CounSol.com offers a cloud-based practice management solution that includes management tools for electronic medical records (EMR) such as client notes, insurance claims, appointments and billing. It is best suited for solo practitioners and is HIPAA compliant.
Users can configure a client web portal that allows patients to view emails from users' practices, schedule appointments, pay bills and write in a patient journal. Clients can also access online video and chat sessions with their practitioner. Clients can also receive automated appointment reminders via email, text message or phone recording.
CounSol.com also offers configurable client forms, practice terms and policy agreements, which clients can fill out online. Billing and invoicing tools support integrations with Stripe, Braintree, BluePay, Forte, Payscape and Authorize. Users can also sync iCalendar with the calendar feature to help manage scheduling.
Pricing is per user per month. Support includes an account manager, email and phone support.
Jessica H. Branche: Psychische GesundheitsfÃ¼rsorge Mitarbeiteranzahl: 2-10 Mitarbeiter
Overall, I am staying with CounSol. It allows me to have a virtually paperless practice and automates things that save me both time and money such as self scheduling and appointment reminders. My client report they like the portal and find it relatively easy to use. Although it is customizable, it again is not the prettiest looking thing, although I haven't had any client complaints about this.
I love almost everything about CounSol! I used it when I was a solo practitioner and have continued as my company has grown into a group practice.
What I like:
- Electronic intake forms as well as all other forms
- FULLY customizable forms including progress notes
- Client self scheduling/ Client portal
- Online payments
- Calendar sync with phone
- Secure messaging- staff and clients
- Quick claim submission and ERA reconciliation
- Customer service- its amazing really!!
- Generally accurate monthly payment reports
- Appointment reminders via text, email and phone
- I also love that they don't tack on costs for features- it is included in the plan you pick!
I have been with CounSol long enough that I have been able to see them grow, including them implementing suggestions I have personally made for the EHR. That said there are a few things I still don't like:
- the interface itself is not as pretty as some of the other ones out there
- there can be a lot of button clicking sometimes (this has improved)
- my staff report they do not find it intuitive to use
- the way the payment report screen handles refunds (however, if you know how it does, then it is easy to account for- just more button clicking)
- Use of Office Ally for clearinghouse, but bc of changes on the part of Office Ally not CounSol
- They don't have an app and I dislike the mobile view
- Not a monthly all clinician view calendar, but there is a weekly one, but it doesn't show openings, just booked appointments
Ericka F. Branche: Psychische GesundheitsfÃ¼rsorge Mitarbeiteranzahl: 2-10 Mitarbeiter
Overall, I love Counsol and have been using them for over 3 years now. I recommend it to all of my friends in the mental health field. It is so easy to use and the price is amazing. LOVE LOVE LOVE this product!
I love how easy it is to customize, understand and train staff to learn and understand how to use the features. The price point is fantastic for the quality and amount of features.
I wish that some of the information that I can see was not accessible to the clinicians that work for my company. EX: The rate of service when booking a client or for them to input the CPT codes, just little things like that.
I also wish there was an automated To Do List. EX: As soon as I have held a scheduled session with a client, the system would remind me to complete the progress note, billing, treatment plan etc.
Claribel S. Branche: Psychische GesundheitsfÃ¼rsorge Mitarbeiteranzahl: 2-10 Mitarbeiter
It's been great I am so glad I subscribe to them I recommend them anytime I am able.
Counsol is intuitive and pretty easy to learn. I love how this software offers all of the features I need including custom forms, video, chat and phone options. Clients love the ability to log on, complete forms, schedule appointments, communicate on the portal, and they love the journal feature. I really enjoy how I can add users and control what they see. Overall value is excellent they do not have a cap on the amount of clients and there is different tiers that don't change. Their customer service is amazing and they are responsive to customer requests and constantly updating features. Overall great product.
Maybe because I still don't understand it, the financial reports. I wish they had more flexibility in the kind of reports you could run. Also, you can customize the client portal but I wish there were more than two options. It would also be great if they could offer a feature to "blast" messages via text for when there are crisis like COVID. One thing is that I also wish I could customize statements/invoices.
Rachel B. Branche: Krankenhausversorgung & Gesundheitswesen Mitarbeiteranzahl: Selbstständig
My notes are getting done quicker bc it's easier to get them done, I've realized although it's cheaper and there are some features that are better than my old product, it's not as professional as my old product and doesn't offer as many resources for measures that I would use as a LCSW
The invoice feature, the ease of calendar, birthday emails,
The intake measures aren't pulled into the initial intake note. This doesn't create a professional looking intake note like the other system I used. No ability to write a formal short note about a phone session, or missed sessions when you void the invoice you can't document it. Can't send attachments in an email via this site that I don't want to make available to all clients. The billing feature pages are very confusing and can be very overwhelming. The measures offered are limited and personally I don't want to have to input them and/or recreate them and it doesn't allow me to send specific measures to individual clients. It's like a one size fits all with this product.
Michelle M. Branche: Psychische GesundheitsfÃ¼rsorge Mitarbeiteranzahl: Selbstständig
I am happy with what I have.
I primarily use this software to schedule clients and have them fill out intake documents prior to meeting in person. It's very easy to use and the price is great for what I am able to accomplish
Although I am able to create documents they can be cumbersome and not as aesthetically pleasing as what I can do on a word document.