TherapyNotes Features

TherapyNotes saves you time so you can focus on what's important: your clients.

TherapyNotes facilitates the workflow of mental health professionals through robust, secure, and streamlined software, accessible wherever and whenever you need it. With fully-integrated scheduling, notes, billing, electronic claims, and more, you'll have more time for what matters most: your patients.


Scheduling and To-Do List

Track clinician schedules, patient appointments, corresponding notes, and billing with our scheduling system. Because TherapyNotes understands the workflow of psychologists, therapists, psychiatrists, and other mental health professionals, an automatic to-do list will keep track of what notes you need to write, paperwork to collect from patients, pending billing actions, and much more, so you can't forget.

Robust Scheduling

Organize your calendar view according to which clinicians you want to see, appointments for specific patients, or selected practice locations. Switch between monthly, weekly, and daily views, or view your agenda for upcoming appointments. Easily create one-time or recurring appointments, set staff work schedules, or add practice-wide events such as staff meetings.

To-Do Lists

Streamline your day-to-day workload and make sure that no task is overlooked with your to-do list. To-do tasks are created automatically when you need to update treatment plans, write notes for scheduled appointments, sign unsigned notes, submit electronic claims, follow up with patients, contact the patient's PCP, and much more. You'll never lose track of the tasks you need to do.

Smartphone Sync

Easily view your schedule on the go with the built-in calendar software on your iPad, iPhone, or Android smartphone. Incorporate changes to your personal calendar into your TherapyNotes schedule by syncing to Google Calendar, Outlook, iCal, or other compatible calendar software on any device.

Appointment Reminders

Reduce no-shows and practice expenses with automatic text, phone, and email appointment reminders. You choose the best way to reach your patient, and TherapyNotes takes care of the rest.

Treatment Plan

Powerful Patient Notes

Complete your notes quickly and easily with our form-based notes system. Our notes have been uniquely designed for psychology, therapy, counseling, social work, and psychiatry, catering to the specific needs of each profession. Powerful and robust, yet quick and simple to use, notes are the cornerstone of TherapyNotes.

Electronic Medical Records

Go paperless by uploading your patient files into TherapyNotes — from HIPAA agreements and intake forms to insurance cards and more. TherapyNotes supports all computer files including Word or Excel documents or scanned paper documents. Your electronic medical records (EMR) are encrypted and backed up by us, so you have less to worry about. Unlimited storage is included.

Specialty Note Types

Our notes are designed specifically for psychologists, psychiatrists, counselors, social workers, and therapists based on exhaustive research to satisfy the requirements of HIPAA, APA, and insurance payers. Form-based note templates are available for treatment plans, progress notes, psychological evaluations, and more, so you can complete and organize your notes in a breeze.

Built for Speedy Note-taking

Save time with searchable ICD-10 diagnosis codes, built-in pull down menus, and checkboxes with commonly entered information. TherapyNotes autofills applicable note fields according to the appointment information and previous notes such as Intake Notes and Treatment Plans. Our notes system works with dictation software Dragon NaturallySpeaking as well as the built-in Mac OS X and iPad dictation software.

Quick History Review

Easily recall information from past notes with our Quick History Review feature. Reference what you documented in previous notes or pull previous information forward into the current note with one click.

Spellcheck With a Robust Mental Health Dictionary

Review individual fields or your entire note with TherapyNotes' built-in spellchecker. Take advantage of the common mental health terms already included in the dictionary, or add your own terms at any time.

Download Notes as a PDF

Download individual or multiple selected notes into a PDF file for your patients for easy printing or faxing. Your practice logo is automatically included on every note.

Submit Electronic Claims

Electronic Billing

Streamline your practice operations with seamlessly integrated billing features. Electronic insurance claims, assisted ERA payment posting, credit card processing, and streamlined reporting ensure that you save time and get paid faster. You never thought billing could be this easy!

Electronic Insurance Claims (EDI)

Submit claims electronically with one click. TherapyNotes automatically pulls information from your notes and settings to generate your claim, so you have less work to do. Clearinghouse features are fully integrated. Check the status of submitted claims and easily review claim rejections.

Electronic Remittance Advice (ERA)

Receive ERAs from most insurance companies directly through TherapyNotes and effortlessly post insurance payments to your account. With assisted ERA payment posting, TherapyNotes pulls information from ERAs to help you post payments quickly and avoid tedious data entry.

