ClinicSource vs TheraNest (2026): which should you pick?

Pick ClinicSource if

• Fits if you run a speech, OT or PT clinic that bills insurance
• Works for owners who want notes and billing in one system

Look elsewhere if

• Skip it if you want a price list, because only a starting price is published
• Not for you if you want to try before you pay, as there is no trial
• Watch out: third-party directories list per-seat charges that the vendor's pages do not confirm
• Watch out: there are no separate desktop or mobile apps

Pick TheraNest if

• Fits if you're an insurance-based therapist who wants claims bundled into the plan
• Works for therapists who need help getting in-network, with one or two payer enrollments included

Look elsewhere if

• Tight if you stay on Essentials: online booking, secure messaging, custom forms and bundled claims start on Advanced
• Watch out: Advanced covers 50 claims, checks and reminders a month, then 23¢ a claim, 25¢ a check and 10¢ a reminder
• Pricey if you add the Session Assistant at $35 a month, eRx at $45 plus $135 setup, or Wiley below Premier at $25
• Watch out: each therapist pays a $19.50 yearly CPT fee, cards cost 2.99% + 30¢, and Premier's unlimited has a fair usage policy
• Skip it if you might downgrade soon, as the change only takes effect when your contract ends

ClinicSource

• Only a starting price is published; there is no pricing page, plan breakdown or free trial on the vendor's site.
• Third-party directories list per-user pricing and extra-seat charges that the vendor's own pages do not confirm.
• Runs in a web browser; the vendor lists no separate desktop or mobile apps.
• Demos are by request through a form.

TheraNest

• Advanced includes 50 claims, eligibility checks and reminders a month per practice; then claims cost $0.23, checks $0.25 and reminders $0.10 each.
• Add-ons: Ensai Session Assistant $35 a month per provider, Wiley Treatment Planner $25 a month below Premier, eRx $45 a month per therapist plus a $135 setup fee.
• Each therapist pays an AMA CPT license fee of $19.50 a year, billed in December; card payments cost 2.99% + $0.30.
• Premier's unlimited claims and reminders fall under a fair usage policy, and a downgrade takes effect only when the current contract ends.

ClinicSource

Documentation by discipline

Templates for evaluations, SOAP notes, treatment plans and goals are grouped by therapy discipline, with a goal library that carries chosen goals into daily notes.

Scheduling and reminders

A cloud-based scheduler with a built-in automatic appointment reminder system that the vendor says reduces no-shows.

Insurance billing

Claims and invoices are generated from the session data, with secondary claims, ERA payment posting, patient statements and a claim tracker.

Payments in the patient profile

Card and e-check payments are processed inside the software through Authorize.net, so no separate card reader is needed.

Clinical and financial reports

Reports cover therapist productivity, authorizations, care plans, evaluations, charges, reimbursements and physician referrals.

Multi-location practices

The vendor says the system handles a single therapist up to a multi-office network, with per-user permission settings and an access log.

TheraNest

Scheduling and client portal

Calendar management with personal calendar sync and staff availability, and a portal where clients see documents and appointments and pay online. Online booking starts on Advanced.

Notes and case management

Custom client, case and progress notes, built-in clinical case management with ICD-10 tools, and Wiley treatment planning, which is included on Premier.

Insurance claims and eligibility

Primary and secondary claims sent singly or in batches through clearinghouse partners, real-time eligibility checks, and billing automation on Premier.

Telehealth

HIPAA-compliant video for individual and group sessions, unlimited on Advanced and Premier and a $12-a-month add-on per therapist on Essentials.

Ensai AI

Ensai polishes progress notes on every plan. The Ensai Session Assistant, $35 a month per provider, scribes telehealth and office sessions into notes and writes case summaries.

Credentialing

A specialist team prepares and follows up payer enrollments with no commission: one or two payers per therapist by plan, and one more on annual billing.

ClinicSource

• Entry plan$74.95

  per month and up

  The only price the vendor's homepage shows, worded as plans starting from this amount. Plan names, seat counts and extras are not published.

TheraNest

• Essentials$27

  per therapist / month, billed yearly ($29 billed monthly)

  Scheduling, client portal, calendar sync, basic intake forms and notes, Ensai note polishing and card payments. Telehealth is a $12 add-on.

• Advanced$54

  per therapist / month, billed yearly ($59 billed monthly)

  Adds online booking, secure messaging, custom forms and notes, unlimited individual and group telehealth, and 50 free claims and eligibility checks a month.

• Premier$82

  per therapist / month, billed yearly ($89 billed monthly)

  Adds insurance billing automation, Wiley Practice Planner, and unlimited claims, eligibility checks and text and phone reminders under a fair usage policy.

• GroupCustom

  Custom pricing for group mental health practices, quoted on request.

ClinicSource

No public discounts listed.

TheraNest

• Annual discount

  One month free with yearly billing

  TheraNest's pricing page gives one month free on annual plans: Essentials is $319 a year instead of $348, Advanced $649 instead of $708 and Premier $979 instead of $1,068.