CounSol Reviews

“Exceptional customer service sets it apart...

Pros

I really value the LIVE customer support from my account manager, who is an actual human! They've made it easy for me to navigate the platform whenever I get stuck. Plus they are always available, responsive, patient and helpful. Laslty the available user guide is another great resource.

Cons

I wish the platform offered more features to improve the client and provider experience, like https://www.teleo.space/ or a note designer. Plus I am not too fond of the current treatment notes template and would prefer something similar to NoteDesigner with more options for sentence completion and treatment modalities. It would also be helpful to have mini-tutorials for using the platform more efficiently, as I do not always have time to consult the user guide. For instance, I did like to know how to send an announcement to selected clients rather than everyone. Additionally, it would be great to include hyperlinks in documents sent to clients and to have a schedule send option for emails and pre-scheduled announcements about practice changes or new services. A feature that notifies clients about my social media or new website posts via CounSol would also enhance client engagement, retention and education. Regarding the client view, while I like the color scheme matching my website, it looks outdated and could benefit from more modern, professional visuals to improve the client experience.

“Reliable software

Pros

Visually, it is very easy for me to find everything and navigate through my portal. I also like having my rate locked in so it won't change. Plus the customer service is unbeatable. My special thanks to them as they always assist us timely.

Cons

I would definitely love it more if I could use the platform for phone appointments as well.

“Needs a lot of improvements...

Pros

Few things I like are the journal option and the note format.

Cons

I find it difficult to create forms because when people create their charts, it often says a form is a duplicate.

“Simple yet powerful for various needs

Pros

My clients really enjoy using the client portal for online scheduling and I love that I can keep all of my client records in one place. Also the CounSol staff has always been very responsive whenever I reached out to them.

Cons

One thing I have noticed is that video session interface is glitchy and quite slow.

“Affordable option...

Pros

CounSol is very user-friendly and easy to use. I explored several options before choosing CounSol. After comparing, I went with it because not only it was very user-friendly but the pricing was quite reasonable too.

Cons

I wish a mobile app was available for download from an app store, especially for use on an iPad.

“Excellent for forms and record-keeping

Pros

CounSol makes it fairly easy for me to create and upload patient forms. So overall my experience with it is so far going amazing.

Cons

The option for conducting group therapy notes is not perfect and needs improvements. Other than this I have no issues to report.

“Proven beneficial for us...

Pros

It's really easy for me to navigate. Also I love that I have an assigned point of contact for any issues. And whenever I need help, they respond quickly. I have even recommended it to others!

Cons

I do not have any complaints at the moment. No matter what my concerns are, they always get cater quickly.

“We trusted it for privacy.

Pros

With CounSol, I now have a safe and secure space to handle my notes, sessions and even clients communications. Plus the support staff is amazing too, as they are very helpful.

Cons

At times, online sessions have glitches. Also I really wish there were more features, like screen sharing or background blending.

“Best investment for my private practice...

Pros

Onboarding new patients is so easy with all the forms and disclosures I need and several customized assessments that I rely on. Even my elderly patients have no trouble accessing the portal and filling out the intake forms. I also really like how simple it is to submit insurance claims and keep track of payments received. The customer service is amazing too as whenever I have an inquiry, a real person responds quickly. And most of my questions get answered through a quick email, but it is also easy to reach to them by phone.

Cons

The interface is not as good as of some competitors but the good thing about it is that it is very easy to read and navigate.

“I highly recommend it...

Pros

CounSol is really easy to navigate. Plus I like the auto-texting reminders that go out a day before the session.

Cons

I did have to pay extra each month for my text reminders to specify which office the session is at which is not nice.

“Exceeds my expectations

Pros

The support from the support team is great. Moreover the variety of options really stands out to me.

Cons

One thing I've noticed is that the video feature cannot expand to cover multiple locations. For example, if a couple lives in two different homes, it does not seem to work for them to join the same session from separate places.

“Has amazing features...