Credit, Debit, and HSA Card Processing

Swipe, charge, and store credit cards, debit cards, and HSA cards with integrated payment processing. Funds are deposited into your bank account automatically. TherapyNotes offers competitive rates and is certified PCI-compliant.

Statements and Billing Reports

Generate patient statements, superbills, CMS-1500 forms, billing reports, and much more with just a couple of clicks. Reports include a customizable revenue report, patient and insurance aging reports, a write-off report, and more. You can also search billing transactions with custom filters and export the results to Excel for enhanced reporting.

Certified HIPAA Compliant

Compliance and Security

Keep your records and data secure. TherapyNotes is certified HIPAA- and PCI-Compliant, and we work hard to keep your practice compliant with HIPAA, insurance requirements, and best practices in the mental health industry. All data is secure and encrypted, so you don't have to worry.

Secure / HIPAA-Compliant

  • Certified HIPAA- & PCI-Compliant
  • Strong SSL Encryption to
  • SAS 70 Type II Certified Data Center
  • Fully encrypted database
  • Powerful firewalls protect servers
  • Data is backed up regularly
  • Strong passwords are required
  • Users only have access to the data necessary to do their job
  • Choose how and where users can log in to their accounts
  • Nearly all actions are logged, offering a powerful audit trail

Insurance Compliance

  • Insurance specifications for required documentation and procedures have been carefully reviewed to help you be compliant
  • Form fields on notes help make sure your notes are complete
  • Legible and organized notes, to avoid auditing issues
  • Easy to retrieve and print notes for patients
  • To-do reminders make sure you don't skip important notes and tasks

TherapyPortal Patient Portal

Patient Portal

Enable your patients to request and view appointments with TherapyPortal, your own custom patient portal, at no additional cost. You choose what your patients see and who can request appointments.

Patient Self-Scheduling

Patients can view clinician availability and request an appointment. You can set limits to control who can view your availability and when an appointment can be requested online.

Patient Access

Patients can log in to view upcoming appointments, quickly request appointments, and more.

Customized Portal

Customize your practice portal with your own logo, color settings, and instructions.

EMR for group Practices

Multi-User Features

Incorporate TherapyNotes into your practice whether you're a solo practitioner, group practice, or anyone in between. We carefully designed our software to make sure that everyone gets an optimal experience.

User Roles

Assign users to roles such as practice administrator, clinician, clinical administrator, scheduler, and biller — each with the appropriate access to do their job. Clinicians can only view their own patients' notes to keep your records secure.

Supervisor Features

Assign supervisors to clinicians to review notes, cosign notes, or optionally bill with the supervisor's credentials. This feature also works great for university training clinics.

Multi-location Support

TherapyNotes supports practices with multiple locations or clinicians who do patient home visits. Appointments can be assigned to specific locations and calendars can be viewed by location. Claims will automatically be generated with the appropriate location code and other location-specific billing settings.


Use TherapyNotes in the classroom to teach students how to properly document their sessions or in university training clinics to give your students experience using a real-world system. Classroom use is free, and university training clinics get the first year free. Visit the TherapyNotes Education page for more information.

Online EMR

Amazing Technical Support

Access TherapyNotes wherever you need it, whenever you need it. With our cloud-based system, all you need are a web browser and an Internet connection — no servers, software, or backups to maintain. Unlimited phone and email support is included with your TherapyNotes account.

All You Need Is A Web Browser

With TherapyNotes, there's no need to install software or maintain a server. Everything you need to manage your practice is accessible right from your preferred web browser.

Works Great on Windows, Macs, iPads, and other tablets

We test TherapyNotes on Mac, Windows, and tablets to ensure that everyone has an optimal experience across devices and operating systems.

Routine Backups and Disaster Recovery

We take care of backing up all of your data, so you don't have to. All data is regularly and frequently backed up to both off-site and on-site servers, and we put numerous redundancies in place to ensure that our servers — and your data — are always protected and accessible.

Automatic Updates

Never worry about manually updating your EMR software. Our expert development and IT teams update TherapyNotes regularly with improvements and new features which are automatically available to you in TherapyNotes. You get the most recent version of TherapyNotes as soon as you log in, and we'll notify you of any changes and new features.

Unlimited Support

Get help when you need it. All TherapyNotes trials and subscriptions include unlimited customer and technical support by phone or email. We pride ourselves on providing you with the best support, and we're always happy to help.