CounSol.com

Pros

CounSol literally does everything. I have note templates and can customize to create any form or assessment needed. Everything can be signed electronically, and I can electronically send documents for therapy homework with ease. Clients love the streamlined interface and ability to self-schedule, submit payments, print their invoices, etc. Clients can also securely journal between sessions, and video for sessions is dependable.

Cons

I wish CounSol would develop the ability to interface with multiple clients at one time via video for the purposes of group or family sessions, and I wish there was an app. I think my clients would super appreciate the ease of an app interface.

Pros

I like having a very responsive account manager in Matt. I also value the help documents that I can print out and refer back to. There are a lot of features that help automate the intake process and tracks when things are due - treatment plans etc. The cost is manageable when changing from the non-insurance plan to the insurance processing plan ($10 increase per month).

Cons

I find it cumbersome to create the client forms, internal forms, printed assessments. It is not as user friendly as dragging/dropping a fillable PDF. My account manager has offered to help with setting up forms, so that has been nice. Not being able to edit/add to the progress note template to include specific information that are requirements for specific insurance companies. There is no ability to send HIPAA compliant faxes to other providers.

Alternatives Considered

Reasons for Switching to CounSol.com

Pros

the journal option , and the format of the notes

Cons

the struggle of creating forms , when people are creating their charts often it will say that it is a duplicate only

Pros

This EMR is very user friendly and meets the needs of my solo private practice. Whenever needed, I have always appreciated the personal customer service I have received from my assigned representative.

Cons

In the beginning, I had trouble with creating forms - the process seemed more complicated than other programs I had used or tried. It was more work up front, but now it is easy to edit and use the forms.

Alternatives Considered

Reasons for Choosing CounSol.com

Switched From

Reasons for Switching to CounSol.com

Pros

The progress notes and treatment plan templates are easy to use. Many of the billing features are simple.

Cons

If you make a mistake with an ERA, it disappears in the system and you can't retrieve it or fix it.

Pros

CounSol is intuitive and use friendly and my contact person, Matt, is always responsive and helpful.

Cons

There are some things about billing and insurance claims that are less intuitive, and if there were more written instructions on how those things work, that would be helpful.

Alternatives Considered

Reasons for Switching to CounSol.com

Pros

It is user friendly and the customer service is top notch!

Cons

I really don't have any negative feedback to give

Pros

Customization, price. Platform is fairly user friendly overall.

Cons

Adding new users requires contacting account admin, which can be cumbersome but response time has always been excellent.

Alternatives Considered

Reasons for Switching to CounSol.com

Pros

I love how user friendly the platform is! I cant believe I wasn't using this from the beginning. It makes private practice so seamless. Im surprised more people dont know use Counsol!

Cons

Would be nice to have a tab to track business expenses and a way to track groups, and make extra notes in the file without creating a session - eg a free quick call or a consultation with another professional.

Alternatives Considered

Reasons for Switching to CounSol.com

Pros

CounSol is user friendly and the customer service response is worth its weight in gold!

Cons

As a first-time solo practitioner and user of my own EHR, I had no understanding of the payment processing feature. This was the most frustrating aspect because I inadvertently filled something out wrong and got stuck in a reoccurring attestation loop with Cardpointe every 3 MONTHS. Some practical guidance from the assigned representative upon signing up with CounSol would have been greatly appreciated. Some of this is my responsibility for not having sought guidance and found out by chance with a troubleshooting call to Cardpointe that I did not need to do the attestation every 3 months, but rather, annually.

Pros

I love the personal touch and having LIVE customer service, unlike almost all other counseling EHR services that you find out there.

Cons

I really have not found much that I do not like about Counsol. The only thing that I can think of that I have not had luck with is getting them to add a fee so I can recoup clients that use a credit card. being a realist, I know this takes effort in programming so it is not that big of a deal.

Alternatives Considered

Reasons for Switching to CounSol.com

Pros

User friendly, does everything for you, structure.

Cons

no mental health assessments built in
no AI assistance
no recommended interventions, worksheets, etc

Alternatives Considered

Reasons for Switching to CounSol.com

Pros

Very user friendly and simple to use. I shopped around quite a bit before I decided on Counsol. After reviewing other options, I went with Counsol because it was very user friendly and the pricing was fair

Cons

I wish there was a mobile app for which I could download from an app store (like when I am using it on an ipad, for example).

