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Healthcare MedicineTop 10 Best Counseling Notes Software of 2026
Discover the top 10 counseling notes software for efficient documentation. Simplify your practice with our curated list.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
SimplePractice
Goal Progress Notes with structured templates tied to treatment goals
Built for practices needing templated counseling notes with tight scheduling and messaging integration.
TherapyNotes
Treatment plan and goals tools that tie documentation structure to ongoing care planning
Built for mental health practices needing structured notes, scheduling, and standardized treatment documentation.
Kareo Behavioral Health
Counseling note templates for consistent structured documentation within the clinical workflow
Built for behavioral health practices needing structured counseling notes and organized client charting.
Related reading
Comparison Table
This comparison table reviews counseling notes software used for clinical documentation, including SimplePractice, TherapyNotes, Kareo Behavioral Health, Carepatron, Jane App, and other options. Readers can scan key features across common workflow needs like intake, note templates, session documentation, secure client records, and electronic forms.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | SimplePractice Online practice management and counseling notes workflow for behavioral health clinicians with client intake and session documentation. | behavioral health | 8.4/10 | 8.9/10 | 8.4/10 | 7.8/10 |
| 2 | TherapyNotes Secure EHR with counseling note templates, progress notes, scheduling, messaging, and billing tools for mental health practices. | EHR for therapy | 8.0/10 | 8.5/10 | 8.0/10 | 7.3/10 |
| 3 | Kareo Behavioral Health Practice management and EHR functions used by behavioral health teams for documentation, claims workflows, and patient scheduling. | practice management | 7.7/10 | 8.0/10 | 7.2/10 | 7.7/10 |
| 4 | Carepatron Counseling notes and client record system with progress note templates, tasks, and basic billing workflows. | note templates | 8.1/10 | 8.2/10 | 7.9/10 | 8.2/10 |
| 5 | Jane App Behavioral health practice software that combines counseling notes, scheduling, intake forms, and billing within one patient workflow. | behavioral health | 8.1/10 | 8.1/10 | 8.6/10 | 7.6/10 |
| 6 | eClinicalWorks Full-featured ambulatory EHR that supports behavioral health note documentation alongside scheduling, reporting, and integrations. | enterprise EHR | 8.0/10 | 8.6/10 | 7.5/10 | 7.8/10 |
| 7 | AdvancedMD Medical and behavioral health EHR with clinical documentation for progress notes, appointment workflows, and practice operations. | practice EHR | 7.7/10 | 8.0/10 | 7.2/10 | 7.8/10 |
| 8 | athenaOne Ambulatory EHR and practice management with clinical documentation tools and scheduling workflows used by behavioral health practices. | cloud practice | 7.5/10 | 7.7/10 | 7.1/10 | 7.5/10 |
| 9 | ModMed Behavioral health and specialty EHR for documentation, care plans, and clinical workflows built for mental health providers. | specialty EHR | 7.5/10 | 7.6/10 | 7.2/10 | 7.5/10 |
| 10 | TheraNest Secure therapy management system with client records, scheduling, and progress note documentation for counselors. | therapy management | 7.2/10 | 7.3/10 | 7.6/10 | 6.6/10 |
Online practice management and counseling notes workflow for behavioral health clinicians with client intake and session documentation.
Secure EHR with counseling note templates, progress notes, scheduling, messaging, and billing tools for mental health practices.
Practice management and EHR functions used by behavioral health teams for documentation, claims workflows, and patient scheduling.
Counseling notes and client record system with progress note templates, tasks, and basic billing workflows.
Behavioral health practice software that combines counseling notes, scheduling, intake forms, and billing within one patient workflow.
Full-featured ambulatory EHR that supports behavioral health note documentation alongside scheduling, reporting, and integrations.
Medical and behavioral health EHR with clinical documentation for progress notes, appointment workflows, and practice operations.
Ambulatory EHR and practice management with clinical documentation tools and scheduling workflows used by behavioral health practices.
Behavioral health and specialty EHR for documentation, care plans, and clinical workflows built for mental health providers.
Secure therapy management system with client records, scheduling, and progress note documentation for counselors.
