TherapyNotes EHR Review (2026)

Overview

TherapyNotes is a cloud-based EHR and practice management platform purpose-built for behavioral health professionals. Founded in 2010 in Horsham, Pennsylvania, the company has steadily earned a strong reputation among therapists, counselors, social workers, and psychologists for one core reason: it takes clinical documentation seriously. Where many competing platforms treat notes as a secondary concern behind scheduling and billing, TherapyNotes puts structured, clinically sound note-taking at the center of the product.

The platform combines scheduling, documentation, billing, claims management, and a patient portal into a single integrated system. It is not trying to be everything to everyone. TherapyNotes deliberately targets individual therapists, small group practices, and mid-size behavioral health organizations. That narrow focus is its greatest strength and, depending on your needs, potentially its limitation.

For a broader look at how TherapyNotes stacks up against other platforms in this space, see our behavioral health EHR comparison.

Key Features

Structured Note Templates

TherapyNotes offers structured note formats including DAP (Data, Assessment, Plan), SOAP (Subjective, Objective, Assessment, Plan), and BIRP (Behavior, Intervention, Response, Plan) templates. Unlike free-text-only systems, these templates guide clinicians through each required section, reducing the likelihood of incomplete documentation. Templates are pre-configured for intake assessments, individual sessions, group sessions, discharge summaries, and treatment plan reviews.

Wiley Treatment Planner Integration

One of TherapyNotes' most distinctive features is its built-in integration with the Wiley Practice Planners library. Clinicians can pull evidence-based treatment plan goals, objectives, and interventions directly into treatment plans without leaving the platform. This saves significant time during treatment planning and helps ensure that documentation meets payer expectations.

Scheduling and Calendar

The scheduling module supports individual and group appointments, recurring sessions, color-coded calendars by provider or location, and automated appointment reminders via email, text, and voice call. Wait-list management is built in. For group practices, the calendar handles multiple providers with configurable availability rules.

Billing and Claims Management

TherapyNotes includes integrated billing with electronic claim submission, ERA (Electronic Remittance Advice) posting, patient statement generation, and credit card processing. The platform submits claims to a national clearinghouse and tracks claim status through to payment. Superbills are auto-generated from completed notes, and the system flags common billing errors before submission.

TherapyPortal (Patient Portal)

TherapyPortal is the client-facing component. Patients can complete intake paperwork, sign consent forms, view upcoming appointments, make payments, and communicate with their provider. The portal is HIPAA-compliant and branded to the practice. Online intake forms reduce front-desk administrative burden and ensure demographic and insurance data is captured before the first session.

Telehealth

TherapyNotes includes a HIPAA-compliant telehealth module directly within the platform. Sessions are launched from the scheduling calendar, and a corresponding telehealth note is automatically created. There is no need for a third-party video platform. Video quality is generally reliable, though some users report occasional connectivity issues during peak usage.

Pros

• Excellent structured note templates. DAP, SOAP, and BIRP formats are thoughtfully designed and guide clinicians through required documentation sections. This is consistently cited as TherapyNotes' single strongest feature.
• Wiley Treatment Planner integration. Direct access to evidence-based goals, objectives, and interventions within treatment plans. No other platform in this price range offers comparable treatment planning depth.
• Affordable for solo and small practices. At $69 per month for a solo clinician, TherapyNotes is competitively priced against SimplePractice and significantly cheaper than platforms like Valant.
• Easy to learn. Most clinicians can become proficient within a few days. The interface is straightforward and logically organized, with minimal complexity for core workflows.
• Strong billing and claims. Electronic claim submission is reliable, ERA auto-posting reduces manual work, and the system catches common coding errors before claims go out. Clearinghouse integration is included.
• Reliable uptime and performance. TherapyNotes has a strong track record of platform stability. Unplanned downtime is rare, and the system performs consistently even during peak hours.
• Responsive customer support. Phone and email support are available during business hours. Users consistently rate support as knowledgeable and responsive, which is not always the case with competing platforms.
• ONC-certified. Practices that participate in MIPS or Promoting Interoperability programs can meet reporting requirements through TherapyNotes.
• No long-term contracts. Month-to-month billing with no cancellation penalties. A 30-day free trial is available without a credit card.

