TherapyNotes
About TherapyNotes
TherapyNotes is a comprehensive, web-based Electronic Health Record (EHR) and practice management system specifically designed for behavioral health professionals, including psychologists, therapists, psychiatrists, and social workers. The platform integrates various essential tools to streamline practice workflows, such as appointment scheduling, robust clinical documentation, billing and revenue cycle management, and patient communication features. Its core strength lies in its notes system, which utilizes an easy-to-use, form-filled approach to speed up data entry and note writing, ensuring compliance with insurance, HIPAA, and industry standards.
Beyond core practice management, TherapyNotes has incorporated AI-powered documentation features through its TherapyFuel tool. This AI assists clinicians by expanding short session summaries into draft notes or transcribing telehealth sessions to generate SOAP-style progress notes, aiming to reduce documentation time. While the AI is designed to support documentation efficiency within the EHR, clinicians are still responsible for reviewing and refining the language to ensure clinical nuance and session-specific details are accurately reflected. TherapyNotes also offers features like electronic prescribing (ePrescribe), telehealth capabilities, patient portals (TherapyPortal), and outcome measures to help gather information about a client’s mental health status.
Focus Areas
Business Intelligence
| Partnerships | DrFirst (for medication management), National Register of Health Service Psychologists |
| Acquisitions | Argonaut Software (customers transitioned), StarQuick Solutions (customers transitioned) |
| Technology | Cloud-based, web-based system, React, C#, Microsoft services, Large Language Models (LLMs) for AI features |
What Physicians Need to Know
For physicians, TherapyNotes offers a dependable, easy-to-learn system with strong insurance billing and compliance tools, making it well-suited for solo practitioners and small group practices. The platform's structured workflows, automatic audit logs, and clear documentation safeguards help reduce administrative errors and support billing and regulatory compliance. The integrated telehealth, unlimited clients, appointments, and notes, along with automated reminders, confirmations, and rescheduling options, can significantly reduce no-shows and administrative burden, allowing more focus on patient care. The client portal also supports professionalism and ease by centralizing intake forms, assessments, appointment reviews, and secure messaging. TherapyNotes also provides 24/7 live phone and email support, which is a significant differentiator.
TherapyNotes integrates with popular calendar applications like Google Calendar, Microsoft Outlook, and iCal for appointment management. While TherapyNotes centralizes most workflows (scheduling, billing, telehealth, documentation, outcomes, and AI drafting) with limited reliance on third-party tools, it can also be integrated with other healthcare systems for streamlined data exchange and operational processes. Third-party platforms like Keragon offer HIPAA-compliant automation and integration with TherapyNotes, connecting it to over 300 tools without coding. Additionally, AI agents from HealOS can integrate with TherapyNotes to automate documentation, phone calls, insurance, authorizations, faxes, and billing.
What the Web Says
TherapyNotes is a widely used EHR and practice management software specifically designed for mental and behavioral health professionals, praised for its user-friendly interface and comprehensive features. It is particularly well-suited for solo practitioners and small group practices. While generally well-regarded, some users have raised concerns about its telehealth platform's reliability and limited integrations.
Overall: MixedStrengths
- User-friendly interface and easy navigation.
- Excellent and responsive customer support.
- Strong billing and insurance claims processing capabilities.
- Comprehensive features including scheduling, documentation, and a client portal.
- Fair and transparent pricing.
- HIPAA compliant and robust security features.
Limitations
- Lack of integrations with other software (e.g., Google Workspace, QuickBooks).
- Telehealth platform can be unreliable and glitchy.
- Limited reporting capabilities.
- Lack of a dedicated smartphone app.
- Some users report issues with claims not being transmitted correctly.
- Negative employer reviews regarding high turnover in customer success roles and management issues.
Based on reviews from: G2, Glassdoor, Capterra, Choosing Therapy, Reddit, TechRadar, Forbes Advisor, Indeed.com, SimplyHired
Last updated: 2026-06-19
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