A practical software evaluation
Compare the work, then compare the price.
Use the same fictional practice scenario with every vendor. Ask to see the action, its saved result, and the work that remains with your team. A feature label alone cannot establish fit.
Six scenarios worth testing
| Workflow | Ask to see | Confirm before buying |
|---|---|---|
| Documentation | Enter a fictional written summary, generate a draft, edit it, save it, and reopen it. Then inspect signing and addenda. | Supported input methods, review and signature states, supervisory steps, included AI features. |
| Insurance follow-up | Open a fictional denied claim, inspect the payer response, and demonstrate a correction and an appeal as separate paths. | Payer enrollment, ERA availability, submission receipts, transaction charges, and who does the remaining work. |
| Between-session work | Assign homework, switch to the fictional client, update it, and verify what the therapist sees. | Client access, completion versus clinical outcomes, and the difference between private and shared material. |
| Unfinished work | Find an outstanding item, inspect its source, complete the underlying action, and refresh the queue. | Supported signals, lookback windows, role restrictions, and whether arbitrary tasks or assignments are supported. |
| Group practice | Compare owner, clinician, supervisor, and billing views using separate fictional accounts. | Record access, co-signing, staffing costs, and setup requirements; roster membership is not blanket chart access. |
| Migration | Review a representative export, identify what can transfer, and inspect the agreed result before activation. | Written scope, attachments and historical records, unsupported fields, review responsibilities, timing, and invitation control. |
Record the date, product plan, user role, configuration, and any unanswered question. “Not demonstrated” does not mean a competitor lacks a feature. Request the relevant documentation or a follow-up demonstration.
Compare the complete cost of your actual setup
Use one month of your own practice activity as the scenario. Separate subscription fees, optional add-ons, metered transactions, payment-processing fees, and one-time setup costs. Keep time estimates separate from invoices.
- Specify clinician count and the roles that require paid seats.
- Include AI documentation and telehealth only at the level you actually need. Included basic video may be sufficient; a premium tier is a separate choice.
- Use your expected claim, eligibility, remittance, and reminder volumes. Confirm which transactions are included and which are charged.
- Distinguish software access from managed billing or appeals services.
- Compare monthly billing with the full annual commitment and cancellation terms.
- Include a separate tool only if you need it and would actually buy it.
Therapy Companion’s individual plan is $199/month or $1,999/year. Twelve monthly payments total $2,388; annual billing is $389 less in subscription fees. This is not a measured saving against another vendor. Group and enterprise pricing is scoped separately. Payment-processing terms and optional Overturn services should be reviewed separately.
Where Therapy Companion may fit
Evaluate Therapy Companion when you want documentation, scheduling, client work, and practice operations in a connected system. The value depends on which workflows you will actually use together and whether the system meets your practice’s requirements.
If your existing EHR works well and you only need draft notes, evaluate a documentation-focused add-on as well. If your priority is fully outsourced billing, distinguish that service from software and limited insurance decision support. If you need a particular payer connection, export format, or group role, verify it before deciding.
- Draft therapy notes from typed input, without recording the session
- Track a denied therapy claim and its next action
- Connect appointments, notes, billing, and client homework
- Find unfinished practice work in the Action Center
Agree migration scope and review responsibilities in writing. Do not use a marketing time estimate as your go-live plan.
Start with the vendor’s own documentation
These source pages were reviewed October 4, 2026. They are a starting point for checking capabilities, not independent verification of performance. Products and plans can change.
- Jane: Included first practitioner, additional licenses, insurance setup, optional AI, and the separate clearinghouse account.
- TherapyNotes: Included Basic Telehealth, optional Premium and TherapyFuel, and separate claim, ERA, eligibility, and reminder charges.
- SimplePractice: Claim statuses and the role of payer responses and Payment Reports. Use the instructions to test what a status actually means.
- TheraPlatform: Published claims capabilities, including validation, tracking, corrections, and payer-related reporting. Confirm the configuration needed for your practice.
- TheraPlatform client portal: The client-side workflow is part of the evaluation. Ask to see homework access and submission, not only the clinician’s screen.
- Sessions Health: Review the vendor’s current feature descriptions alongside its plan and transaction pricing.
- Quill: A documentation-focused option to evaluate when written summaries and retaining your existing EHR are priorities.