Everything Practvia can do

A therapy-focused workspace —
not a hospital system.

Practvia was built from the ground up for behavioral health. No primary-care cruft, no hospital workflows we had to work around, no medical coding complexity you don't need. Just the twelve capability areas that matter for the way therapists, psychiatrists, and group practices actually work.

Documentation AI Assist Privacy & Compliance Telehealth Scheduling Billing Outcomes Groups & Family Ease of Use Interoperability Client Experience Operations Analytics
AI that understands therapy

Optional AI acceleration — on your terms.

AI is an accelerator on top of your documentation, not a replacement for your clinical voice. Use it for as much or as little as you want: quick bullet-to-draft, full session summary from consented audio, or nothing at all. Every AI feature is opt-in per clinician, runs on an Anthropic enterprise endpoint with zero data retention, and is never required to use Practvia.

What the AI does

  • Session notes in DAP, SOAP, BIRP, GIRP, PIE, or fully custom templates Solo+
  • Treatment plan drafting with SMART goals based on diagnosis and presentation Solo+
  • Progress summaries across multiple sessions for PCP handoffs, courts, letters Solo+
  • Risk flagging — surfaces SI, HI, abuse, and neglect disclosures for clinician review Solo+
  • Intake summaries from uploaded prior records (PDFs, faxes, handwritten notes) Group+
  • Medical necessity checker — flags notes missing required billing elements Group+
  • Appeal letter generation for denied claims, with denial reason context Group+

How we handle PHI

  • All AI calls go through Anthropic's enterprise API with zero data retention
  • No training on your records, ever — written into our BAA and theirs
  • Audio recording requires explicit client consent captured in the platform
  • Every AI action is logged in your audit trail with inputs, outputs, and model version
  • You can disable AI features practice-wide or per-clinician at any time
Input Bullets from session with J.M.:
• Week 6, reports sleep back to 6hrs
• PHQ-9 down from 14 to 9
• Still avoiding work meetings
• Homework: exposure hierarchy
DAP Note (draft)

Data: Client presented for 50-min individual psychotherapy session (CPT 90834). Reports improved sleep (6 hours nightly, up from 3-4). PHQ-9 completed with score of 9 (mild), down from 14 at intake. Continues to avoid team meetings due to anticipatory anxiety.

Assessment: Moderate progress on depressive symptoms; avoidance
Zero data retention BAA with Anthropic Logged to audit trail
Compliance, not checkbox

HIPAA, 42 CFR Part 2, and state rules — handled at the schema level.

Most EHRs treat compliance as a collection of policies you're expected to maintain yourself. Practvia bakes it into the architecture. SUD records are physically segregated. Every PHI access is logged immutably. Your staff training, policy library, and risk assessments live in the platform. Compliance+ bundles the equivalent of a vCISO engagement — built by the team that runs Nwaj Tech's cybersecurity practice.

What's included in the base platform

  • Full HIPAA Security Rule — administrative, physical, and technical safeguards Solo+
  • Immutable audit log — every PHI read/write, queryable and exportable Solo+
  • 42 CFR Part 2 native workflows — segregated SUD records, independent consent, disclosure tracking Solo+
  • Granular access controls — restrict sensitive notes per-record, per-role, per-clinician Solo+
  • Break-glass access with mandatory justification and audit trail Group+
  • BAA library — all sub-processors on file, renewal alerts Group+
  • Good Faith Estimates — auto-generated for No Surprises Act compliance Solo+
  • State-specific rules — telehealth originating site, minor consent, mandatory reporting Group+

Compliance+ add-on (any tier)

  • 40+ policy templates covering HIPAA, 42 CFR Part 2, HR, and clinical
  • Quarterly risk assessment workflow with documented remediation tracking
  • Staff training platform — HIPAA, bloodborne pathogens, annual attestation
  • Breach notification workflow with HHS, AG, and media templates
  • Subpoena & court order response procedures
  • Dedicated compliance dashboard — readiness score, gap analysis, audit prep
Compliance Readiness
Q2 2026 — Northeast Behavioral Health PLLC
96%HIPAA Security
100%Part 2
92%Training
100%BAAs
74%SOC 2 Prep
100%GFE / NSA
2 action items this quarter:
Annual HIPAA training due for 3 staff · BAA renewal for clearinghouse in 45 days
Scheduling built for therapy

Recurring weekly appointments are the default, not an afterthought.

