Commissioned Research
Top 10 Best Telehealth Mental Health Software of 2026

GITNUXSOFTWARE REVIEW

Mental Health Psychology

Top 10 Best Telehealth Mental Health Software of 2026

Editorial comparison of telehealth mental health software options like TheraPlatform, TherapyNotes, and SimplePractice for clinic and practice decision-making.

21 min readUpdated Editorially scoped research
How we ranked these tools
01Editorial Scope

Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.

02Source Research

AI search agents find sources, extract figures with provenance, and aggregate written reviews. They also transcribe video reviews and podcasts.

Read our full methodology →

Framework: Features 40% · Ease 30% · Value 30%

Gitnux may earn a commission through links on this page. This does not influence our reviews. Editorial policy

Telehealth mental health software matters because it ties video visits to an EHR data model, clinical documentation workflows, and billing-ready records under HIPAA controls. This comparison helps clinic and operations teams weigh integrated scheduling and documentation against the cost of training, configuration, and integration work when selecting platforms such as SimplePractice.

TheraPlatform is the best choice for clinics that want end-to-end teletherapy workflows with traceable governance because its audit trail links clinical workflow changes to the actual telehealth encounters, while TherapyNotes is a strong alternative for chart-first outpatient teams since measurement-based care workflows keep screening inputs tied to session documentation and outcome trends.

Editor’s top 3 picks

Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.

Editor pick
1

TheraPlatform

Audit trail logging ties clinical workflow changes to telehealth encounters for traceable documentation updates.

Best for: Fits when clinics want end-to-end teletherapy workflows with documented governance signals for clinical changes.

2

TherapyNotes

Editor pick

Measurement-based care workflows that keep screening inputs tied to session documentation and outcome trends.

Best for: Fits when outpatient clinics need chart-first telehealth with consistent documentation and outcome tracking.

3

SimplePractice

Editor pick

Measurement-based care dashboards combine screening inputs with longitudinal outcomes inside clinical documentation.

Best for: Fits when mid-size behavioral health teams need a consistent telehealth charting workflow.

Comparison Table

1
TheraPlatformBest overall
vertical specialist
9.2/10
Overall
2
8.7/10
Overall
3
8.6/10
Overall
4
enterprise
8.4/10
Overall
5
vertical specialist
8.0/10
Overall
6
7.8/10
Overall
7
7.4/10
Overall
8
vertical specialist
7.3/10
Overall
9
6.9/10
Overall
10
6.5/10
Overall
#1

TheraPlatform

vertical specialist

Telehealth and practice management software designed specifically for therapists, counselors, and allied health professionals.

9.2/10
Overall
Features9.2/10
Ease of Use9.0/10
Value9.4/10
Standout feature

Audit trail logging ties clinical workflow changes to telehealth encounters for traceable documentation updates.

TheraPlatform runs synchronous video sessions plus asynchronous patient messaging in one telehealth mental health workflow. It supports intake and assessment routing, clinical note templating, and treatment plan documentation tied to telehealth encounters.

The system also covers behavioral health billing enablement and measurement tracking for common outcome instruments. Admin controls include clinician scheduling, role-based access, and audit trail logging for care activity changes.

Pros
  • +One workflow combines video sessions with secure messaging and follow-up tasks.
  • +Clinical note and treatment plan templates reduce documentation rework between sessions.
  • +Outcome tracking supports measurement-based care dashboards for session trends.
  • +Audit trail logging tracks clinical record and workflow changes for governance reviews.
Cons
  • –Configuration choices for workflows can take time before teams reach steady throughput.
  • –Cross-state licensure verification and credentialing automation may require external operational steps.
Use scenarios
  • Behavioral health clinics teams

    Standardize therapy notes and assessments

    Standardized session records

  • Therapists and allied providers

    Deliver telehealth sessions with messaging

    Connected remote care workflow

Show 2 more scenarios
  • Practice coordinators and admins

    Coordinate referrals to first visits

    Fewer intake handoff gaps

    Teams manage referrals, intake completion, consent collection, and reminders to reduce handoff gaps.

