What Makes an EHR Best for Solo Therapy Practices?


Every solo therapy practice is different and so is every EHR. In a saturated market of Electronic Health Record technology, it is incredibly important to be able to distinguish which tools will be able to help you and which ones will slow you down. EHRs have the power to streamline efficiency, increase productivity, improve the client experience and so much more. The issue is figuring out where to start your search for the right one. What makes an EHR best for solo therapy practices?


What makes Solo Practices Different from Multi-Provider Practices?

Solo practices differ from group practices in a multitude of different ways. The most obvious difference is that there are more providers working in the practice than just one. Other differences include the number of clients/patients coming in and out of the office or visiting with the providers, overhead costs, revenue, administrative burden, and so much more. The best EHR for a solo practice will be offered by a vendor that understands those differences and how to effectively help a provider succeed on their own. Solo practice providers need the best EHR on the market that helps them manage their patient load, conquer administrative responsibilities, and access integrated tools to help them do more in less time.


Tools that Matter in the Best EHR for Solo Practices:


Therapy Notes

Note templates are a valuable tool to help you document more efficiently. The best EHR for solo practices will offer customizable note templates for individual providers. This will help them easily document progress notes, initial assessments, treatment plans, and more. Features of therapy note tools should also include the ability to sign, approve, and co-sign notes. Not only this, but your EHR definitely needs tools that integrate the DSM 5 to help you ready notes with diagnostic codes, monitor and update treatment plans/goals/objectives and create custom forms for any need possible.

This will help you streamline your documentation process by enabling you to store and manage client charts electronically, upload client files, download or print notes, and quickly find sessions with missing notes.

The best EHR for solo practices will set you up for success, giving you access to hundreds of pre-written treatment goals, objectives, and progress notes with extra space to create your own.

Billing Tools

Billing and invoicing can easily become overwhelming as it is complex in nature and sometimes difficult to perfect. An integrated billing tool is a perfect solution for solo providers who need to improve their claims process and revenue.

Billing features must include a payment collection tool, invoice/superbill features, access to a top-tier clearinghouse that allows you to process primary and secondary claims, track insurance claims, and access batch submission features. Billing will never be easier once your EHR supports daily billing reports, up-to-date CPT codes, and modifiers that perfect your claims process from start to finish.


E-prescribing is non-negotiable in 2021. The best EHR for solo practices must include an electronic prescribing feature to help you manage medications, write prescriptions, and handle refills from inside the system. Multi-factor authentication enables you to write controlled substance prescriptions. Formulary checks will allow you to show your client’s out-of-pocket cost for when they pick up their medication at their pharmacy, increasing adherence. A quality e-prescribe tool will allow you to reduce medication errors and increase treatment compliance to improve clinical outcomes.


Solo providers are often in charge of their own scheduling with no extra help. This makes it even more important for the best EHR for solo practices to include a high-functioning scheduling tool. The right tool will enable mental health professionals to easily stay organized. Your calendar tool should be comprehensive, allowing you to create individual client appointments, as well as group and telehealth. It should offer recurring appointment options as well as anonymity features to keep your client’s name hidden. The right scheduling tool can help you save time by syncing it to your Google/Apple calendars, send clients reminders, track attendance, and integrate with a client portal.

Client Portal

Client portals are how providers across the country are increasing client engagement. This tool has the capability to keep clients connected to their mental health providers, making them more likely to adhere to their care plans, ask questions, and schedule future visits. A patient portal should include a secure communication tool, digital intake capabilities, accessible client records, scheduling features, and billing tools.


The pandemic not only showed mental health providers just how important telehealth is, but how useful clients find it. The best EHR for solo practices will absolutely include telehealth capabilities that allow you to meet with clients virtually, as simply as possible. A telehealth tool in your EHR should be HIPAA compliant, provide full control over audio and video, offer group therapy, the ability to share your screen as well as secure links, and offer multiple points of access (phones, desktop, tablets, etc.), all without a single download. Integrated into your EHR, solo providers will be able to access notes, client charts, streamline billing, and more.

Mobile Apps

Mobile apps are used all the time in group practices and are starting to pop up in the best EHRs for solo practices. Having a mobile app enables you to take your practice on the go, access diagnostic codes, create new appointments, accept client signatures, and more with the highest security possible.


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