Noted vs. STEPnotes Comparison Chart

For solo and small-group mental health practice owners, TheraNest is the EHR and practice-management platform that simplifies clinical documentation, streamlines billing, and empowers sustainable practice growth without administrative headaches. Unlike SimplePractice and TherapyNotes, TherapyNotes uniquely allows therapists to run secure group telehealth sessions (up to 20 participants), automatically insert evidence-based Wiley® treatment plans, and access built-in flat-rate RCM services — all in one place. TheraNest gives therapists back time, control, and confidence by combining workflow automation, AI-enhanced documentation, and reliable U.S.-based support.

Opus is a comprehensive EHR, CRM, and RCM platform designed to streamline operations for behavioral health treatment centers, including addiction, mental health, and SUD (substance use disorder) clinics. The platform provides integrated tools for patient management, billing, scheduling, and telehealth services. Opus enhances efficiency with features like intelligent lead routing, insurance verification, automated tasks, and customizable forms. It also includes advanced reporting, AI-driven progress note generation, and seamless lab integrations. With a focus on flexibility and scalability, Opus is ideal for small to large multi-center organizations in the behavioral health space.

CompanyCam is a photo-based solution created for contractors, by contractors. Take unlimited photos—which are location and time-stamped, sent to the cloud, and stored securely. Every photo is organized by project and instantly available to your team, allowing you to see what’s going on anytime, anywhere. Annotate photos with drawings, arrows, comments, tags, and voice notes, and create project timelines, photo galleries, reports, and transformation photos through the app. Sharing photos with customers and insurance adjusters has never been easier, and keeping your entire process organized has never been simpler. If you ever need to share photos with partners or clients, the app boasts two incredibly useful features: (1) galleries, where you share a collection of photos, and (2) reports, where you share a series of photos and notes. You don't have to download, rename, or email the photos—you simply select and send.

Elation Health is the leading technology platform for primary care, providing clinical-first solutions since 2010. Our award-winning EHR and billing platform supports 32,000 clinicians in delivering personalized care to over 16 million patients, helping providers rediscover the joy in medicine. Elation’s tools center on supporting primary care practices with tailored capabilities and workflows that streamline the complexities of longitudinal care, facilitate alignment with value-based care, and maximize revenue for each practice. Elation Health provides a comprehensive platform for primary care practices, including a clinical-first EHR for streamlined care workflows, integrated billing software to optimize revenue cycle management, and AI-powered tools that reduce documentation time by up to 2 hours daily, streamlining clinical encounters. Together, these solutions enhance efficiency, support personalized patient care, and empower independent practices to thrive.

Aesthetic Insight is a cloud-based, HIPAA-compliant, all-in-one software solution purpose-built for medical spas and aesthetic clinics that consolidates scheduling, online booking, point-of-sale, memberships/packages, automated digital intake and consent forms, custom treatment charting, integrated ecommerce, automated marketing campaigns, and client engagement tools into a single platform. It enables clinics to offer online booking with resource-based availability, digitize their intake, consent, and after-care workflows, manage bundled service and product memberships with automated billing, sell products online through an integrated store, and nurture client relationships through tailored marketing messages and campaigns, all while centralizing front-desk operations, treatment records, and inventory under one interface. The system also supports calendar management, client segmentation, automated reminders, and tracking of package redemption.

Free AI Meeting Assistant that instantly records, transcribes, and summarizes your Zoom, Meet & Teams meetings ✨ Never take notes again 🔥 Fathom is an AI-powered meeting assistant designed to automatically transcribe, summarize, and highlight key moments from your Zoom, Google Meet, and Microsoft Teams meetings. It eliminates the need for manual note-taking, providing instant summaries and action items, enabling users to focus on the conversation. Fathom integrates seamlessly with CRMs and other tools, allowing easy sharing of summaries and follow-up actions. With the added functionality of sharing clips from meetings and interactive AI assistance, Fathom enhances productivity and ensures you never miss crucial details from meetings.

iPlum is a mobile first solution for business professionals. iPlum works on your existing smartphone without changing carriers. Get best call quality & text in any situation. Give a professional touch for your business with phone tree virtual extensions. Works well for both large businesses and solo professionals. Promptly respond to your calls & texts during business hours and send them directly to your voicemail during non-business hours. Organize your team with a centralized portal. Add and manage iPlum users with different profiles and permissions in a corporate account. Tell your customers you care by automatically sending smart business text for missed calls or texts. Attach a signature for your texts. Texting in legal or healthcare business requiring HIPAA compliance, use secure channels with encryption. Your clients get FREE iPlum app to send you secure texts. It is critical to protect client data as per privacy and security regulations.

Nasdaq Metrio is a sustainability reporting platform that is purpose-built for businesses at all stages of their ESG journey. Nasdaq Metrio combines the power of hyper-granular data collection, tracking, management, emissions calculations, and assurance with a robust library of cross referenced, de-duplicated, and demystified metrics from rater and ranker frameworks and regulatory bodies, complete with guidance notes.

RXNT is an ambulatory healthcare technology pioneer that empowers medical practices and healthcare organizations to succeed and scale through innovative, data-backed, AI-powered software. Our fully-integrated, ONC-certified suite of medical software—like Clinical EHRs, Practice Management, Medical Billing and RCM, E-Prescribing, Practice Scheduling, Patient Portal, and more—optimizes clinical outcomes and RCM for your practice. Used by tens of thousands of medical professionals—from large physician practices to medical billing companies—to drive growth, streamline business operations, and improve patient care across all 50 U.S. states. Our unified “Full Suite” system employs a secure, central database so your data passes through every product in real-time from anywhere, and more than 125 million prescriptions have been transmitted and over $7 billion in claims have been processed using RXNT.

A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know you’re busy and don’t have time for complicated software – We’ve changed that! Even your staff will enjoy using the system – No more headaches and missing data from reports so you can use your valuable time to serve more people. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in 2,200 communities! Book a free demo. Pricing starts at just $20/mo. user