PSYBooks EHR & Patient Portal for Behavioral Health2024-09-03T15:29:20-04:00

PSYBooks EHR & Portal for Behavioral Health

Getting Started in PSYBooks is Easy

Whether you’re transitioning from another product or are brand new to EHRs, PSYBooks makes the process simple.

Enter your clients’ names and email addresses into the Onboarding tool, and send them a request. They’ll complete their own charts, while PSYBooks handles tasks like setting up their encrypted email and portal account in the background.

Here’s a video:

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Known as The Ethical EHR

PSYBark in a judge's robe

Here’s Why:

This commitment is vital to you as a clinician for both legal and ethical reasons. Learn more:

De-identified Data in Healthcare

As a mental health clinician, I know how I want to be treated by a healthcare software company, and that’s exactly how I will treat you.

Susan C. Litton, Ph.D. | PSYBooks President and CEO

Our app’s development is guided by what our subscribers tell us they need and want. We carefully compile suggestions from subscribers and potential subscribers alike, along with insights from surveys, listserv discussions, and evolving healthcare standards. This collective feedback shapes the future of PSYBooks, ensuring that we stay ahead in a rapidly changing industry.

We’re continually working to enhance PSYBooks—whether that’s adding new features, addressing reported bugs, or implementing popular requests. If your favorite feature isn’t in the works yet, it’s likely on our list, and we’ll get to it soon. Rest assured, we never overlook our subscribers’ needs.

At PSYBooks, we uphold the highest standards for both HIPAA compliance and ethical practice.

The HIPAA specifications for healthcare apps can be broad. For instance, an app might claim HIPAA compliance yet still fall short in supporting ethical practices. It’s also possible for an app to be legally compliant with HIPAA but only partially encrypted, leaving your data vulnerable to unauthorized access.

We’re aware of these kinds of shortcuts, but we refuse to take them. Our commitment is to provide you with a product that supports both legal and ethical practice, no matter which tool you’re using.

For most of our team members, PSYBooks is more than just a job. While profitability is crucial for running a successful business, our primary drive is a strong desire to create a top-notch product. Our commitment to excellence is unwavering. We hold regular meetings to discuss the tools we’re developing, and it’s not uncommon for a team member to suggest, “Let’s not do it that way; it will be better if we try this instead.” We carefully consider these suggestions, often agreeing and adjusting our course. Every voice matters, which ultimately enhances the quality of PSYBooks.

PSYBooks also offers a range of customized features and graphics you won’t find elsewhere. For instance, our video product, PSYBooks Connect, includes an animated waiting room for clients to enjoy before sessions. Additionally, when you complete your to-do list, you’re greeted with a congratulatory animation. We don’t have to add these extra touches – we simply want to.

  • “In researching EHRs, I came across PSYBooks, did a one on one demo, signed up and have never looked back.  Not only does it check all my boxes (increased security as fully integrated, end-to-end encryption for email and text, client portal, easy to use, to name a few)–the customer service has been nothing short of phenomenal.  I have had a few questions and the staff has responded quickly with patience, enthusiasm, and thorough know-how.  I love that founder / owner Susan Litton is still a practicing psychologist who knows what therapists want and need while remaining a “bulldog” in her adherence to the highest ethical standards.   I have seen and heard enough to fully trust that she and her staff are looking out for us and our clients–you can’t go wrong with this service.” ~ Susan Ewers, LCSW / CGS Counseling
  • “This is a really great product that is going to save me a ton of time. I am so excited! Thank you!”
  • “It’s like having a magician in your office!”
  • “PSYBooks is a comprehensive, well constructed, user-friendly and very intuitive EHR to use. I have tried other (…) EHRs which were difficult to use, had very limited (if any) technical support, were geared toward the medical community and were not well informed about HIPAA compliance. I’ve returned to PSYBooks!”
  • “I have been using PSYBooks this week and it is just as easy as you described it. I am really enjoying it.”

We offer email, chat, phone, and video support because we understand that people have different preferences. Our support team is known for being exceptionally fast and attentive, even during holidays and non-business hours. It’s our dedicated team members who make the difference, and we frequently receive feedback like this:

“[PSYBooks’] customer service/help team is fantastic. So fast, so accurate, so helpful, so friendly, so accessible. Best help of any company I’ve ever dealt with.”
~ David Woodsfellow, The Woodsfellow Institute for Couples

No one takes as much pride in a project as the original owner. I’ve been using PSYBooks in my own practice since 2012, which means I’m working with the same products and tools our customers use. This hands-on experience often allows me to identify and address issues and potential improvements before anyone else.

My days begin and end with PSYBooks. Unlike some CEOs who step away once things are running smoothly, I remain deeply involved, working alongside my employees. When operations are smooth, I have the rewarding task of designing the next new feature. There’s always work to be done, and I love every moment of it.

Susan C. Litton, Ph.D. | PSYBooks President & CEO

New Subscribers!

To celebrate our 10th anniversary, we’re offering new subscribers an additional 100GB of HIPAA-compliant storage for the rest of the year. This is on top of the 5GB that all subscribers receive, so any new account created between now and the end of the year will get 105GB of free storage.

When signing up for your free trial, enter promo code:

ANNIVERSARY

Some of our Most Popular Features

We love building new tools and features! Since our launch in 2014, we’ve never stopped enhancing PSYBooks. There’s often at least one person on our team working on PSYBooks, even on weekends and holidays. We build most tools from scratch rather than using templates or pre-built code. This approach gives us full control over customization, allowing us to design and develop exactly what you need.

