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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

What Is Therasoft?

Therasoft is a mental health practice management platform that brings clinical documentation, scheduling, billing, payments, and telehealth into a shared system for therapy practices. It connects the client record across these areas, so information captured during intake and care can carry through to treatment planning, notes, appointments, and billing. This gives mental health providers a unified view of each client while supporting both clinical and financial processes within the same platform.

The software is particularly valuable for practices that want their practice management and clinical processes to remain connected as they add providers or expand beyond a solo practice.

What Is Therasoft Best For?

Therasoft’s standout feature is its Online Assessment module, which lets therapists collect assessment information online before the first session and build it into a structured clinical evaluation. Instead of starting the assessment entirely during an appointment, the therapist can send a secure assessment link, review the information provided, complete the guided interview, and add clinical notes before generating an interpretive summary. By the time the first session begins, the therapist can have the background information already collected and organized, leaving more of the appointment available for clinical discussion rather than basic information gathering. The feature supports therapists who conduct detailed biopsychosocial assessments for court-related evaluations, insurance requirements, or an initial clinical review.

How Much Does Therasoft Cost?

Therasoft price range starts at $69/month/clinician for its practice management software, which includes AI-assisted notes, clinical assessments, insurance verification, a client portal, and mobile apps. It also offers a 30-day free trial.

Beyond the base subscription costs, organizations should account for the following additional expenses:

  • Insurance Claims: $10/clinician/month + $0.38 per claim, or $30/clinician/month for unlimited claims
  • Telehealth Services: $1/session or $49/month for a dedicated telehealth room with unlimited sessions
  • Payment Processing: $34/month + 2.95% per card transaction

Therasoft pricing is generally considered competitive, with many reviewers considering it cost-effective relative to its capabilities. However, some users report concerns about subscription cost increases without prior notice. Small practices may want to account for potential price changes when assessing the software’s long-term cost.

Request a personalized Therasoft cost quote for your business.

Disclaimer: The pricing is subject to change.

Therasoft Integrations

Therasoft does not currently list third-party integrations on its website

How Does Therasoft Work?

Here is how you can get started with the software:

  • Log in to the Therasoft portal and customize workflows and templates to your practice’s requirements
  • Enable clients to register online by adding a link to the intake form on your website. You can also review the information they provide
  • Upload your e-signature to the portal to add your signature to online notes
  • Register on the platform’s payment processing system to process configured credit card payments
  • Use the platform’s HD video sessions to conduct therapy consultations online
  • Analyze claims and denial trends to support accurate Accounts Receivable (AR) management using Therasoft’s proprietary AI engine, which identifies potential claim denials
  • Store client assessment records, progress notes, and treatment plans in the cloud and access them from desktop and mobile devices
Watch the Therasoft demo to see its features in action.

Who Is Therasoft For?

Therasoft supports mental health professionals, including counselors and therapists, serving across:

  • Solo and private practices
  • Group mental health practices
  • Outpatient mental health care
  • Intensive healthcare programs
  • Multidisciplinary agencies

Therasoft Use Cases

Based on our analysis of user reviews and Therasoft's current capabilities, we have identified key scenarios where this software can be a good fit for mental health practices and therapy clinics:

Group Clinics Needing Intake Paperwork Automation

Prospective clients frequently arrive with incomplete registration details, which can delay sessions by adding administrative overhead. Therasoft integrates client registration and initial intake assessments with professional websites, allowing patients to submit primary details beforehand. The pre-session data collection helps staff reduce manual errors and support a more organized intake workflow.

Practices Processing High-Volume Claims Filing

Clinics processing large volumes of claims across multiple third-party payers may experience bottlenecks that delay claim submission. Therasoft’s web-based electronic claims filing, connected to over 4,000 national payers, supports individual submissions, batch filings, and HCFA form printing from within the practice management software. This provides a centralized way for billing teams to manage electronic claims across payers.

Outpatient Clinics Integrating Digital Client Payments

Manually handling high-volume payment collection often leads to errors in cash flow management and creates disjointed financial records for administrative staff. Therasoft lets clinicians manage client payments through its secure payment processing tools that accept credit cards and electronic checks. For front desk staff, these capabilities may reduce manual payment reconciliation errors.

Clinicians Managing Heavy Daily Caseloads With AI Support

Practitioners balancing heavy daily caseloads frequently face backlogs when writing detailed session notes. Therasoft’s AI-assisted clinical notes support users by drafting structured session records within an intelligent EHR framework. For busy providers, this capability can reduce time spent on after-hours paperwork.

Is Therasoft Right For You?

Therasoft might be a suitable fit for practices that are struggling to keep clinical and practice management processes connected as they grow. Its support for multiple providers and expanding practices can make it relevant to organizations moving beyond a solo or small-group setup.

It provides DSM-5–ready documentation, addresses CCPA privacy requirements, and is HIPAA-compliant. For security, Therasoft uses SSL certificates and fingerprint authentication to protect access to cloud data storage, while encrypted protocols secure communication with its servers.

Recent updates include Therasosft 6.0 with AI Assistant, which helps therapists generate progress notes in SOAP, DAP, BIRP, and GIRP formats.

The platform may be less suitable for organizations looking for highly specialized functionality outside behavioral and mental health care.

Still not sure about Therasoft? Call us at (661) 384-7070 to compare its features with your requirements.

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.

See How It Works
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.

See How It Works
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.

See How It Works
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.

See How It Works
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.

See How It Works

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 Oct 12, 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

“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

“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

“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.