About TheraNest

TheraNest is an HIPAA compliant web-based mental health solution used by solo practitioners, large mental health practices, and nonprofit organizations. The solution is suited for therapists, psychologists, psychiatrists, and social workers. TheraNest offers electronic medical records (EMR) software with a mobile app for Android and iOS. The solution also includes a client portal, patient scheduling, DSM/ICD codes, progress notes, treatment plans, and discharge notes. Users can review and cosign notes and build custom forms. TheraNest’s billing features include insurance claims, credit card services, and batch invoices. Users can generate reports, including payroll, staff billing, and invoice reports. Unlimited document storage and unlimited support are included. TheraNest’s client portal - TheraBook, allows clients to schedule appointments, complete demographic information, enter insurance information and submit intake forms from within their own secure accounts. Everything entered in the client portal will sync to clients’ accounts in TheraNest. The system also includes voice, text and email reminders for patients.
TheraNest Software - Automated Billing
TheraNest Software - Unlimited Therapy Note Templates
TheraNest Software - Full-Featured Calendar
TheraNest Software - Diagnostic Codes
TheraNest Software - Intuitive Interface
TheraNest Software - Detailed Client Records
TheraNest video
TheraNest Software - Automated Billing - thumbnail
TheraNest Software - Unlimited Therapy Note Templates - thumbnail
TheraNest Software - Full-Featured Calendar - thumbnail
TheraNest Software - Diagnostic Codes - thumbnail
TheraNest Software - Intuitive Interface - thumbnail

TheraNest pricing

TheraNest does not have a free version but does offer a free trial. TheraNest paid version starts at US$39.00/month.

Starting Price:
US$39.00/month
Free Version:
No
Free trial:
Yes

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Browse TheraNest Reviews

940 of 940 reviews
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Melissa
Melissa
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/9/2019

All-in-one platform that's perfect for my small private practice!

My business is very part-time on the side, and I didn't have time or resources for some of the other options that are on the market. TheraNest gave me everything I needed to run my practice easily, efficiently, and professionally.

Pros

It's simple to use and has everything you need to make your small private practice run. The customer support is AMAZING! I've never had a question or concern that wasn't quickly resolved by their great team.

Cons

I would like to see the TeleHealth screen be bigger. This is a work in progress since this is a newly added feature.

Alternatives Considered

Zoom Workplace

Reasons for Switching to TheraNest

TheraNest is the one stop shop that does it all in a super user-friendly fashion. Simple, affordable - exactly what we needed!

Response from Therapy Brands

Melissa we are so glad to hear that TheraNest is making a difference for your business! We can't wait to see how your business grows!

Replied 23/9/2019
Natascha
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

5
Reviewed on 21/1/2025

Very good value for money

I very much like TheraNest. While there are glitches, for example, the 2FA isn't properly working yet, the tech support team responds fast and is motivated to figure things out and implement new features.

Pros

Price for value. Good features. Fairly intuitive. Good tech support.

Cons

Difficult to set up divorced parents for one child as system is not well set up to handle that; complicated. Document signing can be difficult when individual forms need signature by a client. Did not like the telehealth option as can only be used with clients, not prospects.

Alternatives Considered

Carepatron, TherapyNotes, LLC and SimplePractice

Reasons for Choosing TheraNest

TherapyZen is a terrible product. Slow, lacks automation and security issues.

Reasons for Switching to TheraNest

Value for money. Great onboarding and customer support. Seemed fairly easy to use.
Chris
  • Industry: Hospital & Health Care
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
2
Functionality
3
Ease of Use
2
Customer Support
3

3
Reviewed on 30/7/2024

For a lot of headaches use TheraNest

Do NOT use theranest unless you want major headaches, have extra time added to your plate just to use the software, have a year of and have a lot of money to waste. Their unnecessary upgrades they have decided to make makes working with theranest unbearable.

Pros

Ease of charting and making appointments. That part is typically ok - unless the system is down - which happens way more than it should.

