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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.
Read the official TherapyNotes homepage ↗

Evidence / source sheet

Current evidence snapshot

Public vendor material and linked outside-review context last checked on .

Public price

$69

solo / month
Team scenario

$79+

group base before additional clinicians
Review/source context

4.7/5 · 960+ reviews

Capterra
Evidence status

Documentation reviewed

Trial + contract checks remain
00

Evidence 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.

01

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
02

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.

01

MFA

Trial check

Run the same practice scenario—not a real case—through owner, clinician, biller, scheduler, and supervisor roles.

02

Roles & permissions

Trial check

Compare owner, clinician, administrator, biller, supervisor, and departing-user access in the exact plan.

03

Data exports

Trial check

Request chart, ledger, claim, attachment, and audit-log export samples.

04

Account deletion

Contract check

Confirm termination, retention, deletion timing, subprocessor copies, and access after closure in writing.

05

Backup / restore

Contract check

Confirm recovery commitments and how an erroneous deletion is handled.

06

Accessibility

Trial check

Keyboard-test high-frequency charting, claims, scheduling, and portal tasks.

07

Administrative controls

Trial check

Test 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.

03

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.

Check official pricing ↗
Published price snapshot

$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+ reviewsG24.4/5 · 98 reviewsTrustpilot4.9/5 · 3,000+ reviews

Use ratings as context, not a ranking. Read recent positive, critical, and role-relevant reviews.

04

Contract and demo record

Five questions worth getting in writing.

  1. Which features, roles, storage, usage, support, and security controls are included in this exact plan?
  2. What can we export without vendor help, in which formats, and what would be missing?
  3. How are backups tested, and how would we request a restore after an error or incident?
  4. What happens to our data, subprocessor copies, and account access after termination?
  5. Which accessibility standards and test results cover owner, staff, and client workflows?