Therapy Appointment – Review


Full Review

EHRs qualify for a full review if they:

  • Offer or make available a trial or demo account
  • Answer questions about their product and related topics (security, HIPAA)
  • Are focused on the needs of therapist in private practice

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Pros: Full Featured, Solid Support, Well Established, Flexible Pricing, Robust Client Portal

Cons: A few limitations in settings.

Standout Features: New Interface, Flexible Insurance Filing Features

It’s a Good Choice For Practices That: Are considering a full-featured EHR/Practice Management system


TherapyAppointment 2.0 arrived in 2019 and has been under continued development since.  It was a significant task to update the previous version of TherapyAppointment and the results are impressive. TherapyAppointment was one of the first applications in this market that serves solo and group behavioral health private practices. They have long had one of the most feature-rich solutions available. Now their impressive set of features and functionality are accompanied by a clean, user-friendly interface!

During the update, TherapyAppointment took the opportunity to add to their set of features. There are too many to list here, but one of note is the addition of Two-Factor Authentication (link).  In many ways, their new interface makes features that were previously available “like new” as they’ve become much more accessible and user-friendly. The Dashboard does a great job of providing the most important information at a glance, on one screen. The client portal allows for scheduling, secure messaging, payment of invoices, completion and signing of documents and more. Of special note, TherapyAppointment purports to allow for the electronic filing of claims under more than one NPI. Some competitors only allow for filing under a single NPI. This can be problematic for some group practices where not all providers are on the same contracts/panels. TherapyAppointment says this is covered in their system. TherapyAppointment also sports a very flexible scheduling system allowing clinicians to set up avaiability based on types of appointments (i.e. in office vs. telehealth) and to set exceptions.  Appointments for new clients can be identified quickly based on a few criteria, even in large practices.

As with all these applications, there is some room for improvement. Most of these areas for TherapyAppointment seem to come down to aesthetics and personal preference. For example, I find it invaluable to have a screen where users can access important client information (contact information, next appointment, current balance due) all on one screen. These items are all readily accessible via tabs (single clicks) in the TherapyAppointment interface, but I prefer to see them all in one place.

Overall, I am quite impressed with the continued progress of TherapyAppointment.

Update April 2022

TherapyAppointment continues to innovate as they move toward consolidating all users onto 2.0.  One of their major new additions is the ability to track virtually any demographic client information you’d like, as well as run reports on them. This includes tracking of referral sources and custom fields you can create. Therapists can also now redact chart entries as well as choose to provide a telehealth waiting room.  A significant number of other refinements have also been added.

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About the Author

Rob has been covering technology and business news for mental health professionals since 2011. His extensive experience in IT, business, and private practice allow him to synthesize information in a friendly, digestible manner. He also enjoys time with his family, ultimate frisbee, and board gaming.

Rob Reinhardt

CEO, Tame Your Practice

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