Cons

Not sure where to begin! Theranest is an extremely complicated system and there is a big large learning curve for all users - even just clinicians that make appointments and chart. It is extremely cumbersome for billing and insurance work. Back buttons have to be used all the time - at least 3 times to update client insurance claims. Look at invoice, enter what the client owes, save. Back button - write off the money the insurance won't pay, save, back button, charge the client what they owe, back button, send the client a statement (their "automatic" receipts don't show what the date of service is). I really need someone else trained on the billing part of the system and I cannot even imagine the extra time I would have to take to train someone and the mistakes that would be made. There is way too much room for user mistakes when using the theranest billing system. I pay a lot extra for their billing portion to use their clearing house, yet I am consistently having to go to each payor's websites and figure out what is going on with various claims when the Era's come back to theranest - I should say "if" they come back to theranest. Today their ERA processing suddenly stopped working and now I get to spend hours and hours updating clients billing charts manually for the week! We have 6-7 clinicians and it already takes me 2 full working dates to reconcile accounts with theranest. when things are working "properly". They claim to be very proud of their billing system - as they have "added" features to make the billing process quicker- (which I found their "upgrade3" doesn't even pull the correct amount a client owes and it needs to be manually fixed anyway and I have to manually write off money insurance won't pay). Oh by the way - they upped their monthly fee because they added this "upgrade" that doesn't work. Their updates at times causes problems elsewhere in the system - which means something else like updating a chart for example or simply saving notes you have written stops working. God forbid you don't remember to save everything every 2 seconds or all will be lost. When adding a diagnosis to a clients charge - you have to save it 2x in two different areas or it doesn't save! Customer service is "available" but expect to wait for days before they reply back to you - usually asking questions you have already told them in your request for help email. When you send a message back reiterating what you already said - there is never a quick reply. So any problems with the software could literally take a week to fix. I actually got someone today on chat - which is the very first time in the 6 years this has ever happened - and then had to spend literally one hour chatting about our ERA issue today because he failed to explain anything in any clear way - only directed me to some form and because between each line of chat - it took 2 minutes for the message to even get to each other. (oh yeah, I forgot to mention that the system is super slow at times-not my computer - it happens to all of us). They are constantly changing things with the software that are an unnecessary waste and cause a lot of confusion and time for the user because all the sudden something is different. For example, for some reason only they know, they stopped allowing the same email to be used in different client accounts (we work with children). We see many sibling groups and use their parents email on their chart to send statements or reminders, etc. Now we can't use the same email. So again - extra time and money had to be spent for my office manager to call these families and ask for different emails. Parents like information to go to one email. Many parents weren't happy about this. Who checks 3 different emails everyday? Customer service's response was "We recommend you have the parents create emails for their children to access the data, and also should help them distinguish and filter data between their kids if they have multiple". Um, ok. Basically - they will not go back to allowing us to use one parent email for his or her kids. After years and years of headaches and so much extra work theranest adds, just to use the expensive software, that was the straw that broke the camels back. We are searching for a new system - stat. Have not done it before now because the thought of switching all clients over and the learning curve of a new system was too much. BUT - now we are done.

Nicholas
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Functionality
3
Ease of Use
4
Customer Support
5

4
Reviewed on 3/12/2024

TheraNest--Not the best, not the worse.

My overall experience with TheraNest is okay--it's a love-hate relationship. The forms are not as dynamic as they seem compared to other EHRs, and you cannot send client documents other than intake/consent forms. There is no option to separate child and parent profiles for consent--you have to either put the parent's email in the child's profile or provide paper consent forms to the parent. You cannot link parent-child relationships and customize client details to accommodate your practice.

Pros

The support team and support portal have been very helpful and timely.

Cons

TheraNest's "dynamic" forms are not as dynamic compared to other EHR for therapists. It takes so long to create the most basic form in TheraNest and you cannot duplicate questions. You cannot edit the client details tab to customize it to your practice nor can you send clients documents in TheraNest to sign or view outside of consent forms. I have used other EHRs at other practices, and TheraNest seems to have the least features and easability.

Reanna
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

4
Reviewed on 30/5/2023

Great options overall and better pricing than other EHR systems.

Overall it has been great.

Pros

The cost and all of the features that are available.

Cons

I wish there were premade template library in the document section. It is a little wonky trying to create documents and then it is trial/error to get them to where you need which is very time consuming. I am still going through my documents and needing to change small things that I didn't catch. That is one feature that I do miss from Simple Practice- they had an amazing library of document templates, assessments (PCL5, health assessments, etc.,).

Reasons for Choosing TheraNest

The cost kept increasing and the billing as I wouldn't get paid for 2-3 days after seeing a client.

Switched From

SimplePractice

Reasons for Switching to TheraNest

There were many other products that I evaluated, and they were either missing telehealth or were incredibly expensive. Some had wonderful features but all in all, price is important and ease of access.
Walterson
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Functionality
3
Ease of Use
5
Customer Support
5

3
Reviewed on 21/9/2024

LCPC Review

Overall, it was good experience and it was serviceable for smaller practice; if not for expanding services, we would have stayed with TheraNest

Pros

TheraNest is very simplistic and easy to use for a small practice

Cons

TheraNest is unable to handle multilevel practices that require collaboration between various levels of providers (more specifically therapist and bachelor's level caseworkers)

Joanne
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
2
Functionality
3
Ease of Use
2
Customer Support
2

2
Reviewed on 17/5/2023

Sole practitioners not a priority

In the beginning the experience was great. Good service, training, and responsiveness. Over past year this has changed and I was told larger accounts get prioritized. I am looking for a new medical billing service but will likely continue using the EHR part for now.

Pros

Inputting progress notes is quick and easy. Navigating adding clients, storing records, and reliability of site working is the best thing about TheraNest

Cons

The billing service is expensive for what you get. You will spend a lot of time tracking payments and following up on your own. Your invoice records will not be kept in a timely way and you won’t be alerted if invoices aren’t paid. If not paid you won’t know why unless you spend hours contacting insurers.