  • Small to mid-size therapy practices

    Run end-to-end practice workflow

    Referral-to-follow-up workflow

    Practices handle intake, scheduling, clinical notes, client communication, and behavioral health billing tasks together.

Best for: Fits when clinics want end-to-end teletherapy workflows with documented governance signals for clinical changes.

#2

TherapyNotes

SMB

Mental health EHR offering scheduling, notes, billing, and integrated telehealth video for behavioral health professionals.

8.7/10
Overall
Features8.7/10
Ease of Use8.7/10
Value8.7/10
Standout feature

Measurement-based care workflows that keep screening inputs tied to session documentation and outcome trends.

TherapyNotes is a fit when clinics need clinical notes and telehealth sessions to live in the same workflow so documentation follows the appointment. The system supports telehealth visit preparation, consent-related materials, and asynchronous messaging through a patient portal so communications do not leave the chart. Intake and assessment flows connect questionnaires to charted outcomes for ongoing care planning and clinical review. Admin management supports team operations with role-based access and activity tracking tied to user actions.

A key tradeoff is that deeper EHR-level interoperability depends on integration scope rather than a universal exchange layer. Clinics with specialized medication workflows may need additional configuration to match prescribing and compliance steps for controlled substances. TherapyNotes fits best for outpatient therapy groups that prioritize charting consistency, measurement tracking, and patient messaging across multiple clinicians.

Pros
  • +Telehealth scheduling and clinical documentation stay in one visit workflow
  • +Secure patient portal messaging reduces off-system communication
  • +Outcome tracking connects assessments to ongoing measurement-based care
  • +Role-based access and activity visibility support clinic governance
Cons
  • –Interoperability beyond telehealth workflows depends on available integration paths
  • –Advanced specialty workflows can require more clinic configuration
  • –Medication and compliance steps may need extra setup for niche practices
  • –Reporting depth may feel limiting compared with analytics-focused systems
Use scenarios
  • Outpatient therapy teams

    Run telehealth sessions with chart continuity

    Cleaner records and faster charting

  • Clinic operations administrators

    Control clinician access across telehealth workflows

    Lower risk of chart access errors

Show 2 more scenarios
  • Care coordinators

    Track screening and outcomes over time

    More consistent measurement-based care

    Assessment inputs flow into outcome tracking for progress monitoring and reviews.

  • Therapists using patient messaging

    Handle follow-ups through secure portal messaging

    Reduced inbox sprawl

    Patient questions and updates stay in a secure communication trail connected to care.

Best for: Fits when outpatient clinics need chart-first telehealth with consistent documentation and outcome tracking.

#3

SimplePractice

SMB

Practice management platform for behavioral health providers with integrated HIPAA-compliant telehealth, scheduling, billing, and documentation.

8.6/10
Overall
Features8.6/10
Ease of Use8.6/10
Value8.6/10
Standout feature

Measurement-based care dashboards combine screening inputs with longitudinal outcomes inside clinical documentation.

SimplePractice centers on clinical documentation and telehealth execution in one record, with session capture, note templates, and structured treatment planning that map to ongoing care. Patient portal messaging keeps asynchronous clinician-patient communication in the same operational workspace as scheduling and follow-ups. The system also supports measurement-based outcomes through screening and outcome fields used in clinical review cycles.

A tradeoff appears in automation depth and governance controls when compared with enterprise EHR suites that offer broader RBAC granularity and cross-system provisioning patterns. SimplePractice fits clinics that want fast telehealth onboarding for clinicians and a consistent documentation workflow across multiple providers.

