TheraSoar vs. ClinicNote
Which Practice Management Software is Right for You?
Choosing the right Practice Management Software for Electronic Medical Records (EMR) system is crucial for therapy clinics and private practice professionals. Whether you're focused on streamlining clinical notes, improving patient access, or reducing admin time, the right platform helps deliver better care experiences and operational efficiency.

This in-depth comparison of TheraSoar and ClinicNote breaks down core features like medical records, compliance, documentation tools, and patient portal access to help you choose the right fit for your practice.

Feature

ClinicNote

TheraSoar

AI-Powered Documentation
Manual documentation
Smart suggestions, auto-fill templates, and audio dictation support
Scheduling Tools
Supports day, week and month views, repeating events, therapist/room filters and email/SMS reminders
Calendar sync, provider availability, reminders, and scheduling dashboard
Personalized Dashboard
Calendar sync, provider availability, reminders, and scheduling dashboard
Role-specific views for therapists, admins, and clinic owners
Compliance and Security
HIPAA compliant with standard protocols
Encrypted data, HIPAA compliance in progress
Practice Inquiry Management
Not supported
Tracks new patient inquiries with follow-up actions
Intake Forms
Drag-and-drop editor builds electronic intake, consent and case-history forms
AI-generated or manual intake form creation
Audio Dictation
Not available
Built-in voice-to-text for session notes
Good
Better
Best
AI-Powered Documentation
Scheduling Tools
Compliance and Security
Intake Forms
Audio Dictation
Software Updates
AI-Powered Documentation
TheraSoar uses AI to simplify clinical notes with intelligent auto-fill, voice dictation, and smart suggestions. This is ideal for reducing admin time and maintaining accurate medical records, and improving patient progress reports.

ClinicNote relies on manual entry for clinical notes, which slows down documentation workflows, especially in busy private clinics.

Scheduling Tools
TheraSoar offers advanced scheduling tools, including provider availability tracking, reminders, and an intuitive dashboard. This reduces missed appointments and helps desk staff manage sessions more efficiently.

ClinicNote’s calendar supports day, week and month views, colour-coded appointments, repeating events, therapist/room filters and email/SMS reminders.

Compliance and Security
ClinicNote is already HIPAA compliant, offering basic protections for medical records and sensitive data.

TheraSoar uses encrypted data storage and strong security services. While it is not yet HIPAA compliant, compliance is actively in progress, with internal processes already aligned with industry standards.

Intake Forms
TheraSoar supports both AI-generated and manual clinic forms, streamlining the progress report process and onboarding.

ClinicNote’s drag-and-drop editor builds electronic intake, consent and case-history forms (three custom templates are included in onboarding)

Audio Dictation
TheraSoar allows therapists to speak and instantly convert their words into clinical documentation. This voice-to-text tool improves workflow for speech-language pathology clinics, occupational therapy providers, and other specialties.

ClinicNote does not currently offer any voice or dictation tools. Users can turn on OS/browser dictation

Software Updates
TheraSoar provides regular updates based on real therapist feedback. The platform evolves quickly with better tools for documentation services, automation, and client care.

ClinicNote posts monthly release notes and adds user-requested features.

Why TheraSoar Is the Better Choice for Most Therapy Clinics
TheraSoar is built to grow with your practice. Whether you're a solo provider or managing a team of multidisciplinary professionals, it gives you the tools to deliver better care, automate routine tasks, and scale operations. Its strengths include:
Broad specialty support for physical therapy, nutrition, mental health, and more
Built-in AI tools and customization features that save time and improve accuracy
Always-on customer support and training so you're never left waiting for help
Responsive customer support that listens and improves with your feedback
A platform that’s continuously updated to meet future practice demands

ClinicNote Overview

ClinicNote is a practice management software primarily designed for university clinics and academic institutions. It offers tools for documentation, scheduling, and secure client communication, with a strong emphasis on compliance and multi-user academic environments. ClinicNote’s interface is structured to support supervisors, students, and clinicians working together, making it particularly useful in teaching clinics.

Why TheraSoar is a Better Option

TheraSoar is designed for modern therapy teams who want to streamline documentation, improve scheduling, and engage clients through a digital-first platform. It provides advanced tools in every other area — from AI-powered notes and audio dictation to intake automation and scheduling control. If your clinic is looking to grow and simplify daily tasks, TheraSoar offers the adaptability and innovation to support that journey.
Why Choose TheraSoar Over
ClinicNote
Whether you're solo or running a team, TheraSoar grows with you, without forcing you into higher-priced tiers. Many users experience excellent customer support and reliable customer service
AI-Powered Tools: Speed up documentation, reduce admin work, and get real-time support.
Paperless intakes and customizable intake forms
A secure client portal feature for communication and document sharing
Patient portals and client communication tools to boost engagement
Customizable note templates for progress notes and clinical documentation
Calendar sync with Google Calendar
Business scheduling for group practices and business hours customization
Client onboarding with a powerful form builder and consent builder
Support for mobile payments and avoiding payment errors
Frequently Asked Questions
Looking for the right practice management solution? This FAQ answers common questions about how TheraSoar compares to other platforms like ClinicNote.
Which platform is more affordable for small practices?

TheraSoar's pricing starts at $8 per user per month with annual billing, including AI note assistance, reminders, and client messaging. ClinicNote uses custom pricing for private practices. For university programs, pricing is based on semester or student count. TheraSoar offers transparent pricing and built-in features that appeal to small practice owners.

Which platform offers customizable intake forms?

TheraSoar offers customizable forms with AI-generated templates. ClinicNote supports a drag-and-drop form builder for consent and intake documents. Neither platform currently offers skip logic or conditional branching in forms.

What makes TheraSoar stand out from other therapy EHRs?

TheraSoar combines broad specialty support, mobile accessibility, flexible pricing, 24/7 customer support, and AI-enhanced tools into one modern platform. It is built to scale with your practice, whether you're working solo or managing a full clinical team.
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Make the switch to a platform that truly works with you. Try TheraSoar and feel the difference in clarity, customization, and clinical confidence.

Does TheraSoar include AI note assistance compared to ClinicNote?

Yes. TheraSoar provides AI-assisted note suggestions, smart templates, and voice-to-text tools designed to reduce documentation time. ClinicNote uses traditional manual entry for notes and does not offer AI-powered documentation features.

How do TheraSoar and ClinicNote compare in scheduling automation?

TheraSoar includes provider availability logic, calendar syncing, and a visual dashboard with reminders. ClinicNote supports scheduling filters, repeating events, and room selection, but does not include calendar sync or dynamic availability logic. TheraSoar provides a more automated scheduling experience, while ClinicNote handles core scheduling tasks well.

Is voice dictation available in either system?

Yes. TheraSoar includes built-in voice-to-text features for faster clinical documentation. ClinicNote does not offer voice dictation or integrated speech-to-text tools. Therapists looking to reduce manual typing benefit from TheraSoar’s audio dictation support.

Which platform works better for university training clinics?

ClinicNote supports student access, faculty oversight, and multi-user workflows, making it a strong fit for academic clinics. It offers per-semester or per-student pricing. TheraSoar is better suited for private practice teams and group practices, with no tools specifically designed for training clinics.

Looking to Switch?We've Got You.

Make the smart move. Stop choosing between basic and outdated. Choose TheraSoar—the platform designed for providers who want to do more, grow faster, and work smarter.

Running a private practice comes with a wide range of administrative tasks, from handling appointment scheduling to managing intake forms and creating detailed treatment plans. Choosing the right practice management software can help behavioral health professionals, social workers, and mental health providers focus more on patient care and less on paperwork.
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