TheraNest Reviews

It's an efficient way to combine EHR with billing & scheduling, including automated client communication.

Learning curve can be challenging, especially for staff who are less comfortable with technology. Occasionally, things (calendar, session notes) don't behave the way one expects them to, but the developers are pretty responsive.

Explore all of its features and allow more time than you think to adjust to the new system.

Scheduling at a growing practice, and being able to audit client files to ensure compliance with expectations and requirements.

Clean, concise, and thorough electronic health record (EHR) program that helps me run my business efficiently

I took a credit card payment through TheraNest and don't know I'm getting that payment! I gotta figure that out.

Start with the lowest subscription and see how you like before you select a more expensive monthly package.

I have my progress notes for each session, I'm managing my clients' ledgers, and I'm able to track my payments. It's keeping me organized. Now if it would pay my taxes, we'd be golden! 😉

It's easy to schedule clients with all of our therapists, regardless of what level of pricing they're at, and we can take care of our billing through the same scheduling system.

The reporting leaves a lot to be desired. I track our referrals manually because I know the reports they issue are incorrect. Because I monitor each of our weekly intakes, I know who our highest referral sources are but, if I run a report, I get an entirely different answer. It's very frustrating. I would like to have less work for myself and use the system as it's designed but the reporting has to be accurate! I also wish I could edit non-client based appointment from the app. I personally handle the marketing and use Theranest to keep track of my appointments but can't update them once they're in the mobile app.

Take some time to really explore the system and have one person in charge of learning it. That person can them train your staff on how to best utilize the features. When questions or problems arise, you'll have an expert on the team who can help guide them through troubleshooting. If all else fails, call customer service and see if they can help. I personally haven't interacted with their staff but I know our staff have chatted with them online when they've needed help.

Scheduling and billing are seamless, keeping track of session notes, and client information are all held in the same online database. It saves our clinicians a lot of time. Having an online app also helps me schedule on the go.

It is very functional for anyone from the computer wiz to people who are not technology friendly.

The phone app version of Theranest is difficult to use and does not offer the same functions as the desktop website.

Scheduling appointments, entering client notes, seeing schedules weeks ahead of time, storing client information, etc.

I found the program simple to use once I learned how to effectively maneuver through the application.

It was not intuitive. Once I learned how to use it, the program was helpful.

I would say that it takes a little time to get accustomed to the program. However, once learned, it is pretty user friendly.

I found the program helpful and simple to use once I learned how to more effectively use the program. It was actually easier to formulate session notes and treatment plans than the EHR that the other agency that I worked for at the time was using.

I love that it helps me feel organized and in control. I love that everything is in one place for my practice versus jumping around.

I dislike the pricing after your trial.

I’m solving having to jump around to all these different portals for scheduling, invoicing, notes, etc. this keeps everything in one great, convenient location

I'm a licensed clinical social worker and one of the best features of Theranest is its speed, web-based interface, and portability, versus the clunkier medical software I used when I worked in public agency settings. Intakes, progress notes, and treatment plans are fairly succinct and easy to add, while still being comprehensive and thorough enough to include fields for information needed. It also includes support for multiple practitioners under one practice, which is helpful as an overlay for what the day looks like for each person scheduled.

One issue I have seen at times has been bugs or glitches when recurring appointments are entered. Sometimes appointments from files that have been closed keep appearing despite having had the client archived. The mobile app is also useful for a quick glance at your day, but impractical for documentation work.

Theranest is usually recommended for smaller practices. You may want to consult with them about scalability as your practice grows, especially if you're adding a large amount of clients and multiple practitioners.

I work at a small practice with no traditional desk space, so it has been helpful to use my laptop to do my paperwork at my convenience.

I like that it keep my schedule, my clients' profiles, and my notes all in one place. I also like being able to communicate with coworkers through it.

Sometimes the interface doesn't feel super user friendly and I want to be able to click through to something without having to use the back arrow.

It keeps everything all in one place and works well for communicating with everyone. It's also nice that supervisors can have access to everything they need.

I love that I can schedule patients, charge there credit cards and track my earnings.

There is nothing I dislike about Theranest. It does what is supposed to do and customer service is great.

For those who are in the psychology field or mental health field this is great for you.

I can automatically download or print the charges for the day, week, and or month.

I like that Theranest is easy to use and anyone can be trained on how to use it. They have instant video trainings which are helpful and also people that can assist you via the chat. The only thing is that they usually take a day or two to respond.

The software usually glitches a lot and makes it frustrating when you are running a multi-professional atmosphere.

Always put in suggestions of what to add as it benefits and they do add some of the things if requested enough times.

We are solving a lot of problems. We ran across several issues in the past in regards to auditing and how things needed to be done and now Theranest helps with those issues.

It is incredibly user friendly and easy to use.

I wish there were more options in reports

More options on report building menu

Documenting notes for client sessions and submitting to insurance for billing

It makes it easy to see what everyone on staff is doing and plan around their schedules.

There is a definite learning curve. I am pretty tech savvy but it is not the easiest software to navigate as far as setting up the schedule and recurring appointments.

It allows everyone to collaborate with ease.

Looks organized and seems to keep updating to meet changes with Billing.

Often you have to do three or four steps in order for ledgers, calander, and Notes to line up correctly. It’s very frustrating.

The ability to have things at my fingertips, billing, notes, client information.

Integrated billing, text confirmations, optional portal for clients to complete paperwork or make/cancel/reschedule appointments.

Scheduling can be clunky- no way for employees to override system when scheduling (they have to change their available hours when scheduling outside of them, which makes those hours available to everyone).

Absolutely! I pay annually and get two months free!

No need for multiple programs to handle billing, or an outside biller: a few clicks and claims are sent through OA with no additional fees.

It was easy to use and very intuitive. Our practitioners enjoyed using it during their trial period.

The lack of ability to customize did not work for our agency. Some of the financial capabilities were also lacking.

See if your company will need to have any customization. If so, TheraNest won't really work for you.

We were testing TheraNest to see if we could use it as a counseling electronic health record system.

It was easy to switch from paper to using Theranest in a medium size practice.

There were points that weren't user friendly. We could not figure out how to make fillable forms for clients to interact with.

Keep track of patients files in a safe a secure way.