Pros
  • +Telehealth scheduling, session notes, and follow-ups stay linked in one workflow
  • +Patient portal messaging reduces off-system communication during treatment
  • +Structured note templates speed consistent behavioral health documentation
  • +Outcome tracking supports measurement-based reviews across care plans
Cons
  • –Automation and governance controls are thinner than large enterprise EHR deployments
  • –Cross-tool interoperability needs planning when workflows span multiple vendors
  • –Advanced admin reporting requires more manual process for complex org structures
  • –Group therapy workflows are less configurable than dedicated conferencing stacks
Use scenarios
  • Outpatient therapy practices

    Daily telehealth sessions with consistent notes

    Faster chart completion

  • Care coordinators

    Asynchronous patient follow-ups

    Reduced off-system messages

Show 2 more scenarios
  • Clinical directors

    Measurement-based review meetings

    Clearer treatment decisions

    Screening results feed outcome views that guide treatment plan updates and progress discussions.

  • Multi-provider groups

    Standardized documentation across clinicians

    More uniform documentation

    Note templates and structured fields help maintain documentation consistency for telehealth encounters.

Best for: Fits when mid-size behavioral health teams need a consistent telehealth charting workflow.

#4

CharmHealth

enterprise

EHR platform with telehealth, e-prescribing, patient portal, and customizable clinical workflows for healthcare practices.

8.4/10
Overall
Features8.4/10
Ease of Use8.4/10
Value8.4/10
Standout feature

Template-driven intake and assessment workflow that feeds structured documentation during and after video sessions.

CharmHealth is positioned for behavioral health practices that need more than video by tying the visit experience to ongoing clinical documentation and care coordination steps. Synchronous sessions and secure messaging support both real-time and follow-up communication, while intake and assessment workflows reduce the manual handoffs between front desk and clinicians. Diagnostic coding templates and clinical note structures help standardize documentation across providers. Integration and automation capabilities are practical for clinic operations that require repeatable visit setup and consistent documentation entry.

Pros
  • +Synchronous video visits connect directly to structured clinical documentation
  • +Secure patient messaging routes post-visit questions into clinical workflows
  • +Intake and assessment workflows reduce manual pre-session charting
  • +Clinic governance covers clinician access controls and session documentation
Cons
  • –Template customization can require governance time across multiple clinicians
  • –Advanced automation depth depends on how workflows map to existing clinic steps
Use scenarios
  • Outpatient therapy clinics

    Run teletherapy with standardized notes

    Faster chart completion

  • Care coordination teams

    Manage post-visit patient messaging

    Lower follow-up response delays

Show 1 more scenario
  • Clinic administrators

    Govern multi-clinician access

    More consistent documentation control

    Admin controls limit who can document sessions and manage workflow participation across staff roles.

Best for: Fits when behavioral health clinics need video visits plus standardized intake and note documentation.

#5

Osmind

vertical specialist

Mental health EHR platform supporting telehealth, treatment planning, and outcome tracking for innovative psychiatric practices.

8.0/10
Overall
Features8.0/10
Ease of Use8.0/10
Value8.0/10
Standout feature

Measurement-based care dashboards that tie ongoing screening and outcome tracking to the therapy documentation workflow.

Osmind combines an EHR-integrated teletherapy workflow with a structured behavioral health intake and documentation flow. It supports synchronous video sessions and therapist messaging so clinicians can run visits and follow-up in one place.

Pros
  • +Measurement-based care dashboards track outcomes tied to therapy workflows.
  • +Video session scheduling and therapist messaging stay connected to charting.
  • +Telehealth-specific templates reduce variance in notes and treatment plans.
  • +Audit log supports traceability for clinical and administrative actions.
Cons
  • –Configuration needs governance discipline to keep templates and workflows consistent.
  • –Cross-state licensure verification flows require careful clinician credential setup.
  • –Advanced customization depends on admin-led configuration rather than clinician self-service.
  • –Care coordination reporting is thinner than EHR suites with deeper referral modules.
Use scenarios
  • Outpatient behavioral health practices

    Collect intake and assessments pre-visit

    Less manual data capture

  • Mental health clinicians and teams

    Track symptoms using outcome measures

    Measurable treatment review

Show 2 more scenarios
  • Clinical researchers and admins

    Review cohorts using structured records

    Cohort-level visibility

    Teams analyze aggregated outcomes and structured clinical data beyond individual visit notes.