SimplePractice
behavioral healthOnline practice management and counseling notes workflow for behavioral health clinicians with client intake and session documentation.
Goal Progress Notes with structured templates tied to treatment goals
SimplePractice stands out with highly configurable therapy workflows that connect documentation, scheduling, and client communication in one place. It supports structured counseling notes with SOAP-style and goal-linked templates, plus customizable fields for consistent documentation. The platform also includes charting tools like document management, secure messaging, and export-friendly records to streamline ongoing practice operations.
Pros
- SOAP and goal-linked templates speed up consistent counseling note writing
- Scheduling, messaging, and documentation stay connected inside one workflow
- Client document storage supports organized records alongside notes
- Bulk-friendly exports help move records without rebuilding everything
Cons
- Advanced customization requires setup time for complex clinical workflows
- Some reporting and audit-style views feel less direct than specialized tools
- Note navigation can slow down for clinicians managing many template variants
Best For
Practices needing templated counseling notes with tight scheduling and messaging integration
More related reading
TherapyNotes
EHR for therapySecure EHR with counseling note templates, progress notes, scheduling, messaging, and billing tools for mental health practices.
Treatment plan and goals tools that tie documentation structure to ongoing care planning
TherapyNotes stands out for combining structured clinical documentation with automated practice workflows for mental health clinics. The system supports intake forms, session notes, treatment plans, and client messaging in a single workflow. It also includes scheduling and billing-facing features designed for therapy operations rather than generic note taking. Reporting and templates help standardize documentation across clinicians.
Pros
- Robust clinical note templates with session structure and repeatable workflows
- Integrated scheduling supports day-to-day therapy operations without switching systems
- Client messaging and intake tools reduce manual coordination across clinicians
Cons
- Workflow depth can feel heavy for solo clinicians with minimal documentation needs
- Some reporting and configuration tasks require careful setup to match clinic processes
- Complex forms and note customization can slow documentation for some users
Best For
Mental health practices needing structured notes, scheduling, and standardized treatment documentation
Kareo Behavioral Health
practice managementPractice management and EHR functions used by behavioral health teams for documentation, claims workflows, and patient scheduling.
Counseling note templates for consistent structured documentation within the clinical workflow
Kareo Behavioral Health focuses on end-to-end behavioral health documentation with counseling notes templates and structured charting workflows. The system supports clinically relevant note creation, client record management, and appointment-linked documentation. It also includes practice and billing-adjacent capabilities that help reduce handoffs between documentation and operational tasks. Overall, it targets behavioral health groups that need consistent notes output and organized care records.
Pros
- Counseling note templates support consistent documentation across clinicians
- Client chart organization ties notes to patient records for quick review
- Workflows align documentation with session context to reduce rework
Cons
- Note entry workflows can feel rigid for nonstandard documentation styles
- Interface complexity increases clicks for frequent daily note updates
- Customization options may require setup effort to match specific clinic habits
Best For
Behavioral health practices needing structured counseling notes and organized client charting
More related reading
Carepatron
note templatesCounseling notes and client record system with progress note templates, tasks, and basic billing workflows.
Session note templates with structured sections for consistent counseling documentation
Carepatron stands out with a client-first counseling notes workflow that blends documentation, forms, and task-ready structure. It supports session notes with templates, structured sections, and progress tracking that can map care plans to ongoing documentation. The tool also includes client management features that help therapists keep histories and documents organized in one place.
Pros
- Session note templates speed documentation with consistent structure.
- Client profiles centralize history, notes, and related artifacts.
- Built-in care and progress tracking supports continuity across sessions.
- Workflow tools help convert notes into actionable follow-ups.
Cons
- Advanced customization for note layouts can feel limited.
- Some clinical documentation workflows require manual effort.
- Reporting and export options are adequate but not deeply configurable.
Best For
Counselors needing structured notes, templates, and clear client documentation flow
Jane App
behavioral healthBehavioral health practice software that combines counseling notes, scheduling, intake forms, and billing within one patient workflow.
