TherapyNotes vs Tebra Engage

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Our analysts compared TherapyNotes 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

TherapyNotes is a comprehensive software solution designed to streamline the operations of mental health professionals. It specializes in electronic health records (EHR), billing, scheduling, and practice management, making it an ideal choice for therapists, psychologists, psychiatrists, and other mental health practitioners. One of the key benefits of TherapyNotes is its ability to enhance the efficiency of clinical workflows, thereby allowing practitioners to focus more on patient care rather than administrative tasks. Its popular features include detailed note templates, a secure client portal, and robust scheduling tools, all of which contribute to its high user satisfaction. When compared to similar products, TherapyNotes stands out for its user-friendly interface and dedicated support team. Pricing for TherapyNotes is structured on a per-user, per-month basis, making it flexible for practices of varying sizes. This approach allows for scalability and ensures that the software remains cost-effective for both solo practitioners and larger clinics.

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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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$40 Monthly
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$2,000 Monthly
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Product Assistance

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Product Insights

  • Save Time: Physicians can spend less time documenting data and focus more time on patients. Automation and assistance with tasks allow staff to increase daily traffic without sacrificing quality care. 
  • Increase Revenue: Generate more potential revenue opportunities by increasing the daily traffic to the facility. Get reimbursed quickly using tools to manage billing and claims. 
  • Better Patient Experience: Patients can access medical history, lab results, medications and more. Physicians receive more undistracted, face-to-face interaction with the patient. 
  • Security of Information: Only authorized users are capable of viewing certain records. Patient information can be accessed quickly. Data stored is encrypted with multiple layers of protection and is certified HIPAA compliant. 
  • Accessibility: Providers can access and update a patient’s file, send messages and more on the go using mobile applications and the client portal. All the necessary and updated information is available to the physician before meeting the patient. 
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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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  • Calendar: Schedule one-time or recurring appointments, access appointment-related notes and send automated reminders to patients. Organize the calendar according to clinicians, specific clients or certain practice locations. Offers a personal to-do list with treatment plans, notes, administrative documents and more. 
  • Electronic Records: Enables quick documentation and notes with speech-to-text software, built-in templates and searchable diagnosis codes. Also gives physicians immediate access to patient records and notes. 
  • Billing: Handles every step of the billing process, including insurance eligibility verification, claim submission and payments. Claims can be automatically swept of any mistakes or coding errors. Supports generating superbills with all necessary information for prompt reimbursement. 
  • Credit Card Processing: Deposit funds automatically to a bank account with the integrated payment processing system. Keeps cards on file for any missed appointment fees or future transactions. 
  • Client Portal: Patients can manage appointments themselves using TherapyPortal on their mobile device. Physicians can communicate with their clients remotely by exchanging messages, video chatting, adding notes and more. Includes configuration of color scheme, logo and welcome message. 
  • Telehealth: Physicians can meet clients online for convenient video sessions. Sessions are encrypted and integrated into TherapyNotes and the patient portal. 
  • Scheduling: Schedule appointments and manage tasks on the to-do list for higher efficiency by connecting the to-do list to records, notes and billing. With quick appointment scheduling, it also allows customization of the calendar view and mobile calendar sync. 
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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

#48

among all
Patient Scheduling Software

#26

among all
Patient Scheduling Software

Find out who the leaders are

Analyst Rating Summary

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90
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100
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Document Management
Dashboard and Reporting
Document Management
Patient Engagement
Mobile Capabilities
Compliances

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

TherapyNotes
Tebra Engage
+ Add Product + Add Product
Compliances Dashboard And Reporting Document Management Mobile Capabilities Patient Engagement Platform And Security Capabilities Schedule Management Telehealth 38 35 100 0 62 84 70 79 88 100 100 98 100 84 87 86 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 1355 reviews
Great User Sentiment 636 reviews
94%
of users recommend this product

TherapyNotes has a 'excellent' User Satisfaction Rating of 94% when considering 1355 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.

4.7 (21)
n/a
4.3 (59)
4.1 (101)
4.7 (544)
n/a
4.7 (731)
4.0 (535)

Awards

TherapyNotes stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite 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

Streamlined Notes: The platform offers multiple note templates, which can be customized to fit individual workflows and preferences. This feature can save clinicians time and effort when documenting sessions.
Integrated Billing: TherapyNotes includes features for managing billing tasks, such as generating invoices and processing payments. This can simplify the billing process for mental health professionals.
Appointment Scheduling: Users can manage their schedules and appointments directly within the platform. Clients can also request appointments online, which can streamline the scheduling process.
Client Portal: TherapyNotes provides a secure client portal where clients can access their records, schedule appointments, and communicate with their therapists. This can improve communication and engagement between therapists and clients.
Telehealth Capabilities: The platform offers telehealth features, allowing therapists to conduct virtual sessions with clients. This can be a convenient option for clients who are unable to attend in-person appointments.
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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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Limited Customization: Users have expressed frustration with the lack of flexibility in tailoring the platform to their specific workflows and preferences. For example, customizing intake forms or treatment plans to align with unique practice needs can be challenging.
Billing Challenges: Several users have reported encountering difficulties and a learning curve associated with the billing features, particularly electronic claim submission and managing insurance reimbursements.
Customer Support Concerns: Some users have shared feedback regarding occasional delays or challenges in obtaining timely and effective assistance from TherapyNotes customer support, especially during peak hours or with complex technical issues.
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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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Stepping into the bustling world of mental health practice management software, TherapyNotes emerges as a prominent contender, lauded for its user-friendly interface and comprehensive features. Feedback from users over the past year paints a picture of a platform that streamlines administrative tasks, allowing practitioners to dedicate more time and energy to their clients. The software's scheduling tools, billing features, and secure communication channels have received consistent praise for their ease of use and effectiveness in optimizing workflows. While TherapyNotes shines in its core functionalities, some users have noted the absence of a reporting dashboard and limited third-party integrations as areas for potential improvement. However, the software's strengths in facilitating efficient scheduling, secure client communication, and streamlined billing processes appear to outweigh these limitations for many users. The platform's emphasis on ease of use and affordability further distinguishes it from competitors, making it an attractive option for solo practitioners and small to medium-sized practices seeking a comprehensive yet cost-effective solution. TherapyNotes appears to be an ideal fit for mental health professionals who prioritize a user-friendly experience and value a robust set of features that address the essential aspects of practice management. Its intuitive design and focus on core functionalities make it particularly well-suited for those who prefer a streamlined approach to managing their practice, allowing them to focus on what matters most—providing quality care to their clients.

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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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