  • Group psychiatry care teams

    Maintain continuity across clinicians

    Better continuity of care

    Shared longitudinal records and structured treatment information support continuity when providers change.

Best for: Fits when mid-size behavioral health teams need teletherapy plus measurement-based documentation with strong audit traceability.

#6

Spruce Health

SMB

Unified communication platform for healthcare practices combining secure messaging, phone, video visits, and fax in one inbox.

7.8/10
Overall
Features7.8/10
Ease of Use7.7/10
Value7.9/10
Standout feature

Clinician-ready intake and assessment to note documentation flow designed for repeatable teletherapy documentation.

Spruce Health focuses on behavioral health workflows around scheduling, clinical documentation, and care coordination for telehealth therapy teams. The system supports synchronous video session delivery and structured intake and assessment workflows that feed clinical notes.

Pros
  • +Structured intake and assessment workflows reduce missed data in early sessions
  • +Secure portal messaging supports asynchronous therapy contact between visits
  • +Role-based access controls help control documentation access by user role
  • +Built-in video session workflow reduces handoffs during teletherapy sessions
Cons
  • –Governance requires careful configuration of user roles and documentation settings
  • –Extensibility depends heavily on integration scope with external EHR systems
  • –Advanced reporting for measurement-based care can require configuration effort
  • –Group therapy setup needs stronger guidance for consistent session structuring
Use scenarios
  • Telehealth therapy programs

    Run structured virtual visit steps

    Consistent virtual documentation

  • Small practice front-office teams

    Send reminders and manage replies

    Fewer follow-up disconnects

Show 2 more scenarios
  • Care coordinators and multidisciplinary teams

    Track post-visit follow-up tasks

    More reliable handoffs

    Teams assign and monitor follow-up tasks and communications after virtual or in-person interactions.

  • Patient access teams and specialists

    Coordinate pre-visit patient communication

    Better prepared patients

    Practices send instructions and coordinate required steps before the appointment using patient messaging workflows.

Best for: Fits when clinics want structured intake to documentation handoff for teletherapy with controlled access.

#7

Carepatron

SMB

Healthcare practice management workspace with scheduling, documentation, billing, and telehealth video calls.

7.4/10
Overall
Features7.4/10
Ease of Use7.4/10
Value7.4/10
Standout feature

Built-in therapy assessment and measurement workflow that connects structured intake, clinician notes, and progress tracking.

Carepatron runs intake, clinical documentation, and telehealth session workflows in one mental health-focused workspace. It supports synchronous video sessions plus secure asynchronous client messaging for ongoing care between appointments.

Pros
  • +Telehealth workflows include both live sessions and secure client messaging
  • +Assessment and note templates reduce charting time across repeated visits
  • +Outcome tracking ties measurements to patient progress over time
  • +Permissioned access limits who can edit or manage patient charts
Cons
  • –Advanced governance and enterprise audit reporting need tighter configuration
  • –Complex EHR integration workflows can require careful process mapping
Use scenarios
  • Remote clinicians and counselors

    Coordinate video consults and follow-up

    Connected remote visits

  • Healthcare practices and administrators

    Capture intake details and consent digitally

    More organized onboarding

Show 2 more scenarios
  • Therapists and counselors

    Use note templates per appointment

    Consistent session records

    Therapists record appointment-linked psychotherapy and progress notes using reusable templates connected to client history.

  • Community care support teams

    Plan and link ongoing daily care

    Clear follow-up ownership

    Care teams link assessments, support plans, daily notes, tasks, and updates for structured follow-up responsibilities.

Best for: Fits when outpatient mental health teams need structured documentation plus synchronous and asynchronous telehealth in one workflow.

#8

Sessions Health

vertical specialist

Practice management platform for mental health professionals offering scheduling, notes, client portal, and telehealth.

