeper learning curve for advanced practice management features.
- ⚠️ Mobile app functionality is somewhat limited compared to web.
- ⚠️ Occasional reported difficulties with specific billing features.
These TherapyNotes features work together to create a truly integrated practice management solution that empowers behavioral health professionals to focus on what matters most: their clients.
TherapyNotes Pricing
Concerned about monthly software costs?
TherapyNotes pricing offers a clear, tiered structure based on clinician count, providing transparent costs for your practice from the outset.
Plan | Price & Features |
---|---|
Solo Plan | $59 per month • Single user • Core EHR features • Clinical documentation • Scheduling & billing |
Group Plan | $69/month (first clinician) + $40/month (each additional clinician) • Multiple clinicians • Unlimited non-clinical staff • Practice management tools • Integrated telehealth |
Enterprise Plan | Same rates as Group plan, for 30+ users • Dedicated account manager • Scalable for large practices • Advanced support • All Group Plan features |
1. Value Assessment
Excellent value for your practice.
What impressed me about TherapyNotes pricing is its scalability; you only pay for the clinicians you have, not for ancillary staff. This ensures your practice costs align with your active user base, avoiding unnecessary expenses. From my cost analysis, this pricing model is very competitive for behavioral health.
This means your budget stays predictable as your practice grows, with clear per-user increments.
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2. Trial/Demo Options
Evaluate before you commit.
TherapyNotes offers a generous 30-day free trial that requires no credit card, letting you fully explore the platform’s features. What I found valuable is how this trial provides full access to test workflows and ensure it fits your practice’s unique needs.
This allows you to confidently assess its value before committing to their full pricing structure, reducing your financial risk.
3. Plan Comparison
Choosing the right fit.
The Solo plan is perfect for individual practitioners, while the Group plan offers fantastic value by allowing unlimited non-clinical staff at no extra charge. Budget-wise, what stands out is how Enterprise scales effectively for larger practices without a complex, custom pricing barrier.
This helps you match pricing to actual usage requirements, ensuring you get the most value for your specific practice size.
My Take: TherapyNotes’s pricing strategy is transparent and highly scalable, making it an excellent choice for solo to large group behavioral health practices seeking predictable costs.
The overall TherapyNotes pricing reflects transparent, scalable value for your behavioral health practice.
TherapyNotes Reviews
What do real customers actually think?
This section provides a clear analysis of TherapyNotes reviews, pulling insights from real user feedback across various platforms to give you a balanced perspective.
1. Overall User Satisfaction
Users seem genuinely pleased.
From my review analysis, TherapyNotes consistently receives high ratings, often averaging above 4.5 stars. What stood out in customer feedback is how users often describe it as intuitive and surprisingly easy to get started with, even for those new to EHR systems.
This indicates you can expect a largely positive experience from the outset, streamlining your workflow.
2. Common Praise Points
Customer service is a major highlight.
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Users consistently praise TherapyNotes’ customer service as professional, patient, and incredibly responsive. From the reviews I analyzed, detailed follow-up emails are frequently appreciated, helping users resolve issues efficiently and learn from the support interactions provided.
This means you can rely on strong support if you encounter any questions or issues.
3. Frequent Complaints
Some billing features draw criticism.
While generally positive, several TherapyNotes reviews highlight occasional difficulties with advanced billing features, particularly electronic claims. What I found in user feedback is how managing complex insurance reimbursements can be challenging, leading to some administrative headaches for practices.
These issues are generally solvable but may require a bit more attention and learning.
What Customers Say
- Positive: “TherapyNotes has the best customer service! Each and every time I call/email they give me what I need… support!” (Capterra)
- Constructive: “I’ve had issues with customer service regarding blocked appointment times and price increases.” (GetApp)
- Bottom Line: “Streamlined and intuitive, this system helps manage finances and appointments effectively.” (G2)
The overall TherapyNotes reviews show strong user satisfaction with minor areas for improvement in advanced billing functions.
Best TherapyNotes Alternatives
Need help choosing the right EHR?
The best TherapyNotes alternatives include several strong options, each better suited for different business situations and priorities, especially when considering pricing and specific feature sets.
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1. SimplePractice
Seeking more customization and marketing tools?
SimplePractice excels for practices prioritizing an intuitive interface and integrated features like a professional website and therapist directory. From my competitive analysis, SimplePractice offers greater customization for notes and scheduling, though its pricing can quickly escalate with add-ons.
Choose this alternative if you value extensive automation and client-facing marketing tools over TherapyNotes’ streamlined simplicity.
2. TheraNest (now Ensora Health)
Prioritizing in-depth customer service and caseload-based pricing?
TheraNest offers modular flexibility across specialties and excels with a strong focus on customer support and fully managed insurance billing. What I found comparing options is that TheraNest bases costs on caseload size, not practitioners, which can be more economical for large teams with smaller active client lists.
Consider this alternative if you need robust customer service or if your practice benefits from caseload-based pricing.
3. ICANotes
Do you require extremely rapid, narrative-style documentation?
ICANotes focuses on highly templated, point-and-click documentation for narrative notes, which can significantly speed up note completion. From my analysis, ICANotes provides extremely fast, narrative-style note generation, though its pricing structure is more complex than TherapyNotes’ per-user model.
Choose ICANotes if your priority is highly efficient, template-driven documentation, especially for narrative notes.