Cons

• Limited customization of note templates. While the built-in templates are strong, clinicians cannot create fully custom note formats. You can add custom fields, but the overall structure is fixed. Practices with highly specialized documentation requirements may find this restrictive.
• Not suitable for substance use disorder (SUD) treatment centers. TherapyNotes lacks ASAM-level documentation, bed management, medication-assisted treatment tracking, and 42 CFR Part 2 workflows. Residential and intensive outpatient SUD programs should look at AZZLY Rize or Netsmart instead.
• Basic reporting and analytics. Built-in reports cover essential billing and productivity metrics, but there is no custom report builder, no dashboards, and limited ability to analyze clinical outcomes data. Practices that rely heavily on data for decision-making will feel this limitation.
• No CRM or intake pipeline. TherapyNotes has no lead tracking, inquiry management, or referral pipeline functionality. Practices that receive a high volume of new client inquiries need a separate system to manage the intake funnel.
• Limited scalability for larger organizations. Multi-site management, role-based permissions, and administrative oversight tools are basic compared to enterprise-grade platforms. Practices growing beyond 15 to 20 clinicians may need to evaluate more scalable options.
• Interface feels dated. The UI is functional but not modern. Clinicians accustomed to consumer-grade software design (like SimplePractice) may find the aesthetic uninspiring, though this does not affect functionality.

Pricing

TherapyNotes uses a straightforward per-clinician pricing model with no long-term contracts.

Component	Cost
Solo practitioner (first clinician)	$69/month
Each additional clinician	~$39/month
Supervisors / interns	~$39/month
Claims (per-claim pricing)	$0.14 per claim
Claims (unlimited plan)	$65/month
Telehealth	Included
Patient portal (TherapyPortal)	Included
Free trial	30 days, no credit card required

For a solo practitioner submitting around 100 claims per month, total cost comes to approximately $83 per month with per-claim pricing, or $134 per month with the unlimited claims plan. The break-even point for the unlimited plan is roughly 465 claims per month.

There are no setup fees, implementation fees, or data migration charges. TherapyNotes will assist with data import from prior systems at no additional cost.

Who Should Use TherapyNotes

TherapyNotes is a strong fit for:

• Solo therapists and counselors who want a reliable, affordable all-in-one system without complexity.
• Small group practices (2 to 10 clinicians) that need structured documentation, shared scheduling, and centralized billing.
• Licensed clinical social workers (LCSWs) and psychologists who value clinically rigorous note templates.
• Practices that bill insurance and need dependable claims management with clearinghouse integration.
• Clinicians transitioning from paper records who need an easy-to-learn first EHR.

Who Should Not Use TherapyNotes

TherapyNotes is not the right choice for:

• Substance use disorder (SUD) treatment centers that need ASAM documentation, bed management, and 42 CFR Part 2 compliance. See our behavioral health EHR comparison for better-suited platforms.
• Large behavioral health organizations (20+ clinicians) that need advanced reporting, multi-site management, and granular role-based access controls.
• Practices that want highly customizable note templates. If your clinical model requires documentation formats that differ substantially from standard DAP/SOAP/BIRP structures, TherapyNotes will feel limiting.
• Practices focused on client acquisition that need CRM, intake pipeline management, or marketing automation integrated into their EHR.
• Prescribers who need e-prescribing (EPCS). While TherapyNotes supports basic medication tracking, it is not designed as a prescriber-first platform. Psychiatrists and psychiatric nurse practitioners should evaluate Valant for more robust prescribing workflows.

