Needed: Great Billing Software For Solo Practioners
A reader, Kristene Elmore, in Brighton, Colorado wrote in asking,
Can anyone suggest a great billing software to manage a solo private practice?
. . . Does anyone use TheraQuick?
. . . Has anyone customized a general billing software like QuickBooks?”
[Update 01-28-09] Another reader, Sandy Jardine, in Phoenix, Arizona also wrote in asking for help.
I am a long-time user of Therapist Helper software. I have just been informed that when I switch to Windows 7 my ancient version of Therapy Helper will be useless. I need to get new software. I am looking for something SIMPLE. I have a completely self pay practice, do no direct billing to insurance, submit no electronic claims and need no scheduler. I provide my clients statements they can submit directly to their insurance for reimbursement. I also use it for keeping track of my income receivables, client lists, etc.
Can you please recommend what you have found helpful, affordable, simple and windows 7 compatible.”
If you have experience and opinions about billing software, please introduce yourself, tell us what you’ve used (and for how long) and let us benefit from what you know!
18 comments so far
I use an online billing service which is http://www.officeally.com. It is free, easy and quick.
To present paper statements to my clients to keep up on co-pays and receipts, I use a very old and updated Therapist Helper, which I do not use for any other reason now that I do the e-billing.
Hi, Karen! It’s good to here from you! I just checked out your website and have subscribed to your blogs in my RSS reader. Looking forward to seeing what you have planned at Lake House Center for this spring.
Thanks for the billing service suggestion! Were you also pleased with Therapist Helper when you were using it?
I continie to learn more and more about private practice for my future. Thanks to all.
Hi, Brenda! Hope you’ll share what you are learning here so we can all learn with you! Have a good day!
I liked Therapist Helper, yes. But I never used all the features to begin with. It was easier to write a quick handwritten note rather than fire up the computer and easier to keep a paper calendar handy as appointments were scheduled and rescheduled. Now that we have iPhones, etc., I may eventually change.
Thanks, Karen! I, too, prefer the quick handwritten note and my At-a-Glance spiral bound calendar rather than the computer!
I have used Therapist Helper for years dating back to 1995 and have loved it. It do not use the internet piece because I do not use insurance. Great for billing and fantastic for historical reports. Problem now is I switched to apple and it is not compatible with out downloading windows but that has posed some problems. Any one have mac software for solo practitioner.
Tamara, found you and your web site last night and can’t wait to meet you, wonderful, Victoria
Hi, Victoria! Thanks for the feedback and welcome to our virtual neighborhood! I hope you will introduce yourself and tell us all about your practice!
Greetings!
In the process of building a private practice and need feedback re user friendly billing and patient record software. Any suggestions?
PS Still use my AT A GLANCE date book -never leave home without it.
Marie
Hi, Marie! Welcome to our community here at Private Practice from the Inside Out! As we continue to grow, I’m sure others will drop in to offer their opinions on billing and patient record software. Like you, I’m still loving my At a Glance date book!
Hi PPIO group:
I am a psychotherapist in Campbell, CA. I have an apple laptop with parallels software so that I can run pc software, ie. Therapist Helper, on it.
Therapist Helper has been a great product for me.
However…
I also just bought an I phone. I would like to move to all Apple products for billing and cc billing software. I found that Apple has a Payware program that lets you swipe credit cards in the office from a hand held cradle that fits into the palm of your hand. YOu drop your iphone into it.
So, that’s cool.
I called US Data Capture, the cc billing 3rd party used by Therapist Helper. They will look into seeing if they can support this.
I also called Leonore at TH to see if there’s anyway to use Apple products with Therapist Helper.
I will also look into Quik Books as we use Quicken & Mint for personal $ software and budget software.
I will post what I find out. If anyone has anything to chime in, let me know…please. I am looking for Apple billing software that syncs with Google or Apple calendars, bill and logs cc billing in the $ software automatically, and sends bills. I do not need insurance billing or e claims as I am a pay at the time of session therapist at this time.
Many thanks! Mary
Hi, Mary! Thanks so much for sharing your experiences and your ideas. I’m looking forward to hearing what you learn, what works, and what doesn’t!
And, feel free to introduce yourself and tell us about your practice!
I am curious what you decided to go with. I was told that clinical notes 444 was a great buy. My concern with them that they are not compatible with windows 7. Thanks Brenda
Hi, Brenda. Thanks for dropping in! You’ll probably laugh when I tell you that I prefer the flexibility of pen and paper. Yes, I do hate keeping up with all those old files but for actual content, the old fashioned way works best for me.
The majority vote here so far is for Therapist Helper. I think it has probably been around the longest. I’m not familiar with Clinical Notes 444 but here is the website for it
. If you’ve used it, can you tell us what you think about it?
Just a quick couple of suggestions based on your previous postings. Notes 444 is compatible with Windows 7. I have done it and love the program. I have been extremely happy with Delphi PBS (Practice Billing Software) and have used it for years. It does what it promises, is user-friendly, and the support is excellent. I will soon be posting a free paper on selecting psychotherapy billing software.
Excellent site by the way. It’s a lot of work but I can see that your are helping a lot of our peers. Thank you.
Hi, Bruce! Welcome to Private Practice from the Inside Out! Are you affiliated with Notes 444 or Delphi Practice Billing Software? I hope you’ll drop back in to let us know when your free paper on billing software is posted. Would love to help others find it!
I hope you’ll drop back in here often and join the conversation!
Hello all,
I have finished the paper on Finding the Best Psychotherapy Billing Software for Your Practice. It is free to all and includes steps for evaluating software products. If you find it helpful please let me know.
Thanks, Bruce, for letting us know! I so appreciated receiving a draft of your white paper and encourage others to contact Dr. Bruce Wilson directly to obtain a copy for you own review!