Micheal Frances
Micheal Frances
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
1
Functionality
3
Ease of Use
1
Customer Support
1

4
Reviewed on 8/11/2019

Theranest lies about their customer service

From time to time, I was able to break through to their "upper management" and was told they really care about me and my clients and my ability to deliver therapy to those in need. This too turned out to be a falsity.

The decision to cut me out was born of my holding them to their word about live customer service.

I have requested to speak to the business owner, but so far, the coward has not had the necessary honor to call a fellow business person to discuss this travesty.

I am considering legal action against this company to recoup the money it will cost me to take down my data from Theranest and use another competitive software.

THEY ARE POISON. Stay away from them.

Pros

It's a comprehensive program that handles most aspects of the claim processing we all need in a busy practice.

They SAY they offer live customer service when a user runs into questions about how to use the program. That is why I chose them over Simple Practice, which offers NO live customer service.

The reality is when you are in need of an answer on how to use an aspect of the program, you must leave a message on a voice mail.

They will call you back when it's convenient for them to do so - and that's never when I need an answer.

I do all of my claims submissions myself and I'm a fairly intelligent and computer literate user. This is a complex, intricate software with may nuances in use.

My time is limited, and so it doesn't work for me to have to wait for an answer until it's convenient for them to call me back.

Cons

Simply put, they lie about their live customer service.

Their training videos are convoluted, not well-produced and hard to follow in terms of content.

I spent countless hours and significant money to make the transfer over to Theranest, and when I held them to account for their promised and not delivered live customer service they CANCELLED MY ACCOUNT!

This has caused me undue stress and dollars...and they have been very callous and offered no-compromise position. I complained too much, and therefore, they got rid of me! Nice!

Alternatives Considered

TherapyNotes, LLC

Reasons for Choosing TheraNest

Simple Practice makes no false statements about Customer service. They don't offer ANY live customer service options, and the program is fairly buggy and complicated.

Reasons for Switching to TheraNest

I chose them because they said they had live customer service available. This turned out to not be true.

Response from Therapy Brands

We value feedback from all of our customers and use that feedback so that we can continuously improve. While we believe TheraNest offers best-in-class customer service, we know every user has different needs for their practice. We at TheraNest work tirelessly to meet our customers' expectations each and every day.

Replied 14/11/2019
Ivy
  • Industry: Consumer Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 27/12/2024

Easy EHR to Use for private practice

Pros

I have been using this software for over 10 years. I appreciate the ease of on-boarding and the quick response from customer service.

Cons

Like most software the price could be cheaper. I wish there were more included features instead of paying for each additional feature.

Erika
Erika
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
1
Functionality
3
Ease of Use
4
Customer Support
1

4
Reviewed on 13/10/2023

Prevents you from leaving the EHR

Thumbs down. Too long to respond to tech support. Ignored me for a week and still doing so to open up my deletion period and generally do not have a fix for the answer so, you just cope with it.

Pros

Theranest had ease of navigation inside their system for the most part.

Cons

If you do not use their clearing house, they charge you extra and then start messing up your EDI and billing. They will NOT allow you to manage your charts in a timely manner when trying to leave their system. I have been trying to leave their system since August and it is now October. Because they are making it difficult to leave, it is forcing me to pay for a system at a high price that I am not using. For example, you have to delete everything one at a time, and then they only let you delete 3 people a day. So, they are making bank because I cannot leave their system from their lock down of MY CHARTS. Imagine when you have almost a thousand or more people to exit the system how this impacts you financially as a business owner. So, essentially, I am paying for 2 EHRs.

Chassidy
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 25/1/2023

User Friendly EHR

Pros

I have used Theranest for over five years since starting my solo private practice. The ease of use has been outstanding. I have everything I need to keep organized records, appointments and invoices all in one place. I transitioned to providing Telehealth seamlessly with Theranest during the Covid pandemic as well.

Cons

There is really nothing I don't like about it.

Alternatives Considered

EHR 24/7

Reasons for Switching to TheraNest

I thought TheraNest was more user friendly and customizable.
Diana
  • Industry: Mental Health Care
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
0
Functionality
4
Ease of Use
3
Customer Support
4

4
Reviewed on 4/10/2021

Simple enough to use, without being "bland and simplistic."

Overall, I enjoy this platform over others I have tried. It is easy to use without being overly simplistic in design.

Pros

I like the note style and how the printed result looks finished and professional. Features are easy to use and customizable without being overly complicated.

Cons

The telehealth connection for clients is challenging. I would prefer a waiting room/lobby type platform. I would like to be able to have multiple people join the session for parent consults/couples/supervision.

Kim
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
3
Ease of Use
3
Customer Support
4

4
Reviewed on 11/10/2021

Theranest as an EMR for Pediatric OT

Our overall experience with Theranest is that it meets a need for a decent price. Nothing great. Nothing horrible.

Pros

The pricing structure and informative reporting are what I like best about Theranest.

Cons

I would appreciate more flexibility with storing logistics information for an entire family using one parent email and tracking of all customized documentation (particularly Pediatric Evaluations, Plans of Care, and treatment session documentation).

Reasons for Choosing TheraNest

Simple Practice was more expensive to add our part-time, after-school therapists.

