TherapyNotes is a complete, cloud-based Electronic Health Record (EHR) and practice management system specifically designed for behavioral health professionals, including psychologists, therapists, psychiatrists, and social workers. The software integrates all aspects of practice management—from scheduling and documentation to billing and client communication—into a single, secure platform.
Key Features and Capabilities
One of the system's core strengths is its robust billing functionality, which includes the Electronic Remittance Advice (ERA) feature. This allows practices to move beyond paper Explanation of Benefits (EOBs) by routing ERAs directly into the TherapyNotes account for assisted payment posting. The system scans the ERA, automatically pulls payment and adjustment information, and guides the user through allocating the payment and reconciling the appointment, significantly reducing manual data entry and speeding up the claims process. Other billing features include electronic insurance claims, real-time eligibility (RTE) checks, and claim scrubbing to minimize rejections.
For clinical documentation, TherapyNotes offers powerful, form-based note templates (e.g., progress notes, treatment plans, psychological evaluations) that are specifically tailored for behavioral health, balancing speed with comprehensive, person-centered documentation. The system also includes a secure, HIPAA-compliant telehealth platform, a custom client portal for online scheduling and paperwork, and the optional TherapyFuel AI add-on for note-taking assistance.
Target Users and Use Cases
TherapyNotes is designed for behavioral health practices of all sizes, from solo practitioners to large enterprise groups. Its primary use case is to streamline the entire administrative and clinical workflow, enabling mental health professionals to focus less on paperwork and more on client care. The integrated nature of the EHR, especially the automated billing with ERA, makes it ideal for practices that rely heavily on insurance reimbursement.


