CounSol.com

CounSol.com

Online counseling practice management software

4.8/5 (623 reviews)

CounSol.com Overview

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.

Pricing

Starting from
USD 45.00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

CounSol.com Reviews

Overall rating
4.8/5
98% positive reviews
486
Excellent
123
Very good
13
Average
0
Poor
1
Terrible
Lilyan S.

Best Value for the Money

Used Daily for 2+ years
Reviewed on 06/06/2019
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Amy P.

Complete and easy to use.

Used Daily for 2+ years
Reviewed on 21/06/2019
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Verified Reviewer

Fantastic practice management

Used Weekly for 2+ years
Reviewed on 21/06/2019
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jessica H.

Small Group Private Practice LIFESAVER

Used Daily for 2+ years
Reviewed on 09/06/2019
Review Source: Capterra

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.

Pros

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!

Cons

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Deirdre S.

A Game Changer!

Used Daily for 2+ years
Reviewed on 02/04/2019
Review Source: Capterra

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!

Pros

* 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

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

CounSol.com Pricing

Starting from
USD 45.00/month
Pricing options
Free Trial
Subscription
Value for money

Practice Management: $49.95/month

Practice Management Plus: $64.95/month

CounSol.com Features

  • Activity Dashboard
  • Appointment Management
  • Automatic Notifications
  • Automatic Reminders
  • Billing & Invoicing
  • Calendar Management
  • Charting
  • Claims Management
  • Client Portal
  • Document Storage
  • HIPAA Compliance
  • Records Management
  • Workflow Management

  • Automated Scheduling
  • Compliance Management
  • Customizable Reporting
  • Customizable Templates
  • Document Management
  • Reporting & Statistics
  • Self Service Portal

Additional information for CounSol.com

Key features of CounSol.com

  • Accounting Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Applications Management
  • Appointment calendar
  • Appointment scheduling
  • Assessment Management
  • Automated appointment reminders
  • Availability management
  • Billing & invoicing
  • Client journal
  • Client portal
  • Client progress notes
  • Client treatment plans
  • Custom client site
  • Custom forms & questionnaires
  • Customizable branding
  • Electronic insurance claim submission
  • Group session scheduling
  • HIPAA compliant
  • Hourly data backups
  • Live video sessions
  • Online appointment booking
  • Payment gateway integration
  • Reminders by email, SMS & phone
  • Secure messaging
  • iCalendar sync

Benefits

  • Users can manage their availability, appointment types, and session lengths, and allow clients to book appointments online, with hourly, daily, weekly, and monthly availability views.

  • Secure live chat enables instant communication between clients and counselors, with chat sessions automatically stored in admin records.

  • Client records, treatment plans, and progress notes can be securely stored and managed, and the client journal enables clients to create private journal entries and share these with their counselor as they wish.

  • Invoice notifications can be sent to clients via email, and payments can be processed through a range of payment gateway integrations, including Stripe, Authorize.Net, BluePay, and more.

  • CMS-1500 forms can be completed within CounSol.com, and 837 EDI claims can be submitted electronically, with users able to track claim statuses.

  • CounSol.com FAQs

    Below are some frequently asked questions for CounSol.com.

    Q. What type of pricing plans does CounSol.com offer?

    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

    Q. What are the main features of CounSol.com?

    CounSol.com offers the following features:

    • Accounting Management
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Applications Management
    • Appointment calendar
    • Appointment scheduling
    • Assessment Management
    • Automated appointment reminders
    • Availability management
    • Billing & invoicing
    • Client journal
    • Client portal
    • Client progress notes
    • Client treatment plans
    • Custom client site
    • Custom forms & questionnaires
    • Customizable branding
    • Electronic insurance claim submission
    • Group session scheduling
    • HIPAA compliant
    • Hourly data backups
    • Live video sessions
    • Online appointment booking
    • Payment gateway integration
    • Reminders by email, SMS & phone
    • Secure messaging
    • iCalendar sync

    Q. Who are the typical users of CounSol.com?

    CounSol.com has the following typical customers:

    Freelancers, Mid Size Business, Small Business

    Q. What languages does CounSol.com support?

    CounSol.com supports the following languages:

    English

    Q. What type of pricing plans does CounSol.com offer?

    CounSol.com has the following pricing plans:

    Subscription

    Q. Does CounSol.com support mobile devices?

    We do not have any information about what devices CounSol.com supports

    Q. What other apps does CounSol.com integrate with?

    CounSol.com integrates with the following applications:

    Authorize.net, BluePay, Braintree, Forte, Google Calendar, PayPal, Square Payments, Stripe

    Q. What level of support does CounSol.com offer?

    CounSol.com offers the following support options:

    FAQs, Online Support, Phone Support