CounSol.com Review 2025: Is It Right for Your Practice?

Detailed Review

CounSol.com is an electronic health records (EHR) system built for mental health providers and therapists, offering a wide range of tools to manage a practice. From client management to scheduling, billing, and beyond, it’s designed as an all-in-one platform. Pricing runs between $49.95 and $69.95 per month, with a 14-day free trial included. In our most recent round of testing, we improved CounSol’s star rating from 3.5 to 4 stars out of 5 overall.

CounSol.com earned 4 out of 5 stars

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Detailed Scoring Breakdown

Client Management Features (4 out of 5)

Client Forms & Intake Management (4 out of 5)

Scheduling & Calendar (4 out of 5)

Treatment Planning & Notetaking (3 out of 5)

Telehealth Features (3.5 out of 5)

Insurance Billing (3.5 out of 5)

Client Payment Methods (4 out of 5)

Practice Management & Reports (4.5 out of 5)

Customer Service & Training (5 out of 5)

Premium Features or Add-Ons (5 out of 5)

Fit & Finish (3 out of 5)

Relative Cost (4.5 out of 5)

Reliability & Longevity (5 out of 5)

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Client Management

CounSol.com offers a highly customizable client management system that balances power with a few usability trade-offs. Once you get the hang of the system, there’s a lot to like, especially for practices with detailed documentation needs or complex caseloads.

Importing new clients is impressively easy. Just fill in the provided template and upload it; no snags, no manual cleanup. The platform handles bulk imports well, and client charts can be updated later with more detail if you’re working in batches. Once inside, client records are split across several screens and tabs. While everything important is there, the structure can feel a bit unintuitive at first. It’s probably not a system you’ll pick up and instantly love, but it’s functional and flexible enough to grow into.

From a feature standpoint, it covers most bases: custom ID codes, client photos, editable demographics, labels for filtering or segmenting, and internal chart messaging. You can create client groups based on those labels and then use them to assign forms, send announcements automatically, or simply view similar clients all in one place. It’s a thoughtful addition that supports basic automations without a steep learning curve.

Each client’s time zone can be configured independently—a helpful detail for telehealth practices or multi-region providers—and users can view and edit their assigned caseloads through dynamic filtering. Meanwhile, audit logs track user activity across the system, giving administrators visibility into who changed what and when.

Overall, CounSol’s client management tools feel thorough and capable, even if they come with some rough edges. The experience has improved slightly since the last time we used it, with a more responsive design and mobile support, but it still lacks the intuitive workflow we’re used to seeing with other modern systems. We’re keeping our score steady at 4 out of 5 stars for the Client Management category.

Client Forms & Intake

CounSol.com takes a flexible, slightly more do-it-yourself approach to client forms and intake paperwork. While the platform does include a few core templates—such as a general intake form, biopsychosocial history, and WHODAS assessments, it lacks the depth of prebuilt clinical tools and scored metrics you’ll find in some of its competitors. If you’re hoping for PHQ-9s, GAD-7s, or similar forms out of the box, you’ll need to build them yourself; or, take advantage of CounSol’s top-notch customer service and have them create it for you.

Every plan includes unlimited custom forms, and while the built-in form builder technically allows you to recreate just about anything—using fields like multiple choice, yes/no, or true/false—the process is more tedious than intuitive. Fortunately, there’s a workaround: you can simply send your documents in Word format to your account rep, and they’ll set everything up for you. That level of personalized support is rare, even among the best mental health EHRs, and it helps soften what might otherwise be a steep setup curve.

Once your forms are ready, they can be sent out individually or as part of bundled intake packets. Forms can be assigned at client intake or triggered manually at any time, with optional rules to resend at regular intervals. Incomplete forms trigger automatic reminders, and everything funnels through the client portal.

Speaking of the portal, I found it to be pretty simple and functional. Clients can complete forms, review shared files, send secure messages, and even log personal journal entries. The journaling system is minimal (just a text box with a subject line; think old-school email), but for providers who want a place for clients to reflect and share, it’s a nifty bonus that you don’t see with a lot of systems. Secure messaging is equally streamlined: select a recipient, type your message, add attachments if needed, and hit send. You can also choose to be notified once it’s been read.

CounSol’s approach won’t win any awards for innovation, but what it lacks in polish, it makes up for with fairly deep personalization. If you have the forms you want and the patience (or the foresight to send them to your account manager), the system will most likely meet your needs just fine. For that reason, we’ve held steady with a score of 4 out of 5 stars in the “Client Forms & Intake” category of our scoring criteria.

Calendar & Scheduling

CounSol.com’s calendar system isn’t going to win any beauty contests, but it covers a surprising amount of ground under the hood. Setting availability is straightforward and quick; you can even copy your hours across multiple days to save time. The calendar interface offers multiple views, including daily, weekly, 4-week, and monthly overviews, plus tabs for your waitlist, calendar rules, and other task management.

