Great, seamless resource! Clinic Source has saved my practice so much time and money. My therapists can track everything from evaluations, to treatment plans, therapy notes and progress summaries. As well, my billing manager can seamlessly send bills and insurance requests straight from the software. It's a private practitioners dream!

Super disappointed in this service Super disappointed in this service. Sales team assured me it was an easy set up process with lots of training and would make my job less about paperwork and more about my clients. Unfortunately, I was never able to utilize this due to such a headache of setting it up. After 3 weeks the system was still not usable with comments back from support stating things like "maybe just try to reset your password". I even had a trainer state to me at the two week mark "this isn't even set up for you correctly, it is not usable yet, we can't get all of the training in today, I will email and get them to address this right now". That trainer attempted to help me, it seems he is not responding now? The lack of support and continuing to not be useable forced me to go elsewhere in order to fulfil my needs of documenting for my clients, the next service I tried I was able to have up and running in 1 day with little difficulty. After weeks and several tries to have these issues looked at, I was informed that they "did not do anything wrong although the telehealth was found to be faulty, which weeks later is "now fixed". They are now stating that I am required to pay near $800 as a way of canceling a service that I was never able to get running and was not offered adequate support to clear up bugs. Buyer beware! Do not sign a contract without first seeing and utilizing the product first. The sales team will share with you the ease of the product, which does look amazing at first glance, BUT will not be upfront with the challenges of even getting the product to a place that is usable!

Stay away Customer service is subpar and always has been. Over the last two years when we tried to access the Patient tab it would spin for up to a minute before allow access. When we brought it to the teams attention they were not able to determine why it was doing that and basically said "oh well, theres nothing we can do". It was difficulty for us to access our patient tab to upload files add authorizations etc. We started storing our documents in our drive instead. We finally decided to leave the company and we requested a copy of our clients notes. We were not allowed to request that until we terminated. So a few days after we terminated I sent in the request. Its been two months since I have made that request and I still don't have our clients notes. Now we have parents and agencies asking for copies of notes and I have no access to them. I'm not sure how they think its ethical to not release our data. I feel like they are holding us hostage and don't really care because we are no longer a paying customer. These are medical notes that we should have access to. I'm not sure what entity I can file a complaint with but there has to be a governing agency. Definitely not ethical and they should be ashamed of their product and policies.

DO NOT MAKE THE MISTAKE WE DID DO NOT MAKE THE MISTAKE WE DID The ClinicSource sales team will sell you on capabilities the software cannot complete fully. Their patient portal literally allows a clinician to send documents and one line of text. The client can send one message back. That's it. No "messaging" like we were sold on. No client-side credit card entry, even though this is the 3rd most requested feature. The sales engineer flat-out told us it would never happen and had a lame excuse as to why they couldn't do it. Well, many other solutions offer client-side cc entry as a standard. This software is ancient, dating back to 2003, and it looks and performs like it's duct-taped together. The first time our clinician tried to log into the platform, it wouldn't let her. I contacted support and received a very short message back that said "your password is incorrect." In fact, it wasn't and it took a while to convince them it wasn't. They had to send a ticket to development to help solve the problem. Over and over, as we went through their "training"--which is a haphazard mix of videos that appear to be 40% out of date and irrelevant, meetings with a sales engineer who tried to hide all the workarounds you have to use to get anything out of this piece of junk, and a never-ending library of instructions. This is the least intuitive software I have ever used. The support was quick but clueless. On the last demo we had, it was clear that we had made a huge mistake going with these guys--they simply are 5 years behind the times in MH EHR offerings. And guess what, they have you sign a contract without telling you it locks you in for a year, which we were told about through an emailed response to our request to cancel the service--not explicitly, just a two-line email with a copy of the contract. We were sold on promises of automation, although I saw very little of that. Save yourself some time and money (we spent weeks trying to train ourselves on this ridiculously complex piece of junk, only to abandon it when we realized we had been "sold" on features that simply weren't available or were about 1/4 of the way finished. They are a 21 year old company, lazy, happy to scam people the way they scammed us, to keep the money coming in. I'd love to know their retention rate, because the only time I ever saw them move quickly and professionally was when we dropped them and then they jumped into action to let us know we couldn't cancel. Before that, any human contact was worthless, lazy, and full of half-baked truths or out-and-out lies. If you are a mental health clinician, DO NOT WASTE YOUR TIME OR MONEY. There are far better, cheaper, and honest solutions out there. If you don't take my advice, ask for the full training before signing the contract--that's where you'll find out that the sales team pretty much lied to you about a lot of stuff and you'll see that this software is sadly, a piece of junk.

I dont know what I would do without ClinicSource. I'm been in business for 7 years now and I'm not sure how I ran my small business before. We started using ClinicSource in May and the only thing I regret is not finding them sooner. The trainers and tech support have been available and quick to answer my questions. Thanks for being such a Blessing! I lookforward to many years together. Hope Campbell, PTA and Owner of Hands of Hope Children's Therapy Center LLC.