Set up the EHR
Start with the record you need today. You can add depth as care develops.
- Create and organize client records
- Write session notes and treatment plans
- Review measures and recorded client activity
Your first working record
01
Create your clinician account and confirm the practice information clients should see.
02
Add a client record, then set the access and sharing choices that fit the care relationship.
03
Write the first note or plan and invite the client only when you are ready for between-session work.
Notes, plans, and records
Keep documentation tied to the same clinical thread instead of rebuilding context in another tool.
- Review a client before the appointment
- Document the encounter
- Update goals and next steps
Invite a client
A client invitation opens the guided app linked to their record. Check consent and the destination before sending.
- Confirm the client account details
- Choose the tools they can reach
- Remove access when it is no longer appropriate
Use the guided client app
Assign work with a clinical reason, then review what comes back. The client app is an extension of care, not an unattended crisis service.
- Select an exercise or reflection
- Explain when and how to use it
- Review completion in the connected record
Billing and superbills
Keep billing information beside the clinical record. Review entries before using them for a claim or superbill.
- Record billable service details
- Check dates and coding
- Create a superbill when appropriate
Security basics
Use one account per person, review access when roles change, and never share credentials.
- Keep devices and browsers current
- Report unexpected access promptly
- Read the HIPAA and security overview
Need a person?
Tell us where you got stuck.
Include the screen you were using and what you expected to happen. Please leave client names, clinical details, and other PHI out of ordinary email.
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