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12 Best Therapy Notes Software Shortlist

I've rigorously evaluated and cherry-picked the 12 best therapy notes software designed to simplify your practice below:

  1. ClinicSource - Best for integrated practice management
  2. My Clients Plus - Best for diverse therapeutic disciplines
  3. Valant - Best for data-driven decision making
  4. TherapyNotes - Best for robust scheduling and billing
  5. BestNotes - Best for outcome tracking and reporting
  6. PowerChart Touch - Best for mobile note-taking efficiency
  7. AdvancedMD - Best for mental health practice management
  8. Care Patron - Best for streamlined clinical documentation
  9. Owl Practice - Best for Canadian mental health professionals
  10. Power Diary - Best for SMS reminders and client communication
  11. Halaxy - Best for smart practice management features
  12. SimplePractice - Best for a simplified yet comprehensive approach

Navigating the world of therapy notes software can feel daunting, especially when you're running a busy private practice. You need HIPAA-compliant, web-based EHR software that can streamline your operations from patient scheduling to therapy sessions, evaluations, and even prescribing. Take a sigh of relief knowing a solution allows real-time updates, automated appointment reminders, and tools to reduce those pesky no-shows.

Picture your practice going paperless, simplifying intake forms, and adopting ICD-10 effortlessly. Imagine an Android-friendly system that supports psychiatry, ABA, and psychotherapy needs, all while making your group practice or solo venture more efficient. That's the magic of solid therapy notes software. Not only does it give you the freedom to focus more on client care, but it also creates a more automated billing process. The right tool will transform your practice—and I'll help you find the right one.

What Is a Therapy Notes Software?

Therapy notes software refers to digital platforms designed to assist mental health professionals in managing their clinical documentation. Primarily used by psychiatrists, psychologists, therapists, and other mental health practitioners, these tools allow for the efficient creation, organization, and storage of patient notes.

Crucial features typically include progress note templates, treatment planning, and integrated billing, streamlining the administrative tasks associated with managing a practice. By leveraging this technology, practitioners can spend less time on paperwork and more time providing quality care to their patients.

12 Best Therapy Notes Software Overview

1. ClinicSource - Best for integrated practice management

ClinicSource therapy notes software interface
A look at the therapy practice feature in ClinicSource.

ClinicSource stands as an all-in-one therapy practice management software designed with an eye for integration. It ensures efficient, seamless coordination between different practice areas, making it a prime pick for practices requiring a holistic approach.

Why I Picked ClinicSource:

I chose ClinicSource because of its comprehensive approach to managing a therapy practice. When comparing various options, ClinicSource stood out for its robust integration capabilities. It's a platform that truly encompasses the 'best for integrated practice management' category as it manages not just therapy notes, but also billing, scheduling, and reporting, all from a unified dashboard.

Standout features & integrations:

ClinicSource shines with features like its therapy-specific templates and an intuitive scheduler that even manages multiple locations. It also offers robust reporting tools to track progress and facilitate better decision-making. Integration-wise, ClinicSource smoothly connects with a variety of payment gateways and electronic health record systems, enabling seamless data flow across your practice.


The pricing for ClinicSource starts at $59/user/month, billed annually. Please note that there's a $199 base fee per month.

  • Pros
    • Comprehensive integration across practice areas
    • Specialty-specific note templates
    • Intuitive scheduler with multi-location support
  • Cons
    • High base fee per month
    • Pricing can be steep for small practices
    • Interface might require a learning curve

2. My Clients Plus - Best for diverse therapeutic disciplines

My Clients Plus therapy notes software interface
My Clients Plus progress notes feature is the top choice for diverse practices.

My Clients Plus presents itself as a versatile therapy notes software tailored to various therapeutic specialties. Its wide range of discipline-specific features contributes to its status as the top choice for diverse therapeutic practices.

Why I Picked My Clients Plus:

In my assessment of different software, My Clients Plus caught my attention due to its adaptability to various therapy disciplines. Its expansive library of discipline-specific templates truly sets it apart. This characteristic makes it the optimal choice for practices encompassing diverse therapeutic disciplines, precisely catering to their unique needs.

Standout features & integrations:

My Clients Plus offers a plethora of discipline-specific note templates, electronic claims management, and a comprehensive patient portal. Its integrations are equally impressive, offering seamless interoperability with platforms like Office Ally for claims and clearinghouse services and Google Calendar for scheduling.


Pricing for My Clients Plus starts from $24.95/user/month, making it a cost-effective choice for many.

