TheraOffice Reviews

Pros

Choosing a patient management system taught us which options to avoid... such as platforms with no free trial, those that tie you into lengthy contracts and providers that won't issue a refund if their product doesn't perform as promised.

Cons

Working with TheraOffice has been a complete waste of our time. We were told it was a flexible, easy-to-use patient management system but it feels stiff and years out of date. Even adding one charge takes a long trail of clicks through endless tabs. The "quick guide" to basic tasks goes on for pages, reading more like a VCR programming manual than instructions for software in 2025. There is hardly any customization so we would need to change our way of working to fit its outdated design. The promised Mac compatibility still hasn't appeared and the suggested workarounds don't help. We've spent countless hours trying to get the system to handle even basic tasks. It's very slow, confusing and frustrating throughout. It does nothing to improve how our practice runs, it's a clear case of overpromising and underdelivering.

Pros

It works much like a CRM for the healthcare industry and feels easy to use.

Cons

The program can run slowly when it hasn't been updated.

Pros

My overall experience has been good as the software is user-friendly and offers organized scheduling options. It has made data portability a very easy task for our team. The customer support is also very amazing.

Cons

I have faced occasional system outages which can slow down the workflow.

Pros

Nothing, I hate every part of this product.

Cons

Each update brings more problems and customer service is never available. Changes to the product are expensive and adapting windows isn't possible. Downloading the application requires administrative access so if a therapist's link stops working, they're stuck until someone from administration can be at that computer in person.

Pros

What I like is that billing can now be handled directly within Thera's system, whereas previously, we had to rely on a separate program for this task. The reports are truly exceptional, and the user interface is among the best I have come across in a long time. Plus, the TheraOffice Support Team offers the best customer service I have encountered from any company recently!

Cons

There are a few annoying and frustrating issues, such as the absence of commas in money amounts. Also, a patient cannot be placed in more than one queue at a time. When adding a new appointment to the schedule, I think it would be helpful if an autofill option were available to automatically enter the patient's data.

Pros

I mostly relied on this tool for scheduling patients, handling intake and running reports. Patient searches in the database are easy, with plenty of categories to narrow down results. Booking patients is fast and I could get to most of the functions I used regularly by right-clicking a patient's name in the schedule. There are also lots of useful reports. The Patients not Seen in 2-4 Weeks report was the one I used most to keep track of people who needed follow-up. Another report showed patients with few authorized visits remaining or an authorization that was nearing its expiration date.

Cons

At times, it would freeze and crash, leaving a blank white screen with a red X. I often had to close my clinic's schedule and open it again. It wasn't a major issue overall but it was a small inconvenience when I was trying to get something done quickly.

Pros

Finding items and getting around the system was easy. Customer service was good and reports and other things could be designed to company requests.

Cons

There was no option to have multiple windows open so when you needed to schedule a patient while working on something else, you had to pause that task.

Pros

Before TheraOffice, I spent much of my time handling piles of paperwork and carrying it from one office room to another. These days, I only need to head to the printer when I actually need a paper copy which doesn't happen often. Their team also did a great job helping us get the product set up and their customer support has been great while we've adapted to such a big change in our office.

Cons

We do run into occasional freezing with the software though it gives me a chance to get up and grab a cup of coffee.

Pros

Billing is built in, A/R reporting is strong and the interface is user friendly and easy to use. It has the best customer service I've seen from any company in quite a long time.

Cons

Its missing some of the functions we want to use. Dollar amounts appear without commas. A patient can't be on the waitlist at multiple locations and when adding a new appointment, typing the patient's name doesn't make it auto-populate. But overall its good!!

Pros

Theraoffice makes a point of keeping its software current as changes happen across the industry. The product has a clean, professional look and people working in reception, clinical care and billing report that all of the modules are integrated well with one another.

Cons

They can however provide better resources to help practices handle marketing their services. Most therapy clinics don't have a marketing department so they can't take advantage of the benefits of good marketing. I think a drip marketing system that integrates with each client's website could help a lot of clinics. A professional, branded HEP program that is efficient and easy to use would also be great to have. It could eliminate the need for paper since patients could keep their HEP right on their phones.