Pros

CounSol features and customer service are excellent. The members of the support team who assist us are also amazing.

Cons

I wish treatment plans were available for free and that there was a group rate instead of paying per provider.

“Totally happy with it!

Pros

My account assistant is always readily available to answer any questions I have. Also the system is very user-friendly.

Cons

At first, I found it difficult to add forms to the system. It took me some time to figure out.

“Budget-friendly software

Pros

I really like that CounSol is both affordable and keeps everything confidential. Overall, I have had a really good experience with it.

Cons

Well I think there should be more diverse templates for notes such as templates for Medicaid/Medicare and treatment plans.

“Using it for over a decade and is very happy

Pros

CounSol is very easy to use. Also I can do my progress notes, have clients fill out forms and sign them online, send encrypted emails and even use secure video for telehealth sessions.

Cons

Sometimes, the telehealth video is not clear though I am not sure if it's the platform's fault. Also, I cannot amend progress notes if needed.

“Offers the best assistance...

Pros

What I like most is that I'm used to it and also it is easier for me to navigate compared to other EHRs I have tried. I also really like how easy it is to reach out for help and get quick answers when I need them. Plus, I love that I can easily see stats right on the main practice page.

Cons

The interface and appearance of the portal at times feel outdated to me.

“Makes my job simple

Pros

Setting up a new private practice was very easy. Also I love the secure client portal and how both new and existing clients can book through it.

Cons

Well I am using it for a time but, still the calendar seems a bit confusing.

“Truly amazing...

Pros

Since I'm not very tech-savvy, having good support is important for me. And the best thing about CounSol is that the account manager assign to me has been absolutely wonderful as he gives me information in small amounts, is patient and is both professional and very helpful.

Cons

I have nothing to complain about. My overall experience was the best.

“Private practice made easy with it

Pros

I like how efficient and easy CounSol software is to use. Plus whether I'm on my phone or computer, I can access everything pretty easily. Moreover their customer support is outstanding too.

Cons

Managing multiple rates for my client database is a bit tricky. But the good thing is that when I needed help from customer support, Josh took the time to assist me.

“Loaded with the best features

Pros

One thing I really like about it is that it offers a variety of features like journals, billing and monthly payments. All these are proven to be very beneficial for both therapists and clients.

Cons

Navigating the system is a bit difficult. After using it for a while, I still find it challenging to access tabs quickly. It would also be great to have an app for the platform. Additionally, I did love to offer the link to multiple clients who are not in the same location.

“I love Counsol!

Pros

I love being able to send new and returning clients a link to schedule their sessions, communicate with my billing professional, co-manage billing and schedule appointments. Every morning, I can easily see who I will be meeting that day. CounSol makes everything so easy for me!

Cons

For virtual sessions, I frequently encounter connection and sound issues. More often than not, we end up using another product.

“Review of Program

Pros

I am amazed with how easy and user-friendly this program has been. I compared several EMR programs and nothing comes close to CounSol.

Cons

The program is not always easy for clients to navigate and I wish it were as functional for them as it is for me.

“Could improve email program

Pros

Its so easy to use for managing my client workload, documentation and billing.

Cons

The email program lacks advanced features like different fonts, underlining, bolding and italicizing text. Additionally, when there are multiple emails from a client, the program does not highlight the last one read which makes it hard to identify which email to read next.

“Excellent Therapist Platform

Pros

Customer service is excellent! Whenever I have a question, customer support team member is available or calls me back the same day. The platform keeps my clients and billing organized and sends session reminders to them.

Cons

It seems like CounSol has been thoughtfully designed and may have more complexity or features than I use. This is not an issue since help is available if I need assistance or want to explore new features.

“Satisfied enough

Pros

It's fairly user-friendly and my account manager provided a lot of help when I was getting started.

Cons

After years of using the service, I have noticed there have not been many updates to its functionality. I question why I am paying the same monthly subscription fee without seeing improvements. However, this seems to be a common issue with any EHR.

“Very Happy with Counsol!

