Discovering Review – Best Practice Management Software for Counselors

By Jared Levenson - Reviewed on October 1, 2023
Our team evaluates mental health products, services and platforms like BetterHelp. If you click a link below and make a purchase, we will receive an affiliate commission. Learn more.

In our quest to empower mental health professionals with the right tools, we present our in-depth review of This practice management software has been recognized as a top choice in its domain and even bagged the Best Value Award by Capterra. 

Known for its comprehensive features and user-centric design, is making waves in online therapy. 

Whether it’s live chat sessions, custom forms, or secure client portals, redefines how practitioners manage their practice. 

Let’s dive in and explore why is the best choice for your practice management needs.

Free Trial For Counselors
Practice Management Software for Counselors Practice Management Software for Counselors
$49.95-$69.95 / Month is a practice management software tailored for counselors and psychologists. Its features include personalized client sites, secure messaging, appointment reminders, and HIPAA compliant record-keeping. While provides an efficient way to manage practices, its limitation lies in the additional cost for extra features and limited group video support. Ideal for mental health professionals prioritizing convenience and security, it's a comprehensive platform despite potential concerns about privacy and better alternatives.

  • Customizable practice management
  • Secure client records
  • Online appointment booking
  • HIPAA compliant
  • Personal account manager
  • Online practice advertisement
  • Affordable pricing options
  • Monthly subscription required
  • Additional cost for extra features
  • Limited group video support

About – Mission, Company Background is an online practice management software specifically designed for mental health professionals, offering a comprehensive set of features to simplify and streamline managing a practice.

• It offers live online chat and video sessions, custom questionnaires and forms, email messaging, scheduling and calendar management, billing and invoicing, treatment plan support, etc.,

• Recognized by Capterra with its Best Value Award and featured in Software Advice’s FrontRunners report.

• Flexible pricing plans ranging from $49.95/month to $69.95/month with a 14-day free trial available.

• HIPAA-compliant software ensures the utmost security of client information with secure client records, custom forms, questionnaires, electronic insurance claim submission, client journaling, etc.

• Personalized customer service with a dedicated account manager for each client and referral program where members can receive a reduction in monthly rate for each new counselor they refer.

• Additional features like Wiley Practice Planners and e-Prescribing are available as add-ons.

• Aim to empower mental health professionals through a comprehensive, secure, and user-friendly platform transforming their practice management experience.

What Makes Unique 

In the rapidly evolving world of telemental health, shines as a unique and powerful player. But what exactly sets it apart from the crowd?

Let’s delve into the distinct features and offerings that make a game-changer for mental health professionals.

1. Tailored to Mental Health Professionals is designed with the needs of mental health professionals at its core. It’s not a generic practice management tool; it’s a solution that understands the unique challenges and requirements of counselors, therapists, life coaches, and psychologists. provides a tool that speaks your language and caters to your needs.

2. Comprehensive Practice Management

Managing a mental health practice involves juggling numerous tasks – scheduling, billing, client records, etc. considers all these aspects, providing a comprehensive platform where you can manage your practice online with ease and efficiency. It’s like having a personal assistant at your fingertips!

3. Custom Client Site

This feature is a testament to’s commitment to personalization. You can create a custom client site that matches your existing website, offering a seamless experience for your clients. It’s more than just a pretty interface, though – your clients can securely schedule appointments, pay bills, send emails, and maintain a private journal all in one place.

4. Robust Security Measures

In an age where data breaches are unfortunately common, prioritizes the security of your client data. With features like encrypted client records, secure messaging, and secure live video sessions, you can rest assured that your client’s information is safe.

5. Enhanced Client Engagement Tools

From appointment reminders to customizable forms and questionnaires, offers tools to enhance client engagement and reduce no-shows. Plus, with the ability to conduct secure live online video and chat sessions, you can connect with your clients more flexibly and conveniently.

6. Personalized Customer Service

With, you’re not just getting software; you’re getting a dedicated partner. Each account is assigned a personal account manager to provide personalized customer service.

7. Additional Features goes the extra mile by offering additional features as add-ons. From Wiley Practice Planners for treatment planning to e-Prescribing for sending electronic prescriptions, ensures you have all the tools you need to run your practice smoothly.