7.3/10
Overall
Features7.3/10
Ease of Use7.3/10
Value7.3/10
Standout feature

Client messaging and session scheduling live inside the same therapy workflow so follow-ups stay attached to the active care episode.

Sessions Health is a telehealth mental health software focused on delivering therapy workflows across virtual visits, asynchronous messaging, and clinical documentation. The system combines a synchronous video session experience with a client messaging portal and structured charting so clinicians can complete intake, notes, and follow-up tasks in one place.

Pros
  • +Synchronous video sessions and asynchronous messaging are handled within one client workflow
  • +Structured clinical documentation templates reduce note formatting variance
  • +Outcome measurement views support ongoing tracking during care episodes
  • +Workflow-focused client journey helps teams keep sessions and follow-ups coordinated
Cons
  • –Integration depth can require additional tooling for full EHR parity
  • –Configuration and governance discipline is needed to keep clinician access boundaries clear
  • –Group therapy workflow support is less central than 1:1 session workflows
  • –Reporting breadth depends more on built-in views than customizable analytics
Use scenarios
  • Mental health professionals

    Reduce context switching across workflows

    Fewer context switches

  • Therapists and billing teams

    Handle billing alongside clinical records

    Billing supported by records

Show 2 more scenarios
  • Behavioral health practice staff

    Coordinate communication through secure workflows

    Routine communication stays linked

    Clinicians and staff use secure messaging and client-facing workflows that stay associated with the care workflow.

  • Behavioral health intake staff

    Prepare new-client onboarding materials

    Prepared client records

    Teams collect intake information and consent forms before or during onboarding so records are ready before treatment begins.

Best for: Fits when a clinic needs consistent 1:1 teletherapy documentation plus messaging without extensive custom integration work.

#9

Coviu

SMB

Telehealth platform providing video consultations, digital assessments, and integrations for healthcare providers including mental health.

6.9/10
Overall
Features6.9/10
Ease of Use6.9/10
Value6.9/10
Standout feature

Virtual lobby and session flow management that reduces no-show friction during synchronous visits.

Coviu is a telehealth-focused mental health video and workflow system built for synchronous care with a virtual waiting experience. It supports structured intake and session prep flows, then routes clinicians and patients into guided video visits.

Pros
  • +Virtual lobby management reduces session start friction
  • +Guided visit workflow keeps clinicians on a consistent path
  • +Patient communications help coordinate sessions
  • +Clinician access controls support basic organizational governance
Cons
  • –Limited depth for EHR-grade mental health documentation workflows
  • –Automation coverage for intake and outcomes is not as broad
  • –API and extensibility surface is less documented for clinical integration
  • –Administrative controls for audit-grade governance are thin for larger orgs
Use scenarios
  • Outpatient clinics scheduling coordinators

    Virtual waiting room before therapy sessions

    Fewer failed appointment connections

  • Mental health program administrators

    Control access to clinical areas

    Clear access governance controls

Show 2 more scenarios
  • Therapists and clinical supervisors

    Standardized intake and session prep

    More consistent documentation completion

    Uses structured intake flows and prep patterns to align documentation and session readiness across clinicians.

  • Care coordinators and case managers

    Visit coordination using patient communication

    Faster patient coordination

    Supports patient-facing communication for visit logistics and handoffs around each guided video encounter.

Best for: Fits when clinics need video-first teletherapy workflow with minimal customization and acceptable documentation depth.

#10

Doxy.me

SMB

Browser-based telehealth platform providing HIPAA-compliant video visits with no patient download required.

6.5/10
Overall
Features6.5/10
Ease of Use6.5/10
Value6.5/10
Standout feature

Virtual waiting room gates patient entry from the clinician session screen by appointment access.

Doxy.me is a web-based telehealth mental health workspace centered on synchronous video sessions and browser-first usability. The product supports a virtual waiting room with appointment access controls, plus secure patient video visit links that avoid plugin-heavy setup.