Most medical EHRs treat every appointment as a one-off. Behavioral health works differently — Tuesdays at 2pm for 12 weeks is the norm. Practvia's scheduling understands recurring patterns, group sessions, supervision, and the specific cadences of IOP and PHP programs.

Core scheduling

  • Recurring appointment engine with exception handling (skip a week, extend a series) Solo+
  • Time zone-aware scheduling for telehealth across state lines Solo+
  • Conflict detection with one-click resolution Solo+
  • Client self-scheduling with configurable availability rules per provider Solo+
  • Automated reminders via SMS, email, or voice — per-client preferences Solo+
  • Waitlist auto-match — when a client cancels, available waitlist clients are offered the slot Solo+

Group practice features

  • Multi-location rooms with resource scheduling Group+
  • Group therapy scheduling with roster management and attendance tracking Group+
  • Supervision tracking for pre-licensed clinicians (LMSW, LPCA hour logs) Group+
  • Capacity analytics — utilization per provider, per location, per day part Group+
  • No-show risk scoring with personalized reminder timing Group+

Enterprise

  • Intake coordinator workflows with assignment rules by specialty, insurance, language Enterprise
  • Level-of-care scheduling for IOP/PHP with step-down transitions Enterprise
Tuesday, May 14
Dr. Jamie Reyes · 7 sessions · 1 slot open
Mon
Tue
Wed
Thu
Fri
9:00
M.C. · 90834
K.L. · 90834
10:00
Telehealth
A.R. · Intake
Telehealth
T.H. · 90837
11:00
J.M. · RECUR
J.M. · RECUR
1:00
Supervision
Supervision
2:00
Group · DBT · 8 clients
Waitlist match: 2 clients match the 9am Wed opening
Native telehealth

Video built into the platform — no separate Zoom link to fumble.

When telehealth is an integration instead of a feature, you end up emailing links, coordinating waiting rooms, and losing clinical time. Practvia's video runs natively with the note editor in the same window. You see the client and write the note in one place.

Built-in video

  • HIPAA-compliant WebRTC video via Daily.co with BAA Solo+
  • Pre-session device check — camera, microphone, connection quality Solo+
  • Waiting room with customizable branding and messages Solo+
  • In-session note sidebar — draft the note while the session is happening Solo+
  • Session recording (with explicit client consent) for AI transcription Solo+
  • Screen sharing for worksheets, assessments, psychoeducation Solo+

State-aware compliance

  • Automatic enforcement of originating site rules per state
  • Licensure verification for interstate sessions (IMLC, PsyPACT)
  • Telehealth consent signed before first video session
  • Emergency location captured at session start for crisis response
J. Morales
Live note · DAP format
Data: 50-min session. Client reports
continued improvement in sleep patterns...
Flexible, fast documentation

Therapists write stories, not structured data.

Medical EMRs force rigid, form-filling documentation designed for billing a surgery. Behavioral health is different — your notes tell the arc of a therapeutic relationship. Practvia's documentation is session-based (not visit-based), free-text friendly, and shipped with every format you actually use.

