CounSol.com is an online practice management system for counselors and therapists, for managing both online and offline clients, with secure chat, live video sessions, online appointment booking, billing & invoicing, custom forms & questionnaires, treatment plans, progress notes, client journals, and more.
CounSol.com allows users to create a custom client site, with control over the text, images, colors, and fonts, and embed a link to the secure client portal in their existing website. Clients can login to schedule appointments, view emails, pay bills, fill in their private journal, and take part in online chat and video sessions. Users can set their availability, session types, and appointment lengths, and display available appointment slots by the month, week, day, or hour. Clients can book appointments online for office appointments, phone calls, video sessions, or chat sessions, and can also register for group chat sessions, phone calls, or office appointments.
Users can create custom policy agreements, practice terms, and a range of client forms and questionnaires for gathering client information. Client records, notes, and questionnaires are stored securely, with hourly data backups, and the system is fully HIPAA compliant. Client treatment plans can be prepared using the built-in templates with diagnosis axis codes and descriptions, symptom descriptions, current assessments, concerns or issues, treatment objectives and strategies, long-term and short-term goals, and more. Progress notes can also be maintained and updated, with customizable diagnosis descriptions, treatment plan statuses, action plans, and more.
This is a great software. It’s quite user-friendly. Compared to competitors, Counsol is the best value for the money for me. I do a fair amount of insurance billing. Counsol submits claims for free through Officeally, unlike competitors who do their own electronica claim submission and charge money for each claim submitted.
However, officeally is not ideal for me. I have contacted Counsol’s customer service to see if they might look into linking Availity into their insurance billing. I use Availity to file Regence payments, since Regence is no longer a “Payer” provider in OfficeAlly ( meaning I would have to pay if I filed claims through them). Counsol’s customer service was not willing to take my suggestion into consideration. They simply replied that Officeally was the best. So now I’m having to use more than one system to do my billing, but at least it’s still all free, unlike other practice management software.
Customer services tops. I always get a response within a few hours. All billing is done through Office Ally, which means that many claims are filed for free, unlike Simple Practice, which charges $.25 per claim, or Therapy Notes, which charges $.14 per claim. Counsol also doesn’t charge for appointment reminders.
Depending on what features you use, counsol could actually the same price or more expensive as other billing software, (if you’re not using insurance billing). Definitely compare prices closely before you choose a software.
As a solo practitioner, my focus and skills are on providing therapy, not billing, records, and all the time consuming office "stuff" - this program makes those things so easy, I actually did not need keep the biller I hired before finding Counsol. The assigned support staff you get when you signed up is amazing - they truly know you, and respond immediately to help with anything you have questions about and respond to suggestions, often getting them incorporated into the software. That alone surpassed my experiences with other companies I have dealt with previously.
I wanted a program that let me go paperless and allowed clients flexibility to schedule. The client portal is amazing- I get compliments from clients every month about how they like the portal and found it so easy to use and navigate. That clients can schedule, reschedule, cancel appts as needed keeps my schedule fuller, with less cancellations and no shows. I don't have to spend hours returning calls, trying to reschedule, making appointments etc. I have my intake paperwork included so no more awkward rushing to fill out forms at the start of a session. The billing side of the software submits claims in 2 clicks, enters the ERA's in one. Literally it takes seconds to complete.
The interface is easy but looks a bit dated. The calendar views are limited and it lacks things like a automatic to do list to keep you up on tasks. You can upload your own forms but there are no included templates for even basic requirements such as HIPAA. They do continue to update and add features, but it makes getting to some features a bit clunky and some features can be quite slow when pulling up info. Clients cannot upload documents, such as copies of insurance cards, so the clinician still needs to do so. There is no app - and the mobile version for phones can be difficult to navigate.
This system does almost everything required to manage my existing clients.
It's very easy to use and I like being able to see the current day's schedule and monthly overview from the summary page.
Sometimes I don't even take my computer to the office - I just use my iPad.
I'm also very pleased with the mobile phone version of the website - it's especially convenient to send username reminders and password resets directly from my phone since I'm usually away from the computer when those requests come through.
It has a client portal, it's easy to use from both the client and administrator side. It includes scheduling, billing, secure communication, and recording keeping all in one place.
The company is very responsive to user issues and suggestions for new functionality.
The product keeps improving.
