ClinicSource

Pros

ClinicSource is great for maintaining patients' personal info, medical records, insurance, billing, and payment information. ClinicSource gives you the ability to create accounts for the doctor and administrator. The administrator is able to schedule appointments, alerts, and notes according to the doctor needs. You can link Clinicsource to an email or phone to obtain alerts.

Cons

Unable to obtain deleted patient information through customer service. Therefore, click "SAVE" in each thread to ensure information is saved.

Pros

From an administrative perspective, I like that ClinicSource scheduling is super easy. Moving appointments is just a click and a drag. Also, setting up different kinds of appointment is easy.

Cons

Getting clinical documents OUT of ClinicSource is clunky & cumbersome and time consuming. They do not provide Zip file downloads, so clinical docs must be downloaded (converted to PDF) 30 records at a time. It's awful.

Pros

The ease of managing and viewing the schedule, finding basic patient information for quick contact, referring physician information, and tracking authorizations from the calendar. I liked the readily available text boxes and how easier they were to use along with the "copy forward" option.

Cons

The consistent freezing of the software during high volume times was a huge problem for being productive as a therapist (almost every Monday, many days first thing in the morning, and often times on Fridays too). This freezing also occasionally caused loss of documentation that required being rewritten (which was greatly frustrating when an entire evaluation was lost). The difficulty/slowness of finding documents that had been scanned into the patient file as attachments. The organization was not great for attachments, and it would have been easier to find things if there was an "expand all" option for the categories. The slowness of modifying the evaluation templates while writing an eval. The evals also start freezing on you if you are copying from a personal template. Not being able to minimize areas that were not going to be used during the eval (so having to scroll past them every time). Also, having to load multiple pages/screens before getting to work on each daily note definitely slowed down the documentation, rather than opening the note and being able to do everything within the same page/screen.

Pros

Offers a full suite of tools for managing patient information, scheduling appointments, electronic medical records (EMR), billing, and insurance verification, tailored to therapy practices.

Cons

Once a document is signed, users cannot edit it, which can be frustrating if mistakes are made.

Pros

ClinicSource provided an easier overview of daily appointments and check-ins and cancellations.

Cons

Data collection on ClinicSource was not user friendly. It did not provide sufficient viewpoints of the data and therapists had to calculate the percentages when completing progress notes and re-evaluations.

Pros

User-Friendly Interface: intuitive design, which simplifies patient data entry, scheduling, and billing processes.

Customizable Templates: tailored to various therapy disciplines, including pediatric occupational therapy, helped make documentation more efficient.

Cons

Pricing is higher compared to other software options, which can impact smaller practices especially.

Technical issues: We had a lot of issues with slow loading, especially when multiple tabs were open. This stopped happening once we switched to Fusion.

Contractual Commitments: Contractual obligations attempts to lock users into a service

Pros

The scheduling aspect of it. It allowed me to see my schedule for an entire week and I thought the display was helpful.

Cons

ClinicSource could be difficult to navigate at times. It was not very intuitive to use.

Pros

The documentation and report writing were very streamlined and easy for clinicians to use.

Cons

There was disorganization on the billing and patient accounting features. It was difficult to track, post, and assign insurance payments.

Pros

Drafts were easily kept and not a lot of problems with bugs needing to be fixed

Cons

It took a long time to write notes due to needing to manually enter data

Pros

How the templates offered all the information I needed.

Cons

It didn't have such a clean appearance and was not so easy to use

Pros

Clinicsource is fairly used friendly. I enjoy the options for customization along with billing options right on the main app.

Cons

Sometimes it is finicky and runs very slowly.

Pros

It does flow pretty well between records. It is comforting to know everything is backed up, so will not be lost if my computer were to crash. I feel tech support is quick to respond and typically has always come up with a viable solution whenever we pose an issue.

Cons

Most recently we were not pleased with the almost doubling of the monthly cost. I understand there has to be adjustments, but this seemed like quite a big jump and almost resulted in us changing companies (In the end too much work and too much to lose in the process made us decide to change). As I work with adults/adolescents, I would like a table for the Functional Assessment of Verbal Reasoning and Executive Strategies (FAVRES) adult and student versions in the evaluation portion because currently I end up making my own table and attaching it. I have asked before, but was told these changes are usually not made until several people ask for it. I also would prefer some type of combined summary report and updated POC, as it is time-consuming to do both. I like the idea of the summary in which you then see the progress for each goal, but would like to have a way to have that within the updated POC, as usually, that is the only thing different in the summary and update POC. We have a biller whom we want to continue to use and thus have no need for the billing portion, so it would be nice to have an option to pay without that portion.

