Compare Agency Matrix vs. TherapyNotes

The ideal Business Process Management Software is a solution that can tackle your company’s specific requirements. It is possible to identify which alternative is best suited for your enterprise if you examine several products before you decide which one is the best. For example, TherapyNotes and Agency Matrix are scored at 8.4 and 6.8, respectively, for overall quality and performance. Likewise, TherapyNotes and Agency Matrix have a user satisfaction rating of 100% and 80%, respectively, which suggests the general feedback they get from customers. Moreover, get in touch with a regular user of the software and ask for their opinion concerning the solution in question. We did our best to review all popular EHR Software services that you can find out there, but among all the ones we reviewed these three caught our special attention: Cerner EMR, Practice Fusion, Care360.

Agency Matrix




Agency Matrix screenshot TherapyNotes screenshot
Pricing Page


Our Score

6.8 ?

Our Score

9.0 ?

Client Experience

Client Experience

Client Experience

80% ?

Client Experience

100% ?





Price Scheme

Price Scheme

Monthly payment Free | Monthly payment | Quote-based
Full Review

Full Review

General Description

General Description

Agency Matrix is software that helps insurance agencies manage their files and personnel. is an online practice management system for behavioral health, featuring robust notes, scheduling, and billing operations.
Easy Links
Customer Types

Customer Types

Small Business | Large Enterprises | Medium Business Small Business | Medium Business | Freelancers
Available Integrations

Available Integrations

No information available.

TherapyNotes integrates with the following business systems and applications:

  • Google Calendar
  • Microsoft Outlook
  • Flamory
  • iPad, iPhone and Android calendar software
  • iCal
Pricing Page

Pricing Page

Learn more about Agency Matrix pricing Learn more about TherapyNotes pricing
Types of Support

Types of Support

Phone Live Support
Ticket Training
Vendor's Address

Vendor's Address

2425 Commerce Ave, Suite 300,
Duluth, GA 30096
630 Fitzwatertown Rd Suite A4
Willow Grove, PA 19090
Email Address

Email Address
Popular Customers

Popular Customers

Blue Horizon Insurance, Texas Insurance Connection, Baja Insurance
Devices Supported

Devices Supported

Windows Mobile
Pricing Info

Pricing Info

Agency Matrix offers 5 SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:

Lite – $59/month

   Plus: $199 set up fee*

Gold – $109/month

    Plus: $399 set up fee*

Platinum – $159/month

    Plus: $499 set up fee*

Diamond – $259/month

    Plus: $599 set up fee*

Enterprise – $399/month

    Plus: $599 set up fee*

TherapyNotes offer various enterprise pricing schemes for different user types. Here are the pricing rates for their plans:

  • First Clinician – $49/month
  • Additional Clinicians – $30/month
  • Intern – $20/month
  • Schedulers, Supervisors, and Billing Accounts – Free
  • Electronic Claims and ERA – 14 cents per claim submission and 14 cents per claim in an ERA
  • Appointment Reminders – 14 cents for Text and Phone reminders. Email reminders are free
Contact Phone

Contact Phone

+1-800-456-2874 +1-215-658-4550


English English
Available Features

Available Features

Agency Matrix FEATURES

  • 100 % Cloud Based System
  • Unlimited Data Base For Clients
  • Up To 15 CSR/Agents Per Location
  • Employee End-of-Day Tab
  • Online Training Videos
  • Hyperlink to Insurance Company
  • Import Customers/Prospects
  • Free Training and Support
  • Payment Processing
  • Rolodex
  • Invoicing
  • Bi-lingual Receipts/Thank you letters
  • Thank you letters
  • X-Date Tracking
  • Follow Up Items and Notes
  • Mac/Safari Compatible
  • Comparative Rater Integration(s)
  • Ability to Export Reports to Excel
  • Export Contact and/or Policy Data
  • Google Map Integration
  • Sweep Tracking and Reconciliation
  • Automated Email Reporting
  • Advanced Reporting
  • Mail Labels Processing
  • Company Announcements
  • Task Management
  • Custom Field Types
  • Miscellaneous Forms Upload
  • Balance Due Feature
  • Custom Letters
  • Letters Blasts
  • Custom Receipt Ads
  • Comment and Alert Fields
  • Unlimited Uploads of Attachments, Photos
  • Time Clock w / Reporting
  • Import contact and/or Policy Data
  • Prefilled ACORD Forms
  • Commission/Split Commission Reports
  • Direct Scan
  • Carrier Downloads
  • Dashboard
  • Email Blast
  • Drag and Drop and Batch Uploading
  • Deposit Posting and
  • Bank Verification
  • Batch Scanning
  • General Ledger
  • Task Calendar
  • Drip Marketing Campaigns
  • Commercial Editor for ACORD Forms
  • Texting Capabilities

TherapyNotes FEATURES

  • Scheduling
  • To-Do Lisy
  • Calendar Sync
  • Reminders
  • Patient Portal
  • EMR Features
  • Specialty Notes
  • History Review
  • Electronic Claims
  • Billing and Reporting
  • Credit Card and Payment Processing
  • Compliance and Security
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Popular Alternatives

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Both TherapyNotes and Agency Matrix were evaluated by a panel of reliable B2B experts who conducted a detailed examination of all key elements of every app. Their ultimate score was calculated with unique SmartScore model that provides a separate partial score to each component such as: main features, client support, mobile support, security, customer satisfaction and reviews in other media. Here at FinancesOnline we are aware that useful features are not the only thing important to a business so we do our best to pay attention to all facets of a product prior to calculating its final score.