Every practice is different — so depending on your unique needs, what you look for in an EHR may differ from another therapist. That said, certain EHR features can be useful across the board, and identifying those can help you narrow down your options. Below are some EHR features to consider when you’re searching for a new system.
Documentation tools
EHRs generally include documentation features. The best EHRs include the ability to document in line with your practice, including customizable templates. For example, your EHR may include client intake questionnaires, assessments, and various kinds of notes (such as SOAP notes) that you can customize to meet your practice standards. Headway’s EHR, for one, includes AI-assisted note-taking integrated with its telehealth platform, and a library of built-for-compliance forms and templates that protect against clawbacks.
Progress tracking
The ability to view client information over time — for example, changes in standardized assessments (like the PHQ-9 and GAD-7) — can help you ensure you’re on track toward your clients’ treatment goals so you can adjust treatment plans as needed.
Privacy and confidentiality settings
Maintaining client privacy is key in any therapy practice. In addition to basic HIPAA-compliant confidentiality settings, you should have the ability to control who can and can’t access client records in your practice — for example, determining whether and which administrative staff can access information about your clients.
Client portal
A client portal allows you to easily send clients information, such as practice policies and educational materials. You can also use a portal to receive information from clients, either through standardized assessments or via intake forms and secure messaging.
Integration of other tools
Some EHRs come equipped with additional tools to support your practice, such as secure telehealth platforms. (In Headway’s case, EHR features are just one branch of an all-encompassing platform that also includes billing and marketing support, integrated Headway Telehealth powered by Zoom, scheduling and communication tools, and more.) If you’re a psychiatric care clinician, consider an EHR with prescription capabilities as well.
Billing and claims integration
Look for an EHR, like Headway’s, that allows you to seamlessly document client information and bill insurance payers according to the diagnoses and treatments included in your documentation. Headway also offers revenue protection perks like support in handling rejected or clawed-back claims.
Appointment scheduling system
Within your EHR, you should be able to schedule appointments or allow clients to self-schedule. The ability to include different types of appointments, such as recurring appointments, can also be useful for schedule management.
