For the work. For the move.
Orientation for practicing clinicians — and the walkthroughs for leaving the EHR you've outgrown.
How the work actually works.
Effective progress notes for LPCs and LMHCs
The elements that hold up, the formats that fit, and a same-day checklist — written for clinicians who document between sessions.
Open guide →State board rules for notes, retention, and telehealth
What licensing boards actually require in the record — content, how long to keep it, and the telehealth lines many notes still miss.
Open guide →Insurance enrollments for new therapists
What enrollment is, how it differs from getting paneled, which NPI to use, and what “action needed” actually means.
Open guide →Move over without the dread.
Switching from SimplePractice
What transfers automatically, what to verify, and how to keep your calendar live during the cutover.
Open guide →Leaving TherapyNotes
Exporting records and historical notes cleanly, and mapping them to Readya.
Open guide →Your first week on Readya
Portal, templates, billing and reminders — set up in the right order, in an afternoon.
Open checklist →A real person moves you across.
You don't do the migration alone. A human on our team brings your clients, historical notes and upcoming appointments over — usually within an afternoon — and keeps you posted while you keep seeing clients.
Migration · in progress
~ 1 afternoon
Bring your practice over this afternoon.
Real-human migrations, and the first three clients are on us.