Note templates

  • DAP, SOAP, BIRP, GIRP, PIE — all stock, clinically vetted Solo+
  • Custom template builder — drag fields, conditional sections, dropdowns, text blocks Solo+
  • Biopsychosocial assessment template (75+ fields, configurable) Solo+
  • Psychiatric evaluation template with MSE Solo+
  • Collateral contact and discharge summary formats Solo+

Write faster, not more

  • Smart phrases — build a personal library ("/mse", "/risk") that expands inline
  • Auto-fill from prior session, treatment plan, or diagnosis
  • Session-based — a series of sessions forms one continuous narrative, not isolated visits
  • Free-text first — write the way you think; structured fields are optional
  • Copy-forward from the last session with edit tracking
  • Macros for common phrases, interventions, homework assignments

Treatment plans & safety

  • SMART goals with measurable objectives and evidence-based interventions
  • Review cycles — 90-day, 6-month, or custom with auto-reminders
  • Stanley-Brown safety plan format, clinically validated
  • Crisis protocol auto-generation based on risk level
  • Client-accessible via portal and mobile app

Supervision

  • Cosigning for pre-licensed clinician notes Group+
  • Supervision hour tracking by type (individual, group, live, case review)
  • Supervisor queue with aging and prioritization
DAP
SOAP
BIRP
GIRP
PIE
+ Custom
Session Note · DAP
AI-drafted Needs review
Data: Client presented via telehealth for 50-min individual session (90834). Mood improved since last session. PHQ-9 score of 9 (down from 14).
Assessment: Moderate progress on depressive symptoms. Avoidance patterns persist.
Treatment Plan: Reduce avoidance behaviors
6 of 10
Outcome measurement

40+ validated assessments, auto-scored and auto-trended.

Measurement-based care is table stakes for value-based contracts and increasingly expected by commercial payers. Practvia ships with a curated library of validated instruments, handles scoring automatically, and visualizes trends so the clinical conversation is always backed by data.

Validated assessments included

  • Depression: PHQ-9, PHQ-2, BDI-II, GDS-15, CDI (pediatric)
  • Anxiety: GAD-7, GAD-2, BAI, PSWQ, SCARED (pediatric)
  • Trauma: PCL-5, PC-PTSD-5, Columbia Suicide Severity, UCLA PTSD-RI
  • Substance use: AUDIT, DAST-10, CAGE, DUDIT, ASI
  • Adverse childhood events: ACE questionnaire with protective factors
  • OCD: Y-BOCS, OCI-R
  • Eating: EDE-Q, SCOFF, EAT-26
  • General: ORS/SRS, BHM-20, WHODAS
  • Pediatric: ASQ, M-CHAT-R, Vanderbilt ADHD, SDQ

Workflow

  • Client-administered via portal or mobile app — no paper forms
  • Auto-scored with clinical interpretation (severity bands, clinical cutoffs)
  • Trending dashboards — session-over-session, month-over-month
  • Automatic re-administration at intervals you define (monthly PHQ-9 is typical)
  • Alert thresholds — flag Columbia positive, PHQ-9 question 9 positive
  • Bulk reporting for value-based contracts and grant reporting
PHQ-9 · J. Morales
8 administrations · 6 months
9↓ 5
Mild
NovDecJanFebMarAprMayToday
GAD-7
7↓ 3
Billing that gets behavioral health

Time-based codes, sliding scales, and the quirks hospital systems ignore.

Behavioral health billing has its own idioms: 90834 for a 45-minute session vs 90837 for 60, telehealth modifiers that vary by payer, H-codes for ABA, licensure-based rate differentials, prior auth renewals every 90 days, sliding fees for uninsured clients. Practvia's billing was built with these patterns as first-class features — not adapted from primary care.