  • Pros
    • Wide range of discipline-specific note templates
    • Effective electronic claims management
    • Comprehensive patient portal
  • Cons
    • Interface may feel outdated
    • Limited customization options
    • No free trial available

3. Valant - Best for data-driven decision making

Valant therapy notes software interface
Valant's mental health practice dashboard shows robust reporting and analytic capabilities.

Valant is a specialized EHR platform purpose-built for behavioral health providers. It champions data-driven decision-making, incorporating robust analytics tools to guide practice management and patient care.

Why I Picked Valant:

In the process of selecting suitable therapy notes software, I was drawn to Valant for its strong emphasis on data analytics. Its focus on equipping practitioners with insightful data set it apart from the rest. I believe Valant earns the title of "Best for data-driven decision-making" as it integrates clinical and financial data effectively, providing actionable insights to enhance both patient outcomes and business performance.

Standout features & integrations:

Valant offers a sophisticated suite of features, including clinical documentation, a billing system, a patient portal, and robust reporting and analytics tools. Its integrations are notable as well, seamlessly connecting with labs like LabCorp and Quest, as well as with popular billing services and telehealth platforms for comprehensive care delivery.


Valant offers its suite of services starting from $149/user/month, billed annually.

  • Pros
    • Powerful analytics and reporting tools
    • Comprehensive EHR platform with integrated billing
    • Efficient lab integrations
  • Cons
    • High starting price point
    • Learning curve for data tools
    • Lacks a free trial option

4. TherapyNotes - Best for robust scheduling and billing

TherapyNotes software interface
A look at the comprehensive practice management and EMR software feature in TherapyNotes.

TherapyNotes is a highly regarded software solution designed specifically for mental health professionals. Its excellent scheduling and billing functionality streamlines the administrative side of practice management, making it ideal for those seeking robust and efficient tools for these tasks.

Why I Picked TherapyNotes:

TherapyNotes secured its spot on my list due to its impressive and comprehensive scheduling and billing capabilities. The platform stands out with its user-friendly interface and ability to handle complex tasks efficiently. This, combined with its feature-rich offering, makes it perfect for the title "Best for robust scheduling and billing."

Standout features & integrations:

TherapyNotes comes with a variety of useful features, such as therapy-specific templates, a patient portal, and, of course, its outstanding scheduling and billing modules. It provides vital integrations, too, including seamless connections to clearinghouses like Office Ally and Availity, as well as credit card processing via CardConnect.


Pricing for TherapyNotes begins at $59/user/month, with a $10 base fee per month.

  • Pros
    • Robust scheduling and billing capabilities
    • User-friendly interface
    • Efficient clearinghouse integrations
  • Cons
    • Additional cost for base fee
    • Limited customization of note templates
    • Lacks teletherapy integration

5. BestNotes - Best for outcome tracking and reporting

BestNotes therapy notes software interface
A sneak peek of the BestNotes treatment plan worksheet feature.

BestNotes is a comprehensive EHR and CRM solution tailored for behavioral health and addiction treatment providers. This platform shines in its capacity for thorough outcome tracking and reporting, making it a prime choice for practices focused on measurable results.

Why I Picked BestNotes:

In the process of choosing the right software, BestNotes stood out with its impressive outcome tracking and reporting features. The system's ability to accurately monitor and report patient progress differentiates it from other options. It is in this context that BestNotes emerges as the "Best for outcome tracking and reporting," providing tools that help monitor therapeutic efficacy and drive improved patient outcomes.

Standout features & integrations:

BestNotes offers a broad spectrum of features such as custom forms and templates, a dedicated patient portal, and, notably, robust outcome tracking and reporting tools. The software integrates effectively with billing solutions like Office Ally, as well as lab services, providing a comprehensive care management system.


Pricing for BestNotes starts from $50/user/month.

  • Pros
    • Robust outcome tracking and reporting
    • Customizable forms and templates
    • Effective billing integrations
  • Cons
    • No free trial available
    • Learning curve for customizing templates
    • User interface could be modernized

6. PowerChart Touch - Best for mobile note-taking efficiency

PowerChart Touch therapy notes software interface
A look at the mobile platform features of PowerChart Touch.

PowerChart Touch, a product of Cerner, provides a mobile platform for health professionals to manage patient records and notes efficiently. Its commitment to enhancing mobility inpatient documentation marks it as the best choice for those seeking efficient note-taking on the go.

Why I Picked PowerChart Touch:

In my selection process, PowerChart Touch drew my attention due to its exceptional mobile functionality. This platform, with its strong emphasis on optimizing mobile usage, stands out from the crowd. PowerChart Touch is a perfect fit for "Best for mobile note-taking efficiency" as its seamless mobile integration provides professionals the flexibility and convenience of documenting patient notes anytime, anywhere.

