The best EHR for therapists depends on who pays for your sessions and how big your team will get. For a practice that runs therapy alongside other services, our pick is Pabau, the all-in-one practice platform we build. Solo private-pay therapists get the most from SimplePractice, while insurance-heavy practices should start with TherapyNotes.
Per-clinician plans that look cheap for one therapist can cost five times as much at three. Below, we compare seven platforms on price, claims, telehealth and AI notes, using each vendor’s own pricing page. Then you’ll get a 90-minute scorecard for testing your shortlist in a live demo.
Key takeaways
1. Pabau — best for therapy practices that also offer other services and want booking, notes, billing and marketing in one system.
2. SimplePractice — best for a solo private-pay therapist who wants a polished patient portal and built-in telehealth.
3. TherapyNotes — best for insurance-heavy practices that need low per-claim fees and ERA posting.
4. TheraNest — best for budget-conscious group practices that pay per therapist.
5. Valant — best for psychiatric groups and IOP or PHP programs that track outcomes.
6. Sessions Health — best low-cost start, with a free plan for your first three patients.
7. Upheal — best for therapists who want AI-written session notes before full practice management.
What each therapist EHR costs as your practice grows
The table puts all seven side by side. It shows the monthly cost for one and three clinicians, plus what each platform charges extra for claims, telehealth and AI notes.
| Provider | Best for | 1 clinician, per month | 3 clinicians, per month | Insurance claims | Telehealth | AI notes |
|---|---|---|---|---|---|---|
1Pabau OUR PRODUCT | Multi-service and allied health practices | Quoted in a demo | Quoted in a demo | Claims management, US via Claim.MD | Built in, browser video, usage credits | Pabau Scribe, usage credits |
2SimplePractice | Solo private-pay therapists | $49 Starter | $247 on Plus | Included, $0.39 per claim | Included on every plan | Note Taker add-on, $35 |
3TherapyNotes | Insurance-heavy practices | $69 Solo | $179 on Group | 14 cents per claim | Basic free, Premium $15 per clinician | TherapyFuel add-on, $40 per clinician |
4TheraNest | Budget-conscious groups | $29 Essentials | $87 on Essentials | From the Advanced plan | $12 add-on, included from Advanced | Ensai add-on, $35 per provider |
5Valant | Psychiatric groups and IOP/PHP programs | Quote only | Quote only | Integrated clearinghouse | Available, priced in quote | AI Notes Assist, priced in quote |
6Sessions Health | Low-cost solo start | Free, or $39 Professional | $97 on Professional | $0.25 per claim, less at volume | $10 per practitioner | AI Assist add-on, $35 |
7Upheal | AI-first documentation | $99 EHR Pro, or $1 per session | Per-seat, quoted | $0.30 per claim | Included | Included |
Prices are monthly list prices before promotions, taken from each vendor’s site in October 2026. Pabau and Valant publish no dollar prices, so both show as quoted. The ratings on each provider card are our editorial scores against the criteria in this article, not user reviews.
The bigger story is what happens when you hire. Per-clinician plans look cheap for one therapist and climb quickly at three, as the chart below shows.

1. Pabau: Best for multi-service and allied health practices
One system for therapy notes, booking, payments and marketing, priced by users rather than by feature.
- Therapy practices adding other services
- Groups planning to grow past three clinicians
- Practices that want marketing and recalls built in
- Owners who want HIPAA and GDPR in one platform
- Every subscription includes every feature
- Browser telehealth with no app to download
- Questionnaires scored and stored on the patient record
- Prices are quoted in a demo, not published
- Telehealth and AI scribe run on usage credits
Pabau fits a practice where therapy is one service among several, such as counseling alongside psychology, physical therapy or wellness. It works as both therapy practice management software and a mental health EMR.
Pabau keeps the appointment, intake forms, consent, session notes and invoice on one patient timeline. A practice manager and a therapist see the same record, with staff permissions limiting who opens clinical notes.

Key features
- Custom note templates: Build SOAP, DAP or BIRP templates for each modality your clinicians use.
- Browser telehealth: Patients join from the link in their confirmation, with no app to download.
- Client Portal and online booking: Patients book, complete intake forms and sign consent before the first session.
- Scored questionnaires: Assessment answers are scored and stored against the patient record over time.
- Claims management: US claims go through Claim.MD, with eligibility checks and ERA posting.
- Pabau Scribe, our AI scribe: Pabau Scribe turns a recorded session into a structured note for the clinician to review.