Pros

I like how easy CounSol is to use and how diverse its features are.

Cons

I did like clients to be able to upload documents as attachments under CounSol. It would also be helpful to send messages to more than one client at a time such as when I need to communicate the same message to two parents.

“Happy I made the choice to use CounSol!

Pros

I really like all the different options to create my own templates and all the features available. I also love that I can keep all my communication with clients through CounSol and that it is HIPAA secure.

Cons

Some of the calendar features and code/cost assignments can be confusing. However, the positives, like client reminder options, outweigh the negatives so I stick to the features I understand and that add value to my practice.

“Excellent support

Pros

The system alerts me if I am about to double book! My manager provides amazing support and is very responsive.

Cons

I did like to see additional forms like the PHQ-9 and other free screenings/scales for anxiety, depression and the Edinburgh Postnatal Depression Scale. Also, the price could be improved.

“Counsol Review

Pros

It is easy to use and clients find the portal super user-friendly. They can come back to complete new forms as needed and handle their own payments. The standard reminder texts are helpful and payment through Square is seamless.

Cons

The main payment option CounSol uses seems shady and has added unnecessary charges to my account. Their customer service was not great. Switching to Square was the best decision I made and Square should be the primary payment option.

“Great Customer Service & Customizable

Pros

The customer service is excellent. I always communicate with the same person and whenever I have a question, they respond quickly and are always friendly.

Cons

Some features are not intuitive and if I do not use them often, I need to relearn how to use them. Fortunately, this is not a major issue thanks to the excellent customer service.

“Great System

Pros

The system is easy to use and well-formatted. Patients find it simple too.

Cons

My backup user was not granted access because they had not logged in, even though I pay for their backup access.

“Function is met

Pros

It handles all my needs in one single platform.

Cons

Sometimes, adjusting the schedule for just one day or one week can be challenging.

“I LOVE Counsol.com!!!

Pros

It is easy to navigate and the customer service is exceptional!

Cons

I genuinely cannot think of anything I dislike about CounSol.

“Far Exceeds the Rest!

Pros

I love the personal touch and having LIVE customer service unlike almost every other counseling EHR service out there.

Cons

I have not found much to dislike about CounSol. The only issue I have had is getting them to add a fee to cover credit card transactions. I understand this requires programming effort, so its not a huge deal.

“A real partner in my solo practice

Pros

It meets all the legal requirements and has never failed me in over a decade of use.

Cons

I have no complaints, which is impressive for anything related to computers.

“Counsol Software Review

Pros

My rep provides outstanding customer service.

Cons

Its not as compatible with other programs like Google Calendar.

“Lot of Bang for your Buck

Pros

CounSol offers the best customer support, giving you a personal rep who responds to your needs promptly. The FAQ section is packed with useful information to help with anything you need.

Cons

Duplicate claims get filed even when the biller did not create them.

“Review of Counsol

Pros

I love how easy it is to use and how simple it is to set up my new and existing clients on the portal.

Cons

I did not like the telehealth software option during the pandemic.

“A very good service, but could be better

Pros

I really enjoy being able to customize my dashboard. When I log in, I only see what I need, nothing more. Once you get used to it, scheduling sessions becomes a hassle free task. The Stripe connection simplifies payments and sending multiple reminders is convenient (though anything beyond one costs extra). My experiences with customer service have been positive as they were always friendly and helpful.

Cons

The lack of 2-way calendar integration is a major drawback. I have scheduled clients over personal events because I cannot block off event times. Not having Zoom integration is also a hassle. It adds extra steps that aren't ideal. I tried their video software but 4 out of 5 clients had issues. Charging extra for a second or third email reminder seems excessive; its a necessary service no matter what plan you are on. Adding a new service involves too many steps to get the scheduler to recognize and schedule it. It would be better if it were more streamlined. Also, manually adding each service code is tedious. A master code for each client would be more efficient, allowing changes to be made in one place.

“Favorite Client Management Software

Pros

CounSol is easy to use and provides excellent customer support.