Template-driven counseling note editor for quick, consistent session documentation
Jane App stands out for its clean, practice-focused workflow that centers counseling notes and session records. The software supports structured note entry with templates, searchable client histories, and secure organization for day-to-day documentation. Scheduling and reminders help reduce gaps between sessions and note completion. Admin-friendly settings support consistent intake and documentation standards across clinicians.
Pros
- Fast note writing with templates for consistent counseling documentation
- Searchable client history makes session review and follow-up easier
- Built-in scheduling and reminders support timely session workflows
- Straightforward clinician experience reduces documentation friction
Cons
- Limited depth for advanced clinical workflows and custom forms
- Integrations for external EHR or specialty tools are not a core strength
- Reporting options are basic for granular outcomes tracking
- Workflow customization can feel restrictive for specialized practices
Best For
Independent therapists needing streamlined notes, scheduling, and searchable client records
eClinicalWorks
enterprise EHRFull-featured ambulatory EHR that supports behavioral health note documentation alongside scheduling, reporting, and integrations.
EHR-integrated progress note templates that populate structured counseling documentation fields
eClinicalWorks stands out by combining counseling note documentation with broader electronic health record workflows in one system. Counseling notes support structured templates, documentation fields, and time-stamped progress notes tied to patient encounters. The platform also includes appointment management, clinical workflows, and interoperability-focused data exchange for care coordination across settings. Administrators gain configuration options for documentation standards, while clinicians trade some interface simplicity for deep functionality.
Pros
- Structured counseling note templates support consistent documentation across sessions
- Notes tie directly to encounters, appointments, and patient chart context
- Built-in clinical workflows reduce handoffs between documentation and scheduling
- Interoperability and reporting tools support broader EHR-driven care coordination
Cons
- Dense EHR navigation can slow note entry for counseling-focused workflows
- Template configuration and optimization require administrative effort and training
- Customization flexibility can increase documentation setup complexity over time
Best For
Behavioral health teams needing EHR-integrated counseling notes with standardized documentation
More related reading
AdvancedMD
practice EHRMedical and behavioral health EHR with clinical documentation for progress notes, appointment workflows, and practice operations.
Counseling note templates for structured documentation and rapid visit note reuse
AdvancedMD stands out for combining counseling documentation with broader behavioral health workflows in one EHR-focused system. Counseling note creation supports structured documentation, clinical templates, and rapid reuse of prior content for common therapy visits. The product also ties notes into patient records and practice operations so documentation can follow the client through scheduling and care management tasks. Workflow and access controls support multi-user practices that manage clinicians, supervisors, and administrative staff needs.
Pros
- Structured counseling note templates speed repeat documentation across clinicians
- Built-in EHR context keeps counseling notes linked to the patient chart
- Role-based access supports consistent documentation workflows
Cons
- Complex configuration can slow early setup for counseling-specific workflows
- Navigation across documentation and related modules can feel heavier than note-first tools
- Template reuse requires disciplined setup to avoid inconsistent entries
Best For
Behavioral health practices needing counseling notes inside an EHR workflow
athenaOne
cloud practiceAmbulatory EHR and practice management with clinical documentation tools and scheduling workflows used by behavioral health practices.
athenahealth encounter-linked documentation workflow for counseling session notes
athenaOne integrates clinical documentation with the wider athenahealth revenue cycle, tying counseling note content to structured workflows and follow-up tasks. Counseling notes can be created within athenaOne’s encounter and documentation surfaces, and they tie into the system’s charting, messaging, and care coordination processes. The platform supports templates and reusable documentation elements so counseling sessions can be recorded consistently across clinicians and sites. Auditing, versioning, and documentation workflows align notes with compliance-oriented practice operations.
Pros
- Counseling documentation stays connected to encounter workflow and follow-up tasks
- Reusable templates support consistent session notes across clinicians
- Built-in audit trails and documentation workflow reduce charting compliance risk
- Chart context and structured elements make notes easier to reference during care coordination
Cons
- Documentation workflows can feel heavier than purpose-built mental health note tools
- Template customization can take time to standardize across multi-site practices
- Counseling-specific note fields are less specialized than dedicated behavioral health systems
Best For
Multi-specialty practices needing counseling notes linked to enterprise care workflow
More related reading
ModMed
specialty EHRBehavioral health and specialty EHR for documentation, care plans, and clinical workflows built for mental health providers.
