TherapyPartner – Review


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  • 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: Excellent Credit Card Integration and Automated Statements Feature

Cons: No Electronic Insurance Filing, No Treatment Plans, Lack of Integration in Some Areas

Standout Features: Integrated Credit Card Features

It’s a Good Choice For Practices That: Are fee for services practices that are primarily drawn to the client portal and automated billing features


TherapyPartner has been a player in the realm of cloud-based mental health practice management services for many years. Their original focus was to provide automated credit card billing and statement generation and their primary target market has been professionals in a fee for service practice.  Up until 2013, the extent of their feature set was to store these cards, allowing for quick billing and statement generation. In 2013, TherapyPartner expanded their feature set to include Scheduling and Treatment Notes, but still lagged a good bit behind the robust feature sets of other EHRs in the market. This remained the case until fairly recently.

Since 2014, and primarily between 2017 and 2018, TherapyPartner has added significant functionality. This includes a robust client portal, as well as some insurance claim tracking features. With the addition and improvement of some other features like appointment reminders, iCal integration, multiple client contacts, and the ability to upload documents to a client’s file, TherapyPartner has become much more competitive.

TherapyPartner’s strengths lie in the features they have refined over several years. Their system was built to allow providers to easily store client credit card information so that sessions could be quickly billed without the need to swipe a card each time. Also present is the ability to have monthly statements automatically emailed to clients. Additionally, providers can set fee schedules and billing preferences on a per client basis. Complimenting these features are the reports that let users quickly see practice revenues, revenues by clinician, outstanding balances, and more.

Additional noteworthy features include:

  • custom appointment reminder times (up to 168 hours prior to the appointment)
  • custom appointment reminder templates
  • ability to set up and schedule multiple rooms within an office
  • two-factor authentication for increased security.
  • dedicated support person

Still, there are some significant opportunities for improvement and even missing features that will rule TherapyPartner out for some practices. Most notable is the lack of electronic insurance claim filing. Sticking to their roots of supporting fee for service practices, TherapyPartner does provide the ability to generate CMS-1500 forms and rudimentary tracking. This may work fine for practices that submit the rare claim on behalf of a client, but could prove cumbersome for practices who do this routinely.  There are still no Treatment Plans and little integration between intakes and subsequent progress notes. Reporting is somewhat limited in places. For example, it doesn’t appear that you can run a report of revenue by location (if you have multiple locations).  While users can push any custom form out to clients to complete, via the client portal, doing so currently requires creating all of those forms from scratch.

At a price point similar to most of the other products on the market, those with insurance-based practices will likely find a better fit elsewhere. Those in cash-based practices, especially those who desire client portal features and don’t always collect the entire fee up front, might find TherapyPartner’s mix of features worth exploring.


HIPAA-ppropriateness **

HIPAA Compliance Possible? Yes
**What is this? HIPAA-ppropriate information is provided by Person-Centered Tech (PCT). For more details, read here.

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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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