Last Updated

Key Takeaways

Generated from the text of customer reviews

Therasoft is a cloud-based practice management software designed for therapists, counselors, psychiatrists, and social workers. Users appreciate its ability to upload treatment plans to progress notes and easy-to-use drop-down menus. However, some uses report concerns about system glitches. Recent updates include updated calendar settings with the option to toggle calendar cards back to version 4.0.

Our Verdict

The software may be a suitable choice for mental health practices seeking a unified system for clinical and administrative workflows. Its pricing is generally viewed as reasonable, though smaller practices should assess the total cost based on additional pricing elements. We recommend it for private and group practices that need integrated clinical documentation services to process progress notes and treatment plans.

Therasoft Specifications

  • Appointment Management/Scheduling
  • e-Prescriptions
  • Patient Portal
  • Mobile App

Therasoft Features

Scheduling Calander

This feature helps psychiatrists manage client appointments through a calendar integrated with client data. Users can click scheduled times to view appointment details, select client names to access registration records, and open the Attendance page from the calendar. The calendar also uses color-coded activity statuses, giving users a quicker way to distinguish appointment statuses at a glance.

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Progress Notes

Therasoft provides a range of progress notes designed for specific therapy types or billing requirements. It supports various formats, including Standard, QuickNote, BIRP, SOAP, and Medicaid BIRP, while some also include billing-unit calculations. Notes are date- and time-stamped, and therapists can record multiple progress notes per client session.

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Treatment Planner

The software allows therapists to plan complex cases by setting personalized goals, objectives, and interventions through its treatment planner. The planner supports DSM IV and DSM-5 standards for documenting diagnosis and also enables users to create multiple treatment plans while maintaining records history for each client.

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E-prescriptions

Therasoft includes an integrated e-prescription feature that lets practitioners create and send prescriptions to pharmacies. Practitioners can select medications from drop-down lists, then enter patient details, effective dates, refills, dispense units, and pharmacy notes before submitting prescriptions.

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AI Billing Agent

The AI billing agent supports revenue cycle workflows through automated claim status monitoring, ERA auto-posting, and secondary claims automation. Furthermore, its revenue cycle dashboard tracks the practice’s financial health in real time, giving users visibility into key billing and payment metrics.

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Pros And Cons of Therasoft

Pros

  • Website-based new-client registration may reduce front-desk workload

  • Custom form creation allows practices to tailor intake forms to their workflows

  • Accessible treatment plans can provide context for session notes

Cons

  • Non-intuitive program that may require continuous administrative oversight

  • Submitting repeated support tickets for the same issue may delay problem resolution

Therasoft Pricing

Base Plan

  • AI Assisted Notes

  • Smart Calendar

  • Clinical Assessments

  • Secure Messaging

  • Real-time insurance verification and eligibility

  • Credit Card Processing

  • Treatment Planner

  • Appointment Reminders

  • Client Portal

  • Therasoft Mobile Apps

Disclaimer: The pricing details were last updated on Sep 02, 2026 from the vendor's website. Please contact us for a tailored pricing list.

Therasoft Reviews

Total 24 reviews

4

All reviews are from verified customers

Rating Distribution

5

Stars

38%

4

Stars

38%

3

Stars

13%

2

Stars

13%

1

Stars

0%

Share your experience

A

Alicia

Mental Health Care, 1-10 employees

More than a year

3.0
December 2023

“My experience with EHR”

Pros

Writing progress notes was easy for me, and there were no problems, so the whole process went smoothly and without any problem.

Cons

I found it more challenging to use in assessments for my mental health clients.

Rating Distribution

Ease of use

7

Value for money

7

Customer Support

7

Functionality

7

P

Philomena

Hospital & Health Care, 1-10 employees

More than a year

4.0
August 2023

“Good product, Overall”

Pros

I think Therasoft is a great platform. What I particularly appreciate is how much information is readily available on the calendar, giving providers a quick overview of important details.

Cons

The program tends to run slowly and sometimes freezes.

Rating Distribution

Ease of use

7

Value for money

7

Customer Support

7

Functionality

8

L

Linda

Individual & Family Services, 11-50 employees

Less than 6 months

4.0
August 2023

“Very easy to use”

Pros

I found it easy to use and access. Although I have only used it once it responded quickly.

Cons

I wish I had learned more before diving in having a better grasp of its different components would have been beneficial for my daily usage.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

Frequently Asked Questions

How long has Therasoft been around?

Therasoft was founded in 2008 and has been providing practice management software for mental health professionals for approximately 18 years.

How Do I Check My Therasoft Merchant Account’s PCI Compliance Status?

To check your PCI compliance status, sign in to your Clearent merchant account, select Data Guardian, and then select Summary. It will show PCI compliance status and questionnaire completion date.

How do I set up a client for a Therasoft telehealth session?

To set up a client for a Therasoft telehealth session, open the Individual tab and select View Clients, choose the client, and open the Client, Portal, or MyTherapist tab. Enter a four-digit client code and select Send after confirming the client’s email address and phone number. Therasoft then sends the client an appointment email along with the session link.

Can I contact Therasoft support for a software issue?

To get help with a Therasoft software issue, users can submit a support ticket through the Therasoft Support Center or contact the support team by phone, chat, or email. The Support Center also provides a knowledge base and community for troubleshooting and software-related questions.

How do I update the billing provider address on a Therasoft claim if the ZIP code is incorrect?

If a Therasoft claim is denied because of an incorrect ZIP code, you can check the Billing Provider Address in Box 33 of the HCFA claim. Then submit a support ticket to Therasoft with the updated address. After the zip code is updated, submit the corrected claim.