CounSol.com

Online counseling practice management software

4.8 /5 (728 reviews) Write a Review!

CounSol.com Overview

What is CounSol.com?

CounSol.com is an online practice management system for counselors and therapists, for managing both online and offline clients, with secure chat, live video sessions, online appointment booking, billing & invoicing, custom forms & questionnaires, treatment plans, progress notes, client journals, and more.

CounSol.com allows users to create a custom client site, with control over the text, images, colors, and fonts, and embed a link to the secure client portal in their existing website. Clients can login to schedule appointments, view emails, pay bills, fill in their private journal, and take part in online chat and video sessions. Users can set their availability, session types, and appointment lengths, and display available appointment slots by the month, week, day, or hour. Clients can book appointments online for office appointments, phone calls, video sessions, or chat sessions, and can also register for group chat sessions, phone calls, or office appointments.

Users can create custom policy agreements, practice terms, and a range of client forms and questionnaires for gathering client information. Client records, notes, and questionnaires are stored securely, with hourly data backups, and the system is fully HIPAA compliant. Client treatment plans can be prepared using the built-in templates with diagnosis axis codes and descriptions, symptom descriptions, current assessments, concerns or issues, treatment objectives and strategies, long-term and short-term goals, and more. Progress notes can also be maintained and updated, with customizable diagnosis descriptions, treatment plan statuses, action plans, and more.

CounSol.com Overview

Pricing

Starting from
US$44.95/month

Pricing options

Free Trial
Subscription
Value for money

Practice Management: $49.95/month

Practice Management Plus: $64.95/month


CounSol.com Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

CounSol.com screenshot: CounSol.com screenshot: CounSol.com screenshot: CounSol.com screenshot: CounSol.com screenshot:

CounSol.com Reviews

CounSol.com Reviews

Overall rating
4.8
/
5
Excellent
566

Very good
145

Average
16

Poor
0

Terrible
1

Value for Money
4.8
Features
4.5
Ease of Use
4.5
Customer Support
4.9
98% recommended this app
Jessica H.

Small Group Private Practice LIFESAVER

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.


Amy B.

Excellent Customer Service but Things Need to be Improved

I am staying because it is very difficult to leave and learn a new system. Over the past 5 years, I have tried 4 and this one had the least awful things about it. However, there are several key things that really need to be improved in the accounting system that are not getting addressed and I have brought them up multiple times. There is no good reason for invoices to have different balances depending on which screen you are looking at. I have used them exclusively for 2 years and I have yet to get all of my client accounts to balance out. This is frustrating. I also keep a separate spreadsheet because I do not find the system to be 100% reliable.


Rachel B.

Lots of positives and can be a much better product with changes

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


Amy P.

Everything you need for your private practice EHR

This program allowed me to go completely online and paperless. I had no billing experience, and was able to learn how to bill in minutes a week and track claims easily - saving me a lot of money in lost time as well as lost payments. The electronic record is great and can be downloaded with a password if you need to send records to someone.


Jill N.

A Successful Decision

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.


Jessica H.
Industry: Mental Health Care
Company size: 2-10 Employees

Small Group Private Practice LIFESAVER

Used Daily for 2+ years
Reviewed on 9/06/2019
Review Source: Capterra

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.

Pros

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!

Cons

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Amy B.
Industry: Mental Health Care
Company size: Self Employed

Excellent Customer Service but Things Need to be Improved

Used Daily for 2+ years
Reviewed on 9/11/2020
Review Source: Capterra

I am staying because it is very difficult to leave and learn a new system. Over the past 5 years, I have tried 4 and this one had the least awful things about it. However, there are several key things that really need to be improved in the accounting system that are not getting addressed and I have brought them up multiple times. There is no good reason for invoices to have different balances depending on which screen you are looking at. I have used them exclusively for 2 years and I have yet to get all of my client accounts to balance out. This is frustrating. I also keep a separate spreadsheet because I do not find the system to be 100% reliable.

Pros

Scheduling works well. Most of my clients are technologically savvy and can schedule themselves. I also appreciate that I have a very knowledgeable, helpful, accessible, dedicated account manager. The help is not delivered through a bot or to a team where you receive minimal assistance, like some of the top rated software companies provide.

Cons

The accounting portion of this software is very difficult to use. There are hidden payments and transactions that you have to go hunting for and sometimes, invoice amounts can appear different on different screens. I cannot begin to count the number of hours I have labored over the accounts, trying to get them to balance.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Rachel B.
Industry: Hospital & Health Care
Company size: Self Employed

Lots of positives and can be a much better product with changes

Used Daily for 6-12 months
Reviewed on 28/05/2020
Review Source: Capterra

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

Pros

The invoice feature, the ease of calendar, birthday emails,

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 4.0/10

Amy P.
Industry: Mental Health Care
Company size: Self Employed

Everything you need for your private practice EHR

Used Daily for 2+ years
Reviewed on 22/09/2020
Review Source: Capterra

This program allowed me to go completely online and paperless. I had no billing experience, and was able to learn how to bill in minutes a week and track claims easily - saving me a lot of money in lost time as well as lost payments. The electronic record is great and can be downloaded with a password if you need to send records to someone.

