PSYBooks EHR & Portal for Behavioral Health

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.

A sampling of our features:

Two Integrated Video Platforms

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.

Client Portal: Full-Featured, Unmatched Security

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

Fully Streamlined Intake Processes

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.

Easy-to-Use Group Tools for any size Group Practice or Clinic

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!

Single Page Ledger Sheet Shows all Client Transactions

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.

Very Easy Billing for Both Insurance and Clients

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.

Free Custom Forms (video below)

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.

Watch the Custom Forms Tool in Action

Great 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.

Schedule Free Demo

HIPAA and Ethics CEs

PSYBark Keeps our App Super Safe!

Hard to get anything nefarious by Bark!

If you’d like to brush up on HIPAA, telehealth and/or ethics, Bark suggests the options below:

Workshop – 5 CEUs:

HIPAA Legal & Ethical Must-Have Policies: Let Us Help You Become Compliant

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

Workshop reviews

“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

Book – 3 CEUs:

Telehealth for the Mental Health Professions

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/

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DMCA Notification: PSYBooks, LLC

Designated Agent: Susan Litton

2944 Blackwood Rd

Decatur, GA 30033

Email: susan@psybooks.com

Phone: 770-441-6361

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Data Collection

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Arbitration

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Intellectual property rights, as defined herein, include patent, copyright, trademark or trade secrets. You and PSYBooks jointly acknowledge that arbitration is not an adequate remedy at law for actual or threatened infringement of either party’s intellectual property rights. Therefore, it is agreed that injunctive or other appropriate relief may be sought under these circumstances.
In any arbitration involving this Agreement, the arbitrators shall not make any award that will alter, change, cancel or rescind any provision in this Agreement, and their award shall be consistent with the provisions of this Agreement. Any such arbitration must be commenced no later than one (1) year from the date such claim or controversy arose, or the claim is waived.
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Severability

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Entire Agreement

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Definitions and Constructions

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General Terms for Subscribers

The following Terms are for Subscribers to our Services. These Terms are in addition to the Terms in the Subscriber Agreement which must be accepted when you register.

Acceptance and Modifications

PSYBooks reserves the right to change or revise this Agreement at any time by posting a notification on our Website. PSYBooks, at its sole discretion, may provide a Subscriber notification via other mechanisms, but is not required to do so.
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Account Registration

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You acknowledge and agree that PSYBooks is a Business Associate and that Subscriber is a Covered Entity as the terms are defined under 45 CFR §160.103 Definitions of the HIPAA regulations. You further agree that by registering to use our Service you will have to enter into a Business Associate Agreement (i.e. included as part of the Subscriber Agreement) with PSYBooks during the registration process.

User Generated Content

You retain all ownership rights to content of which you are a lawful owner or licensee (“User Generated Content” or “UGC”), including any protected health information as defined in CFR § 160.103 of the HIPAA regulations, and which you make available on our Service via whatever mechanism PSYBooks provides, excluding such items defined as Transmissions herein, and subject to any other rights granted to PSYBooks under this Agreement.
By submitting UGC to our Service, you grant PSYBooks a nonexclusive, worldwide, transferable and fully paid license to copy, crop, reproduce, reformat, translate, publicly display, excerpt (in whole or in part) and distribute your UGC for any purpose, commercial or otherwise (“Limited UGC License”). In addition, the Limited UGC License you grant includes rights that allow PSYBooks to create derivative works, or incorporate your UGC into other works, as PSYBooks sees fit. The license granted PSYBooks herein does not permit PSYBooks to use the Covered Entity’s PHI in a manner that violates the HIPAA Privacy Rule or the Business Associate Agreement entered into between the parties.
PSYBooks acknowledge and agrees that the Limited UGC License granted may only be used by PSYBooks within the context of its Service and consistent with the Business Associate Agreement entered into between the parties.
The Limited UGC License expires when you remove your UGC from our Service. However, PSYBooks requires, and you acknowledge and agree, that PSYBooks may retain archived copies of said UGC in order to meet the requirements of applicable law and for other business reasons that PSYBooks may have to maintain such archives. You acknowledge and agree that this Limited UGC License does not terminate if you have shared your UGC with other Users and said Users have not deleted your UGC.
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Limitations of Liability

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Termination

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You acknowledge and agree that termination of this Agreement by either party pertains solely to your use of our Service, and has no effect on other contractual obligations that may exist between the parties, which remain in full force and effect.