List of Unique Features and Benefits

Unique Features:

  • Complete Practice Management System: Streamline your counseling practice with an all-in-one solution.
  • Custom Client Site: Create a seamless online experience for your clients that mirrors your existing website.
  • Secure Messaging: Facilitate confidential communication between you and your clients.
  • Appointment Reminders: Reduce no-shows with automatic reminders.
  • Customizable Forms and Questionnaires: Tailor your client intake process to your practice’s needs.
  • Secure Client Records and Notes: Protect your clients’ information with secure record-keeping.
  • Treatment Planning: Use customizable templates to outline effective treatment plans.
  • Progress Notes: Keep track of client progress with customizable fields.
  • Client Scheduling and Calendar Management: Simplify appointment scheduling and organize your calendar.
  • Calendar Sync: Never miss an appointment with syncing to personal devices.
  • Personal Account Manager: Enjoy personalized customer service.
  • Listing: Increase your practice’s exposure.
  • Referral Program: Earn rewards and reduce your monthly rate.
  • Community Support: Connect with resources and support from the counselor community.
  • HIPAA Compliance: Rest assured your practice is compliant with secure data storage and encryption.
  • Live Video Counseling Sessions: Offer flexible, remote counseling options.
  • Electronic Insurance Claim Submission: Simplify the billing process with electronic submissions.
  • Client Journal: Empower clients to maintain private journal entries.
  • Task List: Stay organized and prioritize tasks effectively.
  • Client Birthday Notifications: Add a personal touch with birthday reminders.
  • Add-on Features: Expand your toolkit with Wiley Practice Planners and e-Prescribing.
  • Free Trial: Try risk-free with no credit card required.


  • Increased Efficiency: Streamline administrative tasks, giving you more time to focus on your clients.
  • Enhanced Communication: Facilitate secure and confidential communication with your clients.
  • Improved Organization: Keep track of appointments, tasks, and client progress in one place.
  • Greater Exposure: Increase the visibility of your practice.
  • Community Connection: Tap into a network of resources and support.
  • Flexible Therapy Options: Offer remote counseling through video and chat sessions.
  • Risk-Free Trial: Experience the benefits of without any upfront commitment.

Who is Best For (And Not For) is designed with mental health professionals in mind, offering various features tailored to streamline practice management.

But who exactly can benefit from, and who might find it less valuable? Best For

1. Mental Health Professionals: is an ideal solution for counselors and psychologists who require an EHR-enabled online Practitioner Management system.

2. Comprehensive Practice Management Seekers: If you’re looking for a one-stop shop for client notes, records, appointments, and billing, has you covered.

3. Custom Client Site Enthusiasts: Want to create a custom client site that matches your existing website? allows you to do just that!

4. Secure Communication Advocates: Counselors prioritizing secure messaging with clients will appreciate’s encrypted communication feature.

5. Appointment Reminder Fans: Forget about missed sessions! With, you can send automatic appointment reminders to your clients.

6. Custom Form Creators: If you’re keen on creating custom forms and questionnaires for your clients to fill out online, offers this feature.

7. Data Security Champions: ensures secure record-keeping, perfect for practices that value clients’ privacy.

8. Treatment Plan Providers: Offering treatment plans with customizable templates has always been challenging.

9. Progress Note Keepers: Stay up-to-date with clients’ progress using’s note management feature.

10. Online Therapy Providers: makes offering online video and chat sessions a breeze.

11. Calendar Management Masters: If you need a robust client scheduling and calendar management system, look no further.

12. Personalized Customer Service Lovers: With a dedicated account manager, ensures you always have support when needed.

13. Online Visibility Seekers: Advertise your practice online through, a feature unique to users. Not For

While offers extensive features, there might be better fits for some. Here’s who might not benefit as much:

1. Practices Not Requiring EHR: If your practice doesn’t require an EHR-enabled system, might offer more than you need.

2. Minimalist Practitioners: Those who do not require complete practice management features might find’s extensive suite overwhelming.

3. Non-Custom Site Users: If you don’t need a custom client site,’s customization options might not be necessary.

4. Non-Secure Messaging Users: Practices that don’t require secure messaging with clients might not utilize this feature.

5. Manual Reminder Enthusiasts: If you prefer not to use automatic appointment reminders,’s reminder system might not be beneficial.

6. Standard Form Users:’s custom forms and questionnaires might be unnecessary if you use standard forms.

7. Casual Note Keepers: If you don’t need a robust system for progress notes, might offer more than you need.

8. In-Person Therapy Providers: Practices that don’t offer online video or chat sessions might not fully utilize’s features.

9. Manual Schedulers: If you prefer manual over digital calendar management, might not be the best fit.

10. Self-Service Fans: Those who prefer self-service over personalized customer service might not require a dedicated account manager.

11. Practices Not Seeking Online Exposure: If you don’t want to advertise your practice online, the feature might not be beneficial.

By identifying your specific needs and preferences, you can decide whether fits you. 

Remember, the best solution is the one that makes your work more accessible, more efficient, and more effective. Is the right solution for you?