Where Pabau shines
- Pabau runs therapy and non-therapy services from one calendar, record and invoice.
- Every subscription includes marketing, recalls and reporting, so growth tools never need a higher tier.
- Structured onboarding includes data migration and a dedicated Client Coordinator.
Where Pabau falls short
- Pabau quotes every plan in a demo, by region and user count, so you can’t compare costs from the website alone.
- Setup takes longer than a single-purpose therapy EHR, because onboarding configures the whole platform.
- Telehealth minutes and Pabau Scribe usage are billed as credits on top of the subscription.
Who Pabau is best for
- Practices combining therapy with physical therapy, wellness or other allied health services.
- Groups expecting to add clinicians and wanting marketing and recall automation from day one.
Pricing
| Plan | Price | Clinicians | Key inclusions |
|---|---|---|---|
Solo | Quoted in a demo | 1 user | Full platform, unlimited patients |
Team | Quoted in a demo | 2–3 users | Full platform |
Medium | Quoted in a demo | 4–5 users | Full platform |
Group | Quoted in a demo | 6–15 users | Full platform |
Enterprise | Quoted in a demo | 16+ users, multi-location | Full platform |
Pricing scales with users and location, and annual billing saves 20%. Every plan includes the full platform, and Pabau quotes each one in a demo.
2. SimplePractice: Best EHR for mental health private practice
The easiest start for a solo therapist, as long as the practice stays small.
- Solo private-pay therapists
- New practices setting up their first EHR
- Therapists who want telehealth on every plan
- Telehealth and insurance claims on every plan
- Measurement-based care built in
- Large user base of 250,000 practitioners
- Groups must use the $99 Plus plan
- AI notes cost extra
SimplePractice is the best EHR for mental health private practice when you work alone and mostly take private pay. The company says 250,000 practitioners use it, and every plan includes telehealth, progress notes and paperless intake.
SimplePractice now includes insurance claims on every plan, filed at $0.39 per claim. The catch arrives with your second hire, because group practices must move to the Plus plan.

Key features
- Patient portal and intake: Paperless intake documents, appointment reminders and online payments.
- Telehealth: Included on every plan, with group telehealth on Plus.
- Insurance Essentials: Claims and billing tools included, at $0.39 per claim.
- AI add-ons: Note Taker drafts progress notes, and Care Aide adds treatment plans and session support.
Where SimplePractice shines
- SimplePractice has the lowest learning curve for a therapist moving off paper.
- Measurement-based care and online appointment requests come with the entry plan.
Where SimplePractice falls short
- A three-clinician group pays $247 a month on Plus, against $49 for a solo Starter plan.
- AI documentation costs $35 a month for Note Taker, or $59 for the full Care Aide suite.
- ePrescribe costs $49 a month plus an $89 setup fee.
Who SimplePractice is best for
- Solo therapists who take mostly private pay and want a polished patient experience.
- New practices that value fast setup over deep customization.
Pricing
| Plan | Price | Clinicians | Key inclusions |
|---|---|---|---|
Starter | $49 / month | 1 | Core features, telehealth, insurance claims |
Essential | $79 / month | 1 | Starter features plus additional tools |
Plus (solo) | $99 / month | 1 | Group appointments and group telehealth |
Plus (group) | $99 / month + $74 per clinician | 2–5 | Per-clinician fee drops to $72 at 6–15 and $69 at 16+ |
Groups with six or more practitioners can also ask for custom pricing. Current plans are listed on the SimplePractice website.
3. TherapyNotes: Best mental health EMR for insurance billing
The cheapest way to run high claim volume, with fees that stay predictable as a group grows.
- Practices billing mostly through insurance panels
- Groups adding clinicians at $50 each
- Practices that want 24/7 phone support
- 14 cents per claim, ERA and eligibility check
- Free data import from another EMR
- Unlimited non-clinical users on Group
- AI notes cost $40 per clinician
- Basic telehealth limited to two participants
TherapyNotes is the best mental health EMR for practices where insurance pays most sessions. It charges 14 cents per electronic claim, ERA claim and eligibility request, which keeps billing costs low at volume.
Group pricing is gentler than SimplePractice: $79 for the first clinician and $50 for each additional one. Billers and schedulers join at no extra cost.

Key features
- Insurance billing: Electronic claims, ERAs and real-time eligibility at 14 cents each.
- Custom client portal: Included on every plan, with secure messaging.
