EHR Selection & Setup
Choose the right HIPAA-compliant platform and configure it for your practice needs. We guide you through selection, setup, and optimization so your systems support your care model.
How We Help
Platform Selection
We help you evaluate EHR options like SimplePractice, TherapyNotes, and others to find the best fit for your practice, including advanced features like AI note-taking and website integration.
Account Setup
Configure your new system with scheduling, billing, documentation, and integrations that support your workflow.
AI Note-Taking Guidance
Explore platforms that offer AI-assisted documentation to reduce time spent on notes while maintaining accuracy and compliance.
Website Integration
Connect your EHR with your website so clients can book sessions directly online, creating a seamless experience from discovery to intake.
Data Migration
If your current EHR no longer meets your needs, we guide you through a secure migration process to a new platform, ensuring continuity of care and minimal disruption.
Team Training
Onboard clinicians and staff quickly with guided training and best practices for efficiency and compliance.
Why EHR Selection Matters
The right EHR can save hours each week, reduce billing errors, and keep your practice compliant. We help you choose and configure a system that supports your workflow and client care.
Save Time
Streamline scheduling, intake, and reminders so clients stay engaged.
Improve Billing
Configure billing and insurance workflows to reduce delays and errors.
Stay Compliant
Ensure HIPAA-compliant workflows that protect your clients and your practice.