Overall, we give a Quality Score of (4.4/5) Pros, Advantages, and Strengths

Based on the provided information, here are the pros, advantages, and strengths of

  • Pros:
  • Award-winning: Recipient of the Best Value Award by Capterra and FrontRunner 2023, indicating industry recognition for its value and performance.
  • Comprehensive Practice Management: Offers a complete suite of tools, including live online chat and video sessions, custom questionnaires and forms, email messaging, scheduling and calendar management, and billing and invoicing.
  • Risk-Free Trial: Provides a 14-day free trial with no required credit card, allowing you to test the platform before committing.
  • Client Web Portal: A configurable portal allows patients to view emails, schedule appointments, pay bills, and write in a patient journal, enhancing their experience and engagement.
  • Secure and Compliant: Ensures HIPAA compliance with secure messaging and data protection. Client records are encrypted and backed up hourly for added security.
  • Automated Appointment Reminders: Reduces no-shows with automatic reminders via email and text.
  • Flexible Pricing Plans: Offers four different pricing plans (Standard, Standard Plus, Premium, Premium Plus) to cater to various needs and budgets.


  • Customizable Features: You can tailor your practice management with customizable features like client site creation, forms, questionnaires, and progress notes.
  • Electronic Insurance Claim Submission: Simplifies the billing process with electronic insurance claim submissions.
  • Client Journaling Feature: Empowers clients to maintain private journal entries, fostering self-reflection and progress tracking.
  • Group Sessions: Schedule group sessions for office visits, phone calls, or online chat sessions, enhancing your service offering.
  • Personal Account Manager: Each account is assigned a manager, ensuring personalized customer service and support.
  • Increased Exposure: Gain increased practice exposure through


  • Community Engagement: Access a community blog and mailer for professional networking and knowledge sharing.
  • Help Guide: A comprehensive help guide assists users in becoming familiar with the system’s functionality.
  • Referral Program: The referral program offers reduced monthly rates, rewarding you for bringing in new users.
  • EHR-Enabled: As an EHR-enabled online Practitioner Management system, supports efficient and compliant record-keeping.
  • Additional Features: Add-on features like Wiley Practice Planners and e-Prescribing further enhance your practice management capabilities. Cons, Disadvantages, and Weaknesses

In keeping with the empathetic, enthusiastic, and informative brand voice, here are a few potential cons, disadvantages, and weaknesses of


  • Learning Curve: With its extensive suite of features, might require users to understand and effectively utilize all its capabilities thoroughly.
  • Overwhelming for Minimalist Practitioners: The comprehensive nature of’s features may feel overwhelming for practitioners who prefer simplicity.
  • Limited Customizability in Some Areas: While offers a range of customizable features, certain limitations may affect user experience.


  • Pricing: For small practices or individual practitioners with tight budgets, the cost of’s services may be a concern.
  • Limited Integration: Currently, does not integrate with all EHR systems, which could be a limitation for some practices.


  • Customer Support: Even though provides personal account managers, there have been instances where users have reported delayed response times.
  • Interface Design: Some users have mentioned that the interface could benefit from a more modern, user-friendly design.

Remember, no system is perfect; what works best depends on your unique needs and circumstances. It’s always important to weigh the pros and cons before deciding.

Overall, we give a Design Score of (4.0/5) Third-Party Reviews

If you want to explore other top EHR services, see our Online Mental Health Reviews for the following:, Vagaro, aThenaOne, Epic Systems, NextGen Office, SimplePractice, TherapyNotes, and Theranest.

Overall, we give a Third-Party Review Score of (4.5/5)

How Much Does Cost

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  • Standard – $49.95/month
  • Standard Plus – $59.95/month
  • Premium – $64.95/month
  • Premium Plus – $69.95/month

Overall, we give a Cost Review Score of (4.3/5) – Discounts, How To Cancel, etc


Everyone loves a good discount! understands this and offers a referral program to help you save on your monthly rate. For each new user you refer who signs up for a paid account, you’ll receive a $20 discount on your next month’s bill. It’s a win-win situation – you help others discover a great resource while saving money!

How to Cancel

We understand that circumstances can change, and you may need to cancel your account. The process is simple:

  • Log in to your account.
  • Navigate to the “Account” section under “Settings.”
  • Click on the “Cancel Account” option.
  • Follow the prompts to confirm your cancellation.

Remember, your dedicated account manager is always there to assist if you encounter any issues during the process.

Is Legit Conclusion

Conclusion-8 is indeed a legitimate online therapy platform. It has been recognized with industry awards for its value and performance and is known for its comprehensive suite of HIPAA-compliant features tailored to mental health professionals.

The platform is trusted by many practitioners worldwide who appreciate its robust functionality, secure data handling, and dedicated customer support. Therefore, if you’re considering a reliable and effective solution for your teletherapy needs, is worth your consideration. Remember, making an informed decision is critical to finding the best fit for your practice. logo

Name: Review

Description: Practice management software for counselors and psychologists is It offers customizable client webpages, secure messaging, appointment reminders, and HIPAA-compliant record-keeping. manages practices efficiently, but extra services and group video support cost extra. It's a complete platform for mental health practitioners that value convenience and security, despite privacy concerns and superior options.

Offer price: $49.95-$69.95

Currency: $

Operating System: Online

Application Category: Booking Software

Author: Online Mental Health Reviews

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