- Telehealth: Basic telehealth is free, and Premium adds HD video for up to 16 participants.
- TherapyFuel: An AI documentation suite at $40 per clinician per month.
Where TherapyNotes shines
- TherapyNotes offers 24/7 phone and email support on every plan.
- Data import from another EMR is free, which lowers the cost of switching.
Where TherapyNotes falls short
- Text and call reminders cost 14 cents each, so reminder costs grow with caseload.
- Group or family telehealth needs Premium Telehealth at $15 per clinician.
- Marketing and recall tools sit outside the platform.
Who TherapyNotes is best for
- US therapists whose revenue comes mainly from insurance panels.
- Group practices with several billers and schedulers who need free non-clinical seats.
Pricing
| Plan | Price | Clinicians | Key inclusions |
|---|---|---|---|
Solo | $69 / month | 1 | Notes, scheduling, portal, basic telehealth |
Group | $79 / month + $50 per clinician | 2+ | Unlimited non-clinical users |
Enterprise | Group rates | 30+ users | Designated account manager |
Claims, reminders, ePrescribe at $65 per prescriber and TherapyFuel are billed on top. Plans are published on the TherapyNotes website.
4. TheraNest: Best for growing group practices on a budget
The lowest per-therapist entry price here, with claims and telehealth unlocked on the middle plan.
- Group practices watching per-seat costs
- Practices adding therapists over the next year
- Teams that want free admin seats
- Unlimited admin users on every plan
- Unlimited telehealth from the Advanced plan
- No setup or implementation fees
- Essentials has no claims processing
- AI scribe costs $35 per provider
TheraNest is the best fit for a group practice that wants to add therapists without per-seat costs climbing fast. Now part of Ensora Health, it charges $29, $59 or $89 per therapist each month.
The middle Advanced plan is the realistic choice for most groups. Advanced adds unlimited telehealth, online booking and 50 free claims per practice each month.

Key features
- Three tiers: Essentials covers scheduling and notes, Advanced adds telehealth and claims, Premier adds billing automation.
- Ensai: An AI session assistant that drafts notes from telehealth and in-person sessions.
- Wiley Treatment Planner: Point-and-click treatment plans, included on Premier.
- Secure client portal: Documents, appointments and online payments for patients.
Where TheraNest shines
- TheraNest has the lowest entry price per therapist among the paid plans in this list.
- Billers, schedulers and practice administrators are added at no extra charge.
Where TheraNest falls short
- Essentials lacks claims processing, so insurance-billing practices start at $59 per therapist.
- Telehealth on Essentials costs $12 per therapist each month.
- An AMA CPT license fee of $19.50 per therapist is billed every December.
Who TheraNest is best for
- Group practices adding providers that want predictable per-therapist pricing.
- Insurance-billing teams willing to pay for Advanced or Premier.
Pricing
| Plan | Price | Clinicians | Key inclusions |
|---|---|---|---|
Essentials | $29 / therapist / month | Per therapist | Scheduling, portal, basic intake and notes |
Advanced | $59 / therapist / month | Per therapist | Telehealth, booking, 50 free claims a month |
Premier | $89 / therapist / month | Per therapist | Billing automation, unlimited claims, Wiley planner |
Annual billing works out to $27, $54 or $82 per therapist each month. Details are on the Ensora Health website.
5. Valant: Best for psychiatric groups tracking outcomes
Built for behavioral health organizations with prescribers, programs and outcome reporting.
- Psychiatric group practices
- IOP and PHP programs
- Practices with prescribers and supervisors
- ePrescribing with PDMP access
- Tracks clinical and financial outcomes
- Integrated clearinghouse and eligibility checks
- No published prices
- More system than a solo therapist needs
Valant suits psychiatric group practices and intensive outpatient or partial hospitalization programs. It combines ePrescribing, treatment planning, group therapy tools and outcome tracking in one behavioral health EHR.
Valant prices each deal around the number and type of provider licenses, such as therapist, prescriber and supervisor. Telehealth and AI-assisted documentation are options that change the quote. Practices comparing psychiatry EHR options should ask for that breakdown in writing.

Key features
- Prescribing: ePrescribing with prescription drug monitoring program (PDMP) access.
- Intake and assessment automation: Forms and assessments sent before the first visit.
- AI Notes Assist: AI-assisted documentation, priced as an option.
- Revenue cycle tools: Integrated clearinghouse, eligibility checks and claim assistance.