Standout features & integrations:

PowerChart Touch offers features such as dictation, voice recognition, and intuitive navigation, all designed to make note-taking efficient on mobile devices. The software also integrates effectively with the broader Cerner suite and other health record systems, making it easy to synchronize data across different platforms.


Pricing for PowerChart Touch is provided upon request.

  • Pros
    • Exceptional mobile note-taking features
    • Efficient voice recognition
    • Integration with Cerner's comprehensive suite
  • Cons
    • Pricing information is not transparent
    • Limited functionality outside of Cerner's ecosystem
    • Potential learning curve for some users

7. AdvancedMD - Best for mental health practice management

AdvancedMD therapy notes software interface
AdvancedMD's dashboard shows its comprehensive suite of tools.

AdvancedMD is a specialized platform that streamlines practice management for mental health professionals. With a comprehensive suite of tools to manage clinical, administrative, and billing operations, it emerges as an excellent choice for complete mental health practice management.

Why I Picked AdvancedMD:

AdvancedMD captured my interest for its holistic approach to mental health practice management. The software's blend of administrative, clinical, and financial management tools set it apart from other options. For these reasons, AdvancedMD is my choice for "Best for mental health practice management" because it provides a comprehensive solution for managing all aspects of a mental health practice.

Standout features & integrations:

AdvancedMD offers features such as a patient portal, teletherapy options, appointment scheduling, and robust reporting tools. The platform integrates with numerous insurance and healthcare networks for efficient billing and claims management and also connects with labs and pharmacies, offering a seamless patient care experience.


Pricing for AdvancedMD starts from $279/user/month, billed annually.

  • Pros
    • Comprehensive practice management suite
    • Robust reporting tools
    • Extensive integration with insurance networks and healthcare systems
  • Cons
    • High starting price
    • Complex interface may require training
    • Some users may find customer support to be lacking

8. Care Patron - Best for streamlined clinical documentation

Care Patron therapy notes software interface
The clinical documentation feature in Care Patron is simple and easy to use.

Care Patron is a dynamic healthcare software that optimizes clinical documentation processes. Its easy-to-use interface and comprehensive features make it a perfect choice for healthcare professionals seeking efficient ways to manage their clinical documentation.

Why I Picked Care Patron:

Care Patron caught my eye due to its dedication to simplifying clinical documentation. Its streamlined workflow and emphasis on efficient note-taking make it stand out. I chose Care Patron as "Best for streamlined clinical documentation" due to its intuitive design and smart features, making the documentation process a smooth experience for clinicians.

Standout features & integrations:

Care Patron boasts features like appointment scheduling, billing, and importantly, a robust clinical note-taking system. The software integrates with a variety of healthcare systems, providing seamless data exchange and ensuring all aspects of patient care are effectively coordinated.


Pricing for Care Patron starts from $39/user/month.

  • Pros
    • Streamlined clinical documentation
    • Comprehensive feature set
    • Seamless integration with healthcare systems
  • Cons
    • No free trial available
    • Limited customization options
    • May require a learning curve for less tech-savvy users

9. Owl Practice - Best for Canadian mental health professionals

Owl Practice therapy note software interface
The patient management feature of Owl Practice is a secure and efficient tool.

Owl Practice is a therapy notes software platform tailored to Canadian mental health professionals. Designed with Canada's healthcare regulations in mind, it provides a secure and efficient tool for patient management and note-taking.

Why I Picked Owl Practice:

In my quest for the best therapy notes software, Owl Practice stood out with its emphasis on meeting Canadian healthcare standards. Its deep understanding of the unique requirements and challenges of Canadian mental health practitioners sets it apart. As such, I chose Owl Practice as the "Best for Canadian mental health professionals" due to its specialized focus and commitment to adhering to Canadian healthcare protocols.

Standout features & integrations:

Owl Practice offers features like secure messaging, therapy notes management, and scheduling, all of which are compliant with Canadian healthcare laws. The software integrates with other Canadian health systems, providing a holistic solution for Canadian mental health professionals.


Pricing for Owl Practice starts from CAD $30/user/month, equivalent to approximately $24 USD/user/month.

  • Pros
    • Tailored for Canadian healthcare compliance
    • Secure messaging and note-taking
    • Efficient scheduling tools
  • Cons
    • May not be suitable for professionals outside Canada
    • No free trial available
    • Interface may feel dated

10. Power Diary - Best for SMS reminders and client communication

Power Diary therapy notes software interface
A look at Power Diary's SMS reminders and client communication feature.

Power Diary is a practice management software designed to streamline appointments, invoicing, and most notably, client communication. With its powerful SMS reminders and client communication features, it's an ideal choice for therapists who value effective patient engagement.

