Services · EHR Setup
Your EHR, set up right the first time.
We set up your electronic health record system so scheduling, intake, notes and billing work the way your practice does, and we show you how to use it.
Who it’s for
A good fit if you’re…
Opening your first practice
Start with a system that is configured correctly from day one.
Stuck with a messy setup
Fix confusing settings and broken workflows in the system you already have.
Growing a group practice
Set up the system so it works for every clinician you add.
How it works
From first call to finished
- 1
Learn how you work
We talk through your services, schedule and how you bill.
- 2
Plan the setup
We recommend settings and workflows in plain language before we change anything.
- 3
Build and test
We configure the system and test the key steps from booking to billing.
- 4
Train and support
We walk you through it and stay available as you settle in.
What we’ll ask you for
- Which EHR you use, or plan to use
- Your services, rates and session types
- The forms you give new clients
- Admin access to the EHR account
Good to know
We work inside the EHR you choose. If you haven’t picked one yet, we can talk through what matters for your practice before you sign up.
Ready when you are
Tell us where your practice is today. We'll reply within one business day.