Cons

All the features currently meet my needs.

“Still great

Pros

I like the user-friendly interface and the fantastic customer support.

Cons

I believe the list of forms in the client portal could use some improvement, as clients often get confused about which optional forms, like the Release of Information, they need to complete. It would be helpful to have interactive forms where clients answer a few basic questions, which then determine which additional forms are required.

“CounSol for 11 years: great from individual therapist to group practice

Pros

CounSol is unique because of the dedicated customer service helper who responds very quickly. I like that we can create as many custom forms as we want and use the features to assign forms and documents. The transparent pricing is great and since we do not pay per client, its very cost-effective for a growing practice. Our clients love the portal and we find the journal system especially helpful for those who want to communicate without requiring a response (we respond to messages). The portal is also useful for emailing clients. The billing system works well too. Honestly, we pretty much like everything.

Cons

I find that CounSol has a somewhat dated appearance but the features are excellent and the interface is easy to navigate.

“CounSol User and Administrator for over 2+ Years

Pros

The reports it generates are great and the customer service is efficient and fast. It handles appointment scheduling, manages billing needs and provides clients with superbills through their own portal.

Cons

My experience with CardConnects customer service has been disappointing recently. When I first started using CounSol over five years ago, their service was top-notch, which made partnering with CardConnect seem like a great choice. However, in the past year, I have had issues with not receiving payouts from the merchant processor. The customer service calls have been frustrating due to loud environments and representatives who do not speak English clearly which makes it difficult to resolve problems and communicate effectively. They often repeat what I say and put me on hold and I get no clear answers about why the deposits are missing. This situation undermines my trust in the reliability of deposits.

“Met all my requirements

Pros

I have integrated video sessions, scheduled appointments, completed documentation, handled billing and accepted client payments all on one platform. Its pretty easy to use and HIPAA compliant.

Cons

I cannot bill through the system for some providers.

“return customer

Pros

The system is easy to use and I like how invoices and data are laid out on the main screen.

Cons

Its challenging to upload my intake packet easily.

“Easy to utilize for my practice

Pros

CounSol is user-friendly and the features perfectly suit my practice. They are tailored to my needs, so I did not have to guess which ones to choose.

Cons

I currently don't have any cons to mention about the software.

“Great for Mental Health Practice

Pros

CounSol works better than any other EHR I have used, even at agencies that spent a fortune customizing their EHR systems. Its user-friendly, intuitive and the customer service team is very responsive. They solve any issue I have or direct me to the right place. I am very satisfied with CounSol and highly recommend it.

Cons

My only issue is that I sometimes have difficulty understanding and using all the features, especially when it comes to labeling billing.

“CounSol has earned my trust and business!

Pros

Excellent customer service and support, easy to navigate features, simple form and paperwork updates, secure client messaging center and a secure client portal thats very convenient for clients to use.

Cons

The treatment planner software has an additional cost, as does using the video telehealth platform. Colleagues who use this platform for telehealth have been dissatisfied with the quality.

“CounsSol review

Pros

The value for the cost of this software was a major factor in my decision. It is also easy to use. Some features could use updates but overall, I am very happy with it.

Cons

I wish there were more reporting options for administrators, like the ability to search for incomplete progress notes.

“Love the ease and customer service

Pros

I have a customer service contact I can email whenever I have an issue or question. When I first started, I was emailing him daily while learning the software. Now, after three years, its only occasional, but he still responds quickly to every question. I like that I can use CounSol on any platform, and its adaptable to my practice needs. I like the integrated email, televideo platform (though it is not ideal with unstable internet) and billing/insurance claims.

Cons

The clearinghouse is Ally, which has a smaller share of the insurance market. I can still submit claims, but I have to pay $35 a month if submitting more claims to non-participating insurances. To work around this, I create paper claims in Counsol and use portals like Availity or submit directly to Optum. The billing portion took me a while to learn and I still encounter some issues, but those are due to input errors rather than the programming.