Pros

Counsol is the most complete, user friendly and affordable EHR I found available, created for the therapist who is also does billing, instead of expecting you to have a separate billing dept. You can do everything, from clients filling out intake forms, scheduling, appt. reminders, video sessions, and it integrates with the billing invoices for easy submission. All the forms, notes, treatment plans and ability to upload any documents you need is right there for every client. Plus the cost is flat rate, no hidden extra fees for anything and will never go up.

Cons

Over the years, as I have found I needed something, the Counsol team has worked to add and integrate it to the program. For instance, now the client can upload insurance cards, and send attachments, but not yet their picture ID, so there is a little room for improvement. There is no app, but the site does work on phones, its's just not as smooth as it could be. The internal email is HIPAA compliant, but the client has to be logged in.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jill N.
Industry: Mental Health Care
Company size: 2-10 Employees

A Successful Decision

Used Daily for 6-12 months
Reviewed on 20/06/2020
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.5/10
Based on 728 user ratings
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CounSol.com Pricing

CounSol.com Pricing

Starting from
US$44.95/month
Free Trial
Subscription
Value for money

Practice Management: $49.95/month

Practice Management Plus: $64.95/month

Practice Management: $49.95/month

Practice Management Plus: $64.95/month

Value for Money
4.8/5
Based on 728 user ratings
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CounSol.com Features

CounSol.com Features

API
Activity Dashboard
Appointment Management
Automatic Notifications
Billing & Invoicing
Calendar Management
Charting
Claims Management
Client Portal
Compliance Management
Customisable Reporting
Document Management
Document Storage
HIPAA Compliance
Records Management
Reminders
Reporting & Statistics
Self Service Portal
Third Party Integration
Workflow Management
Features
4.5/5
Based on 728 user ratings
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Categories

Additional information for CounSol.com

Additional information for CounSol.com

Key features of CounSol.com

  • Accounting Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Applications Management
  • Appointment calendar
  • Appointment scheduling
  • Assessment Management
  • Automated appointment reminders
  • Availability management
  • Billing & invoicing
  • Client journal
  • Client portal
  • Client progress notes
  • Client treatment plans
  • Custom client site
  • Custom forms & questionnaires
  • Customizable branding
  • Electronic insurance claim submission
  • Group session scheduling
  • HIPAA compliant
  • Hourly data backups
  • Live video sessions
  • Online appointment booking
  • Payment gateway integration
  • Reminders by email, SMS & phone
  • Secure messaging
  • iCalendar sync

Benefits

  • Users can manage their availability, appointment types, and session lengths, and allow clients to book appointments online, with hourly, daily, weekly, and monthly availability views.

  • Secure live chat enables instant communication between clients and counselors, with chat sessions automatically stored in admin records.

  • Client records, treatment plans, and progress notes can be securely stored and managed, and the client journal enables clients to create private journal entries and share these with their counselor as they wish.

  • Invoice notifications can be sent to clients via email, and payments can be processed through a range of payment gateway integrations, including Stripe, Authorize.Net, BluePay, and more.

  • CMS-1500 forms can be completed within CounSol.com, and 837 EDI claims can be submitted electronically, with users able to track claim statuses.

  • CounSol.com FAQs

    CounSol.com FAQs

    Below are some frequently asked questions for CounSol.com.

    Q. What type of pricing plans does CounSol.com offer?

    CounSol.com offers the following pricing plans:

    Starting from: US$44.95/month

    Pricing model: Subscription

    Free Trial: Available

    Practice Management: $49.95/month Practice Management Plus: $64.95/month

    Q. What are the main features of CounSol.com?

    CounSol.com offers the following features:

    • Accounting Management
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Applications Management
    • Appointment calendar
    • Appointment scheduling
    • Assessment Management
    • Automated appointment reminders
    • Availability management
    • Billing & invoicing
    • Client journal
    • Client portal
    • Client progress notes
    • Client treatment plans
    • Custom client site
    • Custom forms & questionnaires
    • Customizable branding
    • Electronic insurance claim submission
    • Group session scheduling
    • HIPAA compliant
    • Hourly data backups
    • Live video sessions
    • Online appointment booking
    • Payment gateway integration
    • Reminders by email, SMS & phone
    • Secure messaging
    • iCalendar sync

    Q. Who are the typical users of CounSol.com?

    CounSol.com has the following typical customers:

    Small Business, Freelancers, Mid Size Business

    Q. What languages does CounSol.com support?

    CounSol.com supports the following languages:

    English

    Q. What type of pricing plans does CounSol.com offer?

    CounSol.com has the following pricing plans:

    Subscription

    Q. Does CounSol.com support mobile devices?

    We do not have any information about what devices CounSol.com supports

    Q. What other apps does CounSol.com integrate with?

    CounSol.com integrates with the following applications:

    Authorize.net, BluePay, Braintree, Forte, Google Calendar, PayPal, Square Payments, Stripe

    Q. What level of support does CounSol.com offer?

    CounSol.com offers the following support options:

    FAQs, Online Support, Phone Support