TheraNest vs Tebra Engage

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Our analysts compared TheraNest vs Tebra Engage based on data from our 400+ point analysis of Patient Scheduling Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

TheraNest is a practice management solution for psychologists, counselors, therapists and social workers. It is suitable for solo, medium and group practices, non-profit organizations and educational institutions. It helps users streamline their practice with features like scheduling and calendar, billing workflows that include invoices, payments, statements and unlimited file storage. It provides tools like a client portal, telehealth, practice planners, appointment reminders and credit card processing. It helps practices go paperless and save time. It is HIPAA compliant and secure.
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Tebra Engage (formerly Kareo Engage) is designed for medical organizations, specifically independent practices. It includes a comprehensive dashboard, calendar, patient portal, telehealth capabilities and more.

Medical practices use it to increase productivity and provide greater care to patients. It’s used to streamline daily operations, allowing physicians to spend more time focusing on patients. It helps health organizations increase their revenue and treat more patients without sacrificing quality care.

Pros
  • Easy to use interface
  • Streamlines communication
  • Enhances patient engagement
  • Improves appointment adherence
  • Boosts patient satisfaction
Cons
  • Limited customization options
  • Can be buggy at times
  • Lacks some advanced features
  • Integrations could be improved
  • Support can be slow to respond
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$39 Monthly
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$2,000 Monthly
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Tailored to your specific needs
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Windows
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Product Assistance

Documentation
In Person
Live Online
Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
Email
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24/7 Live Support

