TherapyNotes
TherapyNotes is a behavioral-health EHR focused on practices that handle many insurance claims. Customers often praise its support across large review samples.
Review date
How TherapyNotes presents the product
TherapyNotes describes one connected place for a behavioral-health practice’s everyday clinical and administrative work.
- Company emphasis
- Records, scheduling, billing, messaging, payments, the client portal, telehealth, and support.
- Useful for
- Learning what the product offers and choosing what to test with sample information.
- Evidence boundary
- This is first-party marketing material. It does not independently verify plan access, security, privacy, accessibility, exports, contracts, or practice fit.
Evidence and sources
What the documentation review covers
Public vendor information and linked customer reviews last checked on .
$69
solo / month$79+
group base before additional clinicians4.7/5 · 960+ reviews
CapterraDocumentation reviewed
Trial + contract checks remainEvidence boundary
Use the research to choose what to test next.
Vendor documentation and outside reviews are starting evidence—not hands-on approval, security or compliance certification, or a purchase recommendation.
Practice fit
What might fit your practice?
Reasons to shortlist
- Behavioral-health notes, scheduling, claims, portal, and telehealth
- Support is a recurring positive review theme
- Strong ratings across substantial independent-review samples
Things to check carefully
- Some reviewers describe extra clicks or reporting limits
- Claims and optional features can add cost
- Ask the biller and administrator to test their tasks during the demo
Security and administration
Ask to see it work.
Use fictional information for the trial and keep real client and staff details out. Ask the vendor to demonstrate the plan you are considering and review the exact contract.
MFA
Trial checkRun one fictional practice scenario through the owner, clinician, biller, scheduler, and supervisor accounts.
Roles & permissions
Trial checkIn the plan you are considering, check access for owners, clinicians, administrators, billers, and supervisors. Test what happens when someone leaves.
Data exports
Trial checkRequest chart, ledger, claim, attachment, and audit-log export samples.
Account deletion
Contract checkGet written answers on closing the account: how long data and subprocessor copies remain, when they are deleted, and whether you retain access.
Backup / restore
Contract checkGet the recovery commitments in writing and ask what happens if someone deletes something by mistake.
Accessibility
Trial checkKeyboard-test high-frequency charting, claims, scheduling, and portal tasks.
Administrative controls
Trial checkCheck who manages settings, who can read the audit history, how roles change, how to escalate a support issue, and how to remove a departing user.
DocumentedSupported by current first-party material.
Trial checkObserve it in an authorized trial using sample information.
Contract checkConfirm it in the exact agreement or BAA.
Pricing and reviews
Work out the cost for your team.
Start with the published price. Add the users, features, support, and services your practice would need.
$69 solo; groups start at $79 for the first clinician + $50 each additional clinician/month
Claims and optional services can add cost.Independent review starting points
Capterra4.7/5 · 960+ reviewsG24.4/5 · 98 reviewsTrustpilot4.9/5 · 3,000+ reviewsRead recent positive and critical reviews, especially from people doing work like yours. A rating alone cannot tell you whether the product will fit.
Contract and demo record
Five questions worth getting in writing.
- Which features, roles, storage, usage, support, and security controls are included in this exact plan?
- What can we export without vendor help, in which formats, and what would be missing?
- How are backups tested, and how would we request a restore after an error or incident?
- What happens to our data, subprocessor copies, and account access after termination?
- Which accessibility standards and test results cover owner, staff, and client workflows?