Implementation

TherapyNotes is one of the fastest behavioral health EHRs to implement. Most solo practitioners are fully operational within one to three days. Small group practices typically complete setup within one to two weeks, including data import and staff training.

The implementation process includes:

• Account setup: Practice information, provider profiles, and scheduling configuration. Completed in under an hour for most practices.
• Data import: TherapyNotes supports importing patient demographics, insurance information, and appointment history from CSV files. The support team assists with data mapping at no extra charge.
• Billing configuration: Clearinghouse enrollment, insurance payer setup, and fee schedule entry. Clearinghouse enrollment can take 5 to 10 business days depending on the payer.
• Training: Free webinars, video tutorials, and a searchable knowledge base are available. Most clinicians report being comfortable with the system after two to three sessions.
• TherapyPortal setup: Configuring intake forms, consent documents, and client-facing branding. This can be completed in a few hours.

There is no dedicated implementation consultant assigned for standard onboarding. Practices that need hands-on configuration help rely on the general support team, which is typically responsive but may not provide the white-glove experience that larger platforms offer.

Frequently Asked Questions

How much does TherapyNotes cost?

TherapyNotes starts at $69 per month for solo practitioners. Additional clinicians cost roughly $39 per month each. Insurance claim submissions are billed at $0.14 per claim or available through a $65/month unlimited plan. There are no long-term contracts, and a free 30-day trial is available.

Is TherapyNotes good for group practices?

TherapyNotes works well for small to mid-size group therapy practices, roughly 2 to 15 clinicians. It supports group notes, scheduling for multiple providers, and centralized billing. However, larger organizations with complex reporting or multi-site operations may outgrow it.

Does TherapyNotes support telehealth?

Yes. TherapyNotes includes a built-in telehealth feature that is HIPAA-compliant and integrated directly into the scheduling workflow. Sessions can be launched from the calendar, and a telehealth note is automatically generated.

Can TherapyNotes be used for substance use disorder (SUD) treatment?

TherapyNotes is not designed for SUD treatment facilities. It lacks ASAM-level documentation, bed management, and 42 CFR Part 2 compliance workflows. Platforms like AZZLY Rize or Netsmart myAvatar are better suited for SUD programs.

How does TherapyNotes compare to SimplePractice?

TherapyNotes emphasizes structured clinical documentation and billing accuracy, while SimplePractice emphasizes design and client experience. TherapyNotes generally has stronger note templates (including Wiley Treatment Planner integration) and more reliable claim submission. SimplePractice has a more modern interface and broader wellness-provider market. See our full behavioral health EHR comparison for a detailed breakdown.

Is TherapyNotes ONC-certified?

Yes. TherapyNotes is ONC-certified and meets the requirements for Meaningful Use / Promoting Interoperability programs, which is relevant for practices that participate in MIPS or other quality reporting programs.

Verdict

TherapyNotes occupies a well-defined niche in the behavioral health EHR market: it is the structured, clinically serious option for therapists and counselors who prioritize documentation quality and billing reliability over interface polish or feature breadth. It does what it does well, and it does not try to overextend.

For solo practitioners and small group practices in psychotherapy, counseling, social work, and psychology, TherapyNotes remains one of the strongest values in the market. The combination of rigorous note templates, Wiley Treatment Planner integration, dependable claims management, and affordable per-clinician pricing is difficult to match at this price point.

Where TherapyNotes falls short is in flexibility and scale. Practices that need custom documentation formats, advanced analytics, CRM functionality, or SUD-specific workflows will need to look elsewhere. And organizations growing beyond 15 to 20 providers should evaluate whether the platform's administrative tools can keep pace with their operational complexity.

If you are a therapist, counselor, or small practice owner looking for a no-nonsense EHR that handles documentation, scheduling, and billing without unnecessary complexity, TherapyNotes deserves serious consideration. Start with the free 30-day trial and evaluate whether its structured approach aligns with your clinical workflow.

For a side-by-side comparison with competing platforms, visit our behavioral health EHR comparison guide.