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What Is TheraNest?

EHR practice management software with Wiley Planners add-on, Telehealth for online therapy, mobile responsive interface, client portal, DSM/ICD codes, progress notes, treatment plans, discharge notes, review & co-sign notes, custom forms.
Billing features: PQRS, claims & ERA/EOB, superbills, credit card service, batch invoice/claims.
Sync with Google/iCal. Voice, text, email reminders.
Tons of reports included: Payroll, Staff Billing, etc.
Unlimited document storage, unlimited support.

Who Uses TheraNest?

We serve solo practitioners & large therapy practices. Family counseling centers, mental health agencies, social service organizations, faith-based groups, psychology practices, schools, universities.

TheraNest Software - Automated Billing
TheraNest Software - Unlimited Note Templates
TheraNest Software - Full-Featured Calendar
TheraNest Software - Diagnostic Codes
TheraNest Software - Intuitive Interface

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Reviews of TheraNest

Average score

Overall
4.4
Ease of Use
4.3
Customer Service
4.5
Features
4.1
Value for Money
4.3

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Linda
Linda
Executive Director in US
Verified LinkedIn User
Mental Health Care, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Works well but has limitations for large counseling programs

4.0 5 years ago

Comments: This keeps our program running well and all the counselors can stay on top of their paperwork. It has it's limitations but it is working fine for us.

Pros:

It is very intuitive and easy to learn how to use the basic functions. All our staff use it daily and generally can use all of the needed functions with limited training. The price is reasonable and the support is pretty good. They are friendly and understand the problem.

Cons:

We have found several limitations for our counseling center: 1) we see multiple members in a family with different counselors. You cannot create more than one account with one email. So if there is only 1 parent and 2 children that need to be seen we need to be creative in how to get intake paperwork to them. 2) Some of the forms are not customizable. We tried to use our own Intake and Treatment Plans, but then none of it had interface with the other features, so we went back to using their forms, but they are not in the format we need for Medicaid and for our own needs. 3) we do assessments to track progress. They recently added a few basic standardized assessment tools, but we would prefer to use our own that we developed. So we need to use Survey Monkey for that function. Generally we would prefer a product we can tailor more to our program needs, but realize this would cost a lot more. So for the money, this is an adequate product for us.

Therapy Brands Response

4 years ago

Hi Linda! Thank you for the thoughtful review! We are glad to hear that TheraNest is working for you with your large practice! We understand that the type of animal assisted therapy you provide comes with it's own unique needs, and while we offer some customization of our clinical documentations you are looking for more. Rest assured we are always working to improve upon our product and it's customer feedback like yours that helps us get there. Thank you for these suggestions!

Elizabeth
Counselor Alc in US
Mental Health Care, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source
Source: SoftwareAdvice

Very good software

5.0 last year

Comments: 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.

Bennett
Owner in US
Mental Health Care, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Ruined my Billing

1.0 last year

Comments: 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.

Pamela
Executive Director and Practitioner in US
Mental Health Care, Self Employed
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Alternatives Considered:

User friendly start to finish.

5.0 last year

Comments: 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

Philip
Psychologist in US
Mental Health Care, Self Employed
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Review of TheraNest

5.0 2 years ago

Comments: 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.

Dr. Holly
Dr. Holly
CEO in US
Verified LinkedIn User
Mental Health Care, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Depends On Your Needs

3.0 4 years ago

Comments: It was decent. They have superb customer service. I really liked how attentive they are to your needs and are very open to making sure your issues are resolved.

Pros:

Uploading documents into client's charts was a breeze. It made it easy for my staff and I to review charts electronically. The calendar feature is very user-friendly.

Cons:

It was very difficult to figure out how to co-sign on my staff notes. I needed this function and found it hard to set up. Setting up each staff person was a little difficult.

Ellen
Owner in US
Mental Health Care, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Don’t do it

1.0 last year

Comments: 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.

Pat
Owner in US
Hospital & Health Care, Self Employed
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Stay away from TheraNest

1.0 last year

Comments: 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

Sean
Therapist in US
Mental Health Care, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Works great!

5.0 last year

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.

Herbert
ALCSW in US
Mental Health Care, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source
Source: SoftwareAdvice

Excellent Documentation System!

5.0 2 years ago

Comments: 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.

Chassidy
Owner/Therapist in US
Mental Health Care, Self Employed
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Alternatives Considered:

User Friendly EHR

5.0 2 years ago

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.

Verified Reviewer
Verified LinkedIn User
Mental Health Care, Self Employed
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Solo Mental Health Practitioner Go-To Practice Management Software

5.0 3 years ago

Comments: I simply love the fact that I do not have to maintain any paperwork as this is a total EMR for my practice.

Pros:

This product is easy to use and implement and has a great support team when you have questions.