Where Valant shines
- Valant supports multi-level treatment programs with complex scheduling.
- Outcome reports cover clinical and financial results across the practice.
Where Valant falls short
- Valant publishes no prices, so comparing cost takes a sales call.
- A solo therapist will pay for prescriber and program features they never use.
Who Valant is best for
- Psychiatric groups with prescribers, therapists and supervisors on one record.
- IOP and PHP programs that report outcomes to payers.
Pricing
Valant builds each quote around provider licenses and optional features. Request one through the Valant website.
6. Sessions Health: Best low-cost pick for solo therapists
The cheapest EHR for therapists who want claims and a portal without paying for extras they skip.
- Therapists starting a private practice
- Solo insurance billers on a budget
- Small groups adding practitioners at $29
- Free plan for your first three patients
- Auto-scored assessments
- Role-based access with audit trails
- Telehealth costs $10 per practitioner
- AI Assist costs $35 per practitioner
Sessions Health is the cheapest EHR for therapists who need insurance billing from day one. It offers a free plan for up to three patients and a $39 Professional plan with unlimited patients.
Each extra practitioner adds $29 a month, so a three-clinician practice pays $97. Electronic claims start at $0.25 each and drop with volume.

Key features
- Documentation: Custom forms, note templates, treatment plans and auto-scored assessments.
- Billing: Superbills, electronic claims, ERAs, secondary claims and real-time eligibility at $0.15.
- Client portal: Paperless intake with e-signature, secure messaging and online scheduling.
- Security: AES-256 encryption, two-factor authentication and role-based access with audit trails.
Where Sessions Health shines
- Sessions Health lets a new therapist start free and upgrade when the caseload grows.
- Unlimited administrators come with the Professional plan.
Where Sessions Health falls short
- Integrated telehealth costs $10 per practitioner, or you use another video tool.
- AI notes from in-person sessions are still listed as coming soon.
Who Sessions Health is best for
- Solo therapists who want the lowest monthly bill with insurance billing included.
- Small groups that prefer paying per feature over bundled plans.
Pricing
| Plan | Price | Clinicians | Key inclusions |
|---|---|---|---|
Freemium | $0 / month | 1 | Up to 3 patients |
Professional | $39 / month + $29 per practitioner | 1+ | Unlimited patients and administrators |
Telehealth, claims, eligibility checks and AI Assist are charged per use or per practitioner. See the Sessions Health website for current terms.
7. Upheal: Best for AI-first session notes
AI notes are the product, and the EHR wraps around them.
- Solo therapists who hate writing notes
- Therapists with a light or varying caseload
- Couples and family therapists
- Unlimited AI notes with built-in telehealth
- Recordings deleted by default
- Pay-as-you-go EHR at $1 per session
- Group pricing is per seat and quoted
- Shorter track record than older EHRs
Upheal suits a solo therapist whose biggest pain is documentation. The $39 AI Notes plan writes notes from telehealth, in-person audio or dictation, and the full EHR costs $99 flat or $1 per session.
Upheal deletes session audio by default once the note is ready, and you can opt out of AI model training. Even so, tell patients you record sessions and get their consent before you do.

Key features
- AI notes: SOAP, DAP, BIRP, GIRP and other formats from video, audio, dictation or uploads.
- Treatment Plans with Golden Thread: Tracks progress from session to session.
- Billing: Superbills, online payments and claims at $0.30 each.
- Switching help: An AI transfer tool moves patients and files from your old EHR.
Where Upheal shines
- Upheal covers couples and family sessions in its AI notes.
- The pay-as-you-go EHR plan keeps costs low on a small caseload.
Where Upheal falls short
- Group practices must contact Upheal for per-seat pricing.
- Upheal has a shorter track record in practice management than TherapyNotes or SimplePractice.
Who Upheal is best for
- Solo private-pay therapists who want to finish notes before the next session.
- Therapists comfortable reviewing AI drafts before signing them.
Pricing
| Plan | Price | Clinicians | Key inclusions |
|---|---|---|---|
Free | $0 / month | 1 | Basic AI notes, telehealth without AI |
AI Notes | $39 / month | 1 | Unlimited AI notes and telehealth |
EHR pay-as-you-go | $1 / session | 1 | Full EHR, billed per session |
EHR Pro | $99 / month | 1 | Full EHR with Assistant Pro included |
Groups buy AI Notes or EHR plans per seat. Check the Upheal website for current terms.
