HIPAA-aware · Vendor-neutral · Montana-based

Investment

$1,800 – $3,500

Solo Practitioner · more tiers below

Timeline

2–6 weeks

Estimated, from kickoff to delivery

Deliverable

Fully configured platform

Migrated client data, activated billing, trained provider(s), and 60-day post-launch support

Overview

The practice management platform is the operational backbone of every mental health private practice—scheduling, clinical notes, billing, and the client portal all live here. Choosing the right platform and configuring it correctly from the start saves hundreds of hours annually and prevents the costly, disruptive process of migrating systems later. PRACTICE|EDGE guides mental health practitioners through every stage: platform selection, configuration, data migration, billing setup, and staff training.

Best Fit For

Solo therapists, psychologists, counselors, LCSWs, and LPCs who are starting a new private practice, replacing an underperforming platform, or scaling from solo to group practice.

Why It Matters

8–12 hours

Weekly admin time for a therapist with 25 clients on a poorly configured platform

3–4 hours

Weekly admin time with a well-configured system

$39K–$83K

Reclaimed capacity per year (5–8 hours weekly at $150–$200 per hour)

A therapist seeing 25 clients per week on a poorly configured platform may spend 8–12 hours weekly on administrative tasks that a well-configured system could handle in 3–4 hours. Recovering 5–8 hours weekly at $150–$200 per hour represents $39,000–$83,000 in reclaimed capacity annually.

Investment

Solo Practitioner$1,800 – $3,500
Group Practice (2-5 Providers)$3,200 – $7,000

All pricing is inclusive of the complete service scope described above. A signed service agreement and 50% deposit are required to begin. The balance is due upon completion.

What’s Included

Practice workflow assessment: session types, documentation requirements, insurance vs. self-pay mix, and group practice structure

Platform comparison and recommendation: SimplePractice, TherapyNotes, and Ensora Health evaluated against your specific needs

Account setup and configuration: practice profile, provider settings, appointment types, and fee schedule

Clinical note template configuration: progress notes, treatment plans, intake assessments, and discharge summaries

Show all the included items

Insurance billing setup: payer list, billing profiles, claim submission workflow, and ERA enrollment

Client portal activation: online scheduling, digital intake forms, consent documents, and secure messaging

Data migration: client demographics and scheduling history from prior system

Staff training (solo or group): provider workflows, front-desk operations, and billing processes

Go-live support: on-call assistance for the first week of live operations

60-day post-implementation support: troubleshooting, optimization, and additional training

Not Included in this Service