Check out some of our features:

PSYBooks offers two integrated video platforms, so you can choose the one that best fits your needs while keeping all tools and records within a single app:

  • PSYBooks Connect is our proprietary video app, featuring an animated waiting room that changes with the seasons. As clients wait for their session to begin, they’re immersed in a dynamic environment rather than staring at a static page. Connect also allows therapists to record sessions for supervision or other uses, with recordings securely saved within the app to ensure data privacy. This platform accommodates up to 4 attendees, making it ideal for individual work, couples, or small families.
  • Secure Video is our Zoom-based solution, offering near-unlimited capacity for attendees. It’s best suited for group sessions, staff meetings, or classes, providing a versatile option for larger gatherings.

I once gained a new client simply because she appreciated the fact that I had a Portal. The two other therapists she had interviewed did not offer this feature, and she felt it made me appear more professional. According to a study, 93% of respondents preferred doctors who use email for communication.*

However, commercial email programs are not secure. The PSYBooks Portal provides 100% encrypted email and extends this level of security to custom forms, eSignatures, file sharing, secure video sessions, and the management of contact and credit card information.

*Health IT Outcomes. (2014, February 6). 93% of patients prefer doctors who email. Health IT Outcomes. Retrieved from https://www.healthitoutcomes.com/doc/of-patients-prefer-doctors-who-email-0001

When a new client contacts you, you can send all your intake documents in a single process at the same time you create their appointment. This streamlined approach might include an email (from a template or created on the fly), Custom Forms or questionnaires designed within PSYBooks, or other documents you wish to share. You can also request e-signatures on any part of the package. Once the client receives the documents, they create their Portal account and complete the required forms. As they fill out these forms, their information is automatically entered into their chart, saving you valuable data entry time. In essence, the client completes their own chart, not you or your staff.

Like all our tools, the Group/Clinic features are designed for maximum flexibility, allowing group practice owners to configure their PSYBooks accounts to fit their existing workflows. We offer Role-Based Permissions, a critical HIPAA requirement, enabling the Account Owner to assign specific permissions based on each employee’s role with clients. Additionally, our “Timely Tasks” tool and report help track employee responsibilities, such as entering sessions for billing purposes and completing and signing notes. Supervisors can sign off on notes for their supervisees and receive notifications when notes are ready for review. This is just a glimpse of the capabilities our Group/Clinic tools offer, and we’re continually enhancing these features. Explore them today, and feel free to reach out with any questions!

PSYBooks presents sessions, claims, statements, and payments all on one page, organized by session, so you don’t have to flip back and forth to find what you need. Session balances and account totals are automatically calculated, giving you a clear financial overview at a glance. Additionally, you can view and edit notes directly from this page, whether they were entered with sessions, payments, claims, or statements.

Whether your practice is private-pay, insurance-based, or a blend of both, we’ve got you covered. E-file directly from the app without any per-claim fees, create and securely send statements, or choose to fax or mail your insurance claims—we offer options to suit every preference. Our billing processes are designed to be as easy and intuitive as possible. However, we understand that billing can sometimes be complex and tedious, so our Support Team is always ready to assist if you need help.

PSYBooks Custom Forms are easy to build and can be used with clients, their families, office staff, or anyone else. These forms can become legally binding documents and can be included with any other intake forms you typically use as part of your new client intake packet. Watch the video below to see the Custom Forms tool in action.

Great Companion Mobile App. No Extra Cost!

Ever found yourself away from the office and needing to reach a client? I used to worry about potential HIPAA breaches if I kept client contact information on my phone. What if it got lost? With the PSYBooks Mobile app, I no longer have to worry. All contact information for clients—both active and archived—is readily available.

If either you or your client get caught out before a scheduled video appointment, you can still conduct the session through PSYBooks Mobile. Both forms of PSYBooks video—PSYBooks Connect and Secure Video—are accessible via your cell phone.

You can also manage your schedule with the mobile app, eliminating the need to maintain separate work and personal calendars. PSYBooks’ calendar is comprehensive and easy to use, so you can rely on it for all your scheduling needs, accessible directly from the Mobile App.

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HIPAA and Ethics CEs

Never thought a workshop on HIPAA could be fun? It CAN! Read what people have said:

  • “The presenter was energetic, creative, and fun. She made the workshop entertaining and informative.” – DFS, Clinical Psychologist
  • “Fantastic & Informative!!!” – AV, LPC
  • “Amazing presentation and made something incredibly complicated become digestible.” – LR
  • “It is a complicated and dense topic and she found ways to keep it interesting and fun. She’s so knowledgable!!” – EW, LPC
  • “Dr. Susan was so nice and funny! This is a heavy and boring topic at times but she kept me tuned in the entire time just because she was so funny and great to listen to!!! Hope to see more from her!” – KB
  • “Presenter was very well-versed in the topic and presented it in-depth and in a lot of detail. A very informative workshop!” – SA, LPC
  • “Very informative and well-organized workshop with invaluable tools for implementation into practice.” – AOR, LPC
  • “Intelligent, well researched, and just enough humor to keep it from being too dry!” – LRJ, LAPC

Peer-Reviewed Articles:

How De-Identification Turned HIPAA on its Ear | American Psychological Association, Div 42, Independent Practitioner, Winter 2024. https://division42.org/independent-practitioner/