Alternatives Considered

Reasons for Switching to CounSol.com

Pros

The functionality of this product is amazing. It does everything I need. The customer support is outstanding and [sensitive content hidden]
regularly helps with various things to repair/fix my mistakes to helping me change something and do it differently. I definitely recommend CounSol to other therapists.

Cons

Wish there was an app for my phone. Also, the televideo component didn't work great for m. I do live rurally with low quality internet service so decided to change to a different platform.

Pros

ease of use, invoices, data layout on main screen

Cons

inability to easily upload my intake packet

Pros

I appreciate the LIVE customer support (WITH AN ACTUAL HUMAN) of my account manager, which has helped me easily navigate the platform when stuck. The account manager has been consistently readily available and responsive, and they're generally very patient and helpful.
The user guide is also an excellent resource.

Cons

I wish the platform had more offerings to enhance the client and provider experience, such as https://www.teleo.space/ or note designer. Partnerships like this would be ideal.
I don't particularly like the treatment notes template; I would like one similar to Notedesigner, for example, with more options for the sentence completion and treatment modalities etc.
I would also like to see mini-tutorials on using the platform most efficiently. Sometimes, I don't always have the time to look through my user guide. For example, if I want to send an announcement to certain clients but not all, how do I do that?
I also wish I could include hyperlinks in my documents when sending to clients. In addition, having a 'schedule send' option for emailing clients and sending out pre-scheduled announcements about any of my practice changes or new services would be an excellent feature.
Having my clients recieve notification of my social media or new posts from my website via CounSol is another missing feature that would enhance client engagement, retention and education too.
The client view of the platform: While I appreciate how the colors are similar to my website, it looks dated and could use sharper, more updated, professional and modern visuals to enhance the client experience.

Pros

- Customer support is incredible
- Cost is lower than most competitors
- Have not experienced concerns around HIPAA compliance, meeting ethical standards around confidentiality, and/or price gouging experienced with other competitors
- Ease of managing client files

Cons

- Antiquated look
- Clients do not like using the portal as much because it feels dated
- Wish there were easier ways to incorporate assessments into client files

Pros

I was introduced to CounSol during my field experience as an intern. The clinical where I was working used CounSol. I really liked it then. Now that I own my own mental health clinic and have the role of owner and supervisor, I have permission to features that I didn't as an intern and I'm pleased with the software. I worked in places that use other EHR and I have not liked them at all.

Cons

If I had to select a "con", I'd say that I am not crazy about the telehealth platform as 99 percent of our clients cannot access it. I seems to have a lot of bandwidth.

Pros

Easy to use, clients find the portal super user friendly and can come back and complete new forms as needed/complete their own payments. Reminder texts are standard and helpful as well as payment through Square is seamless.

Cons

The main payment option that Counsol uses is very shady and put unnecessary charges on my account and their customer service was less than stellar. Switching to Square was the best move I could have made. Square should be the main option for payment collection.

Pros

Very easy to use- do my progress notes, have clients do forms online and sign electronically, share encrypted emails and have secure video for telehealth.

Cons

Sometimes the telehealth video is not clear, and not sure it is Counsol.com's fault. I cannot amend progress notes if needed.

Pros

Counsol.com has been intuitive and easy to use.

Cons

I can not think of any. I have been satisfied

Pros

I like that it is affordable, and confidential.

Cons

I believe there needs to be more diversity of templates for notes IE: a template for medicaid/medicare, and a template for treatment plans.

Pros

I have had an excellent experience using CounSol as a small practice owner. I have a small team which includes staff and interns and it is easy to teach CounSol to others and I am also always learning about features I didn't realize were there!

Cons

I can't think of anything specific. It has been a great system for us.

Alternatives Considered

Pros

CounSol makes the challenging administrative tasks of billing, record keeping, etc that therapists in private practice hate, very manageable. I have had the same patient, knowledgeable and responsive client support person ([sensitive content hidden]) since beginning to use the program, which has been immensely helpful!

Cons

Nothing other than the learning curve involved in implementing any new application.

Pros

My clients can make and change their own appointments, which saves me hours of back and forth. It is very convenient and helpful.

Cons

I would like it if there was an automatic fee added on to clients who pay with PayPal.