ShareNote
Last Updated
Key Takeaways
Generated from the text of customer reviews
Our Verdict
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
ShareNote Features
Practice Management
ShareNote software offers a range of practice management features designed to support 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. These tools help practices manage clinical and administrative activities within the same system.
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 billing snapshots and financial reports 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. ShareNote also supports telehealth scheduling and options for sharing session links with clients through email or text.
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 from the client record. 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 complete intake forms, 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 through ShareNote 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
Makes clinical documentation easier to manage
Simplifies treatment planning for care teams
Helps teams review practice data through reports
Gives clients a convenient online portal
Makes the platform easier for new users to learn
Cons
Restricts the depth of some reporting needs
Provides limited functionality on mobile devices
May require extra time when support is delayed
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 14, 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
What should multi-location practices consider when choosing ShareNote?
Administrators can assign staff roles and permissions by location. This allows employees to access offices and information relevant to their responsibilities instead of giving every staff member the same level of access.
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.
How does ShareNote support electronic prescribing workflows?
ShareNote connects its electronic prescription workflow with DoseSpot and transfers required client information into the prescribing system. This may be relevant for practices that want prescribing to be part of their existing patient-record workflow.
Is ShareNote suitable for practices that still use standard insurance claim forms?
Yes. ShareNote includes CMS-1500 creation within its billing tools. Authorized billing users can generate pre-filled forms when standard claim documentation is required alongside electronic billing.
How flexible is ShareNote for practices with different documentation requirements?
ShareNote provides structured tools for notes and treatment plans that can be adapted to different documentation requirements. Practices can maintain consistent documentation standards while recording information specific to individual patients.
How does ShareNote handle staff access to sensitive practice information?
ShareNote uses role-based permissions to control access to client records, notes, treatment plans, billing, and scheduling. Location-based permissions add another layer of control when staff responsibilities vary between offices.
Can ShareNote help practices manage authorization limits?
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.