Reasons for Switching to TheraNest

I also looked at MW Therapy, Web PT, and Clinicient. I chose Theranest primarily for its pricing structure and reporting. We still use Google Suite for much of our therapy reporting (Evaluations, Progress Updates, Discharges, etc.) and tracking when updates are due because of Theranest's mental health formatting of that part of the therapeutic documentation.
Kayla
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
5

4
Reviewed on 15/8/2023

TheraNest Review

Pros

It was user friendly and could be used on multiple platforms

Cons

Did not have an autosave feature and notes would get lost

Pamela
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
5
Customer Support
0

5
Reviewed on 5/6/2023

Great for small business therapist!

Pros

I love Theranest's interface- I find it quite easy to navigate around the different features. I had tried other plans but did not find them as easy to use.

Cons

I am still a little uncertain about the Ledger/ Accounting piece, but I also am aware that this could be my own aversion to dealing with accounts receivable, etc.

Theresa
  • Industry: Mental Health Care
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/5/2023

Counselor

Excellent. Happy.

Pros

Ease of use. User friendly. U have heber had any negative or troublesome issues.

Cons

Nothing to not like. I very much enjoy using Theranest.

Tom
  • Industry: Mental Health Care
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 1/6/2023

Use of Theranest

Treatment records

Pros

Easy to use and excellent for record purposes!

Cons

Ledger can sometimes be easy to click wrong key.

Lindsey
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Monthly for Free Trial
  • Review Source
Value for Money
3
Functionality
4
Ease of Use
4
Customer Support
4

5
Reviewed on 4/12/2023

Mental health management in 1 place

Pros

That i can access my mental health appts. Records and treatment plans all in one place. Especially because I can make a telehealth appt regardless of how my mental health is going

Cons

Im not sure how much it will cost me at the end of my trial

Beverly
  • Review Source
Value for Money
0
Functionality
0
Ease of Use
5
Customer Support
5

5
Reviewed on 25/9/2013

More than a 5 star!!!

I have read reviews on products before and wondered if they were from real people! I am a real therapist in a small private practice that was growing faster than I could keep up. I tried Theranest after trying to buy another very expensive program, and I am so glad that I found Theranest. It is the perfect software storage for the small business owner. I appreciate that the cost is in direct relation to the amount of business I have. I appreciate that it does not charge by the month- by the therapist. It is solely based on client numbers. I have been using theranest now for one month and I am so pleased. All of my questions have been answered immediately by customer service and all of the answers were an easy solve! Thank you Theranest for a great - affordable- easy to use- easy to change- product! It is fantastic!!!

Response from Therapy Brands

Thanks. Really appreciate our clients.

Replied 16/12/2013
Brian
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
3
Functionality
1
Ease of Use
2
Customer Support
1

2
Reviewed on 13/3/2023

Terrible product.

Pros

The looks are easy enough on the surface. But even from the there the functionality is poor.

Cons

The billing side is terrible. They won't let you post a zero pay payment, like a deductible, in an easy way. You need to post the payment, then find the patient, do the codes, and do the adjustment. And if there is secondary insurance, the user has to mark it to bill. These should all be done for the user.

Monica
  • Industry: Mental Health Care
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
5
Customer Support
0

5
Reviewed on 2/2/2023

Therapist loves the EMR

I haven’t found anything that I don’t like about this software yet after two years of using it

Pros

So easy to use great templates large font convenient features love it

Cons

I haven’t found anything that I don’t like about this software yet after two years of using it

Verified Reviewer
  • Industry: Mental Health Care
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
2
Ease of Use
3
Customer Support
3

3
Reviewed on 10/7/2019

Not great for larger practices

Most everything has already been said. It's been like many up and coming technology companies - not a lot of great customer support; communicating through email is frustrating (because they don't read completely what your issues are, etc.); and lots of kinks to be worked out. I also feel as if their "updates" are focused on completely superficial and peripheral things and not on the core of the software.

Pros

The therapists on staff at my agency love the software. With only a few complaints, they find it easy to use and obviously are happy to not have paper files any longer. We have used this software since July 2018. I also appreciate that TheraNest offers a discount for nonprofits, which our counseling agency is a nonprofit. This helps with my budgeting.

Cons

The billing and reporting of this software is lacking in many ways, from the lack of robust reporting options to very elementary and clunky billing system. I would NEVER recommend this product for a group practice. Literally, we asked them early on - due to their statements being very difficult to read - if they had any accounting professional associated with the development of the software, and the answer was no. I have a CPA who reconciles our books every month and it's been a nightmare trying to reconcile TheraNest. Again, it might be good for a solo practitioner or for someone who is less worried about reconciling finances.

Response from Therapy Brands

Hi there! Thank you for taking the time to write us a review, we appreciate hearing about all experiences!

We are happy to hear that your therapists are loving the ease of use and clinical documentation features. Client management is a breeze!

More recently we have made several updates to both our billing and reporting features. If you haven't visited these functions in some time we would highly recommend giving it another try! Reporting is a breeze with the new customizable options on the Daily Billing report! We consulted with accounting professionals and did many customer validation calls and we are getting a lot of positive feedback.