Why I Picked Power Diary:

When choosing the ideal therapy notes software, Power Diary stood out with its impressive SMS reminders and communication features. These unique capabilities provide a more efficient way for therapists to engage and communicate with patients, making it the "Best for SMS reminders and client communication". The system's focus on enhancing patient communication sets it apart from other options.

Standout features & integrations:

Power Diary comes equipped with a host of features including appointment scheduling, invoicing, and a standout SMS reminders system. The software offers integration with various payment processors and online calendar systems, allowing for easy synchronization of appointments and payments.


Pricing for Power Diary starts from $26/user/month, billed annually.

  • Pros
    • Effective SMS reminders system
    • Comprehensive patient communication tools
    • Seamless integration with payment processors
  • Cons
    • No free plan available
    • Requires an annual commitment for the best pricing
    • Lacks some advanced reporting features

11. Halaxy - Best for smart practice management features

Halaxy therapy notes software interface
Here are Halaxy's all-in-one practice management features.

Halaxy is a robust software that revolutionizes the way healthcare practices are managed. Its suite of smart features provides an all-in-one platform for patient records, appointments, invoices, and more, creating an optimal solution for practice management.

Why I Picked Halaxy:

I picked Halaxy due to its impressive array of smart practice management features. The platform combines multiple key practice management tools into one easy-to-use system, making it the "Best for smart practice management features". Its comprehensive solution to healthcare practice management truly makes it stand out from the rest.

Standout features & integrations:

Halaxy offers a range of features, including electronic medical records (EMR), appointment scheduling, billing and invoicing, and an intelligent to-do list. It integrates well with major health systems for efficient data exchange, adding to its streamlined practice management capabilities.


Halaxy operates on a unique pricing model, offering free core software with pay-as-you-go features. Essential features start from $0.22 per use.

  • Pros
    • Comprehensive suite of smart features
    • Free core software
    • Efficient integration with health systems
  • Cons
    • Pay-as-you-go model might be costly for frequent users
    • No dedicated mobile app
    • The interface could be more intuitive

12. SimplePractice - Best for a simplified yet comprehensive approach

SimplePractice therapy notes software interface
A sneak peek of the SimplePractice therapy notes, billing, and scheduling features all in one place.

SimplePractice is a cloud-based practice management software designed with a focus on simplicity and functionality. This tool integrates therapy notes, billing, and scheduling in one place, making it ideal for healthcare providers seeking a streamlined yet comprehensive system.

Why I Picked SimplePractice:

I chose SimplePractice for its combination of simplicity and comprehensiveness. It has distilled down the essential elements of practice management, resulting in a tool that's both easy to use and incredibly functional. Its approach to streamlining yet not compromising on the breadth of features makes it the "Best for a simplified yet comprehensive approach".

Standout features & integrations:

SimplePractice boasts features like customizable note templates, secure messaging, and a client portal. It integrates seamlessly with a range of billing and insurance tools, which eases the administrative load on healthcare providers.


Pricing for SimplePractice starts from $39/user/month.

  • Pros
    • Intuitive and user-friendly interface
    • Comprehensive set of features
    • Robust integrations with billing tools
  • Cons
    • No free plan available
    • Interface might be too simplistic for some
    • Customizability could be improved

Other Therapy Notes Software

Below is a list of additional therapy notes software we shortlisted that did not make it to the top 12. Definitely worth checking them out.

13. Kareo EHR - Good for seamless patient charting

14. Luminello - Good for streamlined mental health practice management

15. InSync Healthcare Solutions - Good for flexible medical billing solutions

16. ICANotes - Good for behavioral health clinicians

17. CarePaths - Good for integrated teletherapy solutions

19. Practice Fusion - Good for cloud-based EHR and patient management

20. WebPT - Good for physical therapy practices

21. Patagonia Health - Good for public health organizations and agencies

Selection Criteria for Therapy Notes Software

In my extensive research and testing of therapy note software, I evaluated dozens of different tools. Each offers a unique approach to documenting patient interactions, managing appointments, and handling billing. While I've tried out many tools, I've narrowed down the selection to those that best meet specific criteria important for this type of software. These criteria include core functionality, key features, and usability.

Core Functionality

  • Patient record management: The ability to efficiently organize, store, and access patient data.
  • Session note documentation: Tools should enable therapists to quickly and accurately document notes from each session.
  • Appointment scheduling: The software should offer scheduling functionality that integrates with patient records.
  • Billing and invoice management: This is vital for handling insurance claims, patient payments, and overall revenue tracking.

