When your EHR isn’t set up correctly, it doesn’t just slow you down — it leads to missed revenue, compliance issues, frustrated staff, and burned-out clinicians. At Therassistant, we specialize in configuring and optimizing Electronic Health Record (EHR) systems for mental health providers so you can focus on care, not clicks.

🛠 1. Full-Service EHR Set-Up

We handle the heavy lifting of getting your system up and running from scratch—or fixing a system that’s not working well.

What we do:

• Choose the best-fit platform for your practice goals (SimplePractice, TherapyNotes, Office Ally, etc.)
• Create and configure provider profiles, supervision settings, and credentialing info
• Enter payer contracts, build service codes (with proper modifiers), and load fee schedules
• Link calendars, set up availability, and activate client self-scheduling tools if desired

📝 2. Intake Workflow & Form Customization

Poorly designed intake forms cause claim denials, duplicate data entry, and unnecessary emails.

We build:

• Custom digital intake packets (demographics, consent, insurance, history, screeners)
• Forms that map directly to clinical documentation and billing fields
• Conditional logic for streamlined client experiences
• Screening forms like PHQ-9, GAD-7, AUDIT-C that generate usable data

Result: Patients complete forms that actually feed into your progress notes and billing—not just paperwork for paperwork’s sake.

🔄 3. Operational Efficiency & Workflow Optimization

Your EHR should work as your admin assistant, not another burden. We analyze your clinical and billing workflows, then redesign your EHR processes to save time and avoid bottlenecks.

Examples of what we implement:

• Automation of appointment reminders and no-show workflows
• Real-time insurance verification and eligibility alerts
• Built-in workflows to ensure required fields are completed for billing
• SOPs for billing cut-off dates, documentation deadlines, and claim follow-ups
• Internal alerts for risk-level clients or plan expiration

🧑‍🏫 4. Staff Training & Team Alignment

Even the best EHR setup fails if your team isn’t trained to use it consistently.

We provide:

• One-on-one or group training sessions on system use
• Recorded video walkthroughs for onboarding new hires
• Guides and SOPs tailored to your specific workflows
• Staff setup to ensure permission levels align with job duties (e.g., supervisor sign-off, billing-only access)

💡 Why It Matters

Most billing issues are rooted in poor EHR configuration or user workflows. By correcting these issues at the system level, we help you:

• Get paid faster and more reliably
• Avoid denials and audits caused by incomplete or inconsistent documentation
• Reduce burnout by automating repetitive tasks
• Increase patient satisfaction through smoother onboarding and communication

✅ Deliverables Include:

• A fully configured EHR aligned with payers, billing, and compliance standards
• Custom intake and screening forms that support clinical and billing goals
• Written documentation workflows (progress note templates, billing SOPs)
• Staff training and post-go-live troubleshooting support