Structured session note templates with guided fields for consistent counseling documentation
ModMed stands out with clinical documentation workflows designed specifically for behavioral health counseling notes. The system supports structured note capture, session templates, and charting fields that map to common therapy documentation needs. It also includes organization and retrieval tools for care continuity across clients and visits. ModMed focuses on producing readable, consistent clinical notes with fewer manual formatting steps.
Pros
- Structured counseling note templates speed repeat documentation tasks
- Clear client and visit documentation organization supports care continuity
- Consistent note structure reduces manual formatting effort
- Search and retrieval of documented sessions helps quickly find history
Cons
- Template customization can be rigid for unusual documentation styles
- Navigation between documentation steps feels slower than expected
- Less automation than broad workflow suites for complex case management
Best For
Behavioral health practices needing structured counseling notes and reliable note retrieval
TheraNest
therapy managementSecure therapy management system with client records, scheduling, and progress note documentation for counselors.
Document templates and session note flows tailored to counseling records
TheraNest stands out with its counseling-focused notes workflow, combining charting, tasks, and scheduling in one system. It supports structured clinical documentation and secure client record storage for therapists and agencies that manage ongoing sessions. Integrated appointment management and staff access controls reduce duplicate data entry. Reporting and billing-adjacent workflows help teams track clinical activity across clients and clinicians.
Pros
- Counseling note workflows reduce manual copy and paste
- Scheduling and client records connect to keep documentation context
- Granular permissions support agency-style multi-user environments
Cons
- Charting templates can feel rigid for atypical documentation styles
- Some advanced reporting requires additional configuration work
- Workflow depth can be heavy for solo therapists with simple needs
Best For
Practices needing counseling-note charting plus scheduling in one system
Conclusion
After evaluating 10 healthcare medicine, SimplePractice stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right Counseling Notes Software
This buyer’s guide explains what to look for in counseling notes software and how to match workflows to clinical documentation needs. It covers SimplePractice, TherapyNotes, Kareo Behavioral Health, Carepatron, Jane App, eClinicalWorks, AdvancedMD, athenaOne, ModMed, and TheraNest. Each section uses concrete capabilities such as goal-linked templates, encounter-linked EHR workflows, messaging, and structured progress notes.
What Is Counseling Notes Software?
Counseling notes software is used to create structured session documentation, manage client records, and tie progress notes to the care workflow. It solves the need to standardize SOAP-style notes, treatment plans, and goal progress so clinicians can document consistently and quickly. Many tools also connect notes to scheduling, tasks, and secure messaging to reduce duplicate work across sessions. SimplePractice shows what a templated note-and-workflow system looks like, while eClinicalWorks shows how counseling notes can sit inside a broader ambulatory EHR encounter workflow.
Key Features to Look For
The evaluation should focus on features that reduce documentation friction and keep clinical content connected to the surrounding care process.
Goal-linked or goals-to-notes template systems
Look for templates that structure documentation around treatment goals so progress notes stay consistent across visits. SimplePractice delivers Goal Progress Notes with structured templates tied to treatment goals, and TherapyNotes includes treatment plan and goals tools that tie documentation structure to ongoing care planning.
Structured session note templates with consistent sections
Choose software that provides session templates with clear structure so clinicians can enter notes the same way every time. Carepatron supplies session note templates with structured sections, and ModMed uses structured session note templates with guided fields for consistent counseling documentation.
Treatment plan and progress documentation tools
Select systems that help clinicians capture care planning artifacts alongside session notes so documentation reflects ongoing treatment. TherapyNotes ties note structure to treatment plan and goals, while Carepatron adds built-in care and progress tracking to support continuity across sessions.
Scheduling and reminders connected to note completion
Pick tools that keep the scheduling workflow connected to session documentation so notes do not lag behind visits. SimplePractice ties scheduling and secure messaging to the counseling workflow, and Jane App includes scheduling and reminders to reduce gaps between sessions and note completion.
