Therapy Appointment – Review


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  • 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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TherapyAppointment was originally built by a Therapist to meet the unique needs of therapists, counselors, and other practitioners in the field of mental health. The new TA 2.0 has many new features such as:

  • Enhanced cloud security, regulatory compliance through 2-factor authentication and upgraded cloud infrastructure
  • Robust scheduling options, including patient self-scheduling via patient portal
  • E-Signature capability on patient-forms
  • HIPAA compliant secure messaging tools (provider to patient and provider to provider messaging)
  • Ability to attach and share documents securely
  • Enhanced capabilities for Group-Therapy documentation and exchange
  • Also available in upcoming product releases are Teletherapy, Customized templates, and advanced reporting capabilities.


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

Cons: Intakes can only be uploaded (not completed online)

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 is here

TherapyAppointment 2.0 has arrived (2019), and it looks great! 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. By the time, EHR adoption was ramping up however, the original TherapyAppointment interface had been showing its age. Their team has been hard at work re-building the system from the ground up and the results are impressive. Now their impressive set of features and functionality are accompanied by a clean, user-friendly interface!

TherapyAppointment also took this 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, 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.

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. TherapyAppointment also does not currently allow clients to complete intake and other paperwork directly in the client portal. They must download, complete, and then upload the paperwork.

Overall, I am quite impressed with what they have accomplished and believe TherapyAppointment 2.0 is a serious contender for any solo or group practice.

Update July 2020 – I’ve heard from many legacy TherapyAppointment customers that they have stll not been able to migrate to the 2.0 version of TherapyAppointment. I am currently investigating this.

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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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