Pros

- Integration of medical billing and documentation
- Alphabetizes the patient's names
- It's actually pretty user-friendly
- It's a good place to start for a small company but after you get over 10 people you'll probably outgrow it.

Cons

- The software has been unresponsive since the Jan 2020 security update
- Service response is 5 seconds per click
- ClinicSource servers don't seem to be able to handle its own software
- Phone tech tells you one thing while you get an email 3 days later telling you another
- Unable to edit the summary window
- Unable to organize patient documentation in folders
- Cannot add a second guardian to the patient profile
- Cannot add additional contact numbers in the patient profile
- Cannot export CSV files to change to a better EMR
- Incomplete 'how to' guide

Pros

Price. I tried to save a few bucks. BAD IDEA

Cons

It looks like it is from 1995. It can be customized for your particular practice but it takes so much time. You really need to have a therapist completely dedicated to customizing the system for 4 months. Billing doesn't get any easier. You have to do so much extra work as a biller.

Pros

There is little to like about this. It isn’t easily customized. Reloads. Is slow.

Cons

Not great. Update software and then I don’t get paid....

Pros

Simpleness of program - fairly easy to use once you know your way around program

Cons

Simpleness of program - specifically the actual billing process of making treatments into invoices and the date switching back and forth between 2 links is not seamless. It's easy enough, just doesn't flow smoothly in work process

Pros

ClinicSource provided us with an amazing alternative to our previously hectic office environment. Before starting with ClinicSource we had one too many scheduling mix ups to the point that we could not risk any further incidents. With ClinicSource we have been able to make the needed changes and are now excelling in our organization's mission for our clients!

Cons

There was a bit of a delay for our staff to get accustomed to having everything so organized in one location. Previously stringing together various platforms created a lapse in a single interface. However, once they spent more time and grew more comfortable things really started taking off!

Pros

The ease in which to add new and maintain clients, evaluations, daily plans and daily notes. The versatility to move the schedule around when needed. Because this is an internet based system, it makes billing easier and saves on time and is less paper intensive. It saves trees.

Cons

We developed our own written "guide" to transition our therapists from our old billing system to ClinicSource even though the company provides guidance, help and assistance. As with any new program it took a few tries to get all transitioned smoothly.

Pros

At least it is not paper? You can schedule on line an file claims online. It is really hard to fill up this box.

Cons

Slow scheduling
No auto save; clinicians would lose their notes
Slow overall
Does not populate CPT or diagnosis codes for you.
Etc....

Pros

Affordable for small team, just myself!
Prewritten customizable goals
Lots of customizable features

Cons

During orientation, instead of watching the trainer set up my program, I would have preferred to log in and have the trainer watch me set up my own system.

Pros

It covers both types of careers I have. The billing is automatic once set up. The staff is knowledgeable and helpful. Hopefully will be easy to use when finished setup.

Cons

Written pretty small and not particularly user-friendly visual, but maybe this will change later. Also, you are limited with the assistance you can receive without paying, and I may need a lot.

Pros

Easy to use, able to customize. The cost of the software is reasonable. My practice consists of one provider and it is very practical, but more providers could be added.

Cons

I do not like the formatting of the documents and unable to change that. Once in a contract it is difficult to call to get assistance from customer service, but they respond within 24h of emailing a question/concern.

Pros

The sofyware is easy to use. Customer service is readily available and helpful. They are open to suggestions. This has helped me to cut down on valuable time I'm now able to spend on clients.

Pros

Easier o use in basic areas. Price is right. That's it I have no more to say. The program is OK but not stellar.

Cons

Very poor follow=-up by customer service. If you have a request they don't have ab immediate answer for they say they will email you or phone you back but never do. The salesman drastically oversold support, very disappointed

Pros

[SENSITIVE CONTENT HIDDEN] was so helpful in helping me navigate through understanding the software.

Cons

It was a bit confusing to navigate and it's not easy for me to sign my notes.