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In this episode, I conduct a comprehensive, hands-on review of the Practice Better EHR platform, examining its capabilities for both wellness professionals and mental health practitioners. I walk through the user experience from initial registration and onboarding to client creation, service configuration, calendar scheduling, and insurance claim generation. Throughout the live walkthrough, I evaluate the system’s extensive customization options, automated scheduling rules, and native reporting tools while highlighting critical user interface friction points and workflow segmentations that impact a psychological testing practice. Ultimately, I provide an objective assessment of where Practice Better shines, where it stumbles, and whether it stands as a viable software contender for solo and group practice owners.
Main Topics Discussed
- 00:00: Initial Registration, Account Setup, and Onboarding Wizard Experience
- 01:52: Client Intake Profiles, Custom Data Entry, and Manual Saving Controls
- 07:13: Navigating Onboarding Guides, Administrative Access Controls, and Team Settings
- 09:13: Managed Billing Configurations, Payment Processing, and Claim MD Clearinghouse Integration
- 10:52: Practice Branding Personalization, Document Templates, and Customized PDF Design Options
- 12:37: Designing Online Team Booking Pages, Workflow Redirects, and Calendar Sync Constraints
- 19:36: Customizing Dashboard Widgets, Analytics Reports, and Booking Rules
- 31:48: Adding Custom Services, Locating Floating Action Buttons, and Mapping CPT and Diagnosis Codes
- 38:58: Clinical Note Writing, Session Record Autosaving, and CMS 1500 Insurance Claim Processing Workflows
- 46:38: Comprehensive Synthesis of Platform Pros, Cons, Usability Flaws, and Tiered Subscription Pricing
Cool Things Mentioned
- Craft: the premier membership community for testing psychologists
- Crafted Practice: the only in-person business retreat for testing psychologists
- Reverb: the premier AI-powered report-writing platform for testing psychologists
- Practice Better: www.practicebetter.io
- Claim MD: www.claim.md
- Zoom Video Communications: www.zoom.com
- Circle Community Platform: www.circle.so
- The Testing Psychologist YouTube Channel: The Testing Psychologist – YouTube
Featured Resources
TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing
NovoPsych brings 150+ standardized measures into one platform. If you’re interested in high quality measures for personality, disability, ADHD or Autism, try NovoPsych with a 15-day free trial via this link: https://novopsych.com/testingpsychologist
The Testing Psychologist podcast is approved for CEU’s!
I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health! credits you purchase from At Health!
About Dr. Jeremy Sharp
I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.
As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.
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