We are surprised to hear that you are having trouble communicating with our Customer Happiness team via email. Sometimes we may need to ask some clarifying questions to ensure we are on the same page so we can point you in the right direction. But we'd be more then happy to work with you over the phone if that is easier for you!

Replied 16/7/2019
Verified Reviewer
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
4

5
Reviewed on 3/1/2020

TheraNest for Small Group Private Practice

Overall, I have truly valued using theranest for my work. It has been a wonderful system for practice management that I can do virtually everything I need to for my clinical practice. Once you’re familiar with the system, it is so easy to navigate through and complete the work in a timely manner. Although not without its frustrations, Theranest still has room to grow and develop. But I’m happy to wait along for the changes they have made.

Pros

TheraNest offers our practice the ability to effectively manage a caseload from all different sizes, and enables us to maintain confidentiality of patient information even across different users. I love that I don’t have to worry about someone else seeing the notes or appointment dates other than those who should.

TheraNest’s template for progress notes, intakes, and treatment plans are super helpful in keeping me organized and making sure that I do not miss any information that needs to be documented.

Additionally, I appreciate the software’s consistent updates that take into consideration feedback received from users like me. I was especially appreciative of their addition of separate gender identity and pronoun lines in the client details section.

Cons

Learning the software is difficult - wherein we notice a lot of people making errors in setting up appointments or being able to navigate through the site.

We also find that few people use TheraNest the same way across the board, which creates some inconsistencies for us on billing and case management.

Additionally, I have noticed minor fixes that could help to change the overall experience. For example, there’s no option for a user to cancel/change multiple appointments at one time; e.g., when a therapist is going out of town for a week. Also, there is no option to maintain a history of client demographic information, once you update the information (or the client does) it is gone.

Lastly, there are seemingly no options to enter notes or addendums to notes that are signed or attached to a billed invoice. As a clinician, we notice mistakes at times and need to include additional comments like follow-ups with collaborative providers, client homework, etc. that would be best attached to the session note.

Response from Therapy Brands

Thank you so much for taking the time to write us a review! We appreciate your feedback, and we certainly agree there is always room to grow and improve! It is valuable customer feedback like yours that helps us continue to build upon the wonderful features we offer.

Replied 24/7/2020
Caitlin
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

4
Reviewed on 8/5/2020

Motivated & Personalized Customer Service, User-friendly EHR that is likely to continue to...

Overall pretty great product and service and seems to be a company that is focused on development and growth of the product and customer service experience. I've listed the things I like the least but even after studying other options, haven't been compelled to switch. I'd recommend them.

Pros

customer service is great--they make updates every month
makes billing insurance pretty easy
standard superbills easy to produce and email to client
store all client data in organized, accessible fashion
can subscribe to small cost subscription (lower amount of active clients)
Allows electronic paperwork completion for clients
Integrated client schedule with insurance billing
credit card capability

Cons

clients can complete paperwork electronically but there are some flaws--can't require client signature field so have to do work around; ideally this would offer more official signatures as often as needed (this is a big liability issue)
secure messaging included but these conversations can't be added to the cart through a click and also copy and paste function is deactivated. secure messaging also not available to with non clients to share PHI for example with a medical provider.
Some issues with superbills showing a balance in a confusing way; we can't reflect discounts which creates liability issues, we can't send these through secure message easily (only email)
I've heard too many complaints about the video platform so am not using it (or paying for it) at this time
cumbersome to upload documents to the chart (I haven't figured out how to skip step of saving to my computer first)
Simple Practice seems to have them beat in two areas:
In TheraNest, Can't require client to enter their cc information when they register electronically
In TheraNest, Client self-scheduling is not user friendly so I don't offer it

Response from Therapy Brands

Thank you for taking the time to write us a review Caitlin! It is customer feedback like yours that helps us continue to build upon our product.

We are glad to hear that with the help of our customer happiness team you've found insurance billing and clinical documentations a breeze!

Replied 27/7/2020
Steven
  • Industry: Mental Health Care
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Functionality
3
Ease of Use
4
Customer Support
3

3
Reviewed on 18/10/2021

Good value for money, has some serious functionality deficiencies

Mostly positive. You're pretty much on your own to figure it out, although they do have a nice library of info and videos. The videos are typically very short, single issue focused, and include a transcript. Their longer videos are chaptered, so it's easy to skip sections that you don't need. We don't take insurance, so we don't use any of that functionality, so I can't say how well that works. Looks like it would make tracking insurance billing/payments much easier.

Pros

Fairly easy to use. Nicely integrated EHR, telehealth, credit card processing. Using as an all-in-one package for our practice management. Generally good training videos and knowledge base.

Cons

Some critical functionality is lacking, or requires a work-around. (You cannot create a repeating telehealth appointment. WTF?) The way couples/families are implemented is a bit wonky, with differences from individual appointments. Telehealth is limited to a max of 6 people (including therapist). Seeing as we (and I assume most eveyone else) have been using Telehealth exclusively for all appointments for the last 1 1/2 years, I'm really bothered by the telehealth scheduling issue.

