ShareNote
Last Updated
Key Takeaways
Generated from the text of customer reviews
ShareNote is a web-based EHR for mental and behavioral health providers. Clinical, administrative, and billing teams use it to manage patient care and practice operations. Reviewers often praise its ease of use, while limited customization, reporting, and mobile functionality receive less positive feedback. In July 2026, ShareNote (now part of Ensora Health) introduced Ensai, its AI offering for mental and behavioral health, physical therapy, occupational therapy, and speech-language pathology.
Our Verdict
ShareNote fits agencies coordinating care across several clinicians and locations. It helps in structured clinical documentation and treatment planning in one system. Pricing is favorable for the value provided; however, some might find the cost to be on a higher end for smaller practices. The software is recommended for the needs of specialized behavioral practice workflows rather than general-purpose EHR functions.
Overall Rating
Based on 46 users reviews
4.1
Rating Distribution
Positive
76%
Neutral
22%
Negative
2%
Starting Price
$25
per month per user
ShareNote Specifications
- Appointment Management/Scheduling
- e-Prescriptions
- Patient Portal
- Telemedicine
What Is ShareNote?
ShareNote (now part of Ensora Health) is an EHR and practice management platform for organizations that provide mental health and substance use treatment. It combines clinical and administrative tools for documenting patient care, managing appointments, handling billing, and maintaining patient records. The platform serves provider groups of different sizes, with tools to document treatment, coordinate appointments, and support virtual care.
What Is ShareNote Best For?
ShareNote stands out with its Wiley Treatment Plan Builder, which helps health providers create structured treatment plans using predefined problems, goals, objectives, and interventions. Providers select the items that apply to each client and customize the resulting plan before saving it.
How Much Does ShareNote Cost?
ShareNote pricing starts at around $25/month/user for the Fusion plan. Other paid plans include the following:
- TheraNest: Starting at $29/therapist/month
- Ensora RCM: Custom pricing
Final price may depend on additional costs, some of which include the following:
- eRx + PDMP: $45/therapist/month, plus a $135 one-time setup fee/practice
- Ensai Session Assistant: $35/provider/month
- Wiley Treatment Planner: $25/therapist/month
- Payment Processing: 2.99% + $0.30/transaction
- Additional Claims: $0.23/claim after the included monthly allowance on applicable plans
Disclaimer: The pricing is subject to change.
ShareNote Integrations
ShareNote supports integration with various platforms, including:
- Payspan
- Availity
- DoseSpot
How Does ShareNote Work?
Here's how you can make use of ShareNote's features:
- Log in to the software using your credentials
- Add the client’s profile, insurance, and service authorization details
- Schedule the appointment in person or by telehealth
- Use the Wiley Treatment Plan Builder to create treatment plans
- Use the Wiley Note Builder to prepare BIRP, PIE, or Universal session notes
- Review, sign, and lock the completed note
- Manage billing and submit electronic claims through the billing tools
Who Is ShareNote For?
ShareNote EMR software is suitable for mental health practices. It is built for the following facilities:
- Community Behavioral health agencies
- Substance use and recovery programs
- Rehabilitative therapy providers
- Mental health group practices
ShareNote Use Cases
Based on ShareNote’s documented capabilities, the following real-world scenarios show where the software may fit health practices:
Multi-Provider Practices Managing Shared Caseloads
Clinics with multiple therapists, psychologists, or psychiatrists can use ShareNote to keep patient records, treatment plans, notes, and scheduling in one practice environment, so every provider works from the same record. Staff dashboards, an audit view, and tracking of referral providers and record numbers give managers visibility across the team.
Small To Mid-Sized Behavioral Health Agencies Expanding Operations
ShareNote connects scheduling, documentation, and billing for agencies whose provider teams are growing. Separate systems can create more handoffs as new clinicians or locations are added. Signed notes, authorization links, CMS-1500 claim creation, and payer remittance setup keep these functions connected from a completed session through claim submission.
Compliance-Driven Practices Tracking Clinical Outcomes
Practices with strict documentation requirements can use ShareNote's Note Center controls, including blocking note submission without valid authorization and correcting service codes on submitted notes, to support documentation integrity. Reporting tools add visibility into practice performance, and the audit view helps maintain oversight of records.
Telehealth-Focused Practices Providing Remote Care
ShareNote’s client portal and telehealth tools support organizations that provide remote care. Virtual sessions can remain connected to the client record and billing workflow. Telehealth users can be added or removed, while rejoining and troubleshooting options are available when needed. The module is offered as a subscription add-on.