Pros
  • +Browser-based video workflow reduces patient friction during sessions
  • +Virtual waiting room supports controlled entry by scheduled appointments
  • +Patient session links simplify repeat access for follow-up visits
  • +Configurable intake and asynchronous messaging support pre-visit context
Cons
  • –Limited depth for full behavioral EHR documentation compared with clinic suites
  • –Automation and API surface can require external tooling for advanced workflows
Use scenarios
  • Clinics and healthcare providers

    Run browser-based scheduled consultations

    Direct appointment access

  • Care teams with caregivers

    Include additional participants in visits

    Shared consultation session

Show 2 more scenarios
  • Clinicians conducting remote assessments

    Discuss visuals during patient encounters

    Clearer visual discussion

    Providers share visuals during the visit to support explanations or limited visual assessment at a distance.

  • Dental practices and care teams

    Conduct remote dental consultations

    Convenient remote guidance

    Dental teams use video visits for remote discussions and patient guidance as part of dental care workflows.

Best for: Fits when clinics want a low-friction teletherapy video and waiting-room workflow with external documentation.

Conclusion

After evaluating 10 telehealth mental health software, TheraPlatform 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.

Our Top Pick
TheraPlatform

Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.

Frequently Asked Questions About Telehealth Mental Health Software

How do SimplePractice and TheraPlatform handle measurement-based care dashboards during teletherapy documentation?
SimplePractice ties screening inputs to longitudinal outcome tracking inside clinical documentation so clinicians avoid re-entering measurement data between sessions. TheraPlatform adds intake and assessment routing plus clinical note templating and treatment plan documentation tied to telehealth encounters while also supporting measurement tracking and behavioral health billing enablement.
Which tools support structured intake and assessment workflows that feed session notes automatically?
CharmHealth uses template-driven intake and assessment workflows that feed structured documentation during and after video sessions. Spruce Health uses clinician-ready intake and assessment flows designed for repeatable teletherapy documentation, connecting intake to note handoff.
When a clinic needs a virtual waiting room, which systems provide appointment-gated session entry?
Doxy.me gates patient entry through a virtual waiting room that uses appointment access controls to reach the clinician session screen. Coviu provides a virtual lobby and session flow management that coordinates guided video visits and reduces no-show friction.
What breaks if a telehealth clinic tries to use TheraPlatform without relying on audit trail logging for clinical workflow changes?
TheraPlatform is built around audit trail logging that ties clinical workflow changes to telehealth encounters, which means governance signals are not treated as optional metadata. Without that audit trace, internal review of who changed telehealth documentation inputs and when becomes operationally harder in TheraPlatform.
How do Osmind and Sessions Health connect synchronous visits with asynchronous messaging inside the same workflow?
Osmind supports synchronous video sessions plus therapist messaging in one teletherapy workflow and centers measurement-based care tracking with reusable templates. Sessions Health combines a synchronous video session experience with a client messaging portal and structured charting so intake, notes, and follow-up tasks stay in the same care workflow.
How do TherapyNotes and Carepatron differ in how clinicians perform charting while conducting telehealth sessions?
TherapyNotes is chart-first and ties synchronous visit scheduling to clinical documentation and secure patient communication inside one chart, with measurement-based care support connected to session documentation. Carepatron uses structured templates for assessments and clinical notes and tracks therapy outcomes through measurement-style workflows that connect intake, clinician notes, and progress tracking.
Which telehealth mental health systems provide admin oversight that includes audit-oriented activity visibility tied to care operations?
TherapyNotes includes an admin layer with multi-user clinic operations through access controls plus audit-oriented activity visibility. TheraPlatform includes audit trail logging for care activity changes, and Sessions Health adds audit visibility for session-related work queue and permission management.
What is the practical difference between Doxy.me’s browser-first session workflow and Coviu’s video-first lobby workflow?
Doxy.me emphasizes synchronous video sessions and browser-first usability with appointment access controls and session delivery as the central workflow, while behavioral EHR depth is not the focus. Coviu emphasizes video-first teletherapy workflow with a virtual lobby that routes clinicians and patients into guided video visits with coordination tools for visit prep.
How do clinics handle cross-team collaboration and RBAC-style permissions in Spruce Health versus Sessions Health?
Spruce Health provides role-based access controls and activity visibility to standardize documentation across providers, with structured intake feeding note handoff. Sessions Health focuses admin oversight on managing clinical work queues, clinician permissions, and audit visibility for session-related activity, which affects how staff triage follow-ups.

