Guideline to Choosing a Billing + Practice Management System

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Want to go paperless in your remedy observe, but not positive exactly where to get started?

Ultimately, the program you decide on will depend on your needs, exercise size, and funds. We developed this guide to support you far better understand what therapy software is readily available, and which device is appropriate for you!

The capabilities of a practice management instrument can involve:

  1. Scheduling: Ideally with integration to other calendars you presently use, such as Google Calendar or Outlook this could also contain attendance tracking for specific and group periods
  2. Billing & invoicing: Consist of psychological health and fitness CPT codes for billing generate invoices, superbills, receipts and CMS-1500 (HCFA) sort
  3. Customizable observe-taking platform: Individual notes, team notes that you can share internally.
  4. A shopper portal: Shoppers can routine appointments safe consumer-therapist messaging accessible
  5. Customizable intake forms: Safe form that you can deliver prior to first shopper appointment
  6. Integrated credit history card processing for clients
  7. Declare administration: Distributing, filing, monitoring
  8. A tele-well being part for distant periods: Ideally integrated directly as a calendar characteristic
  9. Appointment reminders: Via text, email, or cell phone phone
  10. A cell application for 24/7, any place access: iOS, Android, and/or Apple Check out compatible
  11. HIPAA-compliant safety

What billing and follow administration brand names are offered?

Some equipment are designed specially for billing and observe administration in the psychological overall health area. These incorporate:

Other equipment, like Workplace Ally, are developed for billing and software, but not necessarily equipped for complete follow management.

Other solutions involve:

  • Outsourcing to a billing specialist
  • Applying a system which is HIPAA-compliant, but not necessarily developed for exercise management – this sort of as Google’s G-Suite
  • Managing your observe entirely offline – i.e., paper-dependent
  • Employing a resource thats developed for observe management, but not always in the mental wellbeing subject, this kind of as Kareo

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The following platforms have a base fee of $19-100+ per month, dependent on things like apply size and added features:

See a whole breakdown and cheatsheet of fees and functions at the conclusion of this article!


Calculating the cost of just about every system for your caseload

Let’s contemplate a couple of personal practice eventualities to see how your expenditures could possibly participate in out. These take into consideration variables this sort of as your caseload size, how lots of personal pay vs. insurance policies clients you have, how quite a few consumers spend working with a credit card, and regardless of whether you want textual content appointment reminders.

We have assumed a solo observe with a 25 customer per week caseload, and that you choose into obtaining textual content appointment reminders in all conditions.

We arrived at out to all platforms to affirm attributes and fees exactly where particulars weren’t publicly out there.

Circumstance One

In this scenario, you’re seeing 25 insurance policy clientele per week, all of whom pay out by means of a wellbeing insurance policy that you are in-network with. We’ll suppose an common copay of $25.

Down below is what your accurate month to month expense would be for every platform (these numbers could glance distinctive for purchasers with increased copays). Zencare Follow Administration Premium is the least expensive expense selection, coming in at under $100.

Scenario just one: 25 appointments/7 days, all insurance policies

Scenario Two

Let us now say you’re seeing 25 consumers per week, half of whom pay back as a result of their insurance coverage, and half non-public pay at a amount of $150 for every session.

In this situation, we assume all purchasers pay out their session service fees with a credit history card. Because of credit rating card processing costs at high volumes, Zencare Practice Management’s month-to-month expense goes up, but is nonetheless a portion of the cost of SimplePractice.

State of affairs two: 25 appointments/week, 50 % coverage, half personal pay back $150/session

Circumstance A few

Now let us consider a comprehensive private pay back caseload. You are viewing 25 non-public spend clientele per 7 days, all of whom are spending $150 per session, and use a credit score card to pay back their fee.

Even at this large quantity of credit rating card processing charges, Zencare Follow Administration expenditures considerably less than each individual other platform listed underneath. Plus, without the need of the additional insurance features, the Qualified Program starts off at $19/thirty day period as a substitute of $39/month.

Circumstance a few: 25 appointments/7 days, $150/session

Circumstance Four

You are viewing 25 private pay consumers for each 7 days at $150 for each session, and all of whom pay out in dollars.

With dollars-only payments, Zencare Apply Management costs much less than 50 percent as much as TherapyNotes or SimplePractice. Here’s what your correct every month charge would be for each system:

Scenario 4: 25 appointments/week, largely income fork out

Attributes & Price tag Cheatsheet

Want to see a comparison of all capabilities and charges across platforms? Use the desk we compiled below!

You can download and print out this cheatsheet, way too.


Therapist Billing & Observe Management Platforms: Showcased Comparison

And if you are starting off or seeking to increase your private apply, and want to be a part of a supportive community of suppliers, join the Zencare therapist network! We present wraparound aid with equally promoting and observe management.

You can talk to concerns through our energetic e mail record-serv, construct a experienced on the web existence, and obtain referrals for purchasers who are a fantastic match for your background and knowledge! Moreover, you’ll have all the resources you need to operate a successful non-public exercise.

Expand Your Apply With Zencare!

We’re on the lookout for clinically outstanding and compassionate therapists and psychiatrists to refer shoppers to. We’d enjoy to discover about your apply!


This is portion of our collection on the greatest billing and practice management software. For further more looking at, stop by our evaluations of TherapyNotes, TheraNest, Business office Ally, and SimplePractice, as perfectly as an goal comparison of TherapyNotes vs. SimplePractice.

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