Migration · TherapyNotes

Switching from TherapyNotes to CounsellingClient.

TherapyNotes handles scheduling and billing well, but its clinical documentation is template-based and doesn't support modality-specific workflows. CounsellingClient adds structured frameworks for every major therapeutic approach, EMDR phase tracking, collaborative safety planning, and a modern client portal.

What you gain

Beyond templates — structured clinical frameworks.

Modality-specific documentation

Not just note templates — structured frameworks for CBT thought records, DBT skills tracking, IFS parts mapping, and more.

EMDR phase tracking

Purpose-built EMDR documentation with SUDs/VOC scores, target memory management, and 8-phase progression.

Crisis safety planning

Collaborative safety plans with client portal access — not a PDF attachment but a living, accessible document.

Modern client portal

Clients access their plans, safety plans, resources, messaging, and progress through a branded portal — not just a billing interface.

Couples and group support

Joint records with privacy partitions for couples. Group session documentation with individual participation tracking.

Practice Assist AI

AI-powered note drafting with therapeutic context awareness. Draft session notes from a brief description, not a blank page.