Cons:

The lack of options for Progress Note formats

Verified Reviewer
Verified LinkedIn User
Mental Health Care, Self Employed
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

from Great to Bad Greedy

4.0 3 years ago

Comments: Overall, I really liked theranest. I probably would have continued to use it because it was easy. I recommended it to my colleagues and some of them had signed up to it too! But it became too money hungry, too fast. Thanks for a bunch of other providers who made a Facebook group for this purpose only, some took the lead to try to talk with management...and that's that. So many providers switched to another EHR, and finally I did too. Normally, I don't write reviews but It was ethically and morally unacceptable, this left many providers to either pay the fees, use another software and pay that too or cut back on telehealth at a time when everyone was hurting financially. I think theranest would be good if you only plan to have a couple of clients and only use basic notes/assessments. Otherwise, you will find yourself paying fee increases often.

Pros:

I've used this EHR since for about 5 years when I started my practice. I liked that it was simple: 1) The scheduler was easy to use, the notes were straightforward, the submitting of claims was a breeze. 2)I also liked that they have an app to download on your phone and clients would tell me it was easy for them to log on using their phones. 3)I also liked the simplicity of the calendar and the ability to print reports, client lists, etc. 4) Not sure if they were starting off as a new business at that time, but customer service was so responsive and seemed to care. 5)As I transitioned out of this platform, I really liked that they actually updated the ability to download complete files into one PDF!

Cons:

Over the years it went from amazing to poor for a couple of reasons: 1) the customer service is really slow, it can take up to 2 days to resolve a simple issue or concern 2)You are able to create your own notes template, assessment templates, BUT if you do, these will not integrate with the rest, what do I mean? If you create your own custom, this does not work and you have to do all the steps each time. Oh, and when you download files, any custom templates, don't download with the rest of the file. You have to do it individually, for each client... 3)Telehealth is so bad. Either I would disconnect or my clients would disconnect for unknown reasons, so I just switched to Doxy for FREE. 4)They keep raising their fees! I understand that all business raise fees, but it seemed to be every so often. New feature, new fee. New feature, new issue to troubleshoot. 5) Last year, they sent emails asking providers to sign a BAA...I signed one in 2016, when I signed up, were they misplaced? I don't know, I had no answer to this, I didn't sign it, I had an old one in my files. 6) during the start of the pandemic, they raised their fees! For example from $10/month unlimited, to Standard Users: $12 / month for up to 30 one-hour sessions", each additional hour $1. (I have the emails too!) It seemed very unethical and poorly timed. I finally decided to download every single PDF client chart and switched.

Marla
Limited Licensed Psychologist in US
Mental Health Care, Self Employed
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Reliable and Easy to Use

5.0 2 years ago

Comments: It gives me a safe and reliable way to keep the required mental health reports and progress notes and provides a reliable and easy accounting feature to keep track of billing.

Pros:

I loved the features, how easy it is to use and set-up.

Cons:

I hope that at some point they will have the ability to let both partners of a couple receive appointment reminders.

Nicole
Licensed Marriage Family Therapist in US
Mental Health Care, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Unique features for a EHR

5.0 2 years ago

Comments: I enjoyed the benefits of the mobile app, and also simplicity of treatment planning when you add on the Wiley Treatment planning feature.

Pros:

I like the mobile app that enabled me to make changes to my schedule straight from my phone.

Cons:

It is a little pricier than other EHR's, and some features are a little complicated to learn to use.

Lindsey
Painter in US
Construction, 2–10 Employees
Used the Software for: Free Trial
Reviewer Source

Mental health management in 1 place

5.0 last year

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
Therapist, Proprietor
Used the Software for: Not provided
Reviewer Source

More than a 5 star!!!

5.0 11 years ago

Comments: 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!!!

Therapy Brands Response

11 years ago

Thanks. Really appreciate our clients.

Kristi
Medical Biller in US
Mental Health Care, Self Employed
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Just Starting Out

4.0 2 years ago

Pros:

As a new MH business you are looking at your start up costs. The fact that TheraNest is willing to grow with you is definitely an advantage. It helps keep the cost down for the new little business.

Cons:

It seems like many clients have a hard time understanding the statements.

Brian
Owner/practice manager in US
Medical Practice, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source
Source: SoftwareAdvice

Terrible product.

2.0 2 years ago

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.

Henry
Clinical Psychologist in US
Mental Health Care, Self Employed
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Thumbs up for Theranest

4.0 2 years ago

Pros:

Theranest addresses all the issues and has all the organization that is crucial for psychotherapists. Theranest customer service is very responsive and helpful.

Cons:

I wish each page of Theranest had less information crammed into it.