Choose the best EHR for therapists with a scored demo
Choose the best EHR for therapists by settling payer mix and team size first, then scoring each finalist in a live demo. Feature lists look alike on paper, so the demo decides.
Forum threads tell you what annoyed one therapist. A scored demo tells you whether the same problem will annoy you.
The 90-Minute Demo Test scores five tasks live
The 90-Minute Demo Test is our scorecard for one vendor demo: five criteria, up to two points each, scored live. Ask the vendor to do each task on screen rather than describe it.
| Criterion | What to ask for in the demo | 2 points | 0 points |
|---|---|---|---|
Note to signed | Write and sign a progress note from a sample session | ✓Signed in under five minutes, template matches your format | ✕Template needs vendor setup or a workaround |
Claim or superbill | Turn that session into a claim, or a superbill if you take private pay | ✓One click from the appointment, fee shown up front | ✕Export to a separate billing tool |
Telehealth room | Start a video session as the patient would | ✓Patient joins from a link, no second app | ✕Patient must install software or use another vendor |
Assessment scoring | Send a PHQ-9 or GAD-7 and view the score | ✓Scored automatically and charted over time | ✕Paper form or manual totals |
Full export | Export one patient’s complete record | ✓Notes, documents and billing history in standard formats | ✕Export only on request or for a fee |
Our decision rule is simple. Score 8 or more and the platform makes your shortlist. Score 6 or 7 and book a second demo on the weak criteria. Below 6, walk away, whatever the price.
Group practices should add two questions to the demo. Can a supervisor co-sign a trainee’s note? Can one note document a group session for every attendee?
Your payer mix narrows the list fast
If insurance pays a third or more of your sessions, put claims tooling first. Below that, a cheaper private-pay setup with superbills and card payments usually wins. That threshold is our rule of thumb, not an industry standard.
The tooling differs more than most demos show. Our guide to insurance billing for therapists covers the workflow in depth.
- Insurance-led practice: electronic claims, ERA posting, eligibility checks, a clearinghouse and secondary claims. TherapyNotes, TheraNest Premier and Sessions Health price these per item.
- Private-pay practice: superbills for out-of-network reimbursement, stored cards, deposits and automatic invoices. SimplePractice, Upheal and Pabau handle this without a clearinghouse.
HIPAA sets four must-haves for any therapy EHR
A HIPAA-compliant therapy EHR comes from a vendor that signs a business associate agreement. The system also encrypts data, logs access and limits who sees notes. Ask for that agreement before the demo, not after.
- Business associate agreement (BAA): HIPAA requires one with any vendor storing protected health information, under 45 CFR 164.504(e).
- Audit controls and encryption: The technical safeguards in 45 CFR 164.312 cover access logs, unique logins and encryption.
- Role-based access: Front-desk staff should book sessions without opening psychotherapy notes.
- Substance use records: Programs treating substance use disorder also follow 42 CFR Part 2, which adds consent rules for disclosures.
Telehealth and the patient portal should share one link
A good therapy EHR lets patients book, sign intake forms, pay and join video from one link. Every extra login is a patient who emails you instead.
Paperless intake and automated reminders save the most front-desk time. A patient portal also keeps messages inside the secure record rather than in personal email.
- Intake forms and consent sent automatically after booking.
- Email and text reminders, with a link to reschedule.
- Telehealth that opens in the browser from the confirmation.
- Secure messaging stored against the patient record.
- Online payment and superbills the patient can download.
Your note templates should match how you write today
Pick an EHR whose templates match the note format you already write. The four formats below cover most therapy documentation.
| Format | Sections | Common use |
|---|---|---|
| SOAP | SSubjectiveOObjectiveAAssessmentPPlan | Mixed medical and therapy settings |
| DAP | DDataAAssessmentPPlan | Brief outpatient therapy notes |
| BIRP | BBehaviorIInterventionRResponsePPlan | Behavioral health and payer-facing notes |
| GIRP | GGoalsIInterventionRResponsePPlan | Treatment-plan-driven therapy |
AI scribes now come with most platforms, often as a paid add-on. Get written consent before recording a session, and read every AI draft before you sign it.
Psychologists should give assessment scoring extra weight. Testing-heavy work lives or dies on scored, charted instruments.
Five mistakes to avoid before you sign
Each of these shows up in the pricing and features above, and each is cheap to catch in a demo.
- Pricing only today’s team: Run the three-clinician number too, because per-seat plans climb with every hire.
