More clients booked. Notes done. Claims paid.
LeadDash runs your EHR, billing, phone, and marketing on one client record, so the notes, the calls, and the claims stop following you home.
Built by a licensed therapist and group practice owner. Shaped in the day-to-day work of a real practice.
What is included with LeadDash EHR Growth plans
Six tools. One login.
One client record.
The tools that usually live across separate subscriptions, running on the same client record, from the first inquiry to the paid claim.
It is 2:14am. A new inquiry calls and gets a real answer, not a voicemail.
The call is triaged against your rules, booked into an open slot, and logged with a transcript for the morning.- Answered
- Triaged
- Booked
- Logged
Replaces a separate clinical system.
From first inquiry to care with context intact.
See how one client can move through a LeadDash EHR Growth workflow without their story being rebuilt at every handoff.
A person reaches out
A referral, ad, website, call, or text opens a conversation with your practice.
The next step is clear
The 24/7 Receptionist, scheduling, and timely follow-up help turn interest into a useful next step.
Care begins informed
The appointment and the details already gathered can stay with the client as clinical work begins.
The practice stays connected
Care, billing, communication, and operating signals stay closer together, so the team can follow through.
Every call gets a helpful next step.
While you are in session or away from your desk, the 24/7 receptionist answers in a warm, professional voice, learns what the caller needs, and guides them toward the right next step.
Get your notes done faster with a built-in AI note-taking assistant.
DashNotes™ helps turn a recorded session into a structured clinical draft, so you can spend less time starting from a blank note and more time focused on the client in front of you.
- Record in person, by telehealth, or dictate from your workflow
- Start with SOAP, DAP, BIRP, GIRP, free-form, or your practice templates
- End the recording and create a draft note without rebuilding the session from memory
A real behavioral health EHR not a reset button.
Charts, progress notes, scheduling, and client history are ready whenever you want your records in LeadDash EHR. The client story can arrive with the information your team already gathered.
- Therapy-first note styles including SOAP, DAP, BIRP, and GIRP
- Client history and shared context in one place
- Diagnosis, coverage, and treatment plans
Every client interaction, where it belongs.
LeadDash EHR Growth plans keep the conversations that shape care close to the client chart. With a HIPAA-compliant phone system, your team can follow the full context instead of chasing it across separate inboxes.
- Save phone activity and call-transcript controls directly in the client chart
- See texts, emails, calls, and automatic reminders together in one communication history
- Keep phone calls, texts, emails, and reminders close to the right client history
Less hunting. More context. Every touchpoint stays easier to find for the person who needs to respond next.
Built-in Telehealth
Connected care, wherever it happens.
Start a virtual visit right inside LeadDash EHR, then keep the session, clinical context, and DashNotes workflow together without switching to a separate video tool.
Move your practice into LeadDash EHR.
LeadDash EHR is built to run the complete behavioral health practice, not sit beside another system. Your launch is shaped around the workflows, people, and client experience you want to bring together.
Map what matters
Align team roles, scheduling, intake, documentation, communication, billing, and client follow-up around how your practice works.
Set up LeadDash EHR
Configure the connected EHR, phone, templates, and workflows your team will use before launch.
Go live together
Bring your team into one system with guided support and a rollout plan that fits your practice size.
One connected practice. From first inquiry to final claim.
LeadDash EHR Growth connects the front office, care, and revenue work in one system. The chart follows the client journey and shows where the biggest handoffs disappear. Included in price means included in the listed platform subscription, not a separate feature fee.
Swipe right to compare SimplePractice, TherapyNotes, and Jane →
| The client journey |  | SimplePractice | TherapyNotes | Jane |
|---|---|---|---|---|
| 1. First hello24/7 receptionist | ✓Growth plans | × | × | × |
| 2. Stay connectedIntegrated HIPAA-compliant practice phone + two-way SMS | ✓Growth plans | ×Not one native workflow | ×Not one native workflow | ×Not one native workflow |
| 3. Grow the leadCRM, lead pipeline, routing, and automated nurture | ✓ | × | × | × |
| 4. Book & onboardOnline booking + intake sent automatically | ✓ | × | × | ✓ |
| 5. Deliver careBehavioral-health EHR + Telehealth | ✓Included in price for Growth plans | ×Not in platform price | ×Not in platform price | ×Not in platform price |
| 6. Finish notesAI Notes | ✓Included in price for Growth plans | ×Not in platform price | ×Not in platform price | ×Not in platform price |
| 7. Get paid & growInsurance billing and claims | ✓ | ✓ | ✓ | ✓Paid add-on |
| 8. Submit claimsPer-claim fee for electronic insurance claims | $0per submitted claim | 25 to 50¢per submitted claim | 14¢per electronic claim | 30 to 50¢per submitted claim |
Phone + SMS refers to one native, integrated practice-phone and two-way-SMS workflow. It does not mean another platform lacks all secure messaging or reminder SMS.
One system to win the client, support the client, and keep the practice moving.
The things practice owners ask first.
What is the difference between LeadDash EHR and LeadDash EHR + Growth?+
LeadDash EHR is the clinical and billing side on its own: notes, scheduling, client portal, payments and, on Professional and Group, insurance billing. LeadDash EHR + Growth adds marketing, a CRM, booking funnels and the 24/7 AI receptionist, with DashNotes™ and telehealth included.
How does the free trial work?+
Every LeadDash EHR plan starts with 30 days free. You enter a card at signup, and your first charge is on day 30. Cancel any time before then in Practice Settings, Your plan, and you pay nothing.
Are DashNotes™ and telehealth included?+
DashNotes™ and telehealth are included with LeadDash EHR + Growth. On LeadDash EHR plans, both are optional add-ons selected during signup.
Who counts as a clinician?+
Anyone who sees clients. Admin and biller seats are free.
Is there a limit on clients?+
No. Every plan includes unlimited clients.
Do you help practices move from another EHR?+
Yes. Migration is free on yearly Professional and Group LeadDash EHR plans.
Is LeadDash HIPAA compliant?+
Yes. The Business Associate Agreement is signed when you first sign in.
Ready to see it for your practice?
Start a LeadDash EHR trial today, or book a Growth demo to see the full connected system.
Month to month. No long-term contract.