Kristi
Owner/Clinical Therapist in US
Mental Health Care, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Great EHR for a mental health group practice

5.0 5 years ago

Comments: I've been extremely happy since switching to TheraNest! It has streamlined our daily workflow and reduced time spent on many daily tasks from completion of clinical notes, sending invoices, collection of payment/client check in, accounts receivable and training current/new staff just to name a few. I've also received excellent customer support throughout the entire process from first inquiring about TheraNest to questions being answered the longer we work within it since fully switching over to it.

Pros:

There are so many features I love about this software that benefit our therapists, admin staff, clients and myself in the role of owner such as handling the billing as well as setting up the software for my group practice. We were able to go almost fully paperless is one huge benefit. Intake forms/new client paperwork can be custom created & sent to clients via the Client Portal. Completed forms are uploaded directly into their case/e-chart. Clients also can see past & upcoming appts, update their insurance info & make payments in the Client Portal. Their payment history is accessible there too. Another feature that is a huge time saver is the assisted claims feature. ERA's are received into TN & are almost solely automatically posted to client accounts for you. No more logging into 7 different websites to access EOB's/ERA's. Other features we love are: two-way appt reminders via text (clients can confirm/cancel from texts & we receive those responses within TN), integrated credit card processing reducing check in times for clients & automatic payment collection due to securely store credit cards, Wiley treatment planner & progress notes, missing progress notes reports, online training videos and the UserVoice Forum. The TN development team regularly takes user feedback from the User Voice forum to continually make improvements to the software/features offered. I wish I had switched to TheraNest so much sooner from the archaic EHR I had been using for so long!

Cons:

I did not like that I was not able to call to immediately speak to someone to learn more about the software vs having to schedule a time to do so. I was concerned that would be the process if there were issues that arose if I were to switch. It has been easy to call in, email, etc with questions and I've received answers pretty immediately from the support staff.

Therapy Brands Response

5 years ago

Kristi thank you so much for your kind words! We are so happy to hear your organization is enjoying all the benefits of TheraNest!

Kelley
Co-Owner in US
Mental Health Care, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Incredibly happy and satisfied that we switched to Theranest!

5.0 4 years ago

Comments: Exceptional. Our journey started with their [SENSITIVE CONTENT HIDDEN], who did an exceptional job explaining what Theranest would provide and how the system works. My big issue is customer service, if it involves a client's experience, whether its billing or telehealth assistance. When I have occasionally come upon a problem (which sadly is often user error....me...), I have gotten prompt response and excellent customer service. ([SENSITIVE CONTENT HIDDEN]? Amazing. And those articles by [SENSITIVE CONTENT HIDDEN], so helpful) . We are delighted with the switch.

Pros:

I love the clean interface and the ease of use this product provides. As someone who is not particularly technically savvy, this was an easy platform to learn and to teach. Secondly, and VERY important to me, the customer service is exceptional. They respond in good time, and they are incredibly helpful when they do. Its worth mentioning, that often I'm sending in a request for help at the end of my day, knowing that I won't hear back until tomorrow. While I usually loathe being referred to an article to address a problem, the articles they provide are exceptionally written, and give clear concise STEPS to resolve an issue. (Kudos to their writer, who is worth her weight in gold). So I can say we are extremely happy that we switched to Theranest.

Cons:

I haven't found any yet. We've had this for 6 months and nothing has happened that is problematic. In fact, its been a pleasure learning and working with the system and the Theranest Team. (And they are a TEAM) [SENSITIVE CONTENT HIDDEN] particularly is phenomenal. I even like the bot system that does the initial chat space! I usually hate that but its SO effective.

Caitlin
Licensed Professional Counselor/Owner in US
Mental Health Care, Self Employed
Used the Software for: 2+ years
Reviewer Source

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

4.0 5 years ago

Comments: 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

Therapy Brands Response

4 years ago

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!

Steven
Administrator in US
Mental Health Care, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source
Source: SoftwareAdvice

Good value for money, has some serious functionality deficiencies

3.0 3 years ago

Comments: 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.

Carla
Psychologist Co-Owner in US
Mental Health Care, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source
Source: SoftwareAdvice

Very disappointed

1.0 3 years ago

Pros:

Easy to learn but too many flaws Billing is easy - we just used billing for a while. We did seek assistance from customer support. Wasn’t helpful

Cons:

Customer service responded with a canned note blaming old technology or bad internet on my part. I have a new Mac and Google fiber - but paid for service anyway. It wasn’t me. Many reviews complain abt customer service. Telehealth is very spotty. Last week problems on chrome, this week problems on safari. Initial assessment form is not editable. Not comparable with other telemedicine apps. Overall billing and notes are easy - but changing soon. Burke Counseling Carla Burke PhD licensed Psychologist Kansas City Missouri [SENSITIVE CONTENT]