Last Updated Oct 28, 2025

Key Takeaways

Generated from the text of customer reviews

ShareNote is a web-based EHR and practice management platform for behavioral health professionals, widely used in mental health and substance use treatment settings. Users value its intuitive interface and integrated workflows, though telehealth connectivity issues persist. Recently, ShareNote (part of Ensora Health) established a Clinical Advisory Board to drive clinically informed product innovation.

Our Verdict

ShareNote is a dependable EHR platform for behavioral health organizations seeking integrated scheduling, documentation, and telehealth management. Ideal for small to mid-sized practices; it offers strong usability and reporting features. However, users should note recurring telehealth connectivity issues and inconsistent customer support responsiveness.

Overall Rating

Based on 46 users reviews

4.1

Rating Distribution

Positive

76%

Neutral

22%

Negative

2%

Starting Price
Custom

What Is ShareNote?

ShareNote, now part of Ensora Health, is a web-based electronic health record (EHR) and practice management software designed particularly for behavioral healthcare providers. The platform streamlines day-to-day practice workflows to help practitioners optimize operational efficiency, improve patient outcomes, and reduce overhead costs. It offers a comprehensive suite of features, including document management, customizable reporting, patient portal, scheduling, e-prescribing, electronic billing, and telehealth.

What Is ShareNote Best Known For?

ShareNote stands out with its Wiley Treatment Plan Builders, which helps users create comprehensive treatment plans with pre-populated templates for specific diagnoses. Users can choose from over 1,000 pre-written treatment objectives, goals, and interventions or create their own customized plans. This feature streamlines the entire treatment planning process and saves valuable time.

How Much Does ShareNote Cost?

The cost of the software depends on the type, size, and requirements of your practice. The price starts at $35. The total cost may vary depending on the selected modules, such as telehealth or billing, as well as the number of active clinicians. Contact us to secure a personalized ShareNote pricing quote tailored to fit your exact needs and budget.

Disclaimer: The pricing has been sourced from third-party websites and is subject to change.

ShareNote Integrations

ShareNote supports integration with various platforms, including:

  • CounselEAR
  • Medims
  • My Vision Express
  • DentalVision
  • SoftDent 

How Does ShareNote Work?

Here's how you can make use of the software's features:

  • Log in to the software using your credentials
  • Manage client appointments through the scheduling features
  • Create and access unlimited client notes through the note-taking system
  • Utilize 'Wiley Treatment Plan Builder and Note Builders' to create treatment plans
  • Conduct telehealth sessions through the HIPAA-compliant video conferencing platform
  • Prescribe medications electronically using the integrated e-prescribing tools
  • Handle billing and claims with the direct billing and electronic claims submission features
  • Use secure messaging to communicate securely with clients
  • Access comprehensive reporting tools to track your practice's performance
See the software in action with a complementary ShareNote demo – Book your session before spots run out!

Who Is ShareNote Health For?

ShareNote EMR software is suitable for mental health practices of all sizes. It is purpose-built for the following facilities:

  • Behavioral health agencies
  • Substance abuse centers
  • Psychiatry clinics

ShareNote Use Cases

Based on an analysis of user feedback and ShareNote’s core functionalities, the following real-world scenarios illustrate where the software consistently provides significant value for behavioral health practices:

Multi-Provider Practices Managing Shared Caseloads

In clinics with multiple therapists, psychologists, or psychiatrists, ShareNote centralizes client records, treatment plans, and scheduling across providers. This minimizes duplicate work when clients are co-managed, facilitates oversight of shared caseloads, and promotes consistency in documentation among team members.

Small to Mid-Sized Behavioral Health Agencies Expanding Operations

For agencies experiencing growth, ShareNote supports scalability by unifying billing, scheduling, and documentation within a single system. As organizations add therapists or open new locations, users report that consolidating operations in ShareNote helps prevent system fragmentation and maintain operational efficiency.

Compliance-Driven Practices Tracking Clinical Outcomes

Some organizations leverage ShareNote to monitor client outcomes over time by tracking assessments such as PHQ-9 and GAD-7 and linking results to treatment plans or clinical notes. This functionality is especially beneficial for agencies required to report outcome data to funders or payers.

