One platform
EHR + CRM + ERP in One Platform
Run clinical care, client growth, and practice operations on the Sunbase engine — trusted by 8,000+ businesses and built for behavioral health teams from solo clinicians to multi-program agencies.
What is PaperlessEHR?
PaperlessEHR is EHR, CRM, and ERP in one Sunbase-powered platform for behavioral health. Clinicians document in the EHR, intake and referrals run in CRM, and billing, authorizations, and multi-site reporting run in ERP — from $59/user/month instead of five disconnected tools.
Clinical (EHR)
Notes, treatment plans, assessments, telehealth, group & PSR documentation, HIPAA compliance.
Explore EHR →Growth (CRM)
Referral tracking, intake pipelines, waitlists, client portal, and conversion reporting.
Explore CRM →Operations (ERP)
Billing, authorizations, payroll, multi-site dashboards, and grant reporting.
Explore ERP →Who it's for
One Platform at Every Practice Stage
PaperlessEHR scales from solo clinicians to enterprise behavioral health agencies without switching systems as you grow.
Solo & Small Group
Clinical notes, telehealth, client portal, and basic billing on the Solo plan. Replace disconnected scheduling, notes, and payment tools with one login from $59/user/month.
Growing Practices
Multi-provider scheduling, group documentation, authorization tracking, and referral CRM on the Practice plan. Add clinicians and programs without adding software vendors.
Multi-Program Agencies
Outpatient, IOP, PSR, and psychiatry on one Sunbase platform with multi-site ERP, grant reporting, and agency dashboards. Explore agency solutions →
Capabilities
Clinical, Growth & Operations — Unified
Patient Intake
Digital forms, consents, insurance verification, and PHQ-9/GAD-7 screeners before the first session.
Referral CRM
Track sources, measure partner ROI, and manage pipelines from inquiry to active client.
Clinical Notes
SOAP, DAP, BIRP, and psychiatry templates with supervision review and audit trails.
Billing & Claims
RCM, ERA, denials, and Medicaid authorization tracking from completed documentation.
Scheduling
Individual, group, telehealth, and field visits with room and resource management.
Reporting
Clinical outcomes, financials, utilization, and compliance dashboards for leadership.
FAQ
Platform Questions
What is the difference between EHR, CRM, and ERP in PaperlessEHR?
EHR handles clinical documentation and care. CRM handles referrals, intake, and client engagement. ERP handles billing, authorizations, scheduling operations, and agency reporting. All three share one client record on Sunbase.
Can I buy only the EHR without CRM and ERP?
All PaperlessEHR plans include EHR, CRM, and ERP access — you pay per user, not per module. Solo practices use primarily clinical features; agencies use the full platform as they grow.
How does PaperlessEHR compare to TherapyNotes or SimplePractice?
Those tools focus on clinical charting for therapy practices. PaperlessEHR adds CRM and ERP for organizations that need referral pipelines and multi-program operations — see our comparison hub.
See the full platform
Book a personalized demo for your practice type.