Before the session

  • Real-time insurance verification (270/271) at scheduling — before the client walks in
  • Behavioral-health-specific eligibility — copay, deductible, session limits, prior auth flags
  • Good Faith Estimates auto-generated for self-pay per No Surprises Act
  • Sliding scale module with income verification and sliding-fee schedules
  • Authorization tracking with 60/30/14-day expiration alerts
  • Self-pay workflows with superbill generation for out-of-network reimbursement

Claims submission

  • Office Ally integration for MVP — low cost, behavioral-health-friendly
  • Availity / Change Healthcare for enterprise volume
  • 837P generation with pre-submission validation
  • Behavioral health CPT library — 90791, 90834, 90837, 90846, 90847, 90853, H-codes
  • Modifier automation — 95 for telehealth, HO/HN for licensure, HQ for group

Post-service

  • ERA/835 auto-posting with exception workflow for mismatches
  • Denial management — root cause tagging, reason code mapping
  • AI-drafted appeal letters tailored to denial reason and payer
  • Client payment via Stripe (HIPAA BAA tier) with payment plans
  • Superbill generation for out-of-network clients

Enterprise revenue cycle

  • Payer contract modeling with expected-reimbursement tracking Enterprise
  • Fee schedule management per payer Enterprise
  • Underpayment detection vs. contracted rates Enterprise
Claims this week
May 11–15, 2026
Paid J. Morales · 90834 · BCBS
$142.00
M. Chen · 90837 · Aetna
$186.00
Paid A. Rivera · 90791 · Cigna
$215.00
Denied K. Lee · 90834 · UHC
$142.00
Pending T. Hughes · 90853 · Medicaid
$68.00
K. Lee · UHC denial
Reason 16 · Missing auth number
Draft appeal →
Client experience

A portal clients actually use — and mobile apps they'll keep.

Most EHR portals are an afterthought: a clunky web interface from 2014 that clients log into once and never return. Practvia's portal and native mobile apps were designed with UX parity to consumer apps — because behavioral health clients are consumers everywhere else.

Web portal

  • Self-scheduling with real-time availability and automatic reminders Solo+
  • Secure messaging with configurable response-time SLAs Solo+
  • Document upload — insurance cards, ID, prior records Solo+
  • Intake form completion with branching logic Solo+
  • Assessments self-administered with in-app reminders Solo+
  • Billing and payments with payment plans and autopay Solo+
  • Telehealth lobby with device check Solo+

Mobile apps (iOS + Android)

  • Biometric unlock (Face ID, Touch ID, fingerprint)
  • Passkey support for passwordless login
  • HIPAA-aware push notifications — content-free with in-app reveal
  • Offline-capable assessment completion
  • Emergency resources (988, Crisis Text Line) always one tap away
  • Shareable progress summaries for clients who self-track

Family / guardian access

  • Scoped permissions — billing only, or scheduling only, or full
  • Minor client workflows with guardian consent management
  • Split billing for divorced parents
Messages
3 unread · last reply 2h ago
JR
Dr. Jamie Reyes 10:32 AM
Hi Jordan — I've attached the sleep diary worksheet we discussed. Looking forward to Tuesday.
JM
You 10:45 AM
Got it, thank you! Quick question about the handout on page 2...
Upcoming: Tuesday, May 20, 2:00 PM
Individual therapy via Telehealth · Join waiting room
Groups & family therapy

One session, multiple people.

Group therapy, couples work, family sessions, parent-child dyads, DBT skills groups, IOP curricula — every version of "more than one client in the room" is a first-class workflow in Practvia. You document once; the right information lands on each client's record.

Group therapy

  • One session, multiple clients — link attendees, document shared & per-member observations Group+
  • Group session templates — curriculum-based notes for DBT, CBT, SUD, grief, parenting
  • Attendance tracking with automatic absence notes for insurance
  • Roster management — enrollment, discharge, replacement members
  • Per-member billing (90853 for group therapy, H-codes for ABA groups) with correct modifier handling
  • Client rotation support for open-enrollment groups like process or psychoeducation

Couples & family therapy

  • Shared household records — link family members while preserving individual confidentiality
  • Conjoint session workflows with per-partner notes and shared intervention tracking (CPT 90846, 90847)
  • Identified client designation for billing while documenting the system
  • Split billing for divorced parents with separate insurance policies
  • Minor consent workflows — parent/guardian signatures, state-specific rules, mature-minor exceptions