Tools reviewed

Primary sources checked during evaluation.

Referenced in the comparison table and product reviews above.

How to Choose the Right Telehealth Mental Health Software

We separate telehealth mental health options by how they handle therapy work during the visit and after it—especially intake and assessment workflow, outcome measurement tracking, and automation via API for handoffs. When these parts fit your clinical routine, the rest of the platform feels consistent.

Intake and assessment workflow

Why it matters

Good intake and assessment workflow reduces missed fields before the first session and keeps clinicians from re-entering history. It also supports consistent documentation that carries into care planning.

How to check

During a demo, walk through pre-visit intake to the first clinical note. Ask how the system moves answers into the assessment section and what happens if the patient completes items late.

PHQ-9 and GAD-7 outcome tracking

Why it matters

Outcome measurement tracking is the backbone of measurement-based care for common symptom scales. Without it, you lose the trend view that guides treatment changes.

How to check

Request a sample patient and try a session where PHQ-9 and GAD-7 are entered or imported. Then verify whether the dashboard shows trends over time and whether clinicians can reference results in the note.

Clinical note templating and editing

Why it matters

Clinical note templating and editing affects documentation speed and consistency during real visits. It also determines how well the system supports session structure across providers.

How to check

Create or open a note template for an individual session and a group session. Check whether you can customize fields, re-use templates by diagnosis or modality, and keep prompts aligned with what you actually document.

Safety plan documentation module

Why it matters

A safety plan documentation module matters when risk escalates mid-care. It should be easy to capture, store, and revisit without breaking the clinical flow.

How to check

On demo data, simulate a session with a crisis risk flag and ask the clinician to produce a safety plan. Verify where the plan is stored, who can access it, and whether updates preserve an audit trail.

Automation and API for workflows

Why it matters

Automation and API surface reduce manual work when you connect scheduling, referrals, and internal tools. The depth of control determines whether the system can match your operational workflow.

How to check

Ask for API documentation scope and show at least one example workflow, like pushing referral status or pulling outcome results. Confirm whether there’s a sandbox and how provisioning of new clinicians/patients is handled.

RBAC and audit log visibility

Why it matters

RBAC and audit log visibility support governance when multiple roles share access to sensitive notes and risk materials. You need confidence about who changed what and when.

How to check

In the admin area, review role permissions for a clinician, a supervisor, and an admin user. Then open the audit log and demonstrate an example where a note or safety plan is edited and the change is traceable.

Red flags

  • The intake answers don’t carry into the assessment or first note cleanly
  • Outcome scores appear but trend history or note linkage is missing
  • Safety plans are hard to update or the system doesn’t show audit visibility

Fit by situation

  • If you need patients to complete forms before the first visit, prioritize intake and assessment workflow.
  • If your clinicians rely on symptom scale trends during care, prioritize PHQ-9 and GAD-7 outcome tracking.
  • If you want referrals, notes, and updates to move with less manual effort, prioritize Automation and API for workflows.
Commissioned Research

Funding and competing interests

This study was co-funded by several of the vendors assessed in it. No single vendor funded it. Funders could propose the market studied.

They had no role in selecting vendors, setting or weighting criteria, analysing data or drawing conclusions, and they received the same factual-accuracy check as every other vendor assessed.

Market definition, inclusion rules and criteria weights were fixed by an editor before research began and did not change afterwards. Editorial process →

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