She transitioned her group practice from an outdated EHR system to SimplePractice.
Julie de Azevedo Hanks, PhD, LCSW is a licensed clinical social worker and psychotherapist specializing in women’s emotional health and relationships.
Finding the right EHR
Finding an electronic health record (EHR) system for a group private practice is hard. As healers, we genuinely like our work. But if you’re in private practice, you know there’s a lot going on behind the scenes that’s crucial to running an efficient and organized business.
The right EHR matters, but it’s hard to know which one is best for you. There’s a variety of features that are so important for my practice—like easy and immediate reporting options, an online scheduler, integrated credit card billing, and a great client portal. We’ve been using an EHR for three years that has some clinical features, but the reporting options were inconvenient and outdated. We needed to make a change.
Making the transition
After reviewing the other options out there, we chose SimplePractice because it was the most innovative practice management software I could find that would actually meet my needs.
A few weeks before we transitioned, I sent each of our team members their login information so they could test out the platform, create test clients, use the calendar, explore the clinical notes, and get familiar with SimplePractice. I invited them to take note of all of their questions, and of any difficulties they had navigating the software.
We held training sessions during our regularly scheduled team meetings to walk all team members through the SimplePractice platform. We guided everyone through the processes of scheduling a client, note writing, supervision functions, and syncing with Google Calendar, etc. We also played around with the SimplePractice app.
From my clinicians’ points of view, SimplePractice is very user-friendly and the simple intake and clinical note forms have taken a lot less time to complete.
From an office manager’s vantage point, SimplePractice makes running credit cards a breeze. The seamless integration with Stripe payment processing has significantly reduced the time and effort it takes to process credit card payments. Also, the automated reminders give new clients instant access to both the client portal and new client forms, which we love.
As the owner and executive director, I appreciate how easily I can access financial reports to see if we are meeting our financial goals. After one month of using SimplePractice, I know I made a good decision for my practice.