TherapyNotes review
A broad practice platform for therapists who need clinical documentation and billing workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
TherapyNotes is a web-based behavioral health EHR and practice-management platform for solo clinicians, group practices, agencies, clinics, and educational settings. Its scope covers one-time and recurring appointments, automated email, text, and voice reminders, online client requests through TherapyPortal, digital intake, secure telehealth, clinical notes, electronic signatures, billing, claims, payments, messaging, and client portal access. Companion apps for iOS/iPadOS and Android add agenda access, secure messaging, notifications, and offline capabilities. It is best suited to therapists who want scheduling connected closely to documentation and revenue-cycle workflows.
The plan structure includes Solo, Group, and Enterprise options. Solo is designed for a single user and includes unlimited clients, appointments, and notes, plus basic telehealth and a client portal. Group adds support for additional clinicians and unlimited non-clinical users, while Enterprise requires at least 30 users and includes a designated account manager. A 30-day free trial is available, but there is no free standard plan. The listed pricing structure is not especially transparent, and some appointment reminders, payment processing, claims, and telehealth capabilities may involve usage-based or additional fees.
Its strongest differentiator is breadth within a behavioral-health workflow. TherapyNotes connects clinical note templates and signatures with electronic claims, CMS-1500 forms, integrated card payments, secure messaging, intake, and telehealth. TherapyPortal, CardConnect, and CLAIM.MD extend that ecosystem, while TherapyFuel adds AI summaries and documentation tools. Choose it if clinical records and billing matter as much as appointment management. Practices seeking a simpler scheduler, clearer plan pricing, or a narrower scheduling-focused tool may prefer an alternative.
TherapyNotes pros and cons
- Where it wins
- Combines scheduling, reminders, intake, telehealth, billing, and claims
- Supports customizable clinical notes, signatures, and TherapyFuel AI tools
- Offers web, iOS, and Android access with a client portal
- Where it doesn't
- No free standard plan; the free trial lasts 30 days
- Some reminders, payments, claims, and telehealth features add fees
- Enterprise requires at least 30 users
TherapyNotes fact sheet, pricing and score →
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