4. Valant
Is robust reporting and compliance your top priority?
Valant is a strong web-based EHR known for its user-friendly interface and powerful reporting capabilities, focusing on efficiency and compliance. Alternative-wise, your situation calls for Valant if robust reporting and a strong focus on compliance are paramount for your practice operations.
Consider Valant when detailed reporting and adherence to compliance standards are more critical than TherapyNotes’ AI-assisted note-taking.
Quick Decision Guide
- Choose TherapyNotes: All-in-one simplicity and affordability for core functions.
- Choose SimplePractice: Intuitive interface with extensive customization and marketing tools.
- Choose TheraNest: Caseload-based pricing and strong customer service emphasis.
- Choose ICANotes: Priority on rapid, highly templated narrative documentation.
- Choose Valant: Robust reporting, compliance, and streamlined documentation.
The best TherapyNotes alternatives depend on your practice’s specific needs and budget priorities, not just feature lists.
TherapyNotes Setup
Will TherapyNotes setup be a headache?
For many practices, TherapyNotes offers a straightforward path to getting started. This TherapyNotes review section provides a practical analysis of what to expect during your implementation.
1. Setup Complexity & Timeline
No complicated, lengthy deployment here.
TherapyNotes implementation is generally quick due to its intuitive design, with most practices becoming proficient in core tasks rapidly. What I found about deployment is that basic setup is surprisingly quick, focusing on essential practice details, user roles, and client data import.
You’ll need to allocate time for initial data migration and assigning appropriate access levels for different staff roles.
2. Technical Requirements & Integration
Minimal technical hurdles for your practice.
Your technical requirements for TherapyNotes primarily involve stable internet access and a modern web browser, as it’s a cloud-based system. What I found about deployment is that it integrates smoothly without complex infrastructure, unlike on-premise solutions requiring server installations or specialized hardware.
Plan to simply ensure your team has reliable internet, and you’re good to go without significant IT overhead.
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3. Training & Change Management
User adoption is remarkably straightforward.
Most clinicians find TherapyNotes intuitive for daily tasks like scheduling and note-taking, minimizing the learning curve. From my analysis, the user-friendly interface aids rapid staff proficiency, though more advanced features like detailed reporting may require additional practice.
Focus on familiarizing your team with key workflows, leveraging their strong help center and video tutorials for any advanced needs.
4. Support & Success Factors
Excellent support smooths your journey.
TherapyNotes offers unlimited email and phone support during business hours, with a highly responsive and knowledgeable team praised by users. From my analysis, their robust customer service is a key success factor for smooth implementation and ongoing operations, addressing questions quickly.
Prioritize utilizing their extensive help center and direct support during your initial setup to maximize a seamless transition.
Implementation Checklist
- Timeline: Days to weeks for core setup and proficiency
- Team Size: Office manager plus relevant clinical/admin staff
- Budget: Primarily staff time; no additional software costs
- Technical: Stable internet connection and web browser
- Success Factor: Leveraging robust customer support and help center
Overall, the TherapyNotes setup is designed for efficiency and ease of use, ensuring a rapid and smooth transition for most behavioral health practices.
Bottom Line
Is TherapyNotes the right fit for your practice?
This TherapyNotes review provides my comprehensive analysis to help you confidently decide if this software aligns with your specific needs as a mental health professional.
1. Who This Works Best For
Mental health practitioners valuing ease of use.
TherapyNotes excels for solo practitioners, small to medium group practices, and behavioral health clinics prioritizing streamlined workflows and integrated core practice management. From my user analysis, practices needing an intuitive all-in-one EHR for documentation, scheduling, and billing will find it highly effective.
You’ll succeed if your practice values robust, straightforward features and excellent customer support over extensive customization.
2. Overall Strengths
Unparalleled user-friendliness and excellent support.
The software succeeds by offering an intuitive interface, comprehensive clinical documentation, integrated scheduling, and robust billing. From my comprehensive analysis, its consistently praised customer service is a standout for responsive phone and email support, providing confidence and quick resolutions.
These strengths allow your practice to focus more on patient care and less on administrative burdens, significantly improving daily operations.
3. Key Limitations
Learning curve for advanced features can be steep.
While user-friendly for core tasks, some users find a steeper learning curve for advanced reporting, practice management features, and specific billing issues. Based on this review, the mobile app’s functionality is somewhat limited compared to the full web interface, which may impact on-the-go efficiency.
These limitations are generally manageable, but you should be aware of them if your practice requires deep customization or extensive mobile functionality.
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4. Final Recommendation
TherapyNotes earns a strong, confident recommendation.
You should choose this software if your behavioral health practice needs a reliable, user-friendly EHR with comprehensive features for documentation, scheduling, and billing. From my analysis, this solution offers exceptional value for money due to its transparent pricing and strong performance across essential functionalities.
My confidence level is high that TherapyNotes will significantly streamline your practice operations and enhance client care.
Bottom Line
- Verdict: Recommended
- Best For: Solo practitioners and small to medium behavioral health group practices
- Business Size: Individual therapists to groups with unlimited non-clinical staff
- Biggest Strength: Intuitive interface with excellent customer support
- Main Concern: Steeper learning curve for advanced features and mobile app limitations
- Next Step: Explore the free trial or request a demo for your practice
This TherapyNotes review shows strong value for behavioral health professionals, making it a reliable choice for streamlining your practice management and client care needs.