Is ShareNote Right For You?
ShareNote may be a good fit for behavioral health agencies that manage ongoing treatment and need clinicians and administrative staff to stay aligned on client care.
ShareNote supports organizations with multiple locations. Administrators can assign staff roles and set access permissions based on locations and individual responsibilities. Client and staff audit logs also record system changes and other user activity.
ShareNote’s technical documentation describes role-based access controls, encrypted communications, system logging, and Azure-hosted infrastructure. It also states that actions within the system are logged and associated with specific users.
Still doubtful if ShareNote is the right fit for you? Get in touch at (661) 384-7070, and we will help you make an informed decision.
ShareNote Features
Practice Management
ShareNote's practice management tools let staff organize treatment plans, review practice reports, and manage documents through its Files Manager. These tools bring clinical documentation and administrative records together for easier access.
Electronic Billing
This feature supports the billing process, including claims submission and tracking. Users can manage billing information, services, payer settings, and remittance processes through the platform. The software also offers a Billing Snapshot and a Billing Aging Report to help practices monitor billing activity and outstanding amounts.
Telehealth
ShareNote features a platform for virtual consultations. It supports browser-based telehealth sessions that clients can join through a shared link without downloading additional software. Staff can schedule virtual appointments and send session links to clients by email.
Scheduling
ShareNote EHR software offers client scheduling features that help users manage their calendars and appointments. 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 to help keep clients informed about upcoming appointments.
Clinical Documentation
ShareNote gives providers structured options for recording clinical information, including BIRP, PIE, and CAP notes. Notes can be reviewed, edited, locked, and signed. Group documentation and goals are also available for practices that provide services to multiple clients at once.
Client Portal
Clients can use the ShareNote portal to handle tasks before and after an appointment. Depending on the practice's setup, they can exchange secure messages, schedule appointments, view documents, and make payments without relying on office staff for each task.
E-Prescribing
Providers can send prescriptions electronically and transmit them to pharmacies. The platform also supports electronic prescribing for controlled substances, with EPCS tools covering setup and identity verification requirements.
Pros And Cons of ShareNote
Pros
Keeps clinical notes and documentation organized
Gives care teams a structured way to plan treatment
Allows managers to monitor practice activity through reports
Lets clients view appointments, reschedule visits, and sign documents online
Offers a simpler starting point for new users
Cons
Billing discrepancies may require manual investigation to resolve
Reviewers report limited functionality on mobile devices
Personal contact details may populate automatically in new client or staff records
ShareNote Pricing
Fusion | TheraNest | Ensora RCM |
|---|---|---|
Starting at $25 per month per user | Starting at $29 per therapist per month | Custom pricing |
|
|
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Disclaimer: The pricing details were last updated on Sep 28, 2026 from the vendor's website. Please contact us for a tailored pricing list.
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
Healthcare, 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
Healthcare, 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
Can ShareNote help practices meet note-completion deadlines?
Administrators can configure note-lock settings and grant additional note-entry days to individual staff members. This helps practices manage documentation deadlines without applying the same exception to every employee.
How does ShareNote help practices manage insurance-related requirements?
ShareNote supports insurance eligibility verification and service authorization tracking. Practices can use these checks when coverage or authorization status affects whether a service can be provided or billed.
Can ShareNote validate provider identification numbers before claims are submitted?
ShareNote introduced National Provider Identifier (NPI) validation in December 2022 to help providers check whether an NPI is valid before submitting a claim to the clearinghouse. This can help catch identifier errors earlier, although it does not guarantee claim acceptance by the clearinghouse.
Can ShareNote identify assessments that are approaching their expiration dates?
ShareNote's features an Expiring Assessments by Client report. This can help administrators identify clients whose assessments may need updating and prioritize follow-up.
Can ShareNote export client ledger information for financial review?
Yes. ShareNote supports client ledger exports, allowing practices to review client account activity outside the software for financial reconciliation and internal review.
Can ShareNote report results from behavioral health screening questionnaires?
ShareNote has added reporting for PHQ-9, GAD-7, and ACES questionnaires. These tools relate to depression screening, anxiety assessment, and childhood adversity screening. For practices using these assessments, the reporting functionality may help organize screening results for clinical review.
Can ShareNote help practices manage authorization limits?
Yes, ShareNote lets users view remaining authorization units from the Service Authorizations Manager, client profile, and Note Center. This can help practices monitor authorized services before they reach their permitted limits.