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How to Get Started With Counsol?



If you're a practicing attorney and are searching for an effective practice management system, you may want to consider Counsol. Its practice management capabilities include integrated secure messaging and the ability to send invoices and client progress notes. You can even edit or delete a signed progress note by a client. Learn more about Counsol in this article. It will make your life easier! You can learn how to get started with Counsol today!


Counsol is a Practice Management Solution

Designed specifically for the mental health profession, CounSol is a practice management software that can improve the performance of a provider's job, client engagement, and practice profitability. Designed with ease of use in mind, this software allows mental health professionals to manage their clients, appointments, and payments in a single system. CounSol has an integrated client portal, which reduces no-shows. It is a fully customizable solution for solo practitioners and small practices alike.


Counsol is a feature-rich practice management software that can be used by solo practices, small groups, and groups. It has many advantages, including electronic claims filing, integrated ERAs, and supervisory functions. The software also maintains a minimal level of data collection and allows users to create custom forms to fit their needs. For practice owners, CounSol offers a free trial version.

It Includes Integrated Secure Messaging

When it comes to engaging clients and patients, CounSol offers several ways to do so. The system allows you to store client and patient information securely, making it easy to access it when needed. It also includes built-in videoconferencing and secure messaging. The user interface allows you to customize the system to fit your practice's needs. To learn more, download the free trial version. It will show you how CounSol can make your life easier!

With CounSol, you can set notification preferences on a global or client-level. You can choose to receive notification emails, text messages, or voice messages. Messages are encrypted and contain the practice's name and password. It is important to note that CounSol has an optional, built-in anti-virus program. Users can also turn off session emails. However, there are some other ways to secure your communication.

It Allows you to Send Invoices to Clients

Invoices can be generated easily in Counsol. They can include files, billable hours, and products and can be sent directly to the client's email address or website. Once created, invoices can be edited individually before being sent to the client. After the invoice has been created, it can be marked as paid, or deleted and regenerated. You can even set invoices to be recurring.

You can send invoices to your customers in Counsol's Client Portal. Simply navigate to Settings and then click on Emails. You can then customize the emails to your clients. You can include additional fields for your clients, such as a client's name, address, and payment method. When you receive payment, your invoices will automatically change status to PAID. This way, your clients will only pay what is due.

It Allows You to Edit or Delete a Signed client Progress Note

CounSol provides a secure messaging system integrated with its software, which allows you to send and receive messages with the name of your practice. You can also add and edit notes can be backed up. Signed progress notes are permanent. However, they can be edited or deleted by the client. To keep track of which client progress notes are locked, you should go to the "Edit Notes" tab in the client's Overview page.

It Supports Two-Factor Authentication

You can enable two-factor authentication in Counsol via the Security tab. This feature requires you to provide a special code to unlock your account when you login. This code is generated by the Global Administrator. In this article, you'll learn more about how to enable two-factor authentication in Counsol. To enable it, follow these simple steps. To get started, click the link below. You'll need to set up your two-factor authentication device.


In order to use this feature, you need to enable two-factor authentication in your account. Go to Security > Two-factor authentication. Then, click "Settings." Next, you need to configure the two-factor authentication settings. For this, select "Enable 2FA" on the authentication tab. This option is available for both Counsol and OpenSSL. When enabled, the authentication code will be sent to the mobile device.


Click Here to Read More About: How Counsol Can Increase Your Revenue?

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