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. Especialidad: Cuidado de la salud mental Número de empleados: 2-10 empleados
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
Jill N. Especialidad: Cuidado de la salud mental Número de empleados: 2-10 empleados
Overall, using CounSol.com has been a great benefit to my business. I cannot imagine not having the features that I mentioned above. Each feature has helped my business run more smoothly.
I spent a lot of time researching various software programs to meet the needs of the new counseling center I was opening. I wanted an all-in-one system that would allow for customization with forms, EHR, online counseling, and billing. One of the features I like about this particular program is the client journal. I have several clients who really like that feature. I had set up a practice client and learned about the ins and outs of the program and decided it was the one for me even though it was a little more expensive than some of the others. I have not regretted this decision, as it has come through well for me.
There has been great improvement of the online platform over these months of COVID-19, but I feel that there may need to be even more improvement. I sometimes still have to use backup platforms due to issues with the online platform at random times. One thing I would also like is to be able to do groups online using this platform.
Brad morrell M. Especialidad: Cuidado de la salud mental Número de empleados: Trabajador autónomo
Customer service is superb.
By far this is the most user friendly software. I have had hours of research and for the money, there is no other choice. I do not have to worry about extra fees or no customer service being there for me when I need them. This place even took my Word-formatted documents and created electronic forms!
The only thing that I dislike so far is that the text sent to the client does not allow them to respond in way that adjusts it automatically on my calendar. I wish if they canceled, they did not have to call or text.
Rachel B. Especialidad: Hospital y atención sanitaria Número de empleados: Trabajador autónomo
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.
Alice D. Especialidad: Cuidado de la salud mental Número de empleados: Trabajador autónomo
It has been FABULOUS!
Counsol.com is a one-stop shop. I use it for every aspect of my practice management, from scheduling to billing, filing insurance claims and accepting credit cards, patient records, and video sessions. It is very easy to use, and when I do have the occasional question, I can usually find an answer in the user help section. If I can't, I know that if I send a request for help, it will come as fast as they can provide it and always within 24 hours. When I needed to add the video sessions to my account in response to the pandemic, they had me set up in less than a day.
Counsol.com is also VERY responsive to suggestions for improving the platform. In the time that I have been using it (about 6 years), they have increased functionality to include "sticky notes" for files and reminders of unfinished progress notes, converted from ICD9 to ICD10 seamlessly, and added Wiley Treatment Planners as an option, just to name a few of the improvements.
The only thing I'd like to see changed, currently, is a tweak to the video sessions so that they show how much time has elapsed, not just tell me when the session is "supposed" to end.