Product Insights

  • Accept Payments: Accept credit card payments via the client portal. Save cards and have them on file for improved cash flow. Set up easily with no merchant account fee, gateway fee or additional fee with a standard rate for all cards.  
  • Monitor Treatment Plans: Update and monitor treatment plans with objectives and goals. Gives users access to more than 1,000 treatment objectives, goals, progress notes and space to enter their notes.  
  • Manage Client Charts: Manage and store client charts electronically, including information like diagnosis, contact information, client and treatment history. Provides unlimited storage to upload client files like an insurance card, driver’s license and more.  
  • Track Insurance Claims: Track and file insurance claims, use batch submission to submit multiple claims and use the client ledger to keep track of client credits, write-offs and balances.  
  • Outsource Claims: Lets users outsource their claims and maximize reimbursements with claim validation, submission and rejection, denial follow-up and payments reconciliation. Use clearinghouse and software claim scrubbing to ensure claims are error-free.  
  • Reduce Medication Errors: Gives users access to point-of-care modules for physicians, including drug-allergy, contraindication checks, dosing and drug-drug. Lets them review the client’s medication history for up to 12 months.  
  • Integrations: Integrates with Wiley Practice Planners that helps users record their notes within the module.  
  • Templates: Supports templates for initial assessments, discharge summaries, progress notes and treatment plans.  
  • Create Custom Forms: Helps users create custom forms to fit their practice’s needs. Download and print CMS-1500 forms.  
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  • Increase Operational Efficiency: Handling charting and documentation frees up a lot of time for your physicians to spend on patients. Tools that help with billing and prescribing reduce the workload of your clinicians and speeds up office visits. These features increase your organization’s daily traffic without having to sacrifice quality treatment to do so. 
  • User-Friendly: With an intuitive dashboard and customizable calendar, users are able to easily navigate the interface in just a few clicks. 
  • Quick Installation: In comparison to many other solutions, the installation process is relatively fast. Rather than taking days to set up the software, the cloud-based system doesn’t require any software downloads or hardware installation. Once you’ve signed up, simply create an account, provide some basic information and get going in minutes. 
  • Configurable: Tailor the system to match your practice's needs. For example, note templates and calendars can be customized to your organization’s preference. 
  • Integration: This solution integrates easily with other systems, including Tebra Managed Billing and other third-party tools.  
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  • Therapy Notes: Create therapy notes like progress notes, treatment plans, initial assessments and more. Lets users co-sign, approve and sign notes. Print or download therapy notes with the users’ logo as a PDF for clients. Supports supervisory review, notifications about notes requiring approval and accepting staff and client signatures from the application.  
  • Billing Tools: Streamlines payments and claims processes to help users get paid faster. Create, email and print superbills and invoices to claims submission with batch statements and invoicing. Charge credit cards to apply and process payments with batch statements. Generate staff billing reports for payroll.  
  • Managed Billing: Get paid faster with claims scrubbing, appointment recording, denial follow-up, insurance remittance tracking and payment posting to client accounts. Provides a dedicated billing specialist to ensure billing success.  
  • E-Prescribe: Maintains data and medication access histories, controlled substance e-prescribing (EPCS), drug legends and medication adherence support. Lets users manage medications, handle refills and write prescriptions.  
  • Scheduling: Create group, individual, multi-staff and telehealth appointments. Filter calendar by staff member, service type and location. Set up recurring appointments.  
  • Client Portal: Syncs client records automatically. Sign, fill out and submit intake forms online. Customize client invitation emails. Access the client portal from any device.  
  • Practice Management: Add as many staff, billers and therapists as needed without any additional charges. Multiple permission levels ensure that staff can only view what they need to see. Brings all the clients, invoices and appointments to one place.  
  • Telehealth: Gives physicians control over video and audio during sessions. Conduct video sessions for up to six participants. Lets clients and physicians share their screens and resources.
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  • Comprehensive Dashboard: Physicians can access all the tools they need in one easily navigable location. They can check task lists, view the calendar and more with an intuitive layout. 
  • E-Prescribing: This feature allows your physicians to save time and reduce the number of phone calls related to prescriptions. Once a refill has been requested, a physician can send that information over electronically to a number of pharmacies. Potential drug-to-drug or drug-to-allergy interactions can be checked for automatically before sending out a prescription. 
  • Patient Portal: Physicians can connect with their patients, enabling them to share medical records and billing information. Physicians can securely communicate with patients at any given time through instant messaging or video chatting, while patients are able to view lab results, medical history, medications and more. 
  • Electronic Superbills: Create and submit superbills with just a few clicks while ensuring they are accurate and fully filled out. 
  • Secure Messaging: While using the portal allows physicians to exchange information with patients quickly and securely, the same goes for communicating with other health professionals. Clinicians can conveniently message anyone in their practice in addition to their organization’s billing team while keeping sensitive data secure. 
  • Flexible Calendar: Users can easily manage important patient communications and save time performing daily tasks. Schedules can be customized to your organization, giving users a comprehensive calendar for both patient appointments and staff scheduling. 
  • Agenda Overview: Physicians are provided with complete visibility of their day at a glance, highlighting any items or tasks that require their attention. 
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Product Ranking

#18

among all
Patient Scheduling Software

#26

among all
Patient Scheduling Software

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Analyst Rating Summary

67
90
25
88
53
100
88
100
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Schedule Management
Document Management
Dashboard and Reporting
Document Management
Patient Engagement
Mobile Capabilities
Compliances

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

TheraNest
Tebra Engage
+ Add Product + Add Product
Compliances Dashboard And Reporting Document Management Mobile Capabilities Patient Engagement Platform And Security Capabilities Schedule Management Telehealth 25 53 88 57 77 68 93 71 88 100 100 98 100 84 87 86 0 25 50 75 100
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88%
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50%
100%
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83%
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17%
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57%
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43%
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75%
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87%
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14%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

46%
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54%
77%
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23%

User Sentiment Summary

Great User Sentiment 1634 reviews
Great User Sentiment 636 reviews
89%
of users recommend this product

TheraNest has a 'great' User Satisfaction Rating of 89% when considering 1634 user reviews from 4 recognized software review sites.

80%
of users recommend this product

Tebra Engage has a 'great' User Satisfaction Rating of 80% when considering 636 user reviews from 2 recognized software review sites.