It encourages good record keeping by showing icons or plus signs to indicate if there are treatment plans for clients and notes for completed sessions.
Creating new forms can be cumbersome but my account manager offered to upload my form data from the back-end so I just had to make minor adjustments.
I wish that my clients could either upload documents or add attachments to mail messages within the portal.
The announcement function (basically an email blast) sends an email to the client stating that they have a message in the portal. Since users get locked out if it's been 2-3 months since their last login, I get a barrage of password reset requests everything I send out an announcement. From the user perspective I think they would like to at least see the title of the message in the notification email, even if they have to log in to see the full message.
Overall, I am staying with CounSol. It allows me to have a virtually paperless practice and automates things that save me both time and money such as self scheduling and appointment reminders. My client report they like the portal and find it relatively easy to use. Although it is customizable, it again is not the prettiest looking thing, although I haven't had any client complaints about this.
I love almost everything about CounSol! I used it when I was a solo practitioner and have continued as my company has grown into a group practice.
What I like:
- Electronic intake forms as well as all other forms
- FULLY customizable forms including progress notes
- Client self scheduling/ Client portal
- Online payments
- Calendar sync with phone
- Secure messaging- staff and clients
- Quick claim submission and ERA reconciliation
- Customer service- its amazing really!!
- Generally accurate monthly payment reports
- Appointment reminders via text, email and phone
- I also love that they don't tack on costs for features- it is included in the plan you pick!
I have been with CounSol long enough that I have been able to see them grow, including them implementing suggestions I have personally made for the EHR. That said there are a few things I still don't like:
- the interface itself is not as pretty as some of the other ones out there
- there can be a lot of button clicking sometimes (this has improved)
- my staff report they do not find it intuitive to use
- the way the payment report screen handles refunds (however, if you know how it does, then it is easy to account for- just more button clicking)
- Use of Office Ally for clearinghouse, but bc of changes on the part of Office Ally not CounSol
- They don't have an app and I dislike the mobile view
- Not a monthly all clinician view calendar, but there is a weekly one, but it doesn't show openings, just booked appointments
I have loved CounSol since I started using this practice management system in 2014 and have only grown to appreciate it and the people behind the scenes more and more. Not only does it simplify my life and practice but my clients are pleased and complimentary as well.
I recently contracted with another clinician to serve as records custodians for one another in the event of death or impairment. As part of this process, we were educating each other on our practice management platforms. She uses Simple Practice so I signed up for a free trial to familiarize myself with it. In web reviews, these systems look very comparable but I found Simple Practice to be lacking visually and was surprised at the absence of some features such as sending out a secure group announcement to all clients (e.g, if going on vacation, posting revised policies, etc.). I did not make an inventory of the differences in Simple Practice and CounSol as I was not planning to write a review. However, I did come away from the experience with renewed conviction that I had chosen the best system!
* Variety of features, options/customizability especially compared to other practice management programs
* Ease of use and my own rapidly responding, personal account manager to consult when needed--I'm still trying to figure out if he ever goes home or takes a vacation!
* Automatically generated reminders and invoices sent to clients
* Ease of scheduling for clients online if they wish
* Mobile accessibility for clients but also myself when I need to manage details outside of the office
* The visual design and ease of navigating
* The company's dedication to continually improving their system and their responsiveness to suggestions
I can't identify any dislikes but have found myself wanting automatically generated reminders if a progress note is not completed as I've had this with other electronic health records. Such a feature can be a lifesaver for those irritatingly fallible human moments we all have occasionally.
Practice Management: $49.95/month
Practice Management Plus: $64.95/month
Below are some frequently asked questions for CounSol.com.
CounSol.com offers the following pricing plans:
Starting from: USD 45.00/month
Pricing model: Subscription
Free Trial: Available
Practice Management: $49.95/month
Practice Management Plus: $64.95/month
CounSol.com offers the following features:
CounSol.com has the following typical customers:
Freelancers, Mid Size Business, Small Business
CounSol.com supports the following languages:
CounSol.com has the following pricing plans:
We do not have any information about what devices CounSol.com supports
CounSol.com integrates with the following applications:
Authorize.net, BluePay, Braintree, Forte, Google Calendar, PayPal, Square Payments, Stripe
CounSol.com offers the following support options:
FAQs, Online Support, Phone Support