I spent time exploring TherapyiQ and wanted to share a practical, straight forward review of what stood out to me. At its core this is a solid EHR and practice management system built by therapists who aimed to include the features they wished they had. It is thoughtfully organized and powerful, but it can get pricey once you add on extras. Below is a breakdown of the features, workflows, pricing, pros and cons, and who I think would benefit most from using it.
Quick Takeaway
TherapyiQ nails the basics and adds useful workflow touches that make daily practice easier. The dashboard and client hub are particularly well done. If you run a small practice and only need core features, it is a strong choice. If you have a large group, be prepared for additional costs as you add functionality.
Key Features
Dashboard and Daily Workflow
- Customizable dashboard that surfaces missing document alerts, progress note reminders, operational alerts, new leads, outstanding balances, and calendar items.
- No client activity alert lets you choose inactivity thresholds like 15 or 30 days so you can follow up, archive, or reengage clients.
- Missing signature alerts and other compliance prompts that are helpful for supervisors and managers.
- Data panels for intakes by clinician, revenue, caseload by clinician, and more, all visible from the home screen.
Lead Management and Waitlist
- Built in waitlist and lead tracker. Not a full CRM, but effective for managing incoming leads and moving prospects to clinicians or waitlists.
- Referral source tracking so you know where clients came from.
Client Management and Client Hub
- Client hub shows progress notes, forms, files, and activity in one place.
- Office memos that are not part of the medical record but surface when you open a client file. These can be set to always pop up or dismissed permanently per user.
- Ability to link multiple people to a client record, set partial or full access, and indicate financial responsibility. Very helpful for working with families or minors.
- Client tags that can be used for segmentation and mass messaging, such as messaging all clients who attend on a particular day.
Scheduling and Calendar
- Create events for different session types and add detailed notes.
- Email and SMS reminders that are customizable.
- Standard calendar views: day, week, month, list.
- Personal calendar integration that blocks time without revealing personal appointment details.
- Room management to avoid double bookings when multiple clinicians and rooms are in use.
- Self scheduling available as an add on.
Forms, Notes, and Client Portal
- Prebuilt forms and progress note templates included; you can also build custom forms and templates.
- Client portal supports saved credit cards and secure form completion.
- Admin can log in as the client to view exactly what the client sees in the portal which is helpful for troubleshooting and client onboarding.
- Personal sticky notes feature that only you see when you log in, plus recently opened files for quick access.
Billing and Reporting
- Standard billing tools: ledger, transactions, invoice aging, and payments.
- Robust reports including client engagement, screener results, retention, and payroll.
- Payroll reporting supports percentage splits per session or flat fees for clinicians, which makes accurate payroll easier for group practices.
- Billing roles and contracted rates can be customized per payer and payer type.
- Practice files area for storing shared documents and resources.
Pricing and Add Ons
TherapyiQ has a base user pricing structure with multiple optional add ons. The cost can increase quickly for larger teams depending on which features you need.
- Clinical staff: $29 per user
- Conversation IQ (bulk text messaging): $10 per clinician
- Insurance billing: $39 per group MPI; additional tax ID is $59
- Prescriber feature: $49
- Fax: $49 per user
- Self scheduling: $12 per user
- Sidekick IQ creation (AI-assisted tasks like creating a client): $19
- Sidekick IQ transcription: $50 per user
- Telehealth video: $19 per user
These are the main price points I encountered. If your practice needs several of these add ons, budget accordingly because costs add up.
Pros
- Clean, customizable dashboard with useful operational alerts.
- Excellent lead tracking and waitlist features that many EHRs lack.
- Client hub is well organized and the ability to log in as a client is very helpful.
- Helpful alerts like no client activity and missing signatures to keep a group practice compliant.
- Robust reporting including retention and payroll reports that provide actionable insights.
- Designed by therapists so many practical workflows are included out of the box.
Cons
- Pricing can get expensive once several add ons are enabled, especially for larger teams.
- Not clear if super bills are automatically generated; that may be a gap for some billing workflows.
- Some features you might expect to be included come as separate add ons such as transcription or bulk texting.
Who Should Consider TherapyiQ
- Solo clinicians and small practices that want a polished, well thought out EHR with built in lead tracking and strong client management features.
- Group practices that need detailed reporting and payroll calculations, provided they budget for the add ons they will need.
- Clinicians who want an EHR designed by therapists and value workflow features like client portal impersonation, client tags, and inactivity alerts.
Final Thoughts
TherapyiQ is a solid EHR with thoughtful features that make daily practice management smoother. If you prioritize a clean dashboard, good lead tracking, client portal clarity, and strong reporting, it is worth trying. Keep in mind the incremental cost of add ons for larger teams before committing. If you use TherapyiQ, I would love to hear what you think and how it fits your practice needs.