- Assuming AI notes are included: On most platforms here, AI notes are an add-on at $35 to $40 per clinician each month.
- Ignoring per-item fees: Claims, eligibility checks and reminders can each carry a per-use charge that grows with caseload.
- Skipping the BAA: HIPAA requires a signed agreement before the vendor stores any patient data.
- Accepting a sample export: Ask to export one full patient record in the demo, since a sample file can hide missing fields.
Switching EHRs safely starts with a full export
Switching EHRs safely means getting a complete export, running both systems through one billing cycle, and confirming the new vendor can import your format. Start with the export.
When our onboarding team migrates a practice into Pabau, the first request is a complete export, because a sample file hides missing fields.
Ask your current vendor for a full export
- Patient demographics and insurance details as a CSV or spreadsheet.
- Signed notes, treatment plans and assessments as PDFs, one folder per patient.
- Uploaded documents, consent forms and intake forms in their original files.
- The billing ledger, open claims and payment history.
- Appointment history and future bookings.
Run both systems through one billing cycle
- Keep the old system until every open claim submitted there has been paid or denied.
- Ask whether the old vendor offers a read-only plan. TherapyNotes, for example, offers storage from $9 a month.
- Book new appointments only in the new system from your chosen start date.
Four questions for the new vendor
- Who does the import, and is it included in the price?
- Which fields will not carry over, such as note signatures or claim history?
- How long until our team is trained and billing from the new system?
- Will you sign a BAA before we send any patient data?
How Pabau runs a therapy practice that offers more than therapy
Most therapy EHRs assume every appointment is a therapy session. Once a practice adds physical therapy, nutrition or wellness services, staff start keeping a second calendar and a second set of records.
Pabau puts every service on one calendar and one patient record, so a counselor and a physical therapist see the same history. Intake forms and consent go out automatically through the Client Portal, and telehealth opens from the booking confirmation.
Pabau Scribe drafts the session note for the clinician to review and sign. Questionnaire scores, invoices and recall reminders stay on the same timeline, so nobody re-enters data between tools.
Every subscription includes every feature, and structured onboarding moves your existing records across. Your team starts on a configured system rather than a blank one.
Run every service from one patient record
Pabau keeps therapy notes, telehealth, intake forms and billing on one timeline, so multi-service practices stop juggling separate systems.

Conclusion
Price the practice you will have in two years, not the one you have today. Per-clinician plans reward staying solo and charge you for every hire.
Solo private-pay therapists can stop at SimplePractice or Sessions Health. Insurance-heavy practices should test TherapyNotes first. A practice that already offers more than therapy will outgrow both, and should judge platforms on the whole patient journey.
Run the 90-Minute Demo Test on two finalists and let the score decide. Book a demo to see how Pabau handles therapy alongside every other service your practice offers.
Continue your research
Billing insurance for the first time? Insurance billing for therapists walks through claims, ERAs and eligibility checks step by step.
Opening your own practice? How to start a private therapy practice covers licensing, setup and the systems to choose first.
Writing tighter progress notes? SOAP notes for social work shows how to structure each section with examples.
Running a psychology practice? Best psychology practice software compares platforms built around testing and assessment.
Feeling the admin load? Therapist burnout: signs, causes and prevention covers practical fixes, from boundaries to workload.
Frequently asked questions
What is the best HIPAA-compliant EHR for therapists?
Every platform in this comparison offers HIPAA safeguards, so the best choice is one that signs a BAA and fits your billing. Before you sign, confirm encryption, audit logs and role-based access for document storage.
Do therapists legally need an EHR?
No federal law requires a therapist to use an EHR, and paper records are still legal. Paper makes insurance billing, telehealth and remote access harder, though. HIPAA applies either way once you bill insurance electronically.
Should psychotherapy notes be kept apart from progress notes?
Yes. HIPAA treats psychotherapy notes, a therapist’s private session impressions, as separate from the main record. Most disclosures of them need the patient’s specific authorization. Diagnoses, treatment plans and progress notes stay in the standard record, so pick an EHR that stores the two apart.
How long should therapists keep patient records?
Your state sets the retention period, not HIPAA, and it often runs several years past the last session. Records for minors are usually kept longer. Check your licensing board’s rule, and make sure you can still export records after you cancel.
What is the difference between EHR and EMR for therapists?
An EMR for therapists stores records inside one practice, while an EHR is built to share records with other providers. Most therapy platforms sold as EHRs work mainly as EMRs plus practice management.