Key Features

  • HIPAA compliance: This is non-negotiable for any software handling sensitive patient data.
  • Integration capabilities: The software should integrate with other tools frequently used in the healthcare sector, such as EMR systems or accounting software.
  • Customizability: The ability to tailor the tool to the specific needs of a practice, such as custom forms or templates.
  • Secure communication: Encrypted messaging features for secure communication between patient and provider.


  • Intuitive interface: For therapy note software, it's crucial that the tool has an interface that is clean and intuitive to navigate, minimizing the learning curve for new users.
  • Accessibility: The software should be accessible from various devices, providing the flexibility to update notes or access patient data from anywhere.
  • Robust customer support: Especially when dealing with patient data and billing, it's important for a software provider to have reliable customer support to assist with any issues that arise.
  • Efficient onboarding: The tool should provide comprehensive onboarding resources, including tutorials, guides, or training programs to quickly familiarize new users with the system.

People Also Ask

What are the benefits of using therapy notes software?

Therapy notes software offers several benefits to healthcare professionals. Firstly, it provides efficient patient record management, making it easier to store, access, and update patient information. Secondly, the software streamlines the documentation process of therapy sessions, ensuring accurate and timely notes.

Thirdly, these tools often offer integrated scheduling functionality, simplifying appointment management. Fourthly, many solutions include a billing and invoice management system, which is crucial for managing insurance claims and patient payments. Lastly, advanced features like secure communication, customizability, and integration with other healthcare tools enhance the overall management of a therapy practice.

How much does therapy notes software typically cost?

The pricing of therapy notes software varies greatly depending on the specific features, the size of the practice, and whether it's a cloud-based or on-premise solution. On average, prices can range from as low as $10 per user per month to as high as $200 per user per month.

What are the typical pricing models for therapy notes software?

Many therapy notes software providers follow a subscription-based pricing model, often billed monthly or annually. This model generally includes different tiers based on the number of users or the level of features included. There might also be additional costs for setup, training, or premium support.

What is the cheapest therapy notes software?

The least expensive paid therapy notes software in the list above is Kareo EHR, starting at around $15/user/month. However, it's important to consider the specific needs of your practice rather than just the price, as the cheapest software might not offer all the features you require.

What is the most expensive therapy notes software?

Among the listed tools, AdvancedMD tends to be on the higher end of the spectrum, with prices starting around $200/user/month. This software includes a comprehensive set of features designed for more complex or larger practices.

Are there any free therapy notes software options?

Some software providers offer limited free versions of their tools or free trial periods. Practice Fusion, for example, offers a free version of its EHR system, which includes some therapy notes functionality. However, these free versions typically have limitations and may not include all the features needed for comprehensive therapy practice management.

Why is there such a wide range in the pricing of therapy notes software?

The cost of therapy notes software can vary greatly because it often depends on the specific features included, the number of users, the size of the client database, and the level of customer support. Higher-priced options typically include more advanced features or cater to larger practices with more complex needs.

Do therapy notes software provide training or support?

Yes, most therapy notes software providers offer training resources, such as tutorials, webinars, or user manuals, to help new users understand the system. Additionally, they typically provide customer support through various channels like email, phone, or live chat to assist with any issues or questions.

More Therapy Notes Reviews


In summary, selecting the right therapy notes software requires careful consideration of your specific practice needs, including patient record management, session documentation, scheduling, billing, and more. It's crucial to prioritize a solution that aligns with these needs and provides a user-friendly interface for efficient operation.

Key Takeaways:

  1. Know Your Needs: Understand what your practice requires from therapy notes software. This can range from basic note-taking functionality to comprehensive features like appointment scheduling, billing and invoice management, secure communication, and software integration.
  2. Consider the Pricing: Pricing varies significantly among different therapy notes software. While cost is an important factor, the chosen software should offer value in terms of efficiency, ease of use, and functionality. Free trials or demo versions are useful for gauging this before making a commitment.
  3. Support and Training: Look for therapy notes software providers that offer robust customer support and thorough training resources. This helps ensure that your team can maximize the software's potential and receive timely assistance when needed.

What do you think?

We appreciate your time in reviewing this guide and hope you find it useful. If you use or know of therapy notes software that you think should be included in this list, please let us know.

We always welcome and value suggestions from our readers to ensure our guides are as comprehensive and helpful as possible. Thank you!

By John Payne

John Payne is the co-founder and company director of Symphony Health. With over 20 years of management experience John is working alongside his wife, Dr. Kate Payne to build a multi-site Medical Practice where staff work collaboratively for the good of their patients. John is passionate about improving access to quality Healthcare in North Vancouver and sharing best practice with other people managing medical practices.