Jana
  • Industry: Mental Health Care
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
4

4
Reviewed on 11/2/2025

Simplicity and Functionality

I’m satisfied with my overall experience.

Pros

What I like most about TheraNest is the simplicity and functionality. I love that TheraNest actively implements user feedback to enhance my experience. Having a chat feature where I can connect with a representative is very efficient.

Cons

I would like more multiple choice features when it comes to filling out a MSE or a progress note. I would like the feature to print a progress note without a treatment plan attached, I would like to have the option to redact information before printing, and I would like for the little note icon on the calendars weekly page to be a different color when I sign a note as opposed to not signing the note.

frances
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 11/2/2025

This is what you need

I love it. It has mostly everything that is needed to get the job done.

Pros

It's user friendly for the providers and clients.

Cons

When I need help it will not allow me to chat. It takes my information and I have to wait for a response via email.

I am unable to use the ERA auto post function because it does not work with the payer. I am unable to use 270 / 275 function.

Jaime
  • Industry: Mental Health Care
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
2
Functionality
2
Ease of Use
3
Customer Support
1

3
Reviewed on 11/2/2025

Intuitive, but buggy

Overall, TheraNest is a decent application that allows for smooth operations of some basic functions. However, these functions are frequently “buggy” and seem to have issues.

Pros

It is intuitive to navigate and allows for personalization.

Cons

The calendar appears to be very buggy. I am unable to modify existing appointments and can no longer reschedule appointments.

Cindy
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
1

3
Reviewed on 11/2/2025

Review for Theranest

This is the only system that I have ever used so I’m very used to it and my experience has been good except for technical support

Pros

This system is user friendly and can be easy to maintain.

Cons

Cannot get technical support on the right subject or in a timely manner.
Phone calls and emails were not answered on a timely manner and on the right subject that I needed help with.

Bennett
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
1
Functionality
1
Ease of Use
1
Customer Support
1

1
Reviewed on 23/9/2023

Ruined my Billing

It's been awful. Their services are so terrible, the customer service is none existance, it almost forced me to close my business because of the billing issues Theranest created by using there in house billing. Worse, THEY DO NOT CARE! There is no customer service, only a chat bot and a random email that say "a ticket has been created". No one ever helps you to resolve your issue. Now I'm missing thousnads of dollars in claims and can't find a way to correct it. I've been in private practice for 10 years and always used office ally and always managed my own billing. I should not have left office ally. DO NOT TRUST YOUR FINANCES AND BUSINESS AT THERANEST!

Pros

It was a find product 5 years ago and worked primarily ok until Theranest offered for me to use their integrated billing system. I thought I was saving myself energy, time and money. The opposite has happened. I've had to switch EHRs because they took over my system and completely lost all of my bills, I have no way to track them, they are gone. They will not call me to help. I've lost thousands of dollars because of their billing system.

Cons

They offered integrated and managed billing. It never worked, they never assisted me with help, and now I am missing thousands in claims. I can not figure out how to fix it. Everything was find using Office Ally, and then I switched to Apex at their recommendation. I'm so upset. It has created hours and months of distress and they only feign a response. I'm constantly told "I'll create a ticket for this" and then they never get back to me, or deny accountability for there even being a problem. They are like working with another insurance company. I will never recommend this EHR. I will actively advise against it.

David
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
3

4
Reviewed on 11/2/2025

Evolving tool comes with temporary glitches - cost of continuous improvement

Overall, pleased. Frustrated at times. It’s the cost of continuous improvement I suppose.

Pros

It’s an all in one practice management tool.

Cons

Because they are constantly innovating and improving their product there are times that those improvements create unexpected glitches that take time to fix.

Lee
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 11/2/2025

A long time user for documentation only

My overall experience is very positive. Good price point.

Pros

Intuitive, easy to use. Templates for notes

Cons

I have not been able to enter a note and then go back to the same calendar page.

Kristyn
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
4

4
Reviewed on 12/2/2025

Small Private Practice Review

Overall minus some minor changes, the experience has been positive.

Pros

I love how it is easy to set my practice forms the way I want them and it converts to a PDF file as well. Also, the price is reasonable for an EHR and starting a private practice.

Cons

The tiered pricing for client volume and seems like there should be a cap on it. It would be nice for group notes, that I use for couples counseling, to give me the option to use the note I designed instead of the one built in.

Alternatives Considered

SimplePractice

Reasons for Switching to TheraNest

Mainly Pricing and customizable documents
Carrie
  • Industry: Mental Health Care
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 11/2/2025

Good just needs IOS

I use this daily while working as an office manager for inpatient and sober living facilities. My overall experience is good, just wish I could use with IOS.

Pros

It’s easy access. Easy to update. Easy to maneuver

Cons

I hate that there isn’t an application for IOS or android.

Gary
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
3
Functionality
4
Ease of Use
4
Customer Support
5

4
Reviewed on 11/2/2025

A few notes

It has been wonderful even with above mentioned needs.