4.4 (14)
n/a
4.0 (35)
4.1 (101)
4.41 (880)
n/a
4.5 (705)
4.0 (535)

Awards

SelectHub research analysts have evaluated TheraNest and concluded it earns best-in-class honors for Schedule Management.

Schedule Management Award

SelectHub research analysts have evaluated Tebra Engage and concluded it deserves the award for the Best Overall Patient Scheduling Software available today and earns best-in-class honors for Dashboard and Reporting, Patient Engagement and Telehealth.

Analysts' Pick Award
Dashboard and Reporting Award
Patient Engagement Award
Telehealth Award

Synopsis of User Ratings and Reviews

User Friendly: The system is easy-to-use and intuitive, as noted by approximately 85% of users who referred to the system’s usability.
Interface: Nearly 76% of the users who mention its interface find it intuitive and easy to navigate.
Tutorials: Almost 100% of the users who mention its tutorials, articles and webinars find them useful and said they helped them learn how to use the software.
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Simple and intuitive: Easy for patients of all ages and technical abilities to navigate and use.
Centralized communication: Streamlines communication with providers through secure messaging, appointment scheduling, and updates.
Personalized care plans: Providers can create and track personalized care plans with reminders and educational resources, leading to better adherence and outcomes.
24/7 access to records: Patients can access their medical records, lab results, and appointments anytime, anywhere, from the portal or mobile app.
Empowered patients: Patients feel more informed and involved in their care, leading to increased satisfaction and loyalty.
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Functionality: TheraNest offers a robust suite of powerful tools, as reported by 52% of the users who mention the product’s functionality.
Support: Support for the system can be very slow, with most users noting that getting a response from the support team can be very time-consuming, as reported by 51% of users who referred to support.
User Permissions: User permissions are not seamless as the administrator and supervisor were able to view completed and pending tasks for all employees, as said by 100% of the users that talked about user permissions.
Billing: Nearly 66% of the users who referred to the billing feature found it lacking. Also, its credit card charges are high.
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Limited flexibility: Difficulty customizing the platform to specific workflows or branding.
Occasional bugs: Users report occasional technical issues and bugs that can disrupt workflow.
Missing features: Lacks some advanced features compared to competitors, like population health management tools.
Integration hurdles: Integrating Tebra Engage with existing EHR systems can be complex and time-consuming.
Slow support: Users sometimes experience delays in receiving support from the Tebra Engage team.
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TheraNest provides an intuitive and user-friendly system for mental health providers. Users are happy with its telehealth feature as it helps them connect with clients virtually, even though it can have glitches sometimes. Most users who mentioned support found it frustrating that they were unable to speak to a customer service executive, and even when they did, the support team was unresponsive. While it offers Excel integration, the process is time-consuming. Credit card processing and billing are complex. Users say that it is not suitable for larger practices. A post-Covid increase in prices has not gone over well with some of its users.

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Tebra Engage cuts through the clutter of Patient Engagement platforms with its laser focus on streamlining communication and boosting patient satisfaction. Users rave about its intuitive interface, praising its "drag-and-drop ease" and "learning curve that practically doesn't exist." This simplicity shines when contrasted with "clunky competitors" and "overly complex interfaces" mentioned in several reviews. But Tebra Engage isn't just about ease of use. Its powerful automation features are a game-changer, with one user calling it a "lifesaver for appointment reminders and medication adherence tracking." This frees up staff time for more personalized interactions, a stark contrast to the "robotic, impersonal feel" of other platforms. However, some reviewers mentioned limited reporting capabilities compared to "feature-rich behemoths" in the space. But for many, Tebra Engage's strengths outweigh this. As one user put it, "I'd rather have a platform that's actually used by patients than one with every bell and whistle gathering dust." Ultimately, Tebra Engage stands out for its user-centric approach, prioritizing clear communication and engagement over bells and whistles. In a world of complex healthcare software, its simplicity and focus on patient interaction make it a breath of fresh air, leaving users feeling "empowered" and "truly connected" to their patients.

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Screenshots

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