Session types can be color-coded and assigned custom CPT codes, durations, and reminder settings, which is particularly useful for practices that offer a range of services. For example, you might give intake appointments a longer buffer and a different reminder cadence than routine check-ins.

Client scheduling is time-zone aware, and reminders are automatically adjusted based on the client’s assigned time zone. This is especially helpful for practices with remote clients or clinicians who travel. Clients can be added to a waitlist and automatically booked when availability opens up, and sessions generate shareable calendar URLs for syncing with external systems like Google Calendar. The platform also allows for task entries unrelated to sessions, offering a simple way to track paperwork tasts or administrative to-dos.

While the user interface remains visually dated, and some elements of the navigation may feel clunky at first glance, the calendar is ultimately reliable and customizable enough to suit most practices’ needs. With time, the quirks become manageable, and many of the system’s limitations are offset by useful automation and configuration options.

Thanks to its flexibility and thoughtful features, CounSol.com earns 4 out of 5 stars in the “Calendar & Scheduling” category of our scoring criteria.

Treatment Planning & Notes

CounSol.com’s treatment planning and note-taking tools are by no means flashy, but they’re entirely functional—and for many practices, that’s enough. The system includes a pre-built treatment plan template and a progress note template, both designed around DSM-5 diagnostic criteria. These core templates can be customized to suit the needs of your practice, but you won’t find the same expansive library of pre-generated templates that many other EHRs offer out of the box.

That said, the templates do offer a fair amount of flexibility. Treatment plan sections can be toggled on or off depending on your preferences. Options include diagnosis, risk assessment, contract not to harm, goals and objectives, frequency, and more. Progress notes work similarly, letting you enable or disable fields like symptoms, interventions used, diagnosis, medication, treatment plan status, and session times.

Notes can also carry over content from previous entries and you can customize or create new intervention strategies to reflect the work you do. For practices that prescribe medication, CounSol includes settings that support e-prescription workflows (available as an add-on) and makes a solid option for psychiatrists or prescribers.

For practices that want a bit more automation, the Wiley Treatment Planner integration is available for an extra $20 monthly per clinician. This integration generates audit-ready plans with minimal effort, and it’s a worthwhile consideration for those who spend a lot of time writing plans manually.

While it doesn’t bring anything particularly groundbreaking to the table, CounSol’s system covers the essentials and offers enough customization to suit most workflows. Considering all this, we’ve maintained our score of 3 out of 5 stars for the “Treatment Planning & Notetaking” category in our scoring criteria.

Telehealth

CounSol.com’s integrated telehealth platform doesn’t try to wow with design, but when it comes to functionality, it covers the essentials with quiet competence. It supports one-on-one sessions, offers in-session chat, and allows for screen sharing (once enabled in both practice and user settings). There’s also a simple dual-notes feature that gives providers both a shared notepad with the client and a private notepad for their own use. One downside is that the telehealth platform is not capable of handling group sessions.

While the platform skips modern niceties like background blur or custom virtual backgrounds—both now common in many video systems—its strengths lie in reliability and clarity. Before launching, both the client and provider sides of the platform automatically complete a quick speed and diagnostic check, a small touch that could make troubleshooting connection issues a lot easier if they were to arise. But, I didn’t run into any connectivity issues during my time using the system.

The interface is a bit plain, and there are no flashy extras, but for practices focused on stability and no-fuss execution, this platform checks all the right boxes. Given the solid core functionality and recent clarification around features like screen sharing, CounSol.com has earned a score of 3.5 out of 5 stars in the “Telehealth” category of our scoring criteria.

Insurance Billing

CounSol.com offers integrated insurance billing with support for both electronic and paper claims, depending on your subscription tier. The platform partners with a third-party clearinghouse to process claims, and while there are no per-claim fees, practices working with certain payers, like Medicare and Medicaid, will need to budget for a flat monthly fee.

CounSol will assign you a rep to help set up the insurance billing side of things. This “white glove” approach fits CounSol’s overall service model, making it dead simple to start submitting electronic claims.

Once configured, the system allows for reliable claims tracking and submission. Superbills can be generated with just a few clicks, and the platform offers flexible options for including relevant billing codes directly from session types.

Keeping all of this in consideration, we’ve awarded CounSol.com 3.5 out of 5 stars in the Insurance Billing category of our scoring criteria.

Client Payment Methods, Collection, & Processing

CounSol.com offers strong built-in functionality for handling client billing and payments. Unlike some EHRs that limit you to a single merchant processor, CounSol.com supports integration with a wide range of payment gateways. Practices can choose from PayJunction, Square, CardConnect, Stripe, Authorize.net, Braintree, forte, and Payscape, giving them the flexibility to select a processor that best matches their needs and preferred pricing model.

