Features
Everything a practice runs on, in one chart
From the first intake form to the last insurance payment, each client's record stays together.
Scheduling
Calendar by clinician and location, recurring sessions, email reminders, and online self-scheduling for clients.
Notes and treatment plans
SOAP, DAP and progress notes, treatment plans and assessments, signed electronically and locked once signed.
Billing and insurance
Invoices, superbills, eligibility checks and insurance claims, card payments, and automatic Zelle matching.
Client portal
Clients complete intake and consent forms, message the practice, pay invoices and ask for records from a phone.
Records and releases
Release-of-information forms, records requests with deadlines, and documents sent by secure link.
Your team
Roles for admins, clinicians and billing staff, with clinical notes kept from billing-only users.
Pricing
One low price per clinician, everything included
Every feature on every plan. Start free for 30 days.
Monthly
Pay month to month.
- Every feature included
- Billed every month
- Cancel any time; service runs to the end of the paid month
- Add or remove clinicians as you go
Annual
Most popular$180 per clinician, paid once a year. Saves $36.
- Every feature included
- Billed once a year
- Cancel any time; service runs to the end of the paid year
- Add clinicians during the year; Stripe adjusts the bill for the days used
Billing staff
For your front desk and billers.
- Billing, payments and claims
- Scheduling, when you allow it
- No access to clinical notes
- As many billing users as you need
Admins and clinicians count as users; billing staff are free. Cancel from inside EasyChart at any time. See Refunds and cancellation.
Security
Client records protected by design
Safeguards built into the app, not added on.
Encrypted records
Notes, diagnoses, names and contact details are encrypted field by field.
Every access logged
An audit log shows who viewed or changed each record, and when.
Two-factor sign-in
Practices can require it for every staff member, with automatic sign-out when idle.
Your data stays yours
Download all of your practice's records at any time.



