Counseling
Counseling Practice Software — EHR, CRM & ERP
PaperlessEHR helps licensed counselors and therapy practices manage the full client lifecycle — from the first inquiry through telehealth sessions, clinical documentation, and insurance billing — on one Sunbase-powered platform.
Counseling practice tools
Run Your Therapy Practice from One Platform
Client Portal
Let clients complete forms, sign consents, message your office, and self-schedule appointments securely.
Session Notes
SOAP, DAP, BIRP, and progress note templates speed documentation while meeting payer requirements.
Telehealth
Integrated video sessions with secure links, reminders, and documentation in the same workflow.
Insurance Billing
Generate claims, superbills, and ERAs. Track copays, deductibles, and outstanding balances.
Scheduling
Manage individual and couples sessions, recurring appointments, and automated reminder sequences.
Practice Analytics
Monitor caseload, session volume, revenue, and clinician productivity from a single dashboard.
EHR + CRM + ERP
How Counseling Practices Use EHR + CRM + ERP
Solo clinicians and group practices alike benefit when clinical tools, client acquisition, and back-office operations share one system.
EHR — Therapy Documentation
Document sessions with specialty templates, treatment plans, and outcome measures. Telehealth notes, safety plans, and discharge summaries live in the same HIPAA-compliant chart — accessible on desktop and mobile.
CRM — Intake & Growth
Track website inquiries, Psychology Today leads, and physician referrals in a structured pipeline. Automate intake packets, follow-up reminders, and onboarding sequences so new clients are scheduled faster with less manual coordination.
ERP — Practice Management
Handle private pay and insurance billing, payroll for associate therapists, and multi-clinician scheduling. Revenue reports show which payers, services, and providers drive practice growth — without exporting data to spreadsheets.
FAQ
Common Questions
Is PaperlessEHR suitable for solo counselors?
Yes. Plans start at $59/user/month and scale as your practice grows. Solo clinicians get full EHR, CRM, and ERP capability without paying for enterprise features they do not need.
Can I use PaperlessEHR for both private pay and insurance clients?
Absolutely. Configure billing rules per payer type, generate superbills for out-of-network clients, and submit electronic claims for in-network insurance — all from the same client record.
How does PaperlessEHR compare to SimplePractice or TherapyNotes?
SimplePractice and TherapyNotes are strong EHR tools for small practices. PaperlessEHR adds Sunbase CRM and ERP for groups that have outgrown EHR-only workflows. Compare at SimplePractice and TherapyNotes.
Grow your counseling practice on one platform
Book a demo and see intake, telehealth, notes, and billing in a single workflow.