
TherapyNotes
A behavioral-health-specific EHR with strong claims workflows and support themes across large review samples.
Review date
How TherapyNotes presents the product
TherapyNotes presents its product as a connected system for the everyday clinical and administrative work of a behavioral-health practice.
- Company emphasis
- Records, scheduling, billing, messaging, payments, the client portal, telehealth, and support.
- Useful for
- Recognizing the product and preparing a focused demonstration with sample information.
- Evidence boundary
- This is first-party marketing material. It does not independently verify plan access, security, privacy, accessibility, exports, contracts, or practice fit.
Evidence / source sheet
Current evidence snapshot
Public vendor material and linked outside-review context last checked on .
$69
solo / month$79+
group base before additional clinicians4.7/5 · 960+ reviews
CapterraDocumentation reviewed
Trial + contract checks remainEvidence boundary
Reviewed does not mean hands-on approved.
Vendor documentation and outside reviews are starting evidence—not security approval, compliance certification, or a purchase recommendation.
Practice fit
Where it may fit—and where to slow down.
Reasons to shortlist
- Behavioral-health notes, scheduling, claims, portal, and telehealth
- Support is a recurring positive review theme
- Strong independent ratings at meaningful volume
Questions to pressure-test
- Some reviewers describe extra clicks or reporting limits
- Claims and optional features can add cost
- Biller and administrator demos matter as much as clinician demos
Security and administration
Turn claims into trial tasks.
Use sample information—not real client or staff details—when testing the product. Ask the vendor to demonstrate the exact plan and contract you are considering.
MFA
Trial checkRun the same practice scenario—not a real case—through owner, clinician, biller, scheduler, and supervisor roles.
Roles & permissions
Trial checkCompare owner, clinician, administrator, biller, supervisor, and departing-user access in the exact plan.
Data exports
Trial checkRequest chart, ledger, claim, attachment, and audit-log export samples.
Account deletion
Contract checkConfirm termination, retention, deletion timing, subprocessor copies, and access after closure in writing.
Backup / restore
Contract checkConfirm recovery commitments and how an erroneous deletion is handled.
Accessibility
Trial checkKeyboard-test high-frequency charting, claims, scheduling, and portal tasks.
Administrative controls
Trial checkTest configuration ownership, audit history, role changes, support escalation, and offboarding.
DocumentedSupported by current first-party material.
Trial checkObserve it in an authorized trial using sample information.
Contract checkConfirm it in the exact agreement or BAA.
Pricing and reviews
Price the practice you actually run.
Start with the published price, then add the people, features, support, and services your practice would actually use.
$69 solo; groups start at $79 for the first clinician + $50 each additional clinician/month
Claims and optional services can add cost.Independent review starting points
Capterra4.7/5 · 960+ reviews↗G24.4/5 · 98 reviews↗Trustpilot4.9/5 · 3,000+ reviews↗Use ratings as context, not a ranking. Read recent positive, critical, and role-relevant reviews.
Contract and demo record
Five questions worth getting in writing.
- Which features, roles, storage, usage, support, and security controls are included in this exact plan?
- What can we export without vendor help, in which formats, and what would be missing?
- How are backups tested, and how would we request a restore after an error or incident?
- What happens to our data, subprocessor copies, and account access after termination?
- Which accessibility standards and test results cover owner, staff, and client workflows?