Pros

Learning and implementing the software were both easy and the interface was very user-friendly.

Cons

When I used it before, the only downside was that specific features like scheduling, accounting and documentation were in separate software. That has changed and they are now all integrated into one system.

Pros

Different colors make it quick to identify a patient's status and the program highlights what's relevant and needed.

Cons

It freezes if you scan something and then click out of the scan pop-up.

Pros

This tool brings scheduling, documentation and billing together in one EMR module. After seeing demos of lots of EMRs, I realized that combination is surprisingly uncommon. Frequently used phrases can be added to drop-down menus for point-and-click documentation. BCBS reviewed our notes and said the documentation was among the best they'd seen.

Cons

TheraOffice comes with quite a few quirks. After you learn how they work, they tend to become second nature and generally aren't a big problem though using it at first can be frustrating. For example, charge checks are available but the system won't perform them automatically, I have to remember to click the check button on each claim. It also recently switched to a single module which I'm not especially fond of. If I'm working on an $8,000 ERA and the phone rings with a patient asking when their next appointment is, I need to close the ERA and come back to it later. There's no save function and no way to send it to the background.

Pros

Customer service is always ready to help us with anything and you can sign in and assist us right away.

Cons

I wish I could add notes while posting payments, rather than having to leave the payment screen and open the patient's account. It would be helpful to add them directly on the payment screen.

Pros

It is designed specifically for Physical Therapy practices which is what I like most about it.

Cons

The Accounting module is sophisticated enough that you need a deeper understanding to use all of its capabilities.

Pros

I appreciate the people who support the software most of all. They are always readily available, knowledgeable and so patient.

Cons

I have a hard time finding the reports that help manage the business. Their names are very complex and hard to remember.

Pros

They take suggestions into account and add new implementations each quarter. Support staff are consistently friendly and efficient. It's the most customer-focused business I've faceed.

Cons

Keeping the user manual up to date and covering every part of the software and how to use it would be helpful.

Pros

Being able to customize both the schedule and documentation is the best part of this software. Overall, it is easy to use compared with the other programs we have used in the past.

Cons

Documentation and Scheduling are split into separate modules and windows can't be minimized within a module so I have to click out of everything before moving on. Image notes can't be moved from one patient's chart to another. There's also no search option in a chart. We use a dummy patient for our referral log and it has hundreds of records so being able to search within the chart would help. Since the latest update, faxes have been backdated when moved into a chart so we have to change the date manually. Getting where you need to go involves clicking through too many pop-up boxes, whether printing, searching for patients or moving through documentation, keyboard shortcuts would be helpful. It would be useful if the most recent plan of care appeared in vitals. After a patient is discharged, the system doesn't ask whether to delete future appointments. A contact list for faxing multiple people would help, including insurance, the case manager, PCP and referring doctor sometimes there are two referring doctors and a PCP. Generating an HEP shouldn't require a diagnosis or charges to be entered.

Pros

Support has been fantastic when issues arise, helping us find creative ways to solve them.

Cons

Standard reports could offer more flexibility in their input criteria. It would also help to have one module rather than five.

Pros

Getting started is easy and we needed very little training because the system is user-friendly. The balance is visible on the navigator and I can add a temporary patient to put a new patient on the schedule. I also appreciate being able to post a patient's copay right from the scheduler.

Cons

Our original signup representative wasn't fully honest about the functions it could provide and didn't mention the extra charges. That was upsetting but we had already signed a contract. Honestly, if I had known some features cost extra, I would have chosen a different direction instead of TheraOffice. I do like the software but there are things I don't care for. Printing statements isn't very easy and viewing a patient's account means going through too many screens. I also don't like being signed out when I haven't used the system for a while. I understand it's a safety measure but it's not convenient for me. There are a few other things I'm unhappy with, too. Overall, I like the software.