Pros

Intuitive functionality, ease of use and storage capability.

Cons

I also use the Grow Therapy platform. That platform includes insurance credentialing, marketing for providers and an outstanding billing team. I have loved Theranest but it would be helpful and profitable for you and providers to take on the credentialing and marketing pieces

Ellen
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
1
Functionality
3
Ease of Use
2
Customer Support
1

1
Reviewed on 30/9/2023

Don’t do it

Horrible.

Pros

Originally I liked the ease of charting and scheduling with appointment reminders… but the system is often down and being upgraded.

Cons

Managed billing is a scam. Customer service is non existent. If you are a sole provider then take your money elsewhere or hire someone to assist you for less money overall.

Elizabeth
  • Industry: Mental Health Care
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 12/1/2024

Very good software

I enjoyed the ease of the program but was never taught billing on it.

Pros

I could do my job as a clinician with minimal downtime or disruption

Cons

Occasionally having downtimes because so many people were on our system at the same time.

Ainsley
  • Industry: Mental Health Care
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
3

4
Reviewed on 11/2/2025

Easy to navigate

Pros

Theranest is easy to navigate and it is not difficult to get support

Cons

It lags a lot and we do not get our answers met when we email

Philip
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 17/6/2023

Review of TheraNest

Excellent. I have been using TheraNest since 2014. The program originally served my needs as a solo practitioner in search of an efficient paperless practice management tool from the beginning and has only been getting better since.

Pros

Ease of use for my paperless solo psychotherapy practice.Critically important for scheduling, patients records, patient histories, therapy notes, and billing.

Cons

There are still a few residual button-labeling, semantic inconsistency, and page-targeting issues that I think need to be resolved for the program to perform at its very best from a user-interface and user-experience point of view. That said, improvements are continuously being made by the Development Team. Note that the user interface has been recently revised and refreshed for dramatically improved appearance and ease of navigation.

Pamela
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 9/8/2023

User friendly start to finish.

TheraNest is capable of providing the manager and practitioners ways to individualize their workflows from charting notes to communicating with clients and other work mates. Training to use the product flows well and your can use the self-help options for finding the answer to most user questions. When you are unable to find the answer yourself or you have a glitch, customer service is courteous, patient, and solves the issue.

Pros

Ease of set up, daily use, billing management with Optum and Medicaid.

Cons

I would like to have complete billing management with all of my insurance products, esp. Anthem/BCBS

Alternatives Considered

TherapyAppointment

Reasons for Choosing TheraNest

Ease of use and connection to Availity

Switched From

TherapyAppointment and ICANotes

Reasons for Switching to TheraNest

Ease of use and connection to Availity
Sean
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

5
Reviewed on 20/7/2023

Works great!

Pros

Theranest works great for my 2-person private therapy practice. It's easy-to-use, simple, and the price is right. I'd definitely recommend Theranest to a colleague.

Cons

There are some little design things that I wish read more easily (like the main calendar) and places where the payment collection could be easier, but there's nothing that's seriously difficult about using Theranest.

Pat
  • Industry: Hospital & Health Care
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
1
Functionality
1
Ease of Use
3
Customer Support
1

1
Reviewed on 8/8/2023

Stay away from TheraNest

It worked for a few years. When I tried using more of its capabilities it does not worm

Pros

It worked for a while. Once I started using it for billing it does not do what is promised and customer support has not at all been helpful

Cons

The billing software does not work. The treatment planning softwares through Wiley is not at all comprehensive

Herbert
  • Industry: Mental Health Care
  • Company size: 51–200 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
5
Customer Support
0

5
Reviewed on 6/7/2023

Excellent Documentation System!

I certainly think that it is a great system overall and has great features that enhance the writing experience as well as the potential to further improve as opportunities are given to make suggestions towards improvement.

Pros

I like that I can change note types and being able to make appointments and leave comments in the appointment log section. It is good that addendums can be left related to the note already created.

Cons

At times data does not save properly such as signatures or appointment status such as appointment "Kept" for the day of service.

Brandi
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 9/5/2023

Ideal platform for my small sole prop therapy practice

TheraNest allows me to securely store client paperwork, including consents and progress notes. The calendar is accessible to my clients in their client portals, which allows for easy scheduling.

Pros

I started my business as a part-time venture while I transitioned from full-time employment with a larger company. I liked being able to pay a lower-tiered amount, depending on the number of clients I had enrolled. As my practice has grown, it has been easy to adjust my subscription to reflect my business' changing needs. The telehealth platform is easy to use. It does not have a whiteboard function, although it does allow for screen sharing. There are times when the platform is unreliable, so I have a backup video platform account to use in these instances.I do not bill insurance, although accepting credit cards and logging cash payments into the system is seamless, with easy to access invoices and superbills.

Cons

The video platform (while it has been recently updated), could use some improvement.

Alternatives Considered

SimplePractice

Reasons for Switching to TheraNest

Initial cost during startup.
Beverly
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 20/6/2023

Ease to use, and the best Customer Service

I have accurate records and I have several options for my notes. I love the new feature of the electronic portal for client paperwork. The appt calendar works best on the computer but I can make good changes on my phone.

