Best Practice Management Software for Therapists

Juggling various responsibilities can be tiring. It will steer your focus away from the actual goal of providing clinical care to your patients. Practice management software helps you save time, energy, and be less stressed.

In this technologically advanced world, many therapists with private practices are choosing to integrate practice management software into their daily tasks.

What is the purpose of practice management software?

Are your tasks slowing you down? Private practice management software speeds up your daily operations and relieves your burden. It is a one-stop solution for all your errands.

  • Scheduling - Reduce the number of no-shows or missed appointments by sending automated reminders to your clients.
  • Insurance - Verify your client's insurance to check if the client is eligible and is covered for the services you provide. File insurance claims electronically with ease.
  • Organize - Stay organized with a calendar for scheduling and manage your daily tasks.
  • Client Portal - Your clients can view your availability and schedule appointments online through the HIPAA secure online portal, any time and anywhere. Using a secure portal, you can share documents and billing information.
  • Billing - Insurance billing, batch payments, invoices, superbills, and statements. Comprehensive list of DSM codes and CPT codes for billing
  • Storage - Store your therapy notes and client's information in a single, safe, and secure place.
  • Telehealth - Expand your services with online Teletherapy services using your practice management software.
  • Payment Processing - Clients can make online payments with efficient processing of credit cards and other digital payment.
  • Reports - Track your private practice's finances, KPI, income, and expenses.
  • Customer Care - They have customer support to help you every step of the way.
  • Mobile App - Some of these companies have mobile applications that handle everything from scheduling appointments to billings and payments.
  • Notes - Go paperless with its time-saving system to take notes. You can create custom forms and use the auto-fill feature.
  • Tracking - Track attendance information for individual and group sessions.

However, not every practice management software supports all of these features. Choosing the right mental health therapy software is a crucial decision. Pick the one that matches your workflow. And you do this by understanding its primary features.

Related: Tips for Therapists on How to Build A Private Practice

Which are the best practice management software for therapists?

Now that you know the benefits of using a new therapy software, here are some of the best ones.


As the leading practice management software for healthcare services, there is nothing that SimplePractice can't do. From scheduling appointments to organizing your practice, this is a fully HIPAA compliant software that makes your life easier while allowing your business to grow. Its unique features are:

  • Well-structured workflow for clients to complete intake forms and documents
  • Planners, custom templates, custom forms
  • Every appointment has a telehealth feature.
  • Features for clients to book appointments, send emails and messages, download documents, and pay bills through HIPAA-compliant portal
  • Excellent mobile application


TheraNest is popular among businesses of all sizes: therapists with private practices, big mental health organizations, educational centers, individual practitioners, and non-profit organizations. Some of its unique features are:

  • Treatment planners and note planners
  • A full-screen teletherapy feature included in the system
  • Functionality for clients to fill out intake forms, add billing information, and schedule session appointments
  • A sophisticated mobile application that allows you to manage your practice from anywhere, any time


Unlike the former practice management software, TherapyNotes lacks some advanced features and the teletherapy feature. However, it includes DSM-5 and ICD-10 codes for billing and client insurance eligibility reports. With such therapy documentation systems, this simple-to-use, secure platform simplifies administrative tasks.


Luminello is one of the best practice management software with an e-prescription feature. No need to worry about clients losing their prescriptions, and you no longer have to update a medical record manually. Practitioners and prescribers can send e-prescriptions to their clients for controlled substances across all 50 states and process e-fill requests.

There are plenty of options to choose from, depending on what type of features you are looking for. So, before you consider a practice management software for your private practice, think about the following:

  • The number of hours you spend a week scheduling clients
  • How often do you send reminders to your clients? Are these reminders automated?
  • Time spent by you on the billing
  • How many cancellations or no-shows?
  • Are you able to organize your files and credit card and payment receipts?
  • How complicated is your insurance claim process?
  • Do you take on administrative tasks, scheduling, billing, managing office, handling accounts, and more all by yourself?
  • Who decides how and when you get paid? You or your clients?

Therapy practice can be difficult, but your therapy software takes care of that. A fully integrated therapy practice management software is practical and efficient, exactly what therapists need for a small private practice.

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