The platforms I actually use to run my practice — so you can skip the twelve-tab comparison spreadsheet and start where I'd tell a colleague to begin.
Start with what removes the most friction today — you can always add more later.
Practice Management
The all-in-one EHR most therapists start with. Scheduling, a secure client portal, paperless intakes, billing, superbills, telehealth, and HIPAA-compliant documentation — all under one roof. It's the system that makes a solo practice feel like it has a front desk.
Try SimplePractice →
AI Progress Notes
Documentation is where most therapists quietly burn out. Upheal transcribes your session and drafts the progress note for you — SOAP, DAP, EMDR, intake notes — so you review and sign instead of writing from scratch. HIPAA-compliant and built specifically for mental health clinicians.
Try Upheal →
Smart Scheduling
An AI calendar that defends your time. Reclaim auto-blocks your week for tasks, breaks, and admin, syncs all your calendars into one clean view, and guards the buffer between sessions so your day doesn't collapse into back-to-backs. If you're running multiple calendars, this is what keeps them from colliding.
Try Reclaim.ai →No tool replaces clinical judgment, supervision, or your own ethics. AI-assisted notes still need your review and your signature — you're responsible for what goes in the record, and for getting proper client consent before recording or transcribing a session. Check your state board and your malpractice carrier's guidance first.
Pick what fits the practice you're actually building, not the one a sales page is selling you.
I'm a fellow clinician, not a salesperson. If you're figuring out your setup and want a second opinion, reach out — happy to point you in the right direction.
Email Me a Question