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Claude (Sonnet)June 5, 2026Jane mentioned

What software do therapists and counselors use to manage patient notes and billing?

Full AI Response

# Software for Therapists and Counselors

## Practice Management & EHR Systems

### Popular All-in-One Platforms

| Software | Key Features |

|----------|-------------|

| **SimplePractice** | Notes, billing, scheduling, telehealth |

| **TherapyNotes** | Progress notes, billing, client portal |

| **TheraNest** | Notes, invoicing, appointment reminders |

| **Luminare (formerly Kareo)** | Billing-focused, larger practices |

| **Jane App** | Scheduling, notes, payments |

### Other Common Options

- **Counsol.com** - counseling-specific features

- **My Clients Plus** - affordable, straightforward

- **Valant** - behavioral health focused

- **Opus EHR** - substance abuse/behavioral health

- **ICANotes** - psychiatric/behavioral health

## Specific Functions

**Notes/Documentation**

- SOAP notes, DAP notes templates

- Progress notes, treatment plans

**Billing**

- Insurance claim submission

- ERA/EOB processing

- Superbills

**Scheduling**

- Client self-scheduling

- Appointment reminders

## Considerations When Choosing

- **HIPAA compliance** is essential

- Solo vs. group practice needs

- Insurance billing requirements

- Telehealth integration

- Cost per clinician

SimplePractice and TherapyNotes are currently among the most widely used in private practice settings.