Telehealth-Focused Practices Requiring Integrated Virtual Care

Organizations providing remote therapy services benefit from ShareNote’s built-in telehealth and secure video features, which enable seamless coordination of virtual and in-person care within one platform. This eliminates the need for separate telehealth software while maintaining continuity of client records during online sessions.

ShareNote User Sentiments

Most Positive Sentiments

Least Positive Sentiments

Ease of Use

  • 70% were Positive
  • 10% were Negative
  • 20% were Neutral

Users consistently praise ShareNote for its user-friendly layout and logical workflow for managing client documentation, scheduling, and billing. Once users become familiar with its structure, navigation, and daily operations become smoother and more efficient.

Telehealth Connectivity Issues

  • 10% were Positive
  • 75% were Negative
  • 15% were Neutral

Several users report difficulty conducting virtual sessions due to unreliable video connectivity. Patients often face problems joining telehealth appointments, disrupting continuity of care. A user stated that, “The video session technology could use an upgrade as I’ve had issues with patients being able to connect.”

Reporting & Integration

  • 65% were Positive
  • 15% were Negative
  • 20% were Neutral/Mixed

Reviewers appreciate ShareNote’s reporting features for compliance tracking, billing analytics, and performance monitoring. Many note that its integration with billing and claims modules improves oversight of patient data and financial outcomes.

System Reliability Issues

  • 5% were Positive
  • 85% were Negative
  • 10% were Neutral/Mixed

User complaints that once the system glitch caused all clinical notes to appear as signed at midnight, triggering compliance issues. One user reported that, “Because of a glitch in their system, all our notes appeared to be signed at midnight. This caused Medicaid to assume that we were fraudulent and withhold our funding.”

All-in-One Platform for Behavioral Health

  • 60% were Positive
  • 20% were Negative
  • 20% were Neutral/Mixed

Many clinicians highlight the convenience of managing scheduling, documentation, billing, and telehealth within a unified platform. Multi-provider practices find it particularly beneficial for centralizing information and coordinating across teams.

Support Responsiveness

  • 15% were Positive
  • 70% were Negative
  • 15% were Neutral/Mixed

Users express frustration with ShareNote’s handling of technical crises. The vendors failed to resolve system errors, resulting in operational and financial setbacks.

Is ShareNote Right For You?

If you are a behavioral health practice looking for a complete cloud-based EHR and practice management solution, ShareNote may be right for you. Its unified platform combines scheduling, clinical documentation, billing, telehealth, and more into one seamless system.

The software prioritizes data security and has earned federal Meaningful Use certification through the Drummond Group, demonstrating its compliance with industry standards.

ShareNote is known for delivering user-friendly features alongside exceptional customer support. Since 2004, it has been a trusted partner for thousands of behavioral health agencies, improving outcomes for over 700,000 patients.

Need more information? Call us at (661) 384-7070, and we will be happy to answer your questions and provide the support you need.

Pros And Cons of ShareNote

Pros

  • User-friendly interface simplifies complex practice management tasks

  • Telehealth capabilities ensure secure and effective virtual consultations

  • Customizable features tailored for behavioral health practices

  • Automated billing reduces errors and speeds up reimbursements

  • Dedicated success coach provides personalized guidance and support

Cons

  • Integration with third-party tools may require additional configuration

  • Customer support response times may vary during peak hours

  • Some financial reports could be improved

Frequently Asked Questions

ShareNote provides phone, email, and dedicated coach support services. A dedicated success coach means your practice receives personalized guidance and support tailored to your specific needs. Clients demand convenient, responsive support, and ShareNote meets this demand with a comprehensive support system.

The typical users of ShareNote include specified community health practice, behavioral healthcare facilities, and substance abuse centers.

ShareNote offers flexible pricing plans that can be customized according to your specific requirements. The price starts at $35. Request a custom pricing quote from our sales team today! 

No, ShareNote does not offer a free trial.

The main ShareNote features include scheduling, a universal note system, web-based access, telehealth, clinical notes, client management, a client portal, billing codes, e-prescribing, and tools to detect spot addiction problems early on. Moreover, tools like optional PDMP integration means practices can leverage technology to enhance their ability to monitor and manage prescription drug use effectively.

The platform primarily supports the English language.

No, the platform doesn’t offer a mobile app.

The software offers integration with CounselEAR, Medims, My Vision Express, DentalVision, and SoftDent.

Yes, the software offers an API.