For those using CardConnect, the current rate is 2.95% + $0.35 per transaction. Square offers slightly lower fees at 2.90% + $0.30 per transaction. Other processors like PayJunction provide customized pricing plans depending on practice size and transaction volume.

Invoicing in CounSol can be handled either manually or automatically, depending on your workflow preferences. Clients can manage their billing information directly through the client portal, and payments can be collected either during sessions or online through the portal itself. If you prefer to accept payments through other methods—like cash, check, or even PayPal—those transactions can easily be manually recorded in the system.

Thanks to its flexibility, smooth portal integration, and solid usability, CounSol.com earns a score of 4 out of 5 stars in our “Client Payment Methods, Collection, & Processing” category.

Practice Management & Reports

CounSol.com offers a strong set of tools for managing the operational side of your practice. The platform includes an impressive array of reports that cover everything from client demographics and upcoming birthdays to detailed accounting, session logs, and insurance billing status. Reports are grouped by category clients, making it easy to zero in on what you need.

Built-in reports can flag missing documentation, identify clients without upcoming appointments, and track session lengths, revenue over time, or incomplete forms. Everything is exportable, allowing for external analysis or recordkeeping.

The internal messaging system is a useful touch, giving teams a secure way to communicate without relying on external tools. If your practice includes multiple providers or admin staff, CounSol supports role-based access and allows you to distribute responsibilities accordingly. Supervisory relationships can also be enabled, although this setup requires coordination with your account manager.

While not flashy, these tools offer the depth and flexibility needed to run a well-organized practice. For its reliable and comprehensive reporting features, CounSol.com earns 4.5 out of 5 stars in the “Practice Management & Reporting” category of our scoring criteria.

Customer Service & Training

Customer service is where CounSol.com really sets itself apart. Every account is assigned a dedicated account manager who acts as a consistent point of contact for setup, troubleshooting, and customizations. This kind of white-glove service (provided at no additional cost, notably) is nearly unheard of in the EHR space.

Whether you need help building custom forms, configuring workflows, or tailoring your portal’s look with HTML and CSS, your account manager is there to walk you through it. You’re not passed around or stuck waiting in long support queues. It’s a small but meaningful touch that makes a big difference, especially for solo providers or smaller teams without dedicated tech support.

For those who prefer self-guided learning, CounSol offers a detailed online user guide and in-app instructions that cover most features thoroughly. In testing, response times from support were fast and helpful—typically within a business day.

Between its personalized onboarding and responsive ongoing support, CounSol earns a perfect 5 out of 5 stars in the “Customer Service & Training” category of our scoring criteria. CounSol is a model for what customer service should look like for EHR solutions.

Cost & Pricing Plans

CounSol.com offers four subscription tiers ranging from $49.95 to $69.95 per month, with pricing based on the features your practice needs. All plans include support for one clinician, unlimited clients, and a personal account manager. Non-clinical staff can be added at no extra charge, and additional clinicians can be added for $35–$45/month each.

Here’s the details on CounSol.com’s cost:

Standard – $49.95 monthly

• Unlimited clients
• Unlimited in-person session scheduling
• Access to core EHR and PMS features
• Dedicated account manager

Standard Plus – $59.95 monthly

• Everything in Standard, plus:
• Unlimited electronic insurance billing (no per-claim fees)

Premium – $64.95 monthly

• Everything in Standard, plus:
• Unlimited live chat and video telehealth sessions

Premium Plus – $69.95 monthly

• Everything in Standard Plus and Premium, plus:
• Unlimited telehealth + unlimited insurance billing

CounSol.com Add-Ons & Other Fees

For an additional fee, CounSol.com offers these premium features:

• Credit card processing – 2.95%, plus $0.35 per transaction
• Square credit card processing – 2.90%, plus $0.30 per transaction
• Wiley Treatment Planners – $20 monthly per user
• ePrescribing non-controlled substances – $60 monthly per user
• ePrescribing controlled substances – $70 monthly per user
• ePrescribing agent – $35 monthly

User Reviews

While not the most widely reviewed EHR on the market, CounSol.com has earned steady praise from most users who have taken the time to leave feedback. Here’s what we found across major review platforms:

History & News

Year Founded: 2011
Headquarters: Orlando, Florida

According to a company representative, CounSol.com was founded in 2011 and is headquartered in Orlando, Florida. Since its inception, the company has dedicated itself to consistently updating its platform based on user feedback.

CounSol’s FAQ states that the name CounSol stands for “Counseling Solutions.” CounSol.com has been featured in Counseling Today. As well, CounSol.com is partnered with Wiley Treatment Planners and the Telehealth Certification Institute.¹

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