How to Use Theracharts Alongside Your EHR (SimplePractice, TherapyNotes, Jane & More)
If you already use an EHR like SimplePractice, TherapyNotes, or Jane, you might wonder why you'd add another tool. Fair question. The short answer: your EHR handles the business of therapy. Theracharts handles the clinical intelligence.
They're not competing — they're complementary.
What your EHR does well
EHRs were designed to solve the operational side of running a practice. Scheduling, billing, insurance claims, superbills, intake paperwork, credit card processing — these are genuinely hard problems, and tools like SimplePractice and TherapyNotes handle them well. If you're a solo practitioner or group practice, your EHR is probably the backbone of how you get paid.
Nobody is suggesting you stop using it.
Where most EHRs stop
The gap shows up when you try to do clinical work inside your EHR. Ask yourself:
Can your EHR automatically score a PHQ-9 and show you the severity band? Can it chart a client's GAD-7 scores over 12 sessions so you can see the trend line? Does it alert you when a client's score jumps two severity levels between sessions? Can it draft a SOAP note from session context using AI? Does your client have a mobile app where they complete validated assessments between sessions and view their own progress?
For most EHRs, the answer to all of these is no. Not because they're bad software — because they were built to solve a different problem.
What Theracharts adds
Theracharts is a clinical intelligence layer. It focuses entirely on the parts of therapy practice that EHRs typically don't touch:
89+ validated clinical assessments with automatic scoring, severity interpretation, and longitudinal tracking. PHQ-9, GAD-7, PCL-5, AUDIT, DASS-21, and dozens more — all free on every plan.
Outcome trend charts that show you how a client is changing over time, with clinical severity bands overlaid. One glance before a session tells you whether someone is improving, plateauing, or getting worse.
Clinical alerts that flag significant score changes automatically. You know before the session starts if something needs attention.
AI session notes in SOAP, DAP, BIRP, GIRP, and DBT formats. Draft from session context, review, edit, and export as PDF to file in your EHR.
Voice dictation powered by Whisper — speak your notes, and AI structures them into your chosen format.
A client portal where clients complete assigned assessments on their phone between sessions, view their progress, and access their safety plan.
Couples comparison tools, clinical referral workflows, supervision tracking, and a full genogram builder — none of which exist in mainstream EHRs.
What a typical day looks like using both
Here's how therapists who use Theracharts alongside their EHR typically structure their workflow:
Morning: Check your EHR for today's schedule. Open Theracharts to review clinical alerts and any assessment completions that came in overnight. Clients who completed a PHQ-9 or GAD-7 via the client portal already have updated trend charts waiting for you.
Before each session: Glance at the client's Theracharts dashboard — recent scores, trend direction, any alerts. This takes 30 seconds and gives you a data-informed starting point for the conversation.
During the session: Use Theracharts session tools if needed (grounding exercises, coping worksheets, safety planning). If you're doing couples work, the comparison panel shows perception gaps in real time.
After the session: Draft your session note in Theracharts using AI (or voice dictation). Review and approve it. Export as PDF and upload to your EHR's document section for the client's file. Assign the next round of assessments for the client to complete before the next session.
Billing: Handle entirely in your EHR, as usual. Theracharts suggests CPT codes based on session duration, but your EHR is where claims get filed.
Moving data between systems
Until direct integrations are live, PDF export is the bridge. Every session note, outcome report, and assessment summary in Theracharts can be exported as a clean PDF. Upload it to your EHR's document storage, and everything lives in one place for record-keeping purposes.
Outcome reports include trend charts, score histories, and clinical interpretations — the kind of documentation that strengthens your clinical record even if your EHR doesn't generate it natively.
Direct EHR integration is coming
SimplePractice API integration is on the Theracharts roadmap. The plan includes OAuth-based connection, client matching between systems, schedule pulling, and note pushing. This means eventually you'll be able to sync data between tools without manual PDF exports.
But you don't need to wait for that. The PDF workflow is clean enough that hundreds of therapists already use complementary tools this way.
Who this works best for
This setup makes the most sense if you're a therapist who wants to practice measurement-based care but your EHR doesn't support it. If you've ever thought "I wish I could track outcomes more systematically" or "I want data to show clients their progress" — that's exactly the gap Theracharts fills.
You keep your EHR for everything it's good at. You add Theracharts for everything it's not.
Theracharts has a free Starter plan with unlimited clients and all 89+ assessments. You can try it alongside your existing EHR today without changing anything about your current workflow — just adding a clinical intelligence layer on top.