IOP & PHP programs

  • Multi-hour group curricula with per-block attendance and participation notes Enterprise
  • Level-of-care transitions — step-up and step-down protocols
  • Per-diem billing with census tracking
  • Treatment team documentation from multiple clinicians on one client
DBT Skills Group · Week 6
Tuesday 2:00 PM · 8 attendees · Dr. J. Reyes
Attendees
JM
J. Morales ✓ Present
AR
A. Rivera ✓ Present
MC
M. Chen ✓ Present
KL
K. Lee ✗ Absent
TH
T. Hughes ✓ Present
SO
S. Osei ✓ Present
Shared topic
Distress tolerance — radical acceptance and self-soothing through the five senses.
6 × 90853 auto-generated 1 absence note filed
Ease of use

If it slows you down, you won't use it.

We interviewed 40+ therapists before writing a line of code. The thing they all said: "My EHR makes me feel stupid." Practvia is designed around the opposite principle — a clean, minimal interface that gets out of the way so you can focus on the client.

Designed for clinicians, not IT

  • Three-click note creation — open client → new session → pick template
  • No training required — most clinicians are productive in 30 minutes
  • Keyboard shortcuts for every common action (save, close, next client)
  • Global search — find any client, note, or record with one keystroke (⌘K)
  • Consistent UI patterns — if you know how to do it in one part of the app, you know it everywhere
  • Works the way you think — session-based mental model, not form-based

Quick onboarding

  • Import from SimplePractice, TherapyNotes, TheraNest in under an hour Group+
  • Guided setup wizard — practice profile, schedule, billing, first client in 15 minutes
  • Interactive walkthroughs built into the app — no 90-minute training videos
  • White-glove migration included with annual plans and Enterprise Enterprise

Performance that doesn't fight you

  • Under 200ms page loads — faster than Zoom, faster than Epic
  • Autosave every keystroke — you'll never lose a note
  • Offline-capable note drafting for unreliable connections
  • Tiny memory footprint — runs smoothly on the 5-year-old laptop in your office
Jordan Morales ⌘K
Jordan Morales · Client Enter ↵
New session note for Jordan
Schedule appointment
Page load
147ms
p50 across all routes
Clicks to note
3
Open → New → Save
Interoperability

Play well with the rest of healthcare.

Behavioral health doesn't exist in a vacuum. Your clients have primary care doctors, psychiatrists, and specialists. Their insurers want coordinated care data. Practvia speaks the standard healthcare data languages (FHIR, HL7) and makes referrals, record-sharing, and care coordination actually work.

Share records the right way

  • PCP handoff summaries — one-click generation of a clinical summary for the client's medical record
  • Fax integration — because behavioral health still runs on fax in 2026
  • Secure email via Direct Secure Messaging (DSM) protocol
  • FHIR API for R4-compliant record sharing with health information exchanges (HIEs)
  • HL7 v2 messaging for legacy hospital integrations Enterprise
  • Granular release of information — client-signed consents scoped to specific records, recipients, and durations

Referrals & care coordination

  • Inbound referral tracking — from primary care, EAPs, schools, courts
  • Outbound referral management — psychiatrists, neuropsych testing, higher levels of care
  • Referral conversion analytics per source
  • Care team visibility — who else is treating this client, with consent-managed access
  • Closed-loop tracking — did the referral actually happen? Group+

Standards & APIs

  • FHIR R4 for Patient, Encounter, Observation, CarePlan, DocumentReference
  • CDA documents (Consolidated-Clinical Document Architecture) for summary exchange
  • CCDA export compliant with ONC requirements
  • Public REST API with OAuth 2.0 for custom integrations Group+
  • Webhooks for appointment, note, and billing events Group+

42 CFR Part 2 handled correctly

  • Automatic redaction of SUD content when the recipient isn't authorized
  • Separate consents for mental health vs. substance use records
  • Disclosure logging that meets federal requirements for Part 2 records
Connected systems
Northeast Behavioral Health · 9 active integrations
Epic MyChart · St. Francis Hospital
FHIR R4 · PCP summary exchange
LIVE
CT HIE · Connecticut HITE
Statewide care summaries
LIVE
Direct Secure Messaging
DSM protocol · 47 PCP contacts
LIVE
Public REST API
OAuth 2.0 · 2 custom integrations
LIVE
Part 2 redaction active — SUD content filtered from all outbound shares
Practice operations

The back-office work that doesn't bill but kills your evening.

