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A comprehensive EHR evaluation checklist

Are you looking for a new EHR system and feeling overwhelmed? Headway’s EHR evaluation checklist makes the process more seamless.

April 4, 2025 • Updated on November 4, 2026

7 min read

The right electronic health record (EHR) system can help streamline your work as a therapist. From securely storing client data and therapy notes to simplifying the processes of scheduling and billing insurance, an EHR should ultimately save you time (and unnecessary stress). 

That said: Finding the right EHR for you can be a time-consuming, even stressful, process. If you’re overwhelmed in your search, the following steps can help you compare EHR systems so you can make the right choice for your practice.

What is an EHR system?

An EHR system is a digital platform designed to help health care professionals manage client records, documentation, scheduling, billing, and other administrative tasks. It replaces paper records and streamlines workflow by centralizing client information in a secure, HIPAA-compliant system.

EHRs offer documentation features that are interoperable and can be shared across multiple health care settings, among other functions. Electronic medical records (EMR), on the other hand, are primarily used for internal document storage within a practice.

Headway’s free EHR is designed to help practitioners run their practices from one convenient, centralized location. The Headway platform brings together a wide range of features — from integrated telehealth to secure messaging, documentation templates to benefits verification — so providers have the tools they need to do their best work. Compliance is built into the platform’s DNA, with templates built to insurance standards and a streamlined claim submission process.

Why is it important to have an EHR checklist?

Using a checklist when choosing an EHR as a therapist ensures you select a system that meets your unique needs while helping to prevent potentially costly mistakes. A structured approach can help you prioritize features that will benefit your practice, such as HIPAA compliance, notes templates, scheduling, billing, and telehealth. 

A checklist can also save time and money by helping you compare pricing against features and ensuring your software will integrate seamlessly with other tools in your practice. By objectively evaluating options, you can confidently choose an EHR that supports your practice rather than complicates it.

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How to evaluate an EHR

The EHR you choose should ultimately meet your unique needs as a mental health provider. Taking some time to get organized and reflect on your practice can help you pinpoint and prioritize essential features and other needs. 

Have goals and priorities defined

Before searching for an EHR system, clarify your objectives — essentially, the goals you hope your EHR will help you meet. Possible goals and priorities in an EHR could include: 

  • Communication (secure messaging, patient portals)
  • Mobile features (accessing records from anywhere)
  • Scheduling (the ability to make and change appointments online)
  • Security (is the platform HIPAA-compliant?)
  • Data (standardized intake forms, assessments, and notes templates)

Analyze staff needs

It’s also important to carefully consider your staff. If you work in a large practice, your EHR will serve prescribers, therapists, and administrative staff. If you work in a smaller or solo practice, then your system may only cater to you and a few other colleagues. A strong EHR system should be able to align with daily workflows across the board. 

Consider: 

  • Role-specific functionalities (such as prescribing and billing)
  • UX-friendly interfaces
  • Ease of use on various devices (tablets, computers, and mobile)

Use a scorecard

An EHR scorecard (like this one) is a structured way to compare multiple platforms based on essential criteria, which can help you weigh pros and cons and make a final decision. As you conduct your EHR research, try creating a template that allows you to easily compare important factors like software features and cost.

EHR evaluation checklist

An EHR evaluation checklist is a structured approach to help therapy practices to assess and compare EHR softwares. The checklist’s goal is to identify key features, capabilities, and other attributes that match your operational needs and compliance requirements. Following an EHR checklist can help you make an informed choice and select an EHR that best supports your unique needs and workflows.

1. Cost

EHRs can range from affordable to costly. Before choosing a system for your practice, understand the pricing structures, including subscription fees and implementation costs. Be sure to evaluate the costs and benefits against your needs.

If budget is a primary concern, keep in mind Headway is completely free for providers. Along with making it easier to get credentialed and bill insurance, Headway’s EHR helps streamline your practice with AI-assisted notes, automatic benefits verification, and more.

2. Functionality

Before committing to an EHR, test drive the interface. Consider factors like:

  • User interface simplicity
  • Training curve
  • Accessibility features
  • Optional AI-assisted documentation
  • Session prep assistance
  • Customer support

3. Data security & privacy

Any EHR should include strong security protocols that follow HIPAA compliance. Elements to evaluate include:

  • Data encryption
  • Multi-factor authentication
  • Intrusion detection
  • Sharing permissions
  • Built-in, HIPAA-compliant telehealth options


With sharing permissions, and whether you can limit sharing of notes when clinically necessary (for example, provider to provider and provider to client).

4. Clinical data management

EHRs should help streamline how you handle client information (in a secure, HIPAA-compliant way). Features to consider include:

  • Client history and notes
  • Timestamping
  • Accessible reports
  • Assessments (like patient-reported outcome measures, or PROMs)
  • Secure, compliant Designated Record Set (DRS) download options

5. Client engagement

An EHR system should make communication easier, not harder. Consider:

  • Client portal access, and even a client mobile app
  • Communication tools, such as secure messaging
  • Appointment scheduling and reminders
  • Client access to educational materials and homework

6. Customization

Depending on your practice, you may need user-specific roles and permissions to suit specific needs. Consider:

  • Workflow customization capabilities
  • Template customization capabilities
  • Report viewing options

7. System compatibility

It’s also key to make sure an EHR system can sync with existing systems already in place in your practice. Ensure your EHR syncs with things like:

  • Mobile accessibility
  • Billing platforms
  • Integrated telehealth tools

8. User support

Customer service and technical support is essential when staff and providers experience issues with the software. Before choosing an EHR system, research the customer support options (and read reviews to understand other practice’s experiences with support).

9. Compliance

If you bill insurance, you’re required to comply with HIPAA. Before investing in an EHR system, make sure it’s entirely secure and HIPAA-compliant.

EHR implementation

Adopting a new EHR is exciting, but implementation can take time, especially if you’re transitioning from one software to another. Proper planning, training, and phased rollout strategies can help minimize disruptions in your practice. 

Staff training

Before your staff can adopt the new EHR, they’ll need training in how to use it. Many EHR software programs have training and onboarding programs available for therapy practices to help streamline the implementation process. Keep in mind onboarding may incur additional costs.

Data migration

When switching EHRs, data migration requires careful planning to ensure a smooth transition without data loss or compliance issues. Be sure to verify data compatibility, HIPAA security, and proper mapping so client records and other data transfer correctly. Backing up data, minimizing downtime, and testing the migration help prevent disruptions. Training staff and having support from the new EHR provider can also streamline the process and resolve any issues quickly.

Access Headway’s free EHR

With all the great choices for EHRs, it can be difficult to choose the one that’s best for your practice. Headway aims to simplify the decision, offering a free EHR that provides huge value to all types of providers — without requiring them to pay a cent. Run your best practice with a platform that puts you in control of your everyday workflow, using optimized technology to ease common pain points like compliance, documentation, and billing. With those tasks taken care of, you’ll be free to focus on what matters most: your clients.

Streamline your practice with Headway

Join Headway to build a connected practice with a streamlined suite of free EHR features — from scheduling and messaging to documentation and assessments.

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This content is for general informational and educational purposes only and does not constitute clinical, legal, financial, or professional advice. All decisions should be made at the discretion of the individual or organization, in consultation with qualified clinical, legal, or other appropriate professionals.

© 2026 Therapymatch, Inc. dba Headway. All rights reserved. No part of this publication may be reproduced without permission.

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