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How to choose an EHR for a small practice

EHRs for solo and small practices, with built-in AI, e-prescribing (EPCS), telehealth and billing compared.

  1. List your must-haves: prescribing (including EPCS and PDMP if you prescribe controlled substances), telehealth, insurance billing or cash-pay, intake forms, and note templates for your specialty.
  2. Count real users and volume: providers who prescribe, non-clinical staff, claims per month. Many EHRs price per prescriber, per seat, per claim or as a percentage of collections.
  3. Total the real monthly cost: base plan plus ePrescribe, EPCS/PDMP setup, AI notes, premium telehealth, claim fees and payment processing.
  4. Confirm a BAA covers the exact plan and add-ons you will use, and get data-export terms in writing before you sign.
  5. Trial two or three finalists with a mock schedule: book, intake, document, prescribe (test environment), bill and export.
  6. Plan the switch: data migration, a cutover date, staff training, and keeping read-only access to your old system.
Admin and operations only. These steps cover workflow, vendor and compliance setup. They are not clinical advice.

Tools to consider

All EHR & Practice Management tools →

ICANotes

EHR & Practice Management

Behavioral health and psychiatry EHR with menu-driven psychiatric evaluations, med-management notes and automated E&M coding.

From $75/moBAA unverified

Valant

EHR & Practice Management

Behavioral-health EHR founded by psychiatrists, with structured psychiatric documentation and PMHNP content.

QuoteBAA unverified

Osmind

EHR & Practice Management

Psychiatry EHR built around measurement-based care and interventional treatment (Spravato, ketamine, TMS).

QuoteBAA unverified

Disclaimer: This site covers administrative and operational workflows only. It is not clinical, legal, or compliance advice. Pricing and BAA status come from vendor sites or third-party reviews as of the date shown and can change – confirm directly with each vendor and your compliance advisor before using any tool with protected health information.