Client charting context and organized document storage
Choose platforms that centralize client history and related artifacts so clinicians can reference prior content during note writing. Jane App provides searchable client history, while SimplePractice supports client document storage alongside notes and Kareo Behavioral Health ties notes to organized client chart records.
Encounter-linked EHR workflows plus audit-style documentation support
If compliance and multi-disciplinary workflows matter, choose systems that attach notes to encounters and provide documentation workflow controls. eClinicalWorks populates structured counseling documentation fields from EHR encounter context, and athenaOne adds reusable templates plus built-in audit trails and documentation workflows.
How to Choose the Right Counseling Notes Software
The right choice comes from matching note structure needs, workflow depth, and care coordination requirements to the way clinicians document day to day.
Start with the note structure required by the clinic’s documentation style
Clinics that need goal-focused documentation should evaluate SimplePractice for Goal Progress Notes tied to treatment goals and TherapyNotes for treatment plan and goals tools that shape the documentation structure. Counselors who want consistent session writing should check Carepatron for session templates with structured sections and ModMed for guided fields that enforce repeatable note structure.
Verify the software ties notes to the surrounding workflow that happens every day
If scheduling and messaging must stay connected to documentation, SimplePractice’s scheduling, secure messaging, and documentation stay in one workflow. If counseling notes must live inside encounter workflow and follow-up tasks, athenaOne connects counseling documentation to follow-up tasks and eClinicalWorks ties structured counseling notes directly to encounters and appointments.
Confirm how client history and chart organization reduce rework during sessions
Tools like Jane App and Kareo Behavioral Health centralize client history so clinicians can quickly reference previous sessions while writing today’s note. SimplePractice also adds client document storage alongside notes, which supports organized records beyond session text.
Test real documentation speed with template setup and customization complexity
Systems that offer advanced customization can require setup effort, which can slow early rollout for complex clinical workflows in SimplePractice and eClinicalWorks. If the clinic’s documentation style is atypical, evaluate Carepatron and Jane App for template-driven editors and verify how far customization goes before manual effort becomes necessary.
Match multi-user and compliance needs to workflow controls
Multi-user practices should assess role-based access and EHR-style workflow depth, with AdvancedMD emphasizing role-based access for clinicians, supervisors, and administrative staff. Multi-site compliance-oriented operations should check athenaOne for audit trails and documentation workflow controls, while Kareo Behavioral Health and TheraNest emphasize structured counseling note charting plus appointment-linked documentation.
Who Needs Counseling Notes Software?
Counseling notes software fits a range of mental health and behavioral health practices that need structured documentation tied to client records and session operations.
Behavioral health practices that want goal-driven progress notes tied to treatment goals
SimplePractice is built around Goal Progress Notes with structured templates tied to treatment goals, which supports consistent goal-linked documentation across clinicians. TherapyNotes pairs treatment plan and goals tools with structured note templates so documentation structure stays aligned with ongoing care planning.
Mental health clinics that need a standardized note workflow plus scheduling and intake coordination
TherapyNotes combines structured clinical documentation with integrated scheduling and intake tools so daily therapy operations do not require switching systems. Jane App also supports template-driven note writing with built-in scheduling and reminders for consistent session documentation.
Clinicians who prefer a client-first documentation flow with structured note templates
Carepatron provides session note templates with structured sections and built-in care and progress tracking to keep continuity across sessions. ModMed supports structured session templates with guided fields and emphasizes search and retrieval for quickly finding documented sessions.
Teams that need counseling notes inside an enterprise or EHR encounter workflow with compliance support
eClinicalWorks provides EHR-integrated progress note templates that populate structured counseling fields tied to patient encounters and appointments. athenaOne connects counseling note content to encounter workflow and follow-up tasks while including audit trails and versioned documentation workflows.
Common Mistakes to Avoid
Common selection pitfalls come from mismatching workflow depth, template customization effort, and documentation navigation speed to real clinician habits.
Choosing heavy workflow tools without confirming solo clinician documentation needs
TherapyNotes can feel workflow-heavy for solo clinicians with minimal documentation needs, and TheraNest workflow depth can feel heavy for solo therapists with simple needs. Carepatron and Jane App focus more directly on structured session notes and client documentation flow for faster daily use.
