Last Updated
Key Takeaways
Generated from the text of customer reviews
ShareNote is a web-based EHR and practice management platform for behavioral health professionals, widely used in mental health and substance use treatment settings. Users value its intuitive interface and integrated workflows, though telehealth connectivity issues persist. Recently, ShareNote (part of Ensora Health) established a Clinical Advisory Board to drive clinically informed product innovation.
Our Verdict
ShareNote is a dependable EHR platform for behavioral health organizations seeking integrated scheduling, documentation, and telehealth management. Ideal for small to mid-sized practices; it offers strong usability and reporting features. However, users should note recurring telehealth connectivity issues and inconsistent customer support responsiveness.
Overall Rating
Based on 46 users reviews
4.1
Rating Distribution
Positive
76%
Neutral
22%
Negative
2%
Starting Price
Custom
ShareNote Specifications
- Appointment Management/Scheduling
- e-Prescriptions
- Lab Integration
- Patient Portal
What Is ShareNote?
ShareNote, now part of Ensora Health, is a web-based electronic health record (EHR) and practice management software designed particularly for behavioral healthcare providers. The platform streamlines day-to-day practice workflows to help practitioners optimize operational efficiency, improve patient outcomes, and reduce overhead costs. It offers a comprehensive suite of features, including document management, customizable reporting, patient portal, scheduling, e-prescribing, electronic billing, and telehealth.
What Is ShareNote Best Known For?
ShareNote stands out with its Wiley Treatment Plan Builders, which helps users create comprehensive treatment plans with pre-populated templates for specific diagnoses. Users can choose from over 1,000 pre-written treatment objectives, goals, and interventions or create their own customized plans. This feature streamlines the entire treatment planning process and saves valuable time.
How Much Does ShareNote Cost?
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
ShareNote Integrations
ShareNote supports integration with various platforms, including:
- CounselEAR
- Medims
- My Vision Express
- DentalVision
- SoftDent
How Does ShareNote Work?
Here's how you can make use of the software's features:
- Log in to the software using your credentials
- Manage client appointments through the scheduling features
- Create and access unlimited client notes through the note-taking system
- Utilize 'Wiley Treatment Plan Builder and Note Builders' to create treatment plans
- Conduct telehealth sessions through the HIPAA-compliant video conferencing platform
- Prescribe medications electronically using the integrated e-prescribing tools
- Handle billing and claims with the direct billing and electronic claims submission features
- Use secure messaging to communicate securely with clients
- Access comprehensive reporting tools to track your practice's performance
Who Is ShareNote Health For?
ShareNote EMR software is suitable for mental health practices of all sizes. It is purpose-built for the following facilities:
- Behavioral health agencies
- Substance abuse centers
- Psychiatry clinics
ShareNote Use Cases
Based on an analysis of user feedback and ShareNote’s core functionalities, the following real-world scenarios illustrate where the software consistently provides significant value for behavioral health practices:
Multi-Provider Practices Managing Shared Caseloads
In clinics with multiple therapists, psychologists, or psychiatrists, ShareNote centralizes client records, treatment plans, and scheduling across providers. This minimizes duplicate work when clients are co-managed, facilitates oversight of shared caseloads, and promotes consistency in documentation among team members.
Small to Mid-Sized Behavioral Health Agencies Expanding Operations
For agencies experiencing growth, ShareNote supports scalability by unifying billing, scheduling, and documentation within a single system. As organizations add therapists or open new locations, users report that consolidating operations in ShareNote helps prevent system fragmentation and maintain operational efficiency.
Compliance-Driven Practices Tracking Clinical Outcomes
Some organizations leverage ShareNote to monitor client outcomes over time by tracking assessments such as PHQ-9 and GAD-7 and linking results to treatment plans or clinical notes. This functionality is especially beneficial for agencies required to report outcome data to funders or payers.
Telehealth-Focused Practices Requiring Integrated Virtual Care
Organizations providing remote therapy services benefit from ShareNote’s built-in telehealth and secure video features, which enable seamless coordination of virtual and in-person care within one platform. This eliminates the need for separate telehealth software while maintaining continuity of client records during online sessions.
ShareNote User Sentiments
Most Positive Sentiments | Least Positive Sentiments |
Ease of Use
Users consistently praise ShareNote for its user-friendly layout and logical workflow for managing client documentation, scheduling, and billing. Once users become familiar with its structure, navigation, and daily operations become smoother and more efficient. | Telehealth Connectivity Issues
Several users report difficulty conducting virtual sessions due to unreliable video connectivity. Patients often face problems joining telehealth appointments, disrupting continuity of care. A user stated that, “The video session technology could use an upgrade as I’ve had issues with patients being able to connect.” |
Reporting & Integration
Reviewers appreciate ShareNote’s reporting features for compliance tracking, billing analytics, and performance monitoring. Many note that its integration with billing and claims modules improves oversight of patient data and financial outcomes. | System Reliability Issues
User complaints that once the system glitch caused all clinical notes to appear as signed at midnight, triggering compliance issues. One user reported that, “Because of a glitch in their system, all our notes appeared to be signed at midnight. This caused Medicaid to assume that we were fraudulent and withhold our funding.” |
All-in-One Platform for Behavioral Health
Many clinicians highlight the convenience of managing scheduling, documentation, billing, and telehealth within a unified platform. Multi-provider practices find it particularly beneficial for centralizing information and coordinating across teams. | Support Responsiveness
Users express frustration with ShareNote’s handling of technical crises. The vendors failed to resolve system errors, resulting in operational and financial setbacks. |
Is ShareNote Right For You?
