TheraSoft – Review


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Pros:   Excellent Use of Calendar as Central Hub, Feature Rich, Full Clearinghouse Integration

Cons:  Cost

It’s a Good Choice For Practices That:  Want a full array of features and don’t mind the added expense and/or lack of refinement in some areas.


Therasoft Online put some significant improvements and new features in place the last time I evaluated it. Particularly noticeable is the much more friendly user interface that resulted from a facelift and overall design overhaul. Its standout feature is the excellent calendar implementation as a central navigational tool.  You can reach any other screen of information about a client and their session directly from their appointment on the calendar.  The calendar itself provides color coded information that allows you to quickly identify what tasks associated with a client and their session have been completed.  It offers extensive assessment notes like a complete Bio psychosocial while allowing you to choose different note styles for different clients/sessions. Also provided is a thorough database of goals, objectives, and interventions based on the entered diagnosis.   It has all of the billing and insurance filing needs covered, including integration of ERAs (Electronic Remittance Advice).

TheraSoft has also address some of the inconsistencies in navigation and functionality from the past.  In particular, they implemeted a logical main menu, allowing users to more readily access different parts of the program. Some will still find some details missing and navigation in a few areas still seems stilted. For example, when looking at a list of clients, you’re not able to add a new client from there. You must first navigation to the “Pre-Register area.  Many of the screens involve seeing a list of all active clients with the highlighted client’s information listed below.  This might be cumbersome and involve a lot of clicking and scrolling for those with many clients.  This has been improved on with the advent of a search function, however.  This may be a non-issue if you do most of your work from the calendar, as TheraSoft’s work flow is built around. There are minor oversights in the calendar as well, however.  For example, when editing a recurring appointment, you can now apply the changes to future appointments (a great improvement!).  However, it’s still not possible to change an existing appointment to be a recurring appointment.

TheraSoft’s pricing has remained the same since I first reviewed it three years ago.  This means it comes with much more value now that signficant improvements have been made to the interface and new features have been added. For example, the client portal can now be integrated into your own web site, rather than having to be used through another paid service of TheraSoft. However, it remains more expensive than many of the competitors, so you’ll want to be sure it’s a great fit for your practice.  For a full-time clinician, it will cost $69 per month, plus $30 more if you need to file insurance claims.  TheraSoft also now has some additional paid services, like an add-on web site with social media marketing support.

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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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