Underestimating the setup time required for advanced template customization
SimplePractice and eClinicalWorks both require administrative effort to optimize templates for complex workflows, and AdvancedMD can involve complex configuration for counseling-specific workflows during early setup. Kareo Behavioral Health and athenaOne also require careful template and workflow standardization for clinic processes.
Ignoring how navigation speed changes when many templates or modules are involved
SimplePractice note navigation can slow down for clinicians managing many template variants, and AdvancedMD navigation across documentation and related modules can feel heavier than note-first tools. eClinicalWorks dense EHR navigation can slow note entry for counseling-focused workflows.
Assuming reporting and audit views will match counseling documentation workflows out of the box
SimplePractice reporting and audit-style views can feel less direct than specialized tools, and athenaOne documentation workflows can feel heavier than purpose-built mental health note tools. Both TheraNest and Carepatron provide adequate but not deeply configurable reporting and export options, which can require configuration work.
How We Selected and Ranked These Tools
we evaluated every counseling notes platform on three sub-dimensions: features with a weight of 0.4, ease of use with a weight of 0.3, and value with a weight of 0.3. The overall rating is the weighted average of those three dimensions using the equation overall = 0.40 × features + 0.30 × ease of use + 0.30 × value. SimplePractice separated from lower-ranked tools through its feature depth for documentation workflow, especially Goal Progress Notes with structured templates tied to treatment goals combined with scheduling and messaging connected inside one workflow. Tools that emphasized structured note templates without as tight a linkage to goal progression or without as connected scheduling and messaging workflows ranked lower when features and usability trade-offs were considered together.
Frequently Asked Questions About Counseling Notes Software
Which counseling notes software best keeps clinical documentation, scheduling, and client messaging in one workflow?
SimplePractice keeps structured counseling notes, scheduling, and secure messaging in a single connected workflow. TherapyNotes also ties intake, session notes, treatment planning, and client messaging together, which reduces handoffs between tools.
What software is strongest for template-driven SOAP notes and consistent documentation across clinicians?
SimplePractice supports SOAP-style and goal-linked templates with customizable fields that standardize what gets recorded. Carepatron provides session note templates with structured sections that keep entries uniform across clients.
Which options tie counseling notes to treatment plans and goals rather than recording notes in isolation?
SimplePractice stands out with Goal Progress Notes that connect documentation to treatment goals. TherapyNotes focuses on treatment plans and goals tools that structure ongoing care planning alongside session documentation.
Which counseling notes platform is best for behavioral health practices that need end-to-end charting tied to appointments?
Kareo Behavioral Health targets behavioral health teams with counseling note templates and appointment-linked documentation. ModMed emphasizes structured session note capture with guided charting fields that support care continuity across visits.
What software fits teams that want counseling notes inside a broader electronic health record workflow?
eClinicalWorks integrates structured counseling note templates into broader EHR encounter workflows. AdvancedMD also places counseling note creation inside an EHR-focused behavioral health system with clinician reuse of prior visit content.
Which tool is a strong choice for multi-site or enterprise workflows that require document auditing and versioning?
athenaOne integrates counseling note documentation with encounter-linked workflows and follow-up tasks across sites. It also includes auditing and documentation workflows aligned to compliance-oriented practice operations.
Which software supports counselor-focused documentation flow that reduces duplicate data entry and keeps client histories searchable?
Jane App centers structured counseling note entry with templates and searchable client histories. TheraNest combines counseling-note charting with scheduling and tasks, and it uses staff access controls to limit duplicate entry.
What platforms help standardize treatment documentation using reusable templates and reporting?
TherapyNotes uses templates and reporting to standardize intake forms, session notes, and treatment documentation across clinicians. AdvancedMD supports clinical templates and rapid reuse of prior content, which reduces variability in common visit documentation.
How do these counseling notes tools handle common workflow issues like note completion gaps after sessions?
Jane App includes scheduling and reminders that help reduce gaps between sessions and note completion. TheraNest pairs appointment management with structured session note flows so notes and tasks stay connected to scheduled visits.
Tools reviewed
Referenced in the comparison table and product reviews above.
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