Mental Health
Mental Health EHR, CRM & ERP Software
PaperlessEHR gives mental health clinics and community agencies one Sunbase-powered platform for intake, clinical documentation, referral management, billing, and outcomes reporting — so your team spends less time on admin and more time with clients.
Built for mental health workflows
Everything Your Clinic Needs in One System
Digital Intake & Assessments
Send intake packets, consents, and PHQ-9/GAD-7 screeners before the first session. Results flow directly into the client chart.
Treatment Planning
Build goal-oriented treatment plans with measurable objectives, interventions, and progress tracking across the care team.
Group Therapy Documentation
Schedule group sessions, capture attendance, and complete group notes with templates designed for mental health programs.
Care Coordination
Share records securely across therapists, case managers, and psychiatrists with role-based access and audit trails.
Outcomes Reporting
Track symptom scores, session utilization, and program-level KPIs for clinical leadership and funders.
Telehealth & Hybrid Care
Run secure video sessions with integrated scheduling, reminders, and documentation in the same workflow.
EHR + CRM + ERP
How Mental Health Clinics Use EHR + CRM + ERP
Mental health organizations need more than charting software. PaperlessEHR unifies clinical, growth, and operational workflows on one platform.
EHR — Clinical Care
Document individual and group sessions with SOAP, DAP, and BIRP templates. Maintain treatment plans, crisis notes, and outcome measures. Built-in screeners and custom forms keep assessments consistent across clinicians and sites.
CRM — Referrals & Intake
Track referrals from hospitals, schools, and community partners. Manage waitlists, automate intake follow-ups, and convert inquiries into scheduled clients. Every touchpoint is logged so no referral falls through the cracks.
ERP — Operations & Revenue
Submit claims from completed notes, track authorizations and service limits, and monitor reimbursement across Medicaid and commercial payers. Agency dashboards give leadership real-time visibility into utilization, productivity, and revenue.
FAQ
Common Questions
Can PaperlessEHR support both outpatient and intensive programs?
Yes. Mental health clinics use PaperlessEHR for outpatient therapy, IOP, PHP, and group-based programs. Configure service types, documentation templates, and billing rules per program while sharing a unified client record.
Does the platform include PHQ-9 and GAD-7 screening tools?
PHQ-9 and GAD-7 are built into the EHR workflow. You can also use our free standalone screeners at /tools/phq-9-depression-screener/ and /tools/gad-7-anxiety-screener/ before onboarding clients into the full platform.
How does PaperlessEHR compare to EHR-only tools for mental health?
EHR-only systems handle documentation well but often require separate tools for referral tracking, billing, and agency reporting. PaperlessEHR adds CRM and ERP on the Sunbase platform so mental health clinics run their entire operation from one login. See our SimplePractice comparison for details.
Ready to unify your mental health clinic?
Book a demo and see how EHR, CRM, and ERP work together for your team.