Pros

I have loved watching this program develop and grow in the last 10 years. I began Theranest when they were first starting and it was pretty bare bones. Which is what I needed as a new business owner so that I could grow with the program. At that time, I really wanted exact notes that would reflect exactly what happened in the sessions and Theranest provided that place. It has grown however to a much better system and a much better process. I know that I do not use a lot of the process because I have an outside biller. But all the parts I do use are the best and I have tried several.

Cons

The cost of anything is always a killer for a small business. The cost however has been fair for the service that you get.

Tammy
  • Industry: Mental Health Care
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
5
Customer Support
5

4
Reviewed on 1/5/2023

Review of Theranest

Theranest provides everything that is needed for my practice. It has been simple to learn and use throughout the years. I appreciate all the updates that are made to accommodate the various practices, the access to Knowledge Base and the quick response from customer support when I've needed additional help.

Pros

I've been working with Theranest for almost 10 years. Theranest software keeps my client files HIPAA compliant, which is crucial in the mental health/medical field; I have never had a problem. Once set up, billing is very simple. If I'm having a difficult time with billing, records , program, etc, customer support is easy to access. I appreciate the Knowledge Base that has been developed as well as how Theranest has consistently improved the software or made adjustments based on their customers recommendations.

Cons

I'm a very small practice (3 individuals). I don't like having to pay extra for changes that I would like to make i.e. using Wiley notes. I understand how Theranest makes it's money but for something that doesn't require ongoing support, some things should just be another option ie. choosing between Standard note or SOAP note.I also feel the percentage for assistant billing (following up with insurance providers for unpaid invoices) is very high, considering once you figure out the problem and I begin to be reimbursed for services and no further assistance from Theranest staff is required; I am still expected to provide you with a percentage of what I'm billing. Perhaps just charging a one-time fee.

Michelle
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
5

5
Reviewed on 23/7/2023

We love Theranest

We have used TheraNest for 7 years and we just love it.

Pros

Ease of keeping our schedules straight and having the correct information on the form

Cons

I find that the billing is hard to figure out

Holly
  • Industry: Mental Health Care
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 21/6/2023

No regrets--Love this product

Easy to set up, easy to use.

Pros

In hospital and community mental healthcare jobs I have used more than 10 EHRs over the years. TheraNest has it figured out. It's sleek design makes it enjoyable and easy to use--you can customize what you want to see and what you don't. Scheduling and billing are a breeze, tele-health built in for a nominal fee, treatment plans and goals of therapy helps also for a small fee. And the analytic reports are so helpful in running my business. I love everything about it.

Cons

The only criticism I have is in the pop up window when trying to build a recurring schedule in which there is a date conflict--the pop up message is only that there is a conflict--it does not show you the date that needs to be resolved. That takes a little time in narrowing down, but not a huge deal.

yehia
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
3
Customer Support
4

4
Reviewed on 12/4/2023

yehia

One company was used by our clinic for patient scheduling, patient notification (by text message), billing, and notes, which created a significant risk of human error and failed to meet the unique requirements of our practise. The majority of our workplace demands are met by TheraNest in a single, integrated package. scheduling, reminders for appointments, updates on progress, billing, and ERA (eventually). I looked over the ERA in advance, and it appears that money will be applied to billed services effectively. TheraNest has my highest recommendation for other behavioural health practitioners since I am so pleased with it.

Pros

Years of data were accurately and quickly imported into TheraNest from another system. They provided excellent customer service and were upfront about the shift. Our office tested several other well-known applications, but they all had serious drawbacks. After using a competing programme for more than 30 years, we desired and required TheraNest, which is fully featured. We have a lot of enthusiasm for Theranest. The programme is new to our office, but so far so good. Excellent client service is provided. They constantly introduce new features, including those that people specifically ask for. The initial learning curve is manageable, and our staff members mastered it in a matter of days rather than weeks. The planning, pt.The agenda, calendar, and appointment notifications are thoughtfully designed and perfectly integrated. It took some getting accustomed to, but the initial intake note and progress notes work quite well—DX codes are simple to enter and updated. The progress notes are signed and cosigned as needed and are highly professional. I'm aware that this sounds like a sponsored commercial, but after investing a lot of time, money, and effort in testing out various products, I can honestly say that Theranest gave me the biggest boost. By January 2019, we hoped to have completed the switch from our present system to Theranest. We anticipate billing our first full month of receivables for November 2018 ahead of schedule.

Cons

At first, the costs were intimidating. But now that I know more about TheraNest, I can definitely see the potential for a really effective, time-saving, integrated system that would be well worth the monthly cost. Also, there is flexibility in monthly billing based on caseload (growing or reducing at the user's choosing), and it looks reasonable.

Jae-Lin
  • Industry: Alternative Medicine
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
5
Customer Support
0

5
Reviewed on 23/5/2024

GREAT!!!!!

Pros

This product ... is so great for charting notes down! So easy to use

Cons

User friendly - cant say anything bad about it so far

940 reviews

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