If you are a behavioral health practice looking for a complete cloud-based EHR and practice management solution, ShareNote may be right for you. Its unified platform combines scheduling, clinical documentation, billing, telehealth, and more into one seamless system.
The software prioritizes data security and has earned federal Meaningful Use certification through the Drummond Group, demonstrating its compliance with industry standards.
ShareNote is known for delivering user-friendly features alongside exceptional customer support. Since 2004, it has been a trusted partner for thousands of behavioral health agencies, improving outcomes for over 700,000 patients.
Need more information? Call us at (661) 384-7070, and we will be happy to answer your questions and provide the support you need.
ShareNote Features
Practice Management
ShareNote software offers a range of practice management features designed to streamline daily operations for behavioral health practices. It integrates various administrative tasks, such as task lists, treatment plans, reporting, and document management, into a single platform. This integration helps reduce manual work and errors, allowing therapists to focus more on patient care and less on paperwork.
Electronic Billing
This feature simplifies the entire billing process by automating claims submission and tracking. Users can verify insurance eligibility at the point of care and send claims electronically, accelerating reimbursement and reducing errors. The software also offers detailed billing snapshots and financial reports to help practices manage revenue more effectively.
Telehealth
The software offers a secure and user-friendly platform for virtual consultations. It supports HIPAA-compliant video sessions, ensuring privacy while delivering high-quality care. Integrated with Thera-LINK, this feature also offers scheduling, secure messaging, and client payment collection tools to provide a seamless telehealth experience.
Scheduling
ShareNote EHR software offers a user-friendly client scheduling feature that helps users manage their calendars and streamline work schedules. Users can filter their calendar view by the clinician, appointment type, or location. The system also sends automated appointment reminders via text, phone, and email, reducing patient no-shows and improving workflow efficiency for medical practices.
Pros And Cons of ShareNote
Pros
User-friendly interface simplifies complex practice management tasks
Telehealth capabilities ensure secure and effective virtual consultations
Customizable features tailored for behavioral health practices
Automated billing reduces errors and speeds up reimbursements
Dedicated success coach provides personalized guidance and support
Cons
Integration with third-party tools may require additional configuration
Customer support response times may vary during peak hours
Some financial reports could be improved
ShareNote Reviews
Total 46 reviews
4.1
All reviews are from verified customers
Rating Distribution
5
Stars41%
4
Stars35%
3
Stars15%
2
Stars7%
1
Stars2%
Share your experience
Not Specified, 1-10 employees
“Patient care issues”
Pros
One thing I can ensure is that patient information is secure and protected from unauthorized access. Also I can access patient information from any location with an internet connection.
Cons
If my healthcare practice relies heavily on ShareNote and the system experiences a prolonged outage, it could significantly disrupt patient care and lead to negative outcomes.
Rating Distribution
Ease of use
10
Value for money
3
Customer Support
3
Functionality
10
Hospital & Health Care, 11-50 employees
More than a year
“Truly the worst”
Pros
It is near to impossible for me to say anything positive about this company due to my recent experience with them.
Cons
My company has used ShareNote for over 10 years. During the COVID-19 pandemic, as everything went digital, ShareNote had its chance to shine. However, due to a glitch in their system, all our notes appeared as if they were signed at midnight. This led Medicaid to assume we were fraudulent and withhold our funding. We reached out to ShareNote about the issue but we received no response. The lack of professionalism and accountability is absurd. Because of this issue, my company has gone from over 150 to just 35 and may have to file for bankruptcy and close. Behavioral and mental health facilities aren't in it for the glamour as we serve vulnerable populations because we care. Now, we might have to switch fields due to ShareNotes lack of accountability. I strongly recommend finding another system, as ShareNote could cost you everything and leave you with nothing, even when they're at fault. I do not recommend it.
Rating Distribution
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Caddo Parish Schools, 11-50 employees
“Reliable software solution”
Pros
It definitely makes taking notes and updating them a hundred times easier and more convenient. I would say purchasing shareNote EHR is one of the best business investments Ive made! Very impressive work.
Cons
It does take longer if I use it on my desktop device than when I use it on my mobile phone. It should be optimized on the desktop as well.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
9
Frequently Asked Questions
What level of support does ShareNote provide?
ShareNote provides phone, email, and dedicated coach support services. A dedicated success coach means your practice receives personalized guidance and support tailored to your specific needs. Clients demand convenient, responsive support, and ShareNote meets this demand with a comprehensive support system.
Who are the typical users of ShareNote?
The typical users of ShareNote include specified community health practice, behavioral healthcare facilities, and substance abuse centers.
How much does ShareNote cost?
ShareNote offers flexible pricing plans that can be customized according to your specific requirements. The price starts at $35. Request a custom pricing quote from our sales team today!
Does ShareNote offer a free trial?
No, ShareNote does not offer a free trial.
What are the main features of ShareNote?
The main ShareNote features include scheduling, a universal note system, web-based access, telehealth, clinical notes, client management, a client portal, billing codes, e-prescribing, and tools to detect spot addiction problems early on. Moreover, tools like optional PDMP integration means practices can leverage technology to enhance their ability to monitor and manage prescription drug use effectively.
What languages does ShareNote support?
The platform primarily supports the English language.
Does ShareNote have a mobile app?
No, the platform doesn’t offer a mobile app.
What other apps does ShareNote integrate with?
The software offers integration with CounselEAR, Medims, My Vision Express, DentalVision, and SoftDent.
Does ShareNote offer an API?
Yes, the software offers an API.