Every group practice owner we've talked to ends up running a second business they didn't sign up for: credentialing renewals, compensation statements, PTO coordination, policy attestations. Practvia handles these natively so they stop being a spreadsheet-and-email problem.

People ops

  • User management with role-based access — clinician, supervisor, biller, admin, owner Solo+
  • Credentialing tracker — license, malpractice, CAQH, DEA expirations Group+
  • Payer enrollment tracking per provider per payer Group+
  • PTO and coverage management with automatic client reassignment Group+
  • Compensation modeling — productivity, salary, hybrid, W-2 vs 1099 Group+
  • Compensation statements auto-generated monthly per clinician Group+

Multi-location

  • Location-specific settings — hours, rooms, staff, billing defaults Group+
  • Cross-location reporting with per-site KPIs
  • Shared client records with location-based access control

Administrative

  • Document management — policies, contracts, personnel files
  • Task assignment and queue management
  • Internal messaging separate from client messaging
Team Credentialing
Northeast Behavioral Health · 14 clinicians
Dr. Jamie Reyes, LCSW
✓ All current
LIC · 2027
MAL · 2026
CAQH · 2027
Alex Chen, LPC
⚠ 1 expiring
LIC · 2027
MAL · 38 days
CAQH · 2027
Dr. Sarah Okonkwo, PsyD
✓ All current
LIC · 2027
MAL · 2026
CAQH · 2026
Analytics & reporting

The reports leaders actually open — and the custom ones they build themselves.

Every EHR ships with dashboards, but most end up in the dusty corner of the UI because they don't answer the questions owners actually ask. Practvia's analytics are organized around the decisions a group practice makes weekly: who should we hire, where are we losing money, which clinicians are thriving.

Pre-built dashboards

  • Productivity per provider — sessions, hours, cancellations, no-shows Group+
  • Revenue per provider — billed, collected, write-offs, days in AR
  • Cash-to-claim lag by payer — surface the slow payers
  • Denial root causes aggregated with remediation suggestions
  • Outcomes by diagnosis — PHQ-9, GAD-7, PCL-5 trending across clients
  • Schedule utilization by provider, location, day, time
  • New client pipeline — inquiries, intakes, conversions

Custom report builder

  • Drag-and-drop field selection across all practice data
  • Saved reports with scheduled email delivery
  • CSV and PDF export
  • Role-based access — owners see revenue, clinicians see their own stats

Executive reporting

  • Board-ready deck generation — quarterly KPIs in PPTX format Enterprise
  • Grant reporting templates for SAMHSA, HRSA, state contracts Enterprise
  • Value-based contract reporting with outcomes data Enterprise
Practice · May 2026
14 clinicians · 892 sessions · $178,240
Sessions
892
↑ 8% vs last month
Collected
$178K
↑ 12% vs last month
No-show rate
6.2%
↓ 2.1 pts
Days in AR
22
↓ 4 days
Top Denials This Month
CO-16 · Missing auth$1,240
CO-97 · Included in another$680
CO-29 · Timely filing$284
12
Integrated capability areas — one platform, no tab-switching.
3
Clicks from "open app" to saving your first session note.
40+
Validated assessments with auto-scoring and trending.
0
Training on your data. Your records, your rules.

See it for yourself — in your workflow.

A 30-minute demo with a real clinician on our team, walking your exact practice type through the features that matter most. We bring specific answers. You bring your hardest questions.

Book your demo See pricing