Top 5 TheraNest alternatives in 2026

If you are a therapist or counselor, seeing and treating patients is your priority. Since it’s your job, you have your own way of creating treatment plans, managing prescriptions, and providing proper care. But just as with any other industry, it’s always worth exploring new ways to optimize your existing processes (e.g., how you take notes or schedule appointments), so you can work smarter, not harder.

Practice management software such as TheraNest is exactly what you need to run your business more efficiently. It helps you improve outcomes, empower your clients, send and process invoices, and minimize no-shows. Tools such as TheraNest are also designed with HIPAA-friendly workflows in mind, so they help you store and handle sensitive patient information more securely.

As impressive as TheraNest is, however, it’s not the only practice management solution out there. Here are six TheraNest alternatives to consider.

What to look for in a TheraNest alternative

Before you compare features, think about what area you feel the most friction in today:

• Intake and consent: Can clients complete intake and consent forms from any device, and can you store the information securely?
• Notes and documentation: Does the tool match your note style, and can you reuse templates?
• Scheduling and reminders: Can you reduce no-shows with automated reminders and easy rescheduling?
• Billing and payments: Do you need superbills and claims workflows or just simple payments?
• Reporting: Can you quickly see key metrics or visualize outcomes over time?

Best 5 TheraNest alternatives

1. Jotform

If your biggest pain point is paperwork (or the time it takes to turn paperwork into action), Jotform is a flexible alternative. You can start from more than 3,000 healthcare templates, customize everything with drag-and-drop menus, and store submissions in one place.

Use the drag-and-drop function to match your online forms with your brand aesthetic (including logo and colors), add e-signature and payment processing capabilities to your forms, and integrate them with popular third-party services (email marketing tools, CRMs, etc.) to enhance the customer experience.

With Jotform, which is also HIPAA friendly, you can even use your newly created forms to build your own app (for example, a therapy notes app to take notes and track patient progress).

• Best for: Custom intake, consent forms, screening, and therapy workflows you can build your way
• Key features
  • HIPAA compliance features that you can enable on eligible plans to collect protected health information securely
  • A large library of healthcare form templates for intake, history, consent, and feedback
  • Survey and questionnaire templates to launch check-ins fast (and to reuse across clients)
  • Reporting and analytics tools to turn responses into charts and shareable reports
• Pricing plan
  • There is a free Starter plan, paid tiers (Bronze, Silver, Gold), and Enterprise plans.
  • HIPAA compliance features are available on Gold and Enterprise plans, and HIPAA accounts can request a signed business associate agreement from Jotform.

2. SimplePractice

SimplePractice works for clinicians who want one platform to handle the day-to-day tasks: onboarding, scheduling, documenting, facilitating telehealth appointments, billing, and serving as a client portal. If you can get comfortable adapting to its built-in workflow, SimplePractice can be a great fit.

• Best for: Solo and group private practices that want an all-in-one therapy platform
• Key features
  • Client portal tools for forms, messaging, and appointment management
  • Telehealth options, supporting the availability of virtual sessions
  • Documentation features for clinical notes and templates
  • Billing and payment tools designed to reduce manual follow-up
• Pricing plan
  • Starter ($49 per month)
  • Essential ($79 per month)
  • Plus ($99 per month)
  • Features increase with each tier.

3. TherapyNotes

TherapyNotes is often chosen by clinicians who want a stable, clinician-friendly system to serve as a client portal and handle core practice workflows: scheduling, note-taking, and billing. If you’re switching from TheraNest because it feels complicated, TherapyNotes can feel refreshingly direct.

• Best for: Clinicians who want a straightforward and reliable tool with strong support for documentation
• Key features
  • Scheduling function and reminders, to help reduce the number of no-shows
  • Clinical documentation tools, with templates for therapy notes
  • Billing and payments features designed for common practice workflows
  • Client portal options for intake and ongoing communication
• Pricing plan
  • TherapyNotes lists its price as $69 per month for a solo practice.
  • Group and enterprise pricing is listed as $79 per month for the first clinician and $50 per month for each additional clinician.

4. Remedly

Remedly positions itself as a cloud platform for clinical and administrative operations. It’s useful for practices that want scheduling, records management, patient communication, reporting, and revenue-cycle tools in one place.

• Best for: Practices that want a cloud-based medical platform with patient engagement 
• Key features
  • Scheduling and appointment management for patient visits
  • Patient records and documentation tools, including templates
  • Billing and invoicing capabilities (implementation varies)
  • Reporting and analytics features for operational visibility
• Pricing plan
  • Remedly doesn’t publish fixed pricing publicly; you’ll typically need a demo or sales scoping call to get a quote.

5. CharmHealth

CharmHealth (often referenced as Charm EHR) is an EHR and practice management platform that can scale from small practices to more complex setups. A key differentiator is its pricing flexibility, which can appeal to practices that are growing or testing it before fully committing. 

• Best for: Practices that want flexible, modular electronic health record (EHR) options, including a free tier and usage-based approaches
• Key features
  • EHR and practice management features designed for clinical workflows
  • Multiple pricing models (including free and usage-based options)
  • Documentation and patient record management features
  • Scalable plans for growing practices
• Pricing plan
  • CharmHealth’s listings commonly indicate quote-based pricing.

Finding the right practice management solution for your needs

Managing a private practice is difficult without a digital solution to streamline your everyday processes. But with so many platforms on the market, it can be hard to find the right one for you.

Fortunately, whether you choose TheraNest or any of these five alternatives to help optimize your practice, you’re in good hands. All of these solutions are dynamic, intuitive, highly secure, and more than